Customer relationship management (CRM) software can help your small business manage customer interactions and cultivate relationships with new clients. Tracking this without specialized software requires complicated spreadsheets and plenty of human resources. While CRM software is the obvious choice, many small business owners assume automating this process will come at too high a cost. Luckily, there’s an easy solution.
There are plenty of free CRM software options on the market. They provide many of the same great features as paid versions, while also being easy for small business owners to integrate with zero investment. Keep reading to learn about some of the best free CRM tools available today.
If you need a one-size-fits-all solution, Freshsales is the best free CRM software for you. With unlimited users and contacts, the sky is the limit for connecting with new customers or growing your business. Plus, Freshsales offers a perk few free CRM software options have: 24/5 support to help busy business owners master their latest tech.
Ease of Use
While Freshsales may offer around-the-clock support 5-days a week, many users won’t find a reason to use it. The software itself is pretty simple to master. Many of the features can be dragged and dropped, making it as fast as it is easy.
Freshsales puts a focus on organizing contacts and information through both their mobile app and desktop options. You can also utilize the built-in phone to reach those new contacts and lead scoring to help form relationships with new customers.
As far as free CRM software goes, Freshsales offers some of the best customer support out there. Even without upgrading to a paid version, you’ll get 24/5 customer service support.
Pros and Cons
Standout advantages of Freshsales CRM software include generous customer support and the ability to use lead-scoring to grow your client base. The mobile app also means you’ll still have access to the software (and most of its features) when you’re on the go.
Despite being one of the best free options on the market, Freshsales does have drawbacks. One con of this software is that you’ll have to upgrade if you want more advanced reporting and lead-scoring capabilities.
Businesses looking to automate their functions will also have to upgrade to gain use of Freshchat, the company’s chatbot. And while lead-scoring can help jumpstart new relationships, Freshsales offers limited opportunities to engage with prospects through project management after that.
If you need more functions than you’ll find with Freshsales, you need the best all-in-one CRM software. Unlike CRM software designed for a single function, AgileCRM’s all-in-one platform combines the best of sales, marketing, service and web engagement tools. While it may not offer unlimited contacts, you will get a generous 1,000 before you need to upgrade. And with up to 10 users, your small business will easily be able to equip each of its employees with access to software to streamline operations.
Ease of Use
AgileCRM is ultra user-friendly. Despite having so many functions and tools, the user interface is streamlined and intuitive. AgileCRM can also be integrated with Google, making it one of the best free CRM for Gmail users. You can sync your email and calendar, making team collaboration easier.
The features that stand out in the free version of AgileCRM include its contact management function, reporting capabilities, web analytics, marketing and sales automation tools and social media integrations.
If you find yourself needing help setting up your AgileCRM account, you can reach out to their customer service via email. They do not offer a direct support option. So if you’re in a hurry to get your questions answered or find solutions to problems, you may be out of luck.
Pros and Cons
One of AgileCRM’s best features is the ability to customize your opportunity management. This makes it easy to not only organize your leads but also track milestones every step of the way. Other top features include their sales automation function, which allows you to automate scheduling and tasks.
Besides lacking unlimited users and contacts, like some CRM software options on this list, AgileCRM doesn’t offer a phone feature. So you won’t be able to place calls directly from your contact list. However, they do offer a mobile app that makes it easier to manage and reach contacts using your smartphone.
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 in need of 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.
Besides the ability to create workflow rules, Zoho CRM also makes it easy to manage leads and contacts. Their streamlined approach helps you capture leads on your website, and then sends those leads through your workflow. Other features include the ability to manage events and tasks, scroll call logs, create notes and more. Zoho CRM also excels in its team collaboration and sharing capabilities.
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.
Pros and Cons
The ability to create workflow rules is a unique function you won’t find in every CRM software option. Plus, if you find yourself needing more help than the free version can provide, Zoho’s advanced products, like Zoho Projects or Zoho Desk are easy to integrate and allow you to expand your tools as you need them.
Zoho CRM’s mobile app features geolocation and integration with Google Maps, which allows you to see where your customers are located so that you can judge the amount of time for client visits. You can also use the app to log calls and add notes about your contacts manually.
While many of the best free CRM software options instantly log emails and add them to your contact management, Zoho CRM doesn’t offer this feature. It also lacks project management, a feature found in many CRM software options on this list. Zoho does have an advanced AI tool, but this is only available with paid versions.
If your primary concern is managing your products and invoices while also juggling leads, Apptivo may be the answer. The best free CRM with product management, Apptivo offers a help desk, basic sales features, work orders and more. Unlike other CRM software, Apptivo’s focus is on selling products, not services, so marketing features are limited, while invoicing and product management are enhanced.
Ease of Use
With a user-friendly interface and point-and-click functions, Apptivo is easy to learn and even easier to use. You’ll be navigating its many functions on your own in no time.
Apptivo’s CRM software can handle up to 3 users for free. With the free plan, you’ll also get lead and contact management, standard reporting and activity management. You can easily add notes to your projects and contacts and check in on your deal statuses at any step of the process.
When it comes to customer support, Apptivo shines. Even with their free version, you’ll get 24/7 live chat support, or phone and email support 8-hours a day, 5-days a week. Their website also features webinars, videos and other resources to help you learn how to utilize all of their software’s features.
Pros and Cons
The focus on products over services means that Apptivo is ideal for businesses that are selling physical products. You can manage these products, track deals, process invoices and more. Besides product management, Apptivo is also great for its straightforward lead and contact management interface.
Apptivo doesn’t offer a lot of options to customize its software. You can’t create custom fields or filter your data to suit your business. While Apptivo does have a mobile app, unlike other CRM software on this list, you won’t get access to a free account.
Choosing the Best Free CRM for Your Small Business
When it comes to choosing the best free CRM system, you need to consider your business needs and the way your team builds leads and communicates with customers. Whether you need advanced project management, the ability to create and utilize workflows or you’re looking for ease of use, there’s a free CRM software out there for you.