The CRM software is helpful in managing your customers. It also manages all the processes of a business from customer management to resource management. There are many CRM software’s on the market these days which makes it a bit confusing to choose the best one.
The world of free CRM software is wide and varied, but finding the best free CRM software can be a challenge. Each system has its own caveats and benefits you’ll need to investigate very carefully. Some of these systems are completely free and open source; others cost money but offer more customization; and still others will give you a free trial but want credit card information to upgrade to a paid service. The variety is staggering, but one thing remains true: the best CRM will save you time and money down the line.
The real-time functionality is the best thing about the free CRM software. They allow their customers to access their information at any time of the day, making it easier for them to make updates. The customized dashboards are also good, which would make it simple for sales managers to monitor sales close by.
Freshworks CRM packs a competitive feature set in its free plan, the highlights being in-built calls, unlimited users, and a generous support package. The core CRM functionality includes contact management, call and email logging, deal status, and customer-facing chat functionality.
The ability to add unlimited users is a rare feature; but with no workflow automation, a growing team would perform increasing manual work. For example, you can set tasks and reminders linked to a deal, but can’t trigger them to happen when the deal status changes.
Managing contacts and deals is intuitive, as the software prompts you to import new data and update deals. Although advanced features like custom fields aren’t available, small teams can still benefit from the in-built phone, plus the call and email logging function. Lead generation is limited, but Freshworks can pull leads from webforms: this is valuable if you have substantial website traffic.
Agile CRM:
Agile CRM is a worthy contender that features customization, automation, and sales-marketing integration. Its CRM core is comprehensive: you can add contacts and deals, create custom fields, set tasks and calendar events, and track performance using a wide library of reports, including deal analysis and call outcomes.
Email clients are easily integrated, so you can send bulk emails and sync calendars, and you can add one extra plugin to support your sales activity—for example, Skype or Zendesk. The web-to-lead feature and web rules can help with lead generation, and their productivity can be analyzed in reports. Finally, Agile CRM has broad file storage functionality, from assigning uploaded documents to deals, to recording videos for email campaigns.
The biggest downside of this free version is the imposed limit of 1,000 contacts, one workflow automation, and one plugin: while this restriction may not hinder a small business or start-up, a business with a growing pipeline may consider upgrading to a paid plan.
Active Campaign:
ActiveCampaign’s category-defining customer experience automation platform (CXA) helps over 130,000 businesses in 170 countries meaningfully engage with their customers. The platform gives businesses of all sizes access to 500+ pre-built automations that combine email marketing, marketing automation and CRM for powerful segmentation and personalization across social, email, messaging, chat and text.
Over 75% of ActiveCampaign’s customers use its 850+ integrations including Microsoft, Shopify, Square, Facebook, and Salesforce. Pricing starts at just $9/month. ActiveCampaign was built on the idea that an excellent customer experience must go beyond the traditional marketing touchpoints, like email.
Delivering a personalized, high-touch experience is easy in the very beginning, but as a business grows— adding channels, additional teams, locations, customer segments, etc.— the complexity of managing relationships is too much, and that personalized connection doesn’t scale (this is why we’ve all received sales emails for products we already own, been asked to review a product we returned, or had disjointed experiences across success reps while trying to resolve a support ticket, etc.) This is why email marketing, marketing automation, service and support tools, and CRMs end up wasting time for organizations instead of supporting their growth.
With ActiveCampaign, and the customer experience automation (CXA) category, we are removing the silos between data sources, communication channels, and teams, and helping businesses scale their 1-1 personal customer relationships through connected experiences that span the customer lifecycle. This enables businesses to automate a truly personalized experience that feels authentic, so their customer relationships can scale, no matter how large that business grows.
What are some of the things you can do with ActiveCampaign?
-Automate personalized experiences across all your customer touchpoints
-Track buyer preferences, behavior, and many custom attributes across the entire customer lifecycle for deeper segmentation and more effective outreach
-Customize sends based on almost any parameter, so your messages are always targeted for the right audience -Use data from the entire customer lifecycle to choose the best content, send time, and delivery channel for each customer
-Create entirely customized campaigns with minimal effort, then improve your send strategy in real time based on customer behaviors
-Replicate the 1-1 personal experience for every customer, no matter how big your business gets
Nimble:
Nimble is the industry-leading CRM for Office 365 and G Suite that builds award-winning contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster. Nimble unites thousands of small to mid-sized business teams successfully nurture their personal and business relationships across email, social networks and more than 90 cloud-based business applications. Ranked #1 in Overall Satisfaction by G2 Crowd, and #1 Small Business Sales and Marketing CRM by Fit Small Business, Nimble combines the strengths of traditional CRM, classic contact management, social media, sales intelligence and marketing automation into a powerful relationship management platform that delivers relationship insights everywhere you work.
Conclusion:
The best free CRM software is what you need to track your leads and business. A customer relationship management (CRM) system allows users to store and retrieve information about contacts such as customers, vendors, and employees. It also helps in organizing leads and making them actionable. Noteworthy CRM software offers a great way for businesses to manage the lead generation and marketing campaign process.