It is important for businesses to efficiently manage their interactions with their customers. A CRM (Customer Relationship Management ) System today integrates and automates sales, marketing, vendor data, customer support and more in one easy to use solution. CRM software can help you find leads, nurture prospects and help them into sales funnel. CRM solutions integrate your data and pick up useful information for you to act on. A good CRM system helps you stay efficient. Generally if you are looking for a CRM software for your business you need to firstly focus on your reasons for going for CRM software. Why do you really need a CRM software? Which features you think you would need? And then you have to consider your budget. How much are you willing to shell out for the software.
Here we are going to discuss best free CRM software you can use for your business. Let’s begin.
Zurmo CRM is open-source and notably simple solution. Users adapt to it pretty quickly. It combines customer relationship, marketing services, sales, and project management. Zurmo uses gamification to engage users which enables the users to onboard easily. You can access Zurmo with the help of a tablet or a mobile device. The free open source version of this system enables the users to build their own CRM application as per their need. Let’s look at the features that are provided in the free package.
- Custom dashboards , fields, layouts with dropdowns
- Global info integration and search, language packs and currency conversion
- Multiple timezone support
- Lead Management
- Workflow automation and email alerts
- Marketing automation-email campaign creation, auto responders, campaign management
- Product management – quantity management, creation of catalogs
- Sales management- deal tracking, sales pipeline tracking, opportunity management
- Advanced security
- Support and training documentation
- Native integration with Gmail, Outlook, Zapier, Restful API and more
- Customer support with phone, email, tickets and Live chat
Streak is a very interesting CRM software as it enables you to run your business from the inbox of your Gmail. It offers free API access. Your Gmail inbox transforms into a fully featured CRM. You can easily manage different support queues, share files, share data from other Google Apps you use. Its free plan covers most of its basic functionality. Streak is very popular among small businesses. It is hosted in clouds and is maintenance free. It has a flexible no-coding structure. It enables the user to make the changes in his workflow and operations, product development, thread splitting, mail merge and more. It is available for unlimited number of users. Let’s look at the free features.
- Basic CRM suite
- Custom columns/fields
- Basic API Access
- Mobile access for iOS (Android in the pipeline)
- Import/export capabilities
- Mail merge/Mass email
- 50 shared pipelines
- Tracking of 200 emails
- Unlimited Private Pipelines
- Customer support through emails, training and tickets
#3 Zoho CRM
Zoho CRM is much more than a simple contact management app. It is one of the best and fully equipped free sales and lead management software for teams upto ten users. The free plan provides the user with email marketing, visitor tracking, social media marketing, analytics and more. The free plan enables you to access Zoho from tablets and mobile phones too.
Let’s look at the features Zoho provides you for free.
- Social Media Marketing features
- Marketing automation
- Customer Surveys
- Document Library for file sharing
- Feeds for team collaboration
- 1 GB Storage
- Sales automation
- Product customization
- Workflow management
- Web Forms
- Support with Phone, emails, tickets, tracking
#4 HubSpot CRM
With its intuitive interface and easy navigation, HubSpot CRM suite is very easy to use. It is a perfect tool for sole vendors and service providers. Enterprise clients will find it too basic. HubSpot CRM has an automated engine which tracks customer interactions through different channels like email, phone, meetings, social media etc. It has a clutter free interface. It blends easily with third-party systems and applications.
Let’s have a look at the free features.
- Unlimited storage
- Customer documentation and client profile sorting
- Upto 1,000,000 users and contacts
- Marketing and sales pipeline management
- Automated tracking of website visitor
- Wide range of third party integrations
- Integrated with phone
- Automated importing from email, phone databases and social media
- Custom views and pipeline management
- Live support, Phone support, tickets and training
SuiteCRM is a free and open source CRM solution. It is equipped with plenty of tools and functionalities to serve companies on an enterprise level. You can easily change the configuration of the software to suit your needs and requirements. Users can build business processes and create flexible automated actions that can be activated at any time. Sales and marketing pipelines can be created. Pricing strategies can be regulated. Notification of service request is instantly delivered to servicing teams. Customers are instantly notified when the issues get resolved. Its all encompassing finance module helps you keep track of all incoming and outgoing invoices.
Let’s look at the free features SuiteCRM offers:
- Sales and marketing portal
- Finance Management
- ROI calculator
- Build business processes
- Billing and Invoicing
- Customer portal
- Design quote templates
- Regulate Pricing Strategies
- Contract Renewals
- Support through Q & A
#6 Bitrix 24
Bitrix24 is a fully featured, cloud based system. Its free plan has lots of features and is now free for any number of users. Bitrix24 manages all your contacts on a single dashboard so that it is easier for you to manage. Both iOS and Android Apps are free. If you are a small team, this software is best for you. It is equipped with the capability for project management, in-time and secured document collaboration, video chat, internal social networking tools and more. You can provide good customer support and coordinate projects, schedules and tasks. It is easy to use as it has just one user interface and is hosted on cloud.
Let’s look at the free features:
- Document Management
- Lead and Contact Management
- Email Marketing
- Task and Project Management
- Planning & Reporting management
- Sales and Marketing Automation
- Unlimited No. of Users
- HR & Employee Management
- Rest API
#7 Really Simple Systems
Really Simple Solution is a cloud based CRM system designed for small and mid segment businesses. The free edition provides sales force automation. It has a great customer support. This system operates in the cloud so there is very little maintenance needed. It has the necessary widgets that help small businesses in managing their emails, train their staff, manage their accounting, and analyze their data.
Let’s now look at the features that are offered for free.
- Manage different accounts
- Sales Automation
- Contact Management
- Document Management
- Custom Reports
- Supports 2 users
- Security- Roles & Permissions
- Free API Integration
- Email and online Chat support
“How you gather, manage and use information will determine whether you win or lose,” said Bill Gates. It is important for you to really sit down and list the features you want to see in your CRM system. Every business is unique. The information that is critical to your business may very well be in “not-so-important” category for someone else. It is quite possible that you find the CRM solutions discussed above inadequate – they possibly do not meet all your expectations. Don’t worry, you can trust our experts to offer you the right counsel and right solution that will meet your precise business needs. If you need assistance with any kind of integration with your current system, give us a call or write to us. We have helped several businesses in becoming more efficient. We can definitely help you too.