The question is, how do you navigate the plethora of free CRM platforms that are available to your sales and marketing team? The article examines the best free customer relationship management systems and covers everything you need to know.
B2B organizations, in particular, rely on customer relationship management (CRM) platforms to be successful. Using these tools, you can keep track of the status of leads and ensure proper relationship management, prioritizing leads based on their position in the sales funnel and their actions leading up to a purchase.
Communication tools are also managed by CRM software, which allows users to keep track of outreach and make note of any useful learning. CRM systems are available at a variety of price points and with a variety of feature sets. A growing number of these CRM platforms now provide options that are completely free for life.
These are severely restricted when compared to the paid options, but they provide all of the features necessary for closing a sale as well as all of the space you’ll need to get started and test out the system without breaking the bank. Some are even completely free open source customer relationship management platforms.
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Whether you’re starting from scratch or transitioning to a new system, there are numerous advantages to using a free trial version to ensure that it meets your needs without incurring any financial risks in the process. Continue reading to learn about the best free customer relationship management software options.
Here are our top picks for the best free customer relationship management (CRM) solutions for your company:
- Agile CRM
- HubSpot CRM
- Capsule CRM
- Zoho CRM
What to look for when selecting free customer relationship management software?
Choosing free CRM software isn’t all that different from choosing a paid platform in most ways. Except in the case of new CRM marketing systems with features that you are unfamiliar with, you should feel more confident when testing them out for the first time. There is definitely a time cost associated with switching from system to system, but it is worthwhile to try out a couple of different systems for free before committing to one of their paid options. When deciding between multiple free customer relationship management systems, there are three things to keep in mind.
- The number of features available
Many free options severely restrict the number of features that can be accessed while using their free plan. Even though this is to be expected and understandable, it’s important to keep it in mind when comparing different paid systems for B2B sales and marketing needs.
If you only have access to a quarter of the features of your new system, it will be difficult to obtain a thorough review of your new system.
- The advantages for your company
Keep track of how long it takes your team to become accustomed to their new CRM system. You want this platform to help you and your team achieve new levels of efficiency while reclaiming time from their busy schedules.
Most importantly, the system should be able to automate processes that you currently perform manually because they take up too much time and expose you to an excessive amount of human error.
- A description of the pricing tiers
Make sure you understand the different pricing tiers available for the free CRM you’re considering using. After a few months of using your new CRM, you’ll want to be able to afford to upgrade to at least the most basic pricing tier if everything goes well. This will ensure that as your company grows, you will not be required to learn a completely new system from scratch.
Our top 6 free customer relationship management (CRM) software for small businesses
Here are six free CRM options that offer varying degrees of CRM features and capabilities at no cost to your company.
It is a customer relationship management (CRM) platform that is designed for small and mid-size businesses (SMBs) looking to improve their lead management and increase their sales capacity. Insightly offers a completely free plan that includes everything users need to manage projects, track sales, and keep track of contacts for the rest of their lives.
Insightly is a company that specializes in ensuring that your company provides the best possible customer service to its customers. The platform is aesthetically pleasing, with simple-to-use dashboards, cloud-based deployment, and excellent customer service provided by the company itself.
With Insightly CRM for sales and marketing automation, you can accomplish more with less for free. If you decide to upgrade to a paid plan, you will have three options to choose from. In addition to the additional features and 100 pre-designed email templates, the Plus plan costs $35 per month per user and builds on the free plan.
In addition to the ability to assign leads to individual salespeople, the Professional plan costs $59/month per user. This option costs $129/month per user and includes unlimited components for all of the main features you’ll need to use the service.
Agile CRM is designed for small and medium-sized businesses (SMBs) as well as freelancers. In terms of ease of use, it is one of the best CRM systems available. In order to provide a logical and easily navigable layout, Agile CRM developers have optimized the usability of their product.
The majority of the major features are accessible at any time by simply clicking on them. These features include streamlined customer data intake, lead tracking, appointment scheduling, email tracking, and call-tracking tools that allow users to make and record phone calls directly from the platform, among others.
If you ever find yourself needing to upgrade from the free version, Agile CRM provides three reasonably priced options. The Starter tier costs $15/month per user and provides access to additional marketing tools.
The Regular tier costs $50 per month per user and includes help desk tools as well as reporting capabilities… The final option is the Enterprise tier, which costs $80 per month per user and includes extensive integrations as well as even more reporting capabilities.
HubSpot Customer Relationship Management
HubSpot is a free CRM and marketing software that has been around for a long time. The free HubSpot option consists of a combination of HubSpot’s CRM, marketing, sales, and services tools, as well as other additional features.
It is equally well suited for sales teams in need of customer relationship management as it is for marketers looking to automate communications. Contact management, deal tracking, a form builder, email and ad management, live chat with site visitors, ticketing support for customer service, and more are some of the most important features available.
It costs $50 per month for two users to upgrade from HubSpot’s free CRM to one of their hubs, which is the starting point for most customers. It is from there that the marketing hub increases in price to $800 per month and then $3,200 per month.
In the same vein, the sales hub costs $500 per month and $1,200 per month. Similarly to the free CRM bundle, there is an option to bundle paid plans together. However, as you can see, upgrading from the free option to a middle or top tier for one of the paid hub plans represents a significant financial commitment.
No doubt, these are powerful tools, but it will likely be some time before you require all of the features, users, and other extras that are available with the more expensive alternatives.
Capsule Customer Relationship Management
Capsule CRM is a good fit for both individuals and small and medium-sized businesses (SMBs). Users who are primarily concerned with B2B sales will benefit the most from the platform. A reliable mobile app is also available as part of this cloud-based solution.
Lead management, contact organization, customer segmentation, and call support are some of the features available. There are no restrictions on the features available in the free version; however, it is limited to only two users and a maximum of 10MB of contact data or 250 contacts, whichever comes first. Even when compared to other free CRMs, this severely restricts the scalability of Capsule’s free option’s functionality.
If and when you’re ready to upgrade, Capsule CRM is a relatively inexpensive solution. The Professional tier costs $18 per month per user and includes 50,000 contacts, 10GB of storage, a slew of useful integrations, and other features and benefits.
Another option is the Team plan, which costs $36/month per user and includes 100,000 contacts, 20GB of storage, advanced sales reporting, role definitions, and team task assignments, among other features. Make sure to keep this in mind when making your decision because it’s unusual to see storage limits placed on devices.
Zoho CRM (Customer Relationship Management)
Zoho CRM is one of many business tools that are part of a larger ecosystem. It is intended to serve as a centralized platform from which all aspects of your business can be managed. It provides pricing tiers and capabilities that are suitable for businesses of all sizes, from sole proprietorships to large corporations and organizations.
Zoho CRM has a streamlined, user-friendly interface that is accessible via browsers and mobile devices. Lead management, sales pipeline management, and in-depth reporting and analytics are some of the most important features.
Zoho offers three different pricing tiers in addition to its free option. Social media management, sales task management, event tracking, call logging, and up to ten pre-built email templates are all included in the free tier of the service.
In addition to everything available in the free version, Zoho offers paid options that start at $12/month per user for the standard option, which includes workflows, forms, and custom reporting dashboards in addition to everything available in the free version.
The Professional plan, which costs $20 per month per user, includes real-time customer tracking as well as other features not included in the standard plan. Zoho Enterprise, which costs $35/month per user and includes artificial intelligence tools, advanced reporting customization, and prioritized lead tracking, is the next step up.
The final Zoho CRM tier costs $45/month per user and includes advanced artificial intelligence and predictive analytics, as well as the most features. If you don’t have a large number of users, the solution is a great value for your money.
Bitrix24 is the sixth option.
Bitrix24 is a one-of-a-kind customer relationship management system that stands out in the CRM space. SMEs who require assistance in communicating and operating efficiently across silos will benefit from it.
It includes all of the typical CRM features you’d expect, such as pipeline management, lead scoring, deal tracking, landing page and form creation, email marketing, and pre-built workflows to help you automate your outreach.
Bitrix24 offers a variety of unusual features, such as task management tools, project management, and basic e-commerce capabilities, among others. The free plan has some limitations, including a storage limit of 5 GB and a monthly email limit of 1,000, among other things.
The free version of Bitrix24 includes the vast majority of the software’s features. If you reach a point where you need to upgrade to a more expensive plan, prices begin at $24/month for two users and 10GB of storage space. It rises to $69/month for six users and 50GB of storage space.
There’s also a business plan for $99/month that includes 50 users and 100 GB of storage, as well as an unlimited plan for $199 that includes an unlimited number of users and an unlimited amount of data.
You get all of the CRM power you need at no additional cost.
After going over these six free CRM options, you should be confident in your decision to test drive a CRM without committing any time or resources to it. A free CRM solution is an excellent way to get your prospecting, sales, and marketing automation processes up and running, and to integrate them into a growing part of your business.
Free options provide everything you need to get started, and if you end up liking the system you’ve chosen, you can upgrade to a paid plan and keep all of your data and customizations with you when you do. It’s a risk-free way to get your hands on something that’s becoming increasingly important in modern business.