7 Best Free CRM Tools for Small & Medium-Sized Business
Do you feel the hassle to manage your customer’s data, contacts or sending emails? Well, it’s time to use CRM software. If you are not intending to spend money on it, it’s ok. There are lots of free CRM out there. The best free CRM (Customer Relationship Management) software that helps to grow your businesses for better management of customer interactions, support, and relationships. It also executes the organizational processes over marketing, transactions, and customer service.
However, it can be costly and time-consuming for small/ medium businesses to implement or buy a CRM system. Thus, we have listed the best free CRM software for you and it’s listed based on features, usability, cost-effectivity, and real-user reviews.
7 Best Free CRM Tool You Need to Check
- WP ERP- Supercharge Growing Business
- Hubspot- Something for Everyone
- Capsule- Simple Yet Powerful
- Bitrix24- Unlimited Free Features
- Agile CRM- All-in-one CRM
- Zoho CRM- Unique & Powerful
- Freshsales- A Fresh Approach
- Bonus: EngageBay- Support Smarter
These tools are in our list for their convenient and efficient behavior at free of cost. Any business owner (especially small/ midsized) can enlarge his/ her area effortlessly.
WP ERP is a free automated business management WordPress Plugin. It consists of several applications that use a database management system to store all the basic and essential data of your business. For small and medium enterprises, WPERP can be the best solution.
- Associates the prioritize service
- Creates contact groups
- Filter contacts using attributes or keywords
- Make notes for individual customers
- Show all dealings with the activity log
- Plan meetings & calls immediately
- Creates company profiles
- Keep the search filters & conditions
- Enroll contacts & tasks
- Provide reports of CRM activity growth of customers & business
Besides, the CRM module WP ERP has 2 more core modules: HR and Accounting. All these together make an entire ERP system for any type of company, business or enterprise. Moreover, it is a beginner-friendly best free CRM solution to start.
Since 2006 HubSpot is the best free CRM, which has helped people a lot. This is a leading growth platform because it is also a Service Hub, Marketing Hub, and Sales Hub. HubSpot tries to provide all the business-related services.
Besides, getting the necessary features you can also use some essential integrations such as Messenger, Outlook, Gmail, and HubSpot Connect.
- Supports multi-languages (English, French, German, Japanese, Portuguese, and Spanish)
- User-friendly interface
- Customizable reports are available
- Convert leads with forms & popups
- Develop beautiful and responsive email newsletters
- Build landing pages and email campaigns to gain leads.
- Maintain the entire contact database
- Includes built-in list builder
- Shows your business growth analytic dashboards
HubSpot can be a great opportunity to boost your business. Only if the real-time data updating for multiple users avail, it will be more helpful for the users. And, sometimes the integrations seem challenging, so, need to improve that as well.
If you are finding a smart yet simple free CRM then Capsule can be the good pick. It is specially designed for focusing on team activity, more sales, nurture customer relations, and lastly progress reporting.
Though they have a paid version, Capsule has some features for their free users. If you have less than 250 contacts then it will fit well with your business.
- Email integrations
- User-friendly interface
- Task management
- Plenty of customization options
- Tracking opportunities
- Sales pipeline
- A mobile app
All the free options can assist you to minimize your work pressure. The problem is you can not run email campaigns or any type of marketing in the service directly. And, updates need in the sales pipeline.
To improve the communication between the members and customers, use another best free CRM, Bitrix24. If you use this tool you can build an online store free of cost. Also, by using the free plan you can have plenty of useful features.
- Multi-language support (Chinese, English, French, German, Polish, Portuguese, Russian, Spanish, and Ukrainian)
- Track productivity with the results of HR future
- Unlimited CRM records
- Import and export data effortlessly
- Unlimited companies and contacts
- Unlimited tasks & projects
- API and marketplace
- Bunch of integrations, including the SendPulse 2.0 module.
- 5GB free online storage
- Free call center
- Mobile CRM
Beside all these features you send 1000 emails per month as a free feature. Isn’t it a lot for a small business owner? Only they need to improve there support response speed and mobile application.
A successful business needs marketing, sales, and service automation. Agile CRM offers all this service in a single platform. Up to 1,000 contacts and companies are free in Agile CRM. Also, it includes lots of useful features free of cost.
- Custom data fields
- Lead scoring
- Appointment scheduling
- Email tracking
- Up to 5,000 branded emails
- Strong technical support management
- A landing page builder
- Easy integration with third-party services
With a modern clean interface, your journey with free Agile CRM will be remarkable. There are some issues that need to be fixed soon. Such as limited email templates, late updates, non-clickable reports, etc. No one can stop Agile after the updates.
Many users like to customize their plugin and Zoho is for those users. The wide range of advanced features of Zoho helps you to grow your business on the next level.
The Free Edition includes three users. Also, you will get lead management, mobile apps, G-suite and Office 365 support. Zoho CRM is thus on our best free CRM tool list and it is a perfect fit for the small business owners.
- Plenty of integrations like Zoho Books and Zoho Campaigns
- Customizable settings
- Easy to rearrange modules and fields
- Increase business revenue.
- Sales and marketing automation
- Measure and manage the performance of sales
- Engage with customers
Most of the features are awesome but their support and user interface are very slow. Sometimes users need to refresh the page again. So, if they work on it, there could be more users in the future.
Freshsales is one of the best free CRM tools that helps you to scale the business quickly. Their main motto is to handle and improve customer relationships. Besides that, they give an integrated approach to organize data and streamline your work pressure. After availing Freshsales’s free plan you can build a better future in your profession.
- Unlimited number of users
- Unlimited number of contacts
- Unlimited support
- Multi-languages supported (Arabic, Catalan, Chinese, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Hebrew, Hungarian, Indonesian, Italian, Japanese, Korean, Latvian, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Slovenian, Spanish, Swedish, Thai, Turkish, Ukrainian, and Vietnamese).
- Mobile app
- Email Marketing
- Manage a lot of customers’ data and details
- Regular updates
- Track customer engagement.
If you are an owner of a small or midsize business, this free CRM can help you in different aspects. You maybe need to understand their email system as it is not that organized also the mobile app is a little bit complicated.
If you are searching a free CRM software for small businesses, agencies, solopreneurs, and startups then EngageBay can be your best fit. It is a one-stop solution for SMBs because it has marketing, sales, and customer support tools in one integrated platform. You can also connect with more tools through dozens of integrations, including WhatsApp, Twilio, Plivo, DocuSign, CallHippo, and Amazon Web Services. Even the paid versions are highly affordable.
- Free for 15 users
- Friendly UI with neatly organized features
- Email sequences for drip campaigns
- A holistic and in-depth view of each customer
- 2-way calendar syncs so that you don’t have to miss appointments.
- Task management and automation to improve productivity
- Email broadcasts for one time newsletters
- 5 GB of cloud storage
- Third-party integrations to connect with your favorite apps
With the free version, you can store 500 contacts and send up to 1,000 emails a month. EngageBay also offers mobile applications for both Android and iOS.
Why Use CRM Software?
When you wish to run a successful business you have to provide the best service to the clients with the best experience feasible. To make it possible, you need to take help from a CRM tool. Yet giving a heavenly customer experience is not the only advantage of using the best free CRM software. Read the points below to know all the highlighted benefits of a CRM tool.
Preserve All Client Data in a Single Place
After using CRM software all your relevant customer documents, details, and even every interaction between your customer and company will be recorded in CRM.
If you permit different department’s employees, they can access the update and information. That means, all the access and user will handle by the owner.
Advance Internal Collaboration
With a CRM tool, assigning tasks and check the status is just a matter of a few minutes. Moreover, you can see which one is in progress and which need to be done before the deadline.
Collect, Export, and Examine Information Effortlessly
To make a report generally, we need to collect any relevant data from the whole system manually. But after using a CRM tool you can create a report by collecting all the information form CRM. All the data stored in one database. You will thank your CRM system after doing it in real life.
Automate Your Daily Necessary Tasks
From now you don’t need to remind your important tasks by yourself. By CRM tool you can use the stored customer data and automate customer-associated daily work from welcome emails to purchase approval notifications. Isn’t it awesome?
More Beneficial Customer Co-operation
All your employees can retrieve clients information like-
- Recent purchases
Now they can utilize this information to create proper and personalized offers.
So, now you may understand what can you expect from your CRM software and solve your daily office obstacles within a few moments.
It’s time to choose the right tool and if you haven’t any budget for buying any software take help from our listed best free CRM tool. It will help you to work more efficiently without spending a single penny.
How to Choose the Best free CRM?
Most of the companies think that if you ever start to invest time in their product you will also like to invest money. So, they don’t offer good and effective features for free. Thus, we have found out which software can help you the most. Let’s know how we have picked the best free CRM tools.
Strong Free Features
As you are a free user, firstly, you must find out which one is offering the strong, efficient, and bunch of free features. Like- Creating contact groups, Contacts with prioritizing service, Making notes for customers, Show all the dealings, Creating company profile, Assigning contacts or tasks, and many more. Fortunately, WP ERP is offering more than these features free of cost.
Easy to Use
The most demanded and well-known feature of CRM users is the ease of use. And, obviously, it should be. People will love to use software which gives them the most flexibility. The layout should feel familiar and mostly it should be accessible to any device.
Has Smart & Quick 24/7 Support
Though all of the CRM builders say they provide 24/7 support, sometimes they can not prove in real-life. In this sector, you can read the review of CRM users and get an overview of their service.
Regarding the support service, we have chosen WP ERP as the number 1 CRM system in our best free CRM tool list.
Wrapping Up Best Free CRM
Adding a CRM tool has unbelievable good impacts on your business strategy. In this case, small or medium companies don’t want to spend money on tools where they have to pay every month. For them, there are some best free CRM tools. But the challenge is to choose the right one.
We have tried to find out the free features of the listed CRM to help you choose the appropriate software according to your business plan. Each of them is convenient for your work but according to our statistics, WP ERP can be your best buddy in your business.
If you have any query please let us know in the comment section below. And don’t forget to share your experience while using the free CRM.
Have a great day!