So you want answers, and you want em' fast. Here they are:
Quick links for the Best CRM Software
1) Best Overall 🏆
Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support.
2) Good Plugins🥈
Hubspot is the undisputed king of full-stack marketing software. With solid CRM features.
3) Most Features 🥉
A sales-focused CRM that uses AI to automate repetitive tasks and manage leads and sales.
So, you are in the market for a free CRM.
Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you.
If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option.
Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.
Enjoy the list!
What CRM would you recommend?
In short, It's Monday.com CRM.
It's very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can't go wrong with Monday.com. It's the software we use with our clients at our ad agency.
"🚀Try Monday.com CRM For Free, It's my favorite CRM to use and recommend." -Scott Max
Monday.com is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Monday.com has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.
For more details, read our Monday.com CRM Review.
The Best Free CRM
CRM is a powerful tool to manage clients, offers, and employees. However, in the beginning, you may not have funds to put towards a monthly subscription. There are several free CRM available in the market that can provide the basic functionality required for a small company, start-up, or freelancer. Have a look at the products below:
Bitrix24 is a free CRM full of customer management tools, support and marketing automation features. Available in the cloud and locally, for mobile devices and desktops. Includes all essential tools: sales funnels, channel management, sales reporting, 360 degree customer view, repeat sales support and sales automation.
In addition, it comes with dozens of available integrations, and you can also create your own applications using its REST API.
In the corporate world, most of the marketing-related work is done collectively, and using different software for each task can be costly as well as inefficient. Bitrix24 offers all necessary tools for businesses within a single platform and makes it easier to collaborate with your team members. Bitrix24 has its virtual ecosystem where you can tackle every task with ease on an interface.
Here are some exclusive features of Bitrix24:
- Activity stream: It is the most happening place inside the Bitrix24 and is a perfect tool for communicating the project details with your employees. Think of it as a social media platform; where you can post project updates, create polls, follow relevant tags, and comment on posts.
- Virtual workspace: It is a great collaborative tool that helps you connect with the employees through video conferencing. Each call can have up to 48 members, and you can invite participants who don’t use Bitrix24. Moreover, you can track each employee’s work hours and progress through a Virtual workspace.
- Project Management: Bitrix24 offers the ability to create workgroups based on projects and assign tasks in several ways. You can approach each project differently, sort them according to the deadlines, and cumulate reports.
- Bitrix24.Drive: You can use the virtual drive inside the Bitrix24 to keep all your business-related files organized inside the system. Moreover, you can decide who gets access to each file and create new documents.
- CRM Space: It is your one-stop for all sales and marketing-related activities. You can customize the existing process templates or create a new one with the “Smart Process automation” without programming. CRM Space is designed: specifically to help you organize leads and lucidly automate processes.
- Sales Intelligence: Here, you can manage the traffic sources and see the ROI for each platform. It’s a perfect tool to assess your marketing strategy and see which sources generate more traffic. Users can connect their business website and get information on every lead through Sales Intelligence.
- Bitrix24.Sites: Bitrix24 has an inbuilt website creation tool that is easy to access and offers several templates to choose from. You can browse through the layouts according to your business niche or use an empty template to design a website from scratch.
- Marketing Campaigns: Bitrix24 allows you to target a specific audience through social media, Phone and E-mail. CRM marketing tool will identify genuine clients and help you connect with potential customers.
Bitrix24 currently offers 4 pricing options for users interested in getting the most out of CRM services.
The “Free” plan is best for the new users who want to get accustomed to CRM software and costs absolutely nothing.
The “Basic” plan is priced at €49/month and offers customer support service along with some simple collaboration tools.
The “Standard” plan offers advanced collaboration tools and an increase in user capacity. It is priced: at €99/month.
The “Professional” plan is worth €199/month and unlocks all features of Bitrix24. You can add unlimited users, which makes it suitable for established businesses.
FreshSales currently has more than 10,000 satisfied customers with its refreshing interface, which offers - at a glance - everything needed on the customer flow. You will be able to have information about conversations with customers, agreements, tasks and scheduled appointments with them, as well as find out how they have interacted with the website and the product, among many other functions. In addition, it allows you to control potential customers to know when it is the key moment to impact them.
Freshsales provides a modern-day sale engagement solution to users that want to expand their business and maximize their marketing efforts. Managing leads takes up a lot of effort and hours of scouring through various sources, but Freshsales eases that with a smooth transition of Incoming leads onto the next phase.
Here are some dedicated features of Freshsales:
- Marketing Automation: Freshsales lets you set conditions to see desired customer leads and automate the marketing tasks for prompt communication. Moreover, you can create alerts for the sales team whenever there is progress in negotiations or; the clients respond positively to marketing activity. You can set up chatbots to deal with incoming inquiries and reach out to the client via Whatsapp, Gmail or other network sources with Marketing automation.
- Deals Management: Freshsales lets you manage and visualize the sales process to convert potential leads into permanent clients. You can prioritize leads that are most likely to come to fruition and analyze the conversion rate to forecast sales for similar deals in the future.
- Workflow automation: Sales process involves many repetitive tasks that are essential to the working of the company. Workflow automation handles routine operations to reduce manual dependency and boosts sales efficiency by breaking complex processes into simple ones.
- Cloud Telephony: Calling is a vital part of the sales process: to update clients about the latest advancements and offers regarding new products. With Freshsales, users can get over 90 virtual phone numbers for employees: to connect with the customers over the computer. You can create notes and record a conversation to provide full context and reassign a task without any problem.
- Freddy AI: Freshsales identifies leads and organizes them to make sales tasks easier. You can set up instructions, and Freddy AI will cohere to them while processing client information. It provides you insight into the likelihood of closing the lead; so you know what the next step should be and approach the opportunity effortlessly.
- Product CPQ: You can maintain an updated product catalog on Freshscales to give clients and the sales team a reference about intrinsic features along with pricing details. Moreover, you can track individual unit sales and see which products are in demand and what audience you should target.
Freshsales has 4 pricing options available for businesses looking to expand their sales through CRM. The “Free” version provides basic management services free of cost. The “Growth” plan is a CRM tool with automation that can boost your sales and prevent respective tasks; It is priced at ₹999/user if billed annually. The “Pro” subscription will help you customize the tools to your liking and increase sales revenue; It costs ₹2799/user if billed annually. The “Enterprise” plan gives you the AI forecasting to know the shortcomings and modify the strategy accordingly; It is priced at ₹4999/user if billed annually.
HubSpot is one of the best known CRM tools in the world, and one of the undisputed references in the field of inbound marketing. Hubspot's CRM functionality allows you to manage all marketing and sales activities as you see fit. For example, it allows us to group by campaigns that generate detailed reports of metrics on the real return on investment in the entire conversion funnel experienced.
In addition, it is a complete CRM tool that is completely free of charge. 56,500 customers in more than 100 countries trust HubSpot for their growth.
HubSpot is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. HubSpot has five modules: Service, Sales, CMS, Operations, and Marketing, so you can include them in the package as per your business requirements.
Here are some impressive features available on HubSpot:
- SEO Tools: Hubspot is one of the few CRM services that provide SEO-related analysis for your website's content. Once you integrate your business website with Hubspot, it automatically scans it and recommends better optimization. Alternatively, you can paste your website's URL and get an SEO report.
- Content creation tools: You can create new blog posts for your website and edit the existing ones by simply integrating the website with CRM. Hubspot records all comments and edits made to the original content, so you are always in touch with the changes. Moreover, you can use the editor to start a new blog and add relevant images.
- CPQ Functionality: Every business needs to create quotations for products or services to assist sales reps in negotiations. Hubspot allows you to do it inside the CRM with its “Quotes Tool”. You can add unit price, discount offers, conditions, regulations terms, or any other information that will benefit the buyer and sales process.
- Campaigns Tools: Hubspot has several relevant automation tools that enable smooth interaction with clients and organize workflow. You can make posts on social media, send customized emails and run paid search campaigns to get leads on potential customers. It is a one-of-a-kind collection with all the necessary marketing tools and a great addition for larger businesses.
- Contact Attribution Reporting: Hubspot can help your management team understand the latest trend related to customers' sales processes and identify the sources that influenced their decision. You can customize the attribution parameters to get different insights into your business and recognize the market-making activities.
- Data Quality Automation: It allows you to automate properties like; time, date and add new automation to manage the incoming leads swiftly. Hubspot will follow all the pre-entered instructions and give a reminder every it finds a promising opportunity.
Hubspot offers you the option to create a customized subscription plan by adding the required services. Alternatively, you can choose from the existing bundles and get a general subscription. The “Starter” plan costs $45/month and offers fundamental marketing and sales features. The "Professional" plan starts at $1600/month with advanced marketing tools and customer service software. The "Enterprise" plan offers all available features of Hubspot and is priced: at $4000/ month, with the price set to go up to $5000/month From December 1, 2021.
4. Zoho CRM
Zoho CRM is a tool quite similar to Salesforce, integrated by different tools and functionalities that you can use according to the needs of your company. It has a number of free options and paid PRO versions, which you can evaluate according to your needs. One of its great advantages is that it can be integrated with a multitude of other tools that are not necessarily complementary to its use.
Zoho CRM Features
Zoho CRM is a robust software that fulfills all your business requirements, from closing the deal and managing company data to collaborating with your colleagues. It provides CRM solutions according to the niche and size of your organization for an ideal sales experience which makes it one of the most coveted CRM tools in the market. Zoho CRM thrives in solving unique business scenarios with a quick turnout time and produces compelling results.
Here’s a wide range of features offered by Zoho CRM:
- Canvas design studio: Every business has different requirements, so it's weird why you should not be able to personalize your software experience. Zoho CRM allows users to makeover their homepage, tabs and menu bar with Canvas design studio. You can add aesthetic background to your CRM software and work efficiently by placing the frequently accessed; tabs on your homepage.
- Journey orchestration: Zoho CRM allows users; to create flowcharts that will determine the next step in the customer journey depending upon the response. Zoho Command Centre provides a unique interactive experience to potential clients and existing customers by analyzing the customer’s intentions.
- Omnichannel: Zoho CRM integrates all of your communications sources in one platform and smoothens proceedings with incoming leads. Moreover, you can hold web conferencing, set up service portals and live chat, collaborate with colleagues, and get real-time updates within the Omnichannel.
- Sales Enablement: Zoho CRM provides surfeit options for sales tools and lets you conduct every sales-related activity with comfort. It increases visibility into the client interactions and empowers your business portal by constantly adhering to the pre-entered commands. You can prioritize specific leads, get alerts regarding opportunities and build up a document library to assist the sales rep in negotiations.
- Performance management: Zoho CRM allows you to set targets for your employees to provide added motivation and track their performance with the SPM tool. You can also classify clients according to region, budget, and services required. Moreover, it lets you deal with multiple currencies and see exchange rates that can bolster your business.
- Developer platform: Zoho CRM’s developer platform helps you make custom solutions; for your business needs without much coding. You can integrate and unify your data from various applications, create automation, and run deluge codes to configure the CRM. It’s a perfect platform to help your developers get familiar with CRM services and build exciting products.
Zoho CRM Pricing
Zoho CRM offers subscription plans for every business, whether small, medium, or large.
The " Standard" plan is priced: at ₹1300/month/user. It offers custom dashboards, multiple pipelines, and 1 canvas design creation.
The "Professional" plan is priced: at ₹2100/month/user. It offers SalesSignals, validation rules, and inventory management.
The "Enterprise" plan is priced: at ₹3000/month/user. It offers CommandCenter, a Multi-user portal, and advanced customization.
The "Ultimate" plan is priced: at ₹3200/month/user. It offers Enhanced feature limits, Zoho Analytics, and 25 customizable canvas designs.
Small businesses can opt for “Bigin” by Zoho, priced at ₹550/month/user.
There’s also a free edition of Zoho CRM which offers essential management tools.
Streak is a CRM fully integrated into your Gmail inbox and works in conjunction with all other G Suite applications. It can be used to track many business processes, including sales, partnerships, support, recruitment, business flow, and more. Streak also includes a powerful set of email tools, such as email tracking, which allows you to keep track of when an email is opened.
Streak helps you to organize the inbox, collaborate with your team and be more productive in Gmail. It structures all incoming emails into “Boxes”, which store all the relevant information about the entity you want to track. A box can contain an incoming lead, customer service ticket or any other incoming data that is of paramount importance for the rapid growth of your business.
Here are some enticing features offered by Streak:
- Context-specific Tracking: Streak records and tracks emails with contextual information to make case reassignment easier. It ensures that everyone can deal with a lead by providing pertinent details and suggesting the upcoming approach.
- Customizable Workflow: Streak lets you alter the pipeline composition to suit your requirements. You can rearrange leads, switch between views, change the menu buttons and create different pipeline templates to work efficiently.
- User-friendly interface: Streak has an uncomplicated interface, and anyone who knows the basics of Gmail or Google Sheets will have no problem using Streak. You can transfer your data in and out of Streak at any time by integrating it with Google Sheets. Moreover, Streak recognizes all input types and automatically updates the creation date of an email.
- Fundraising: Most of the professional conversation with investors or co-founders takes place within Gmail. Streak lets you see the entire history of a mail directed toward your company and connect easily with stockholders and venture capitalists. As an administrator, you can limit other users from accessing information regarding investment and set reminders to avoid missing the deadlines.
- Business relations management: Streak handles every sales-related task and marketing campaign within Gmail while allowing you to collaborate on projects with team members. You can automate follow-up emails to reduce the waiting period for clients and get feedback regarding your outgoing mails to improve the chances of getting a positive response from the customers.
- Recruitment process management: Streak simplifies the hiring process by creating a customized email experience depending upon your previous mailing patterns. You can view all applications inside your Streak integrated Gmail account and forward it to the relevant person with contextual information regarding the applicant. Moreover, Streak lets you use templates to send personalized messages to each applicant.
- Built-in Customer support: Streak lets you access customer complaints within Gmail, sort tickets related to FAQS, understand the customer issue, and prioritize cases for a quick resolution.
Streak offers 4 pricing options to get a Gmail-integrated CRM service.
The “Free” plan lets you get familiar with the basic features of Streak for absolutely no cost. You can create private pipelines, perform 50 "mail merge" a day, track emails, and create 500 “Boxes”.
The “Solo” plan is priced at $19/month/user and increases the “Box Creation” limit to 5000 while allowing you to perform 800 mail merge a day.
The “Pro” plan is priced at $59/month/user and offers a shared pipeline to bring your team on a single platform.
The “Enterprise” plan is priced at $159/month/user and lets you customize Streak completely, as per your preferences. This plan unlocks all available features.
Why use a CRM at all?
A CRM is necessary to handle client operations efficiently. You may not be available all the time for incoming queries; A CRM can send automated messages to keep the prospects engaged and give them a time when you’ll be available.
Even if you lose a lead, you can see what went wrong in the operations and avoid similar mistakes in the future. It enhances your relations with clients while prioritizing deadline tasks. A CRM also gives insights into your sales, fund allocation, and employees so you can manage the business better.
Why should you use a Free CRM?
CRM is necessary to handle client relations, but you may not have the funds required to obtain a premium CRM service subscription at the nascent stage. You can get free CRM software to accomplish fundamental sales and marketing tasks that will give your business a great boost.
It’s your gateway to generating more leads, managing business operations efficiently, and allotting time to prior tasks. It gives a professional outlook to your services which is necessary to build a positive image in front of the client.
You can integrate email accounts and social media sources to access all conversations within the CRM and approach each task according to the sale possibility. Moreover, you can assign them to sales reps based on their history and work experience.
A Free CRM service will simplify all business-related tasks without costing anything and is a great choice to get familiar with the functionality of a CRM. You’ll be able to access every piece of information inside a single platform which saves the trouble of going through different sources to access conversations.
With a CRM, you’ll be able to turn potential clients into customers and increase the revenue from the sales while managing the marketing operations. It will make a sizable difference in the implementation of campaigns and help you identify the target audience.
CRM For Free, A Summary
CRM ensures your tasks are done timely, and you effectively manage each task. You can opt for a free plan to get acquainted with the functionality if you don’t want to splurge on a subscription plan.
Bitrix24 offers unlimited users and storage access, along with an array of functionalities that can assist you in managing the business efficiently. It is our suggested pick for the best free CRM. Visit the website to register and get started with Bitrix24.