Looking for the best free CRM software that can organize your business processes on a shoestring budget?
Under modern conditions and taking into consideration the level of competitiveness in almost all industries, finding the right balance between the functionality of the CRM system and the cost that is affordable for an agency or start-up is a very tough job.
What to have everything organized, create relationships, and data-driven insight without having to spend too much cash-the right tool for this will be CRM. Now, let’s review some free CRM software for easing your work.
Customer relationship management software: what is it?
Customer relationship management, or CRM, refers to software that is designed to manage relationships and interactions with both current and future customers. Companies can utilize this tool to coordinate marketing efforts, store client contact data, and uncover sales opportunities. It also provides a single location for enhanced task, project, and customer communication management within a company.
With all the functions they provide, some of them are indeed very costly, which is quite understandable. Some firms, though, have a no-cost version of CRM software; these are the simpler ones. They are meant for smaller enterprises that would want to earn decently but cannot afford the costlier ones.
Advantages of the CRM system
There are several advantages that come with free customer relationship management software. It will help you with your marketing, automate your support, and hold all your customer data in one database.
But let us see what science says to support our claims with some facts.
The following are five top reasons to think about integrating free CRM software into your firm.
- CRM usually generates an ROI of about $9 on every dollar spent.
- Contact management tools may increase sales by as much as 29% and also enhance the accuracy of sales forecasting by 42%.
- About 64% of companies using CRM systems say that they are effective.
- About 85% of businesses using CRM solutions saw an improvement in customer
- Indeed, 74% of the business owners claimed that free CRM applications can give them increased access to customer data.
How to Choose the Best Free CRM Options for Your Business?
The free CRM that you select needs to be pretty easy to operate so that every member of your support team can quickly get used to it. Once you have implemented the software, you do not want to spend days educating your team members on how it works.
Another thing you have to be mindful of is the kind of resources availed by the free client management system. There should be enough resources, which will promptly and effectively get you out of any problems arising. The available resources can take the form of forums, a knowledge base, and skilled customer service for example. Based on the reviews written by other users using the free CRM, you may tell whether it has an acceptable support team or not.
Key features of a free CRM software
The best free CRMs for sales will include prospecting tools, marketing automation, and invoicing. For an e-commerce business, customer service automation will be particularly useful. Most of the free CRM software for small businesses will also offer customer interaction and pipeline management. Let’s dive right in.
Following are some of the key CRM capabilities that one should get for free:
- Analytics and Reports: Advanced reporting will, no doubt, enable you to track your progress and find areas that need improvement.
- Third-party integrations make life easy when it comes to connecting your tools with other software out there; easy integrations with e-commerce platforms and other apps.
- Pipeline management gives a big-picture overview, enabling the management of your team’s work and the control of your processes.
- Sales automation will help you increase your sales by automating specific procedures, from generating leads and setting up meetings to sending bills. Knowing precisely where your visitors are, when they are leaving your site, and what they are looking at helps reach them in the best possible moment to close a deal.
The Best Free CRM for Small Companies
Is your startup willing to scale up the business? Probably your small company is in need of help in managing its clientele. Or maybe you are a freelancer who needs a free CRM tool to communicate with clients so that you can focus on your work. Are you seeking help in improving the shopping experience, increasing revenue, and reducing costs?
1. Zoho CRM
Ratings: 4/5 ⭐
Zoho CRM is the best free CRM for any startup out there. It proudly calls itself a 360º client relationship lifecycle management solution. This contains a long list of CRM features, including sales funnels, inventory management, pipeline management, and audience segmentation.
This free CRM software for small businesses also provides AI conversational assistant for better workflow automation. You can also find more than 500 business apps to integrate into your system for extended functionality.
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2. Vtiger CRM
Ratings: 4.9/5 ⭐
It is a free CRM for small businesses that helps you build productive relationships with your customers. It unites all your teams and connects their goals to deliver more for your customers.
With real-time information and actions, Vtiger also helps you improve your support, marketing, and sales teams. Our free web-based CRM will help your client-facing staff create a great customer experience throughout the buyer’s journey.
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3. Agile CRM
Ratings: 4/5 ⭐
Agile CRM is a cloud-based free CRM email marketing software that features fully integrated automation, web analytics, and sales tracking. You will be able to track, score, and nurture the leads based on their web and email activity.
It’s one of the free CRMs for small business owners that allows multichannel interaction with buyers by phone, email, and Twitter. It also monitors customer behavior and sends real-time notifications about their activity, so you always stay on the same page as your shoppers.
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4. Streak
Ratings: 4.5/5 ⭐
Streak is the only CRM built inside of Gmail completely, so it would fit just perfectly in case you need some lightweight customer relationship management based on email communication. You can set up processes for your sales team, support reps, and even an HR department right from your inbox.
This free CRM app for small businesses provides features to search, filter, and group your data into custom fields and views to better organize it.
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5. HubSpot CRM
Ratings: 4.4/5 ⭐
How so fantastically easy yet powerful this turns out to be. HubSpot CRM has pretty much given a company all it can look at to personalize its customer shopping experiences. Very feature-rich, comes along with free CM software for smaller ones and an enterprise solution.
It will help you attract and convert the right clients at scale, and you will be prepared for a larger audience once your business grows. This free CRM system for small businesses will also help marketers keep data at the center of their activities and turn your business into a customer-centric, data-driven company.
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Free, open-source CRM
The Open Source CRM is a system whose code is openly available for everybody to see or change according to their needs. If this is what your business needs, let’s take a closer look at the best no-cost options of open-source CRM software for you.
6. BenchmarkONE
Ratings: 4.5/5 ⭐
While BenchmarkONE may not be as renowned as HubSpot, that’s no reason to hold it against the tool. In fact, it is one of the all-in-one marketing tools complete with a sales platform intended to convert site visitors into loyal customers.
Free, open-source CRM software for small business owners. It shows real-time client insights from within a dashboard to give clarity to the data. It also has website tracking and allows you to insert photos into your contacts for better personalization of communication.
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7. Odoo CRM
Ratings: 4/5 ⭐
This free open-source CRM provider allows one to create marketing campaign automation, draw insights from forecasts, and customize the sales cycle. Odoo also provides follow-ups regarding phone calls and meetings, apart from quality analysis for lead management.
This will help to move faster with decisions for your business and grow your contact list by increasing revenue. It also includes space for internal notes and search functionality for leads and opportunities based on phone number.
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8. Suite CRM
Ratings: 4.2/5 ⭐
The reasons SuiteCRM would be ideal for big companies include its enterprise readiness; therefore, it’s suitable for up and down scaling for whatever a company’s business requires. It’s completely customizable. Every department follows one view of the customer engagement on the shared dashboard for keeping track.
Free Open-Source CRM software offers hundreds of extensions for adding additional functionalities to this free, open-source CRM for even more value and control of your system.
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Free CRM to Drive Sales
Sales and marketing are probably the most popular areas that many organizations aim at when implementing their CRM system. For organizations working on a non-profit cause, nonprofit CRM can drastically facilitate them to connect with donors and manage relationships much more effectively.
Are you on the sales team and looking for any program to help deliver better results? Or maybe you’re a business owner who wants a free CRM solution for your sales team to use in their process.
9. Engagebay
Ratings: 4.6/5 ⭐
This free sales CRM software helps turn website visitors into happy customers easily by acquiring, nurturing, and engaging them. It offers online lead capturing features like live chat, helpdesk software, and web forms.
Engegabay also offers appointment scheduling software and deal management, whereby one can store unlimited numbers of contacts, keep a tab on the details of the shoppers, and build relationships in one place.
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10. Apptivo
Ratings: 4.3/5 ⭐
Apptivo is a top-tier free sales CRM system. It provides a cloud platform holding many business apps on one system: for sales, marketing, billing, and other company needs. The applications on this platform cover the whole customer lifetime cycle turning visitors into leads to keeping raving fans up to date.
This is one of the best free CRM for sales management, enabling you to build targeted lists of contacts and manage project schedules using Gantt charts, time trackers, and milestones.
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Summary
The customer relationship management system will help you manage your customer relationships and interactions. It keeps track of user behavior, connects client databases in one place, and helps you automate some of the processes.
Three of the major benefits of a free basic CRM are: increasing sales, improving the customer experience, and enhancing the tracking of customer information.
FAQs
1. What is CRM?
Customer relationship management software helps organizations to manage their relationships and interactions with clients. It involves gathering information about the customer in one place, tracking interactions, and improving communication with shoppers. The goals of the CRM tool are to help an organization smooth its processes, raise the level of client’ satisfaction, and increase sales.
2. Does a completely free CRM exist?
Yes. Most companies have a free forever plan for their CRM software. The ones that are most common include: Tidio, HubSpot, Zoho CRM, and Freshsales. Paid plans add users and other features, but the basics needed to operate your business are covered under the free plan.
3. How does CRM work?
CRM works by storing customer data and using that information to automate some of the processes related to client relationships. It also displays reports on your interaction with clients. The system tracks the behaviors of your shoppers and potential leads on your website, social media, and email marketing campaigns.
4. What are the features of some free popular CRM software?
Some of the most popular free CRM features include pipeline management, tracking systems, third-party integrations, sales automation, and contact management.
5. What is the easiest CRM to use?
Three of the easiest CRMs to use are Tidio, Pipedrive, and Capsule CRM.
