The best free CRM systems allow you to test out a platform with your team to see whether you can get value from it without making an initial investment—especially if you’re a small business or a fledgling startup on a tight budget.
There’s absolutely no excuse not to try it out since it’s free! Here are some of the top free CRM software platforms, all of them offer tempting free plans.
1. HubSpot CRM
HubSpot CRM is a completely free CRM software. It distinguishes itself by allowing unlimited users and up to 1,000,000 saved contacts, letting organizations expand without incurring additional costs. It also provides free access to chatbots, landing sites, ad managers, and customizable dashboards—features that similar suppliers do not typically supply.
- Users and data allocation are both unlimited.
- Webforms and landing pages are free to use.
- Free chatbot creation
- Does not provide free customer service.
- Most third-party software integrations are subject to fees.
- The free plan does not provide any workflow automation capabilities.
2. Zoho CRM
Zoho CRM is an excellent choice for companies that require sales automation tools. You may set process automation triggers with this free CRM. It also includes capabilities for team communication such as team chat, follow-up rules, status updates, and file sharing. It can only support three people per account, which is an excellent starting point for smaller companies.
- Email marketing tools are available.
- Tools for extensive team cooperation and file sharing
- CRM interface that can be customized
- The free plan is limited to three users
- Analytics software is not free.
- There are just a few free third-party software integrations available.
3. Agile CRM
Agile CRM is a solution that combines sales, marketing, and customer support. The free plan accommodates up to ten people and allows for the management of an unlimited amount of projects, deals, and documents. It grants you access to a variety of capabilities, such as lead scoring, web engagement, and help desk tools. Having an integrated platform allows your sales, marketing, and customer support teams to interact and communicate with customers in a more consistent and informed manner.
- Free sales, marketing, and customer service features abound.
- Deals, tasks, and documents are all unlimited.
- Free contact-level analytics are available.
- The free plan only allows for one third-party program integration.
- The free plan does not include two-way email syncing.
- The free plan has limited automation.
4. Apptivo CRM
Apptivo is a free cloud-based CRM system that includes lead and contact management, as well as supply chain tracking. The program serves as a repository for consumer data and communication history, which can be accessed via a mobile app even when you’re on the go. The free plan, on the other hand, only allows for one user.
- Supply chain management and human resources (HR) solutions are included.
- Excellent client service
- Supports product management
- Only one user is allowed on the free plan.
- The free plan does not include mobile apps.
- Only premium plans include the lead capture feature.
5. Bitrix24 CRM
Bitrix24’s contact center combines communication methods such as chat, email, and social media into one platform. It also saves the whole communication history for each contact, presenting all messages, phone conversations, and meetings in chronological order. It supports an unlimited number of contacts and deals and is designed for teams who manage a big volume of contacts.
- There are no limits to the number of users, leads, or contacts.
- Has invoicing and quotation management tools
- Provides e-commerce solutions.
- There are no sales intelligence tools available in the free plan.
- Customers on the free plan have limited access to customer service.
6. Freshworks CRM
Freshworks CRM has a plethora of free services, such as telephony, chatbots, and email marketing, all with the objective of streamlining sales and marketing. This AI-powered application provides users with unlimited, real-time customer help, which is uncommon in free CRM systems. The support team is available by phone, live chat, and email 24 hours a day, seven days a week.
- Telephony integration is available for free
- There are no restrictions on the number of people who can utilize it.
- No free customer service by phone, email, or chat.
- It can be costly to upgrade.
- Multiple sales pipelines are not permitted with the free plan.
How to Choose the Best Free CRM
1. Determine why you need CRM software.
Do your spreadsheets make you feel overwhelmed? Do you struggle to locate client contact information when you need it? Keep these difficulties in the back of your mind so that you can find solutions in a CRM.
2. Conduct your research.
While most CRMs provide the same fundamental functionality, there are various aspects that distinguish each one. Compare the many standard features as well as the available add-ons and third-party apps. Consider whether a vendor provides an on-premise or cloud-based CRM, as the two provide different levels of protection and customization choices.
3. Examine the vendor’s paid plans.
Even if you are currently evaluating free plans, you may find that you require the numerous benefits of a paid plan in the future. To handle this risk before it becomes a problem, select a free CRM that also provides cheap subscription plans and the features that are most important to your business.
4. Determine the CRM vendor’s strong suit.
If your business is primarily focused on sales and marketing, you may want a CRM that provides more advanced features for these teams rather than one that includes customer support tools in its free plan. Alternatively, if you’re constantly on the go, you’ll want a vendor who has a decent mobile app.
5. Examine the vendor’s training materials.
One of the primary reasons for purchasing a CRM is to make your life easier by automating routine operations. However, if the CRM you chose is very complex and there aren’t many resources to help you understand it, it will simply complicate your life. Look at user reviews to locate something more user-friendly.