What is Free CRM Software?
Free CRM software is a suite of tools that allows small businesses and startups to track, manage, and convert leads into contacts and contacts into sales.
Free CRM software usually features a limited number of tools.
Small businesses with tight budgets will not need to pay to use these tools.
Key Features of Free CRM Software
Sales Reporting and Analytics
Sales reporting and analytics help businesses make informed decisions and optimize their processes.
Detailed analytics and insights provided by a CRM help businesses make informed decisions and optimize their processes.
Sales forecasting and pipeline management are essential features of CRM software.
Contact and Deal Management
Contact management and lead tracking are essential features of CRM software.
Deal management and pipeline tracking help businesses stay on top of every lead until it converts.
Contact management and lead tracking are essential features of CRM software.
Task and Appointment Setting
Task and appointment setting help businesses stay organized and focused.
Task management and appointment setting are essential features of CRM software.
Task and appointment setting help businesses stay organized and focused.
Sales Automation
Sales automation helps businesses streamline processes and increase productivity.
Automation features can help businesses maximize their existing workforce by increasing efficiency and productivity.
Sales automation helps businesses streamline processes and increase productivity.
Email Integrations with Tracking
Email integrations with tracking help businesses stay on top of customer interactions.
Email tracking and integration are essential features of CRM software.
Email integrations with tracking help businesses stay on top of customer interactions.
Choosing the Right Free CRM Software
Ease of Setup and Implementation
A CRM that sets up quickly and allows your teams to hit the ground running is essential.
The software should have a professional services team that helps streamline the setup process.
This approach helps you start seeing ROI and scaling operations quickly.
Integration with Other Apps and Systems
The right integrations can supercharge your business and help your team reach its full potential.
Integration with other apps and systems can help you create a custom tool for your teams.
Consider the integrations offered by the CRM provider and how they align with your business needs.
Time to Value and Total Cost of Ownership
Seek out free platforms with cloud-based capabilities and 24/7 support for a fast and efficient installation.
The CRM should work right out of the box, allowing your team to acclimate to the interface quickly.
This approach helps you start streamlining your top-tier customer services quickly.
Top Free CRM Software for Small Businesses and Startups
HubSpot CRM
HubSpot CRM offers free customer relationship management software for sales, customer service, and marketing teams.
HubSpot CRM allows you to manage contacts and has productivity tools to help sales teams organize leads in the sales pipeline.
The program hosts several marketing automation capabilities, such as email campaign automation and workflows that alert your sales team for follow-ups.
HubSpot CRM can also integrate with other tools, applications, and software.
Zoho CRM
Zoho CRM offers a free edition of its CRM software for small businesses.
Its free software is limited to only three users but includes features that benefit small businesses with limited resources.
Paid versions of the Zoho CRM have features including lead and contact management, email templates, lead tracking, and workflow automations.
Zoho CRM can integrate with its own suite of products and other apps and software.
monday.com
monday.com is a work management platform that can be used as a CRM.
monday.com’s free plan includes access to 1,000 entries and 500MB of storage.
monday.com’s boards are customizable and easy to use.
monday.com’s paid plans start at $12 per user per month (three-user minimum, billed monthly).
EngageBay
EngageBay offers a free CRM system that provides core and advanced features for both sales and marketing teams for up to 15 users and 250 contacts.
It also offers deal management, predictive lead scoring, social media marketing, and landing page builders — all of which facilitate better alignment between marketing and sales teams.
Accessing automation, custom deal milestones, and email scheduling requires a paid subscription.
EngageBay’s free CRM is ideal for small business teams, individuals, and freelancers.
ClickUp
ClickUp is a cloud-based CRM that offers a free plan with unlimited users and 100MB of storage.
ClickUp’s free plan includes features such as contact management, task management, and email integration.
ClickUp’s paid plans start at $9.99 per user per month (billed monthly).
ClickUp’s free plan is ideal for small business teams and individuals.
Bitrix24
Bitrix24 offers a free CRM plan with unlimited users and 5GB of storage.
Bitrix24’s free plan includes features such as contact management, task management, and email integration.
Bitrix24’s paid plans start at $61 per month for five users (billed monthly).
Bitrix24’s free plan is ideal for small business teams and individuals.
Odoo CRM
Odoo CRM offers a free plan with unlimited users and 1GB of storage.
Odoo CRM’s free plan includes features such as contact management, task management, and email integration.
Odoo CRM’s paid plans start at $31.10 per user per month (billed monthly).
Odoo CRM’s free plan is ideal for small business teams and individuals.
Capsule CRM
Capsule CRM offers a free plan with up to two users and 250 contacts.
Capsule CRM’s free plan includes features such as contact management, task management, and email integration.
Capsule CRM’s paid plans start at $18 per user per month (billed monthly).
Capsule CRM’s free plan is ideal for small business teams and individuals.
Frequently Asked Questions
What to Consider When Choosing a Free CRM Software
Consider the features you want to try, the benefits you’d like to reap, and which integrations will help you create the best experience for your teams.
Consider the user interface and user experience of the CRM software.
Look for CRM software with integrations with other business apps, such as email marketing tools and project management software.
Free CRM Software Options from Google
Google does not offer free or paid CRM software within its suite of tools.
Instead, tools within the Google Workspace can be integrated with CRM software as a third party.
Conclusion
Free CRM software can help small businesses and startups manage customer relationships and sales pipelines without breaking the bank.
Look for CRM software with features like contact management, sales forecasting, and reporting.
Some popular free CRM software options include HubSpot CRM, Zoho CRM, and Pipedrive.
Consider the scalability and customization options when choosing a free CRM software.