Looking for the top free crm software? Zoho-crm is world’s largest free open source crm software.
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Zoho: Best Free CRM With Workflow Rules
A top-rated CRM software in India, Zoho enables you to optimize sales activities, track leads, and close deals faster. The software is packed with useful features like sales productivity, sales performance, automation and enterprise readiness. Besides, it includes multi-channel communication and extensive customization. Therefore, it ensures that you sell better, faster, and smarter.
Zoho CRM is the perfect tool for small and medium businesses and sole entrepreneurs. It lets you engage with clients on several platforms. The features of the software are sharp. They let you import prospects’ information from events like trade shows, webinars, and also seminars.
| Pros | Cons |
| ✔ Ability to create workflow rules✔ Advanced products easily integrate with free version✔ Mobile app features geolocation and integration with Google Maps✔ App logs calls and allows you to manually add notes about your contacts | ✖ Doesn’t log emails and add them to contact management✖ Lacks project management✖ AI tool available only with paid versions |
If your business relies on workflow rules, Zoho is the best free CRM software for you. With their free option, you can create 1 workflow for up to 3 of your employees to work on together. You can also seamlessly integrate them with your social media platforms. Small businesses needing more office productivity tools can also upgrade and integrate their workflow rules with Zoho’s other software, like Zoho Projects, Zoho SalesIQ or Zoho Desk.
Ease of Use
Zoho CRM offers a fast and easy setup so you can get started right away. Its features are also easy to use, with intuitive layouts and functions. Their streamlined approach helps you capture leads on your website and then sends those leads through your workflow.
Core Features
- Create workflow rules
- Manage leads and contacts
- Create custom list views
- Manage events and tasks
- Scroll call logs
- Create notes
Customer Support
Customer support is limited with Zoho CRM’s free version. You’ll have to contact tech support via phone or email between the hours of 8 a.m. and 5 p.m., Monday through Friday. It can sometimes take up to 2 days for emails to be addressed, which can cause a significant delay if you’re having trouble with your software.
Clients: KPMG, Times Internet, Apollo Hospitals, Mahindra, L’Oreal
Website: www.zoho.com
EngageBay: Best CRM to Centralize Workflow
EngageBay offers a host of full-stack products that help automate multiple processes for businesses. The software is built with robust features to accommodate contacts, monitor sales performance, automate communication and processes, capture and nurture leads to improve and consolidate all user engagement on one platform.
The software is highly customizable allowing businesses to strategize, execute and opt-for solutions they need on a real-time basis to improve. From creating campaigns, monitoring your funnel, scheduling, improving and developing detailed insights, EngageBay CRM integrates multiple processes to best suit your objectives. Given the flexibility of the product, you can find detailed insights on how to best use the platform to generate an unparalleled customer experience. You can always start with a free trial of their CRM software!
| Pros | Cons |
| ✔ Helps users efficiently execute multiple businesses tasks✔ Great customer service | ✖ Limited to 1,000 branded emails✖ Limited access to some core features |
EngageBay is among the all-in-1 marketing suites geared toward fledgling companies trying to grow their customer base. Its free CRM also combines sales, marketing and service functions. You can create accounts for up to 15 users, and the software manages up to 500 contacts, so it’s ideal for small to mid-sized businesses.
Ease of Use
Users find the streamlined processes make it easy to conduct all CRM activities — even for multiple businesses — from EngageBay’s program. However, some reviewers note a learning curve when they started using the free online CRM.
Core Features
- Create multiple sales pipelines
- Predictive lead score*
- Reporting dashboard*
- Email template builder*
- 1,000 branded emails
- Integrates with third-party applications
- Live chat to communicate with customers
*Limited access
Customer Support
Free online CRM users can access EngageBay’s email and chat support for customer service issues. Representatives are frequently praised in online reviews as responsive and helpful.
Clients: GetApp, Capterra, Stormchasers Digital, Windowcity
Website: www.engagebay.com
Maple CRM
Maple CRM is a popular solution for SMBs. It offers a comprehensive view of your sales and marketing performance. The product helps to improve relations and retain customers. Maple CRM is packed with interesting features like team management and access control, workflow automation, and automated lead assignment. Besides, it makes the process easier with an invoice and quotation builder.
Clients: Philips, GE Healthcare, CanApprove Consultancy Services, Indian Academy, Campus World International
Website: https://www.maplecrm.com/
Salesforce
Salesforce is an exhaustive CRM solution. It includes essential features such as Lead Management, Opportunity Management, Email Integration, and Contact Management. Moreover, you can complete files sync and share, workflow and approvals, and sales forecasting.
The Salesforce mobile app is available on iOS and Android. In other words, it enables you to obtain real-time information from dashboards. Also, the app enables your group to be productive in the office.
Clients: KFC, Godrej, DTDC, HCL, CEAT
Website: www.salesforce.com
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Freshsales
Freshsales includes the standard tools of CRM software and is a single CMS to manage many leads. The tool is embedded with advanced features like call recording, call routing, auto-dialers, as well as affiliate management. Additionally, the solution lets you verify and distribute leads across several communication channels. It enables your sales team to track emails and understand when they have been opened.
Most importantly, Freshsales is one of the best CRM software in India because it lets you follow previous discussions. You can read past conversations with prospects and use the information to devise future communication strategies.
Clients: Dyson, Flyrobe, Best Western Hotels & Resorts, Khipu, Joblift
Website: https://www.freshworks.com/freshsales-crm/
6. SalesBabu CRM
SalesBabu allows you to improve engagement with customers. It is loaded with attractive features that help you increase sales and revenue. These features include inventory management, expense and payroll management, and GST billing.
It also includes customer helpdesk and after-sales service. You can use SalesBabu CRM to automate your business needs.
Clients: BU Solar Solutions, Trustworthy Advisors Pvt. Ltd., Sparkonix, Auma, Jumboking
Website: https://www.salesbabu.com/
7. SalezShark
SalezShark helps you develop productive sales strategies and obtain actionable customer insights. It is one of the best CRM software in India for startups and small businesses. Moreover, it helps in building better relationships with customers to improve sales.
It includes incredible features like marketing automation, unified data solution, relationship intelligence, and sales automation.
Clients: Eli India, Nasscom, HealthAssure, Mahindra World City, Voltas
Website: https://www.salezshark.com/
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Cratio CRM
With attractive and useful features, Cratio CRM is a complete solution to improve marketing and sales performance. It allows you to execute email and website tracking, lead management, automated drip marketing, workflow rules, and automation. Moreover, the software has a mobile-ready version making it easier for you to manage information on-the-go.
Clients: Redington, DHFL Pramerica, Grohe, Bharat Petroleum, Murugappa
Website: https://cratiocrm.com/
Tentacle
Tentacle is a cloud-based software. It is most suitable for small and medium businesses. The product offers 24×7 online support and is one of the best CRM software in India. Besides, it helps sales teams improve productivity, customer service, reduce operating expenses, manage leads, and monitor salesforce.
Clients: La belle, Indusind Bank, Aviva, ICICI Prudential, Talwalkars
Website: https://www.tentaclecloud.com/
Agile CRM
Agile CRM is easy-to-use software with advanced features and integrations. It combines sales and marketing features to deliver complete customer engagement and better selling.
Moreover, it boasts of features like appointment scheduling, email tracking, mobile tracking, marketing automation, project management, and telephony.
Clients: Indeed, TNW – The Next Web, PeoplePerHour, Fidelity Bank, Basesuit
Website: https://www.agilecrm.com/
Nextsky Sales
Nextsky Sales is a manufacturer-focused software solution. It is embedded with necessary features such as lead tracking and alerts, invoice generation and deal management. Furthermore, it supports sales management and contact management. Thus, it is the ideal software for high-velocity teams.
It ensures that you are in a better position to monitor user behaviour. Lastly, the product helps you optimize sales operations.
Clients: Adarsh Nagri Sahkari Society, Amit Tours & Travels, EtchON Marks Control, Yeshshree Group of Companies, Modi Innovations
Website: http://www.nxtsky.com/nextsky_sales.htmlStartup Handbook: Build A Business From ScratchGet instant access to this ebook on building a business from scratch worth $19 absolutely FREE!
Conclusion
Zoho CRM and Zoho SalesIQ are two of the most robust free CRM softwares available. Both tools provide an easy way to organize contacts and keep up with them through email marketing and social media. These top open source CRM softwares offer a lot to small business owners looking for an affordable way to manage their online presence and easily streamline sales processes.