Key Takeaways:
- CRM software enhances customer engagement and relationship management by facilitating interaction tracking across various channels.
- Choosing the right CRM involves evaluating user-friendliness, reporting capabilities, and integration options.
- Free CRM options like HubSpot CRM, Freshsales, and Pipedrive offer valuable features for businesses of all sizes.
Customer Relationship Management or CRM software is targeted towards improving customer interaction and customer engagement systems. It subsequently enhances the relationship between business organizations and their clients.
Customer relationship management software also provides better control of integrated customer data per the organization’s requirements. It is applicable in small-sized enterprise units and large-scale business organizations. Based on the latest market requirements, we have curated a list of the best free CRM software.
To choose effective CRM software, an organization’s initial step must be to accurately identify the requirements and compare the features offered by different providers. This will enable them to choose the best possible software for their company.
Top Free CRM Software
Free CRM systems empower businesses with greater automation of sales, better access to business information, and improved marketing support coupled with employee and vendor partnerships on a massive scale. Let’s take a look at the top free CRM software:
Software Name | Free Trail Period | Pricing |
---|---|---|
30 day | Growth: $36/user/month/billed annually | |
21 days | Pro:₹3239/user/month/billed annually | |
14 days | Advanced: $19.90/user/month/billed annually | |
15 days | Growth: $64.99/user/month/annually | |
Offers a free plan with basic features | Enterprise: $4000/month/ annually | |
14 days | Business: $54/user/month/annually | |
14 days | Enterprise: $55/user/month | |
Open-source software | Business: £400/ month/billed annually | |
Provides a free plan with limited features | Standard: ₹3990/organization/month/annually | |
Upto 10 users | Regular: $49.99/user/month | |
Offers a free plan with limited features | Pro+: $69/user/month | |
Offers a free plan with limited features | Pro: ₹3599/user/month/billed annually | |
21 days | Business: $19.95/user/month/billed annually | |
14 days | Bronze | |
Provides a free plan with limited features | Professional: ₹1400/user/month/billed annually | |
15 days | Standard: ₹800/user/month | |
Provides a free plan with limited features | Managed service: starting at $3999/month | |
30 days | Enterprise: $36/user/month | |
Offers a free plan with limited features. | Professional: Starting from ₹4,150.24/month/billed annually | |
Offers a free plan with limited features. | Plus: $8/user/month/billed annually |
1. Capsule CRM
Capsule CRM is an online-based free CRM software that requires a simple sign-up to create an account with the corresponding support team. Once done, the team provides engaging software solutions, empowering your business sales in an organized and collaborative manner. Capsule CRM is a free CRM system that enhances the sales of the corresponding business unit and improves growth and scalability factors.
Features
- Activity tracking
- Budgeting/forecasting
- Contact management
- Document management
- Interaction tracking
- Kanban board
- Opportunity management
- Performance metrics
- Pipeline management
- Pipeline reports
- Predictive analytics
- Reporting & statistics
- Sales forecasting
- Sales pipeline management
- Sales trend analysis
- Territory management
- Visual analytics
- Workflow management
Pricing
- Free plan
- Starter: $18/user/month/billed annually
- Growth: $36/user/month/billed annually
- Advanced: $54/user/month/billed annually
- Ultimate: $72/user/month/billed annually
- Free trial available
- All the processes are provided in the mobile application, making it convenient for users to optimize their operations.
- The report generation feature is detailed, accurate, and highly assistive in effective decision-making.
- The interface is friendly and customizable, making it easy for users to utilize the platform effectively and gain efficiency.
- Lead generation, conversion, engagement, etc., can be effectively tracked, which allows users to stay updated with the business trends.
- Integration with third-party platforms can be improved to streamline the process.
- Reporting features are not offered in free plans, which causes a major hassle for users during analyzing the trends.
- The contact management feature is not so effective because the whole process needs to be conducted manually due to which chances of error are high.
2. Freshsales
Freshsales is a CRM software free package available for user behavior tracking, customer data lead scoring, and more. Freshsales provides highly definitive integrated email templates, user behavior tracking, unlimited users, lead scoring, and many more attractive features. One of the best CRM system free in the market, Freshsales has been publicly recommended by over 1000 business organizations.
Features
- Appointment scheduling
- Audience targeting
- Behavior tracking
- Budgeting/forecasting
- Call list management
- Click tracking
- Client management
- Data management
- Data visualization
- Electronic signature
- Funnel analysis
- Lead distribution
- Lead management
- Location tracking
- Marketing automation
- Performance management
- Performance metrics
- Pipeline management
- Predictive analytics
- Product catalog
- Sales forecasting
- Sales pipeline management
- Sales automation
- Sales trend analysis
- Team management
- Visual analytics
- Visual editor
- Workflow management
Pricing
- Free
- Growth: ₹749/user/month/billed annually
- Pro:₹3239/user/month/billed annually
- Enterprise: ₹4899/user/month/billed annually
- Free trial available
3. Pipedrive
Pipedrive is one of the leading free CRM software that gives you an excellent overview of your sales. It offers a wide range of functionalities that aim to generate more leads for the company.
Using the system, you can easily track contacts, calls, and emails as and when required. It provides full visibility and control over your schedule. Furthermore, it automates repetitive tasks to save time and money.
Features
- Appointment management
- Appointment scheduling
- Buyer management
- Campaign management
- Communication management
- Contract/license management
- Donor management
- Email campaign management
- Email management
- Feedback management
- Field sales management
- File management
- Goal management
- Lead engagement
- Multiple site management
- Natural language processing
- Negative feedback management
- Opportunity management
- Pageview tracking
- Referral tracking
- Sales forecasting
- Task management
- Workflow management
Pricing
- Free plan
- Essential: $9.90/user/month/billed annually
- Advanced: $19.90/user/month/billed annually
- Professional: $39.90/user/month/ billed annually
- Power: $49.90/user/month/ billed annually
- Enterprise: $59.90/user/month when billed annually
- Free trial available
- Multiple templates are provided, which are highly assistive in creating an effective sales funnel to amplify and track sales.
- AI integrated analytics feature makes it easy for users to identify opportunities and accelerate the growth of the business.
- The customization feature is highly effective for organizations to enhance operational efficiency.
- Lead can be segmented on the basis of priority, offers effective results, and saves a lot of time.
- The revenue forecasting feature sometimes provides inaccurate figures, so it needs to be more precise.
- Reports and dashboards are not effectively detailed and comprehensible, which makes the interpretation difficult.
- The software is costly compared to other software providers in a similar category.
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4. EngageBay
EngageBay is an all-in-one marketing platform that enables a vast range of functionalities. This free CRM software has powerful modules such as task management, contact management, sales reporting, and more.
It gives you complete visibility into your pipeline. You can track the real-time status of each contact from a single dashboard. Besides, its easy-to-use and intuitive interface is hard to ignore. Even a non-tech-savvy person can easily handle EngageBay.
Features
- AB testing
- Availability management
- Behavior tracking
- Calendar management
- Call scheduling
- Call tracking metrics
- Email campaign management
- Email management
- Geotargeting
- Goal Management
- Help desk management
- Knowledge base management
- List management
- Multivariate testing
- Performance management
- Performance metrics
- Real-time scheduling
- Referral tracking
- SEO management
- Sales trend analysis
- Time on Site tracking
- Whitelisting/blacklisting
Pricing
- Free
- Basic: $14.99/user/month/annually
- Growth: $64.99/user/month/annually
- Pro: $119.99/user/month/annually
- Free demo available
- The automation offered by the platform is exemplary it makes the processes more efficient and result oriented.
- It enables users to identify effective leads and create a sales funnel to generate more sales.
- With advanced functionalities, the organization can enhance its operability and performance to a great extent.
- Navigation is a tad complicated on the platform, making it difficult for users to access the features.
- The software cannot be seamlessly integrated with other applications, which is a major disadvantage.
- Real-time alerts and notifications are not provided, which causes a delay in taking necessary action.
5. Hubspot CRM
It is a top and highly recommended choice from the list of free CRM software ideal for any startup, small, medium, and large enterprise. The HubSpot CRM effortlessly tracks customer interactions across various channels, including emails, social media, and phone calls. Through HubSpot Sales’ integration with Gmail or Outlook, every message, conversation, and appointment is carefully documented in real-time. Calls, emails, meetings, and annotations are all neatly arranged in a single timeline for every engagement with a possible lead.
Features
- Activity tracking
- Appointment management
- Appointment scheduling
- Customer database
- Customer segmentation
- Email management
- Interaction tracking
- Lead nurturing
- Opportunity management
- Performance metrics
- Pipeline management
- Referral tracking
- Relationship tracking
- Sales pipeline management
- Source tracking
- Task management
- Task scheduling
Pricing
- Free
- Professional: $1080/month/annually
- Enterprise: $4000/month/ annually
- Free trial available
- Easy-to-operate platform allows users to gain operational efficiency and achieve the desired objectives.
- Simplified and assistive navigation on the platform allows users to adopt the software quickly.
- Integration with other platforms is simple, with which smooth functioning can be gained.
- Reporting and analytics feature is not up to the mark in terms of accuracy which needs to be improved.
- The dashboard needs to be made more comprehensive to make the decision-making process easier and more effective.
- In accordance with the cost the features provided are less, which is a major disadvantage.
6. vCITA
It is another free CRM software that is used by multiple sectors like home services, fitness, the education industry, healthcare, business services, etc. It offers a modular platform to different businesses.
Features
- Appointment management
- Appointment scheduling
- Booking management
- Campaign management
- Communication management
- Confirmation/Reminders
- Contact database
- Contact management
- Document management
- Document storage
- Employee scheduling
- Gift card management
- Intake management
- Interaction tracking
- Lead generation
- Lead management
- Maintenance scheduling
- Member management
- Membership management
- Patient management
- Promotions management
Pricing
- Free plan
- Essentials: $29/user/month/annually
- Business: $54/user/month/annually
- Platinum: $93/user/month/annually
- Free trial available
- The platform is intuitive and easy to use, allowing users to gain operational efficiency.
- Automated synchronization is a major advantage as it streamlines the processes to a great extent.
- It operates on advanced functionalities that generate more leads allowing the users to expand their business.
- Downtime is the main disadvantage associated with the platform, as it hampers the performance of the business.
- Report generation is not accurate sometimes, and reports are tough to comprehend.
- Integration with third-party applications is complex, which affects the smooth functioning of the business.
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7. Creatio CRM
Creatio CRM is an advanced free CRM software that is perfect for managing marketing, sales, and support functions. It manages end-to-end customer journeys, starting from the leads to current customer handling.
Features
- Campaign analytics
- Campaign management
- Cataloging/categorization
- Channel management
- Commission management
- Customer segmentation
- Document management
- Email marketing
- Field sales management
- Knowledge base management
- Knowledge management
- Lead generation
- Lead management
- Multi-channel communication
Pricing
- Growth: $25/user/month
- Enterprise: $55/user/month
- Unlimited: $85/user/month
- Free trial available
- Simple third-party integrations to streamline the processes and performance can be enhanced.
- High data security is offered as it operates on cloud-based technology.
- The automation feature is the biggest advantage as it operates on a no-code technology.
- The main disadvantage is the customer service offered that is not readily available and is sometimes incompetent.
- Workflow templates for a limited number of verticals are offered, which causes hassles in operations.
8. SuiteCRM
SuiteCRM is a free and open-source CRM software version. Some people say it is a perfect alternative to SugarCRM, although it uses other open-source add-ons to make it more powerful than its close alternative.
The top benefit of the suite is that it offers a preconfigured version, especially for users who cannot install or configure it in-house.
Features
- Activity tracking
- Calendar management
- Document storage
- Email management
- Email marketing
- Interaction tracking
- Marketing automation
- Real time reporting
- Referral tracking
- Sales trend analysis
- Task management
- Territory management
- Workflow management
Pricing
- Starter: £100/ month/billed annually
- Business: £400/ month/billed annually
- Premium: £600/ month/billed annually
- Free demo available
- Highly effective sales funnels are created that enable businesses to generate more revenue.
- Client engagement is improved with the availability of advanced functionalities and pre-existing templates.
- The customer support team is competent and provides quick resolution of queries.
- Downtime is frequent, making it difficult to obtain operational efficiency and hamper performance.
- Seamless integration with other applications is not feasible, so streamlined operations cannot be guaranteed.
- Professionals are to be hired to utilize the platform efficiently. As a result, it is not budget-friendly.
9. Bitrix24
One strong point about Bitrix is that it offers really flexible price options. No one hates flexibility, including yourself. If you go for a completely free CRM software account, you will get 12 users, five GB of storage, and no restriction as to what you can do with the storage. However, the deal gets better when you upgrade to a premium version.
According to user reviews, the website is easy to use but tacky when it comes to aesthetics.
Features
- Account management
- Applicant tracking
- Automated routing
- Biometric recognition
- Call center management
- Campaign personalization
- Click tracking
- Commission management
- Content management
- Customer complaint tracking
- Deal management
- Document generation
- Document management
- Email campaign management
- Feedback management
- Geotargeting
- Goal management
- Graphical workflow editor
- Help desk management
- Online invoicing
- Project time tracking
- Queue management
- ROI tracking
- Renewal management
- Source tracking
- Visual workflow management
- Workforce management
- eCommerce management
Pricing
- Free
- Basic: ₹1590/organization/month/annually
- Standard: ₹3990/organization/month/annually
- Professional: ₹7990/organization/month/annually
- Enterprise: ₹15990/organization/month/annually
- Free trial available
- Data management gets easy as the platform can be easily customized as per the preferences of the user.
- The framework is easy to adapt, and advanced functionalities make it easy to navigate the software.
- Also, the platform offers flexibility, allowing users to function at their own pace and convenience.
- Integration is a major hassle as other applications cannot be integrated it hampers productivity.
- Reports generated are ambiguous and inaccurate, which leads to ineffective decision-making.
- Automation is not as expected, and even the repetitive tasks have to be done manually, which is a disadvantage.
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10. Agile
Agile CRM is an all-in-one platform for customer relationship management that offers a robust set of functionalities. The system automates sales and marketing efforts, resulting in increased productivity and work acceleration.
The free version offers up to 10 users and a 50,000-contact database. It also allows the manager to monitor all deals and documents and keep notes of milestones from a single dashboard. This ensures that the company’s sales process is seamless. The system is well-suited for small business companies looking to do everything on one platform.
Features
- Account management
- Archiving & retention
- Audience targeting
- Automatic call distribution
- Behavior tracking
- Billing & invoicing
- Call center management
- Call scripting
- Campaign segmentation
- Client management
- Content management
- Customizable forms
- Document management
- Document storage
- Drag & drop
- Drip campaigns
- Email campaign management
- Email management
- Engagement tracking
- Field sales management
- Forecasting
- Gamification
- Geotargeting
- Help desk management
- IVR/voice recognition
- Keyword filtering
- Keyword tracking
- Knowledge base management
- Lead management
- Lead nurturing
Pricing
- Free plan
- Starter: $14.99/user/month
- Regular: $49.99/user/month
- Enterprise: $79.99/user/month
- Free trial available
- Easy to use and flexible are the attribute that makes this platform preferable.
- It is cost-effective, which makes it suitable for all kinds and sizes of businesses.
- This software allows the business to improve its performance and generate the desired revenue.
- It is less like to integrate with other applications making it less flexible than other available software.
- The reporting feature is not up to the mark and should have high accuracy.
- Client segmentation is not offered, making it tedious and time-consuming for the organization.
11. Streak
Streak makes it easier by turning your Gmail into a CRM tool. The software groups email threads based on your workflow — in stages across a pipeline.
And as it is only limited to Gmail, the software is useful for freelancers and small businesses. Besides, it also centralizes all shared documents. That means you get immediate access to all shared files no matter at what stage your prospect is. This way, you can take the conversation up where you last left off and close the deal sooner.
Features
- Appointment scheduling
- Calendar management
- Customer database
- Email management
- Email marketing
- Inbox management
- Interaction tracking
- Pipeline management
- Referral tracking
- Reporting & statistics
- Response management
- Sales forecasting
- Task management
- Workflow management
Pricing
- Free plan
- Pro: $49/user/month
- Pro+: $69/user/month
- Enterprise: $129/user/month
- Free trial available
- As it is easy to adapt, it makes it easy for organizations to accelerate their performance and gain the best ROI.
- It automates several tasks and enhances customer engagement, which benefits the organization.
- Customization is offered that enhances the functionality of the organization and elevates efficiency.
- It is not cost-effective as a result, it is not feasible for every organization.
- The complex features make it difficult to gain operational efficiency.
- The report generation feature is lethargic and sometimes tends to provide false reports.
12. Freshdesk
A cloud-based client relationship management software, Freshdesk has a range of intuitive features that enhances sales team collaboration. It enables companies to broaden their market reach through a multi-channel approach and streamlines major business operations.
Features
- Ticket management
- Gamification
- Automatic call distribution
- Call recording
- Collaboration tools
- Communication management
- Drag & drop
- Email management
- Email templates
- IVR/voice recognition
- Inbox management
- Incident management
- Interaction tracking
- Negative feedback management
- On-demand recording
- Predictive analytics
- Prioritization
- Problem management
- Project management
- Queue management
- Rules-based workflow
- Real-time customer analytics
- Work order management
- Service history tracking
- Agent collision detection
Pricing
- Free plan
- Growth: ₹999/user/month/billed annually
- Pro: ₹3599/user/month/billed annually
- Enterprise: $5699/user/month/billed annually
- Free trial available
- It offers organizations to create marketing campaigns and generate reports on the basis of which effective decisions can be made.
- Effective client management can be done due to the automation offered on the platform.
- It is easy to integrate, streamlining the overall process and enhancing performance.
- Customization is not offered, which makes it tough to operate sometime, as utilization cannot be done as the user preference.
- Reports generated are tough to comprehend as they are complex.
- Real-time notifications are not provided, which causes hassle in effective customer engagement.
13. OnePageCRM
A diverse client relationship management software, OnePageCRM helps to organize sales processes and converts leads to loyal customers. It streamlines all major workflows and improves collaboration between marketing professionals.
Features
- Sales forecasting
- Market segmentation
- Contact management
- Business scanning
- Conversion tracking
- Field sales management
- Lead capture
- Activity reporting
- Report generation
- CRM analytics
Pricing
- Professional: $9.95/user/month/billed annually
- Business: $19.95/user/month/billed annually
- Free trial available
- The report generation feature is extremely precise, and it offers information and insights which assists in framing effective strategies.
- Integration with other platforms can be done easily, leading to the effective functioning of processes.
- Lead management and client engagement can be done efficiently due to the provision of automated processes like creating sales funnels, emails, messaging, etc.
- Data security feature is a bit tacky and seems unreliable at times due to data loss.
- Sales forecasting feature offers false indications sometimes that lead to wrong decision making.
- Performance is hampered due to consistent updates in the software versions and system bugs.
You May Also Read: Top 10 Cloud-Based CRM Software of 2024
14. Insightly
Insightly provides the most powerful, engaging, and affordable customer relationship management solutions targeted toward empowering businesses. Implemented by around 4 00,000 business units, Insightly is one of the top qualities CRM software most sought after by major business corporations.
Features
- Activity tracking
- Appointment scheduling
- Assignment management
- Commission management
- Configurable workflow
- Document management
- Email tracking
- Event triggered actions
- Field sales management
- Goal setting/tracking
- Marketing automation
- Modeling & Simulation
- Multi-Currency
- Opportunity management
- Percent-complete tracking
- Performance metrics
- Pipeline management
- Referral tracking
- Sales forecasting
- Sales pipeline management
- Task tagging
- Template management
- Territory management
Pricing
- Free plan available
- Plus: $29/user/month/billed annually
- Professional: $49/month/user/billed annually
- Enterprise: $99/month/user/billed annually
- Free trial available
- Customer support team is highly competent, and the best possible resolution is offered.
- Customization is offered at its best and almost every process can be customized as preferred by the user.
- The process can be effectively administered to elevate customer engagement and generate more revenue.
- Software is costly as compared to the similar products available. So affordability is a major concern.
- Reporting features can be more precise and understandable based on which appropriate decisions can be made to elevate the performance.
- Automated segmentation features can be improved and more targetted or preferred segments should be filtered.
15. Zoho CRM
Zoho CRM is one of the best CRM software that manages customer relationships through several channels and enables businesses to optimize their operational processes and cultivate long-lasting relationships. Designed to support a wide range of sectors and organizational sizes, this free CRM for small businesses and large enterprises easily combines with more than 40 Zoho products. It extends its capabilities with over 300 third-party apps, including well-known platforms like G Suite, Office 365, and Salesforce.
Features
- Automated routing
- Budgeting/forecasting
- Buyer management
- Call management
- Campaign analytics
- Campaign management
- Client management
- Communication management
- Conversion tracking
- Data synchronization
- Data visualization
- Document management
- Exception reporting
- Expense tracking
- Feedback management
- Field sales management
- Help desk management
- Incentive management
- Interaction tracking
- Lead generation
- Lead management
- Negative feedback management
- Opportunity management
- Performance management
Pricing
- Free plan
- Standard:₹800/user/month/billed annually
- Professional: ₹1400/user/month/billed annually
- Enterprise: ₹2400/user/month/billed annually
- Ultimate: ₹2600/user/month/billed annually
- Free trial available
- It is easy to extremely easy to convert extra leads and increase the revenue.
- Customer service is competent, and creating automated responses is easy.
- The tool makes it easy to create tasks and integrate systems seamlessly.
- The UI is poor, and the workflow is not intuitive at all.
- Customization options are limited.
- It cannot be self-hosed on a private server
16. Vtiger
Vtiger CRM is among the free customer management software that helps companies streamline their operations and increase productivity. Vtiger provides an integrated CRM solution that enables teams to create remarkable customer journeys. These journeys include lead generation and nurturing by marketing, deal scoring, tracking, closure by sales, and support teams’ ability to provide outstanding assistance by gaining access to detailed customer histories.
Features
- Appointment management
- Calendar management
- Collaboration tools
- Content management
- Customer complaint tracking
- Customer service analytics
- Document management
- Email tracking
- Engagement tracking
- Lead management
- Opportunity management
- Performance metrics
- Pipeline management
- Predictive analytics
- Sales activity management
- Sales forecasting
- Sales pipeline management
- Source tracking
- Support ticket management
- Task management
Pricing
- Free plan
One Growth
- Standard: ₹800/user/month
One Professional
- Standard: ₹2100/user/month
- Single App: ₹1400/user/month
One Enterprise
- Standard: ₹2940/user/month
- Single App: ₹2100/user/month
- Free trial available
- It is easy to print out multiple records from different modules.
- The tool makes it easy to change templates and is easily adaptable.
- The web interface is easy to use and it is intuitive.
- The tool has a learning curve for beginners.
- The search filter needs to have more accuracy.
- The mobile app needs improvement.
17. Snov.io
Snov.io is a modern CRM system-free application diligently designed to serve companies of all sizes. Its user-friendly interface allows marketers to create customized drip email campaigns and sequences with ease, and it also makes it easier to interact with bloggers, influencers, and media outlets.
With the help of visually appealing data, follow-up conversations, and email list validation, the platform enables businesses to convert event or conference leads into customers with ease.
Features
- Calendar management
- Calendar/reminder system
- Campaign management
- Data verification
- Disposable email detection
- Drip campaigns
- Email address extraction
- Email management
- Interaction tracking
- Lead generation
- Lead management
- Marketing automation
- Sales pipeline management
- Task management
Pricing
- Starter: $30/month
- Pro:$75/month
- Managed service: starting at $3999/month
- Free trial available
- The tool is easy to use and easy to verify prospects.
- It is easy to create A/B tests and triggers for emails.
- Users can unlimited email accounts to one account.
- Learning curve for new users.
- The tool lacks multiple features.
- The bugs present make the navigation slow.
18. e-way CRM
eWay-CRM is an advanced free CRM tool that can be easily incorporated into Microsoft Outlook. It is a free CRM software for small business that enables businesses to manage contacts, sales efforts, projects, and marketing campaigns efficiently. By providing specialized programs for the iOS and Android platforms, eWay-CRM enhances accessibility and expands its capability beyond desktop limitations, enabling work while on the go. For individuals who prefer working remotely or using a Mac, a web interface offers a practical substitute.
Features
- Agile methodologies
- Call list management
- Call monitoring
- Document generation
- Document management
- Document storage
- Drag & drop
- Drip campaigns
- Due date tracking
- Dynamic content
- Forms management
- Fundraising management
- Grant management
- Interactiontracking
- Issue tracking
- Job costing
- Lead qualification
- List management
- Marketing automation
Pricing
- Free plan
- Basic: $18/user/month
- Professional: $24/user/month
- Enterprise: $36/user/month
- Free trial available
- The tools offer extensive customization options.
- It is easy to adapt the platform to the specific needs of clients.
- The platform makes it easy to create tailor-made fields, views, etc.
- It is challenging to implement new updates.
- There are synchronization issues with MS Outlook.
- The mobile app needs improvement.
19. Zapier Interfaces
Zapier is a free CRM tool that coordinates the smooth data flow between all of your web apps. Zapier handles tedious tasks to help your team focus on higher-value projects. It provides security and collaboration features so that your whole company can take advantage of automation. The Company plan delivers heightened security, authority, and support, tailored for enterprises seeking to automate tasks across multiple teams or requiring sophisticated administrative oversight.
Features
- Compliance management
- Email management
- Payroll management
- Point of Sale (POS)
- Process modeling & designing
- Rules-based workflow
- SSL security
- Sales management
- Usage tracking/analytics
- User management
- Workflow management
- eCommerce management
Pricing
- Free plan
- Starter: Starting from ₹1,693.13/month/billed annually
- Professional: Starting from ₹4,150.24/month/billed annually
- Team: Starting from ₹5,844.22/month/billed annually
- Company: custom pricing
- Free trial available
- The tool automates multiple processes seamlessly.
- It offers seamless integration with multiple applications.
- The customer care team is responsive and excellent.
- The app stops working by itself.
- The live API system does not work.
- There are technical issues in the app.
20. Notion
Notion is among the free CRM tools and workflow management systems that help companies streamline a range of tasks, like goal-setting, tracking progress, managing leads, and more, all on a single platform. With its user-friendly drag-and-drop interface, users can effectively organize, restructure, and cultivate ideas, concepts, or plans. Notion enables businesses to create and oversee an extensive knowledge base covering a variety of topics, including work instructions, programming guidelines, human resources procedures, and more.
Features
- Agile methodologies
- Budget management
- Calendar management
- Customizable fields
- Issue management
- Kanban board
- Knowledge base management
- Knowledge management
- Meeting management
- Notes management
- Portfolio management
- Reporting & statistics
- Resource management
- Status tracking
- Template management
- Workflow configuration
Pricing
- Free plan
- Plus: $8/user/month/billed annually
- Business: $15/user/month/billed annually
- Enterprise: custom pricing
- It is easy to manage resources and documents with customizable databases.
- The tool is customizable and is easy to use.
- The platform allows for rich data embedding to help users add images and videos to notes and pages.
- There are privacy concerns about the app.
- The performance is slow for complex or large workspaces.
- The app takes a while to set up.
What Makes The Best Free CRM Software?
CRM software is an advanced application for managing leads that is good at arranging contact information, both personal and business-related. Users can group contacts according to their past interactions and the status of ongoing contract talks. Below is a summary of important factors to think about:
1. User-Friendliness
Using the CRM system must be as simple as using an email program. Repetitive tasks ought to be streamlined so that tracking deals or adding new contacts doesn’t become laborious.
2. Reporting and Analytics
Attention should be taken to ensure that dashboards are efficient, that a wide range of reports are provided (with the option to customize them), and that analytics are available with insights to improve processes.
3. Integration Capability
Since the CRM acts as the primary information hub, it must integrate seamlessly with other key business systems. The CRM system is more beneficial the more connectors it offers and the more seamlessly they operate.
4. Additional Features
In addition to the standard CRM functions, investigating extra features like traffic statistics, project management tools, or internal team collaboration capabilities can yield benefits.
Wrapping Up
To have a prejudice of learning how CRM Software works for your business, you always have an option of free CRM software available.
The above-mentioned software has proved to be the best CRM software, and various esteemed international organizations are currently using these to boost their business opportunities and create a better scope of growth. So, get one of these for your company and manage your work seamlessly.
HubSpot CRM is regarded as one of the best free all-in-one CRM software solutions. It offers robust features for contact management, sales tracking, and reporting and integrates seamlessly with other tools.
Yes, several free CRM options cater to small businesses, such as HubSpot CRM, Zoho CRM Free Edition, and Bitrix24 Free CRM, offering basic features to manage contacts and sales processes.
No, Google doesn't offer a standalone CRM software. However, a Google CRM suite integrates natively with Google Workspace, becoming an integral part of it. It links with Google Contacts, Drive, and other Workspace apps.
Selecting the ideal free CRM tool depends on your specific needs. HubSpot CRM and Zoho CRM offer robust features and flexibility, catering to various business requirements effectively.
Priya is a seasoned writer with expertise in the SaaS industry. With over five years of experience in the field, she deeply understands the requirement of this specific industry, its techniques, and tools. Her articles, whitepapers, and blog posts are known for their clarity, practicality, and actionable insights. Priya also possesses in-depth knowledge of SEO and content marketing, which enables her to develop effective strategies to increase website traffic and improve brand visibility.