Are you a small business owner? you need CRM software to manage your daily marketing, sales, and customer service operations. but, there are too many paid CRM software available in the market. so, if you are looking for free CRM software, you can read this article to find out the list of free CRM software for small businesses. The demand for free CRM software is increasing as the economic condition is getting tighter and the search for low-cost alternatives is emerging as a popular way to survive. Free CRM software that runs on a single computer has great potential to help small business owners manage their contacts, appointments, tasks, and other necessary information at a minimal cost.
HubSpot
Customer relationship management software is a powerful tool that helps businesses organize and manage their customer relationships on a centralized and easy-to-use platform. By tracking leads and building a full database of customer activity, businesses have clear insight into where they stand with each customer in the buying process.
When you use HubSpot’s CRM platform, your CRM is automatically integrated with your HubSpot marketing, sales, customer service, and operations tools right out of the box. This makes it easy to optimize and personalize your campaigns and processes with data from your CRM, which leads to more powerful and impactful work from your teams — and a much better experience for your customers.
HubSpot’s free CRM includes all of the following popular features (and more!):
- Contact deal and task management
- Email tracking and engagement notifications
- Email templates and scheduling
- Document sharing
- Meeting scheduling
- Live chat
- Sales quotes
Bitrix24
With most CRMs, especially free versions, you are limited to a certain number of users and contacts. Bitrix24 is the lone exception in our selection to offer unlimited for both (HubSpot offers unlimited users and 1 million contacts). This, combined with its other features, makes it stand out from the crowd. Aside from contact and deal management, the app also has team collaboration tools such as workgroups, chat, internal activity streams, and polls.
Bitrix24’s many features make it feel a bit overwhelming at first, but you can hide, delete, and change the order of the various menu items. Then, from inside each menu item (e.g., CRM), you can configure the order of items (e.g., deals, contacts, companies, analytics). If you ever want to see everything at a glance, click the Sitemap icon toward the bottom-left of the menu.
With unlimited users, you can invite your entire team to use Bitrix24, slotting them into the app departments you create. Once your employees accept the invite, they’ll be given access to their own customizable version of the app. However, you must upgrade to the paid versions to assign permissions to each user for viewing and making changes.
In a contact record, you can configure the menu to show only what’s important to your company, and you can add fields or rearrange them while you’re in a record just by dragging and dropping. For each record, you get all the details and functions (email, call, notes, etc.) at-a-glance with no need to click around a record just to see activities. Clicking on the Profile tab toward the top of a record shows you various reports related to the contact, such as sales, calls, emails, and activities. The entirety of these activities is calculated as a “communication load” or the number of activities per deal that’s acceptable to your company. This can show you how specific customers like to communicate to better understand them for future opportunities.
Within the Activity Stream, you can chat internally, assign tasks, design and distribute a company poll, and make announcements to your entire team. Clicking on Workgroups lets you create private or public spaces to collaborate on work, assign tasks, share a calendar, and develop knowledge bases. Invite employees or external contacts to each group.
Agile
Agile CRM integrates sales, marketing, and customer service in a single platform, making it easier for different teams to collaborate on deals and customer information. In addition, it is capable of managing unlimited tasks and deals. It also comes with a wide range of features, including lead scoring, email tracking, web engagement, landing page builder, and help desk tools.
Among the setbacks of Agile CRM’s free plan are its 10-user limit and 1,000-cap on saved contacts and companies. It also allows only one third-party integration, limiting your options to extend its capabilities. HubSpot CRM, on the other hand, allows you to integrate it with other apps from its Marketplace, supports an unlimited number of users, and can store up to a million contacts and companies. Bitrix24 also does the same and includes unlimited contacts.
Insightly
To get a handle on how Insightly is organized, start with the items on the left-side navigation bar. These—contacts, leads, opportunities, emails, and others—are called objects and comprise the records you can create. A record lives in an object with fields to be filled out, such as name, phone, email, or any data you want to track. And you can create new fields, make them required, and customize the layout of fields on the page.
Once a record is created, you can perform actions for, say, a contact, such as changing them to a lead or adding a task, project, or activity set. An activity set is a group of automated tasks and events. For example, if you have a standard process for starting projects, you can create tasks for your colleague to email a new client within three days of closing the sale, another to set up a first meeting in five days, and so on. Activity sets can also be triggered during the different stages of a project.
If you provide services, you can create pipelines and the accompanying stages to manage each one as a separate project and link it to a company, contact(s), and other projects. All of these relationships show up in the various records, so you always have a complete picture of what’s going on. So if I’m talking to a client about another project, I can easily see the progress of their other outstanding projects.
One feature of Insightly that’s not found in a lot of CRMs, especially free plans, is the ability to track your leads using a Kanban board. Similar to creating opportunities and project pipelines, you can create all the steps in your qualification process (e.g., “first call attempt,” “contacted,” and “disqualified”), and move them along the board by dragging and dropping into the next status. Leads can be created from any screen with the quick add button, from contacts, and by importing them.
Something to keep in mind is the 2,500-record limit with the free plan (records include contacts, leads, orgs, projects, tasks, emails, notes, reports, and comments). If you have a lot of moving pieces for sales and projects, this can add up quickly. You can check your records usage in the billing and account section under your profile image.
To get the most out of Insightly, you can connect it to Zapier, which can automatically add or update records based on form submissions, calendar events, or other triggers in your favorite apps.
Freshsales
Freshsales made it to the top of our free CRM providers list because it offers the best free plan inclusions, an intuitive interface that is easy to learn and use, and has no user cap. It helps you streamline your sales processes with its tools for managing contacts, accounts, deals, and activities. It also adds a chat widget, an in-app dialer, and website integration to its list of free features.
When it comes to customer service, it also stands out from the rest of the CRMs in this list by offering 24/5 support via phone, live chat, and email. It is rare for a free CRM plan to include these three support channels, let alone 24-hour access to customer service. Like HubSpot CRM, most providers only offer self-help resources and community support in the free tier.
Conclusion
There are so many CRM vendors available on the web, and pricing varies as well as the different software features. This post will help you find a free CRM software for small business and answer these questions: