Read our full Insightly CRM review. Agile CRM is a worthy contender that features customization, automation, and sales-marketing integration. Its CRM core is comprehensive: you can add contacts and deals, create custom fields, set tasks and calendar events, and track performance using a wide library of reports, including deal analysis and call outcomes.
Email clients are easily integrated, so you can send bulk emails and sync calendars, and you can add one extra plugin to support your sales activity—for example, Skype or Zendesk. The web-to-lead feature and web rules can help with lead generation, and their productivity can be analyzed in reports. Finally, Agile CRM has broad file storage functionality, from assigning uploaded documents to deals, to recording videos for email campaigns.
The biggest downside of this free version is the imposed limit of 1, contacts, one workflow automation, and one plugin: while this restriction may not hinder a small business or start-up, a business with a growing pipeline may consider upgrading to a paid plan.
Key features of the best free CRM software vary between vendors, so you should prioritize those that match the size, sales pipeline, and workload of your business.
Reporting is also a make-or-break feature, as it helps analyze sales productivity and inform which deals to focus on. Storing and using prospect details to nurture relationships are at the core of a CRM system. Integrations with contact apps and social media accounts are a plus, maximizing lead information for sales teams. This can include setting milestones, tasks, and deadlines. Automation can get critical tasks done while saving time: for example, email templates can be scheduled to go out to prospects when they reach a certain stage in the sales funnel.
Sending bulk emails to contacts can advance relationships and save sales teams a lot of time. You can usually store and personalize email templates and customize recipient groups. Keeping track of customer communications in a centralized CRM platform removes the need to rely on human memory and ensures teams are equipped with the latest information on the relationship. A good CRM system helps you gather new leads in a cost-efficient way. This can include inputting business card data via mobile app and scraping the internet for specific customer profiles.
Customizing and exporting reports on your sales and marketing activities helps you learn from successful deals and focus your attention on high-likelihood prospects. For manual changes to your pipeline activities, drag-and-drop Kanban-style boards are a quick and easy way to update the status of different deals. Integrating with other business software increases the information you have on contacts and can add new features, such as email campaign management. When testing CRM software, we look at the features of the product and how it fares against the competition, as well as how user-friendly it is, what support options are available, and—for the best free CRM software—whether it delivers beyond the basic needs of a small or medium-sized business.
For free CRMs, features that score highly include contact and deal management, sales pipeline management, and basic reporting functionality, with bonus points for in-built calling and bulk emailing, customizable analytics dashboards, workflow automation, and third-party integrations.
In use, highly-ranked CRM software is straightforward to navigate, with clear feature categorization, drag-and-drop deal management, and an interface that gets tasks done quickly.
Looking to learn more about CRM software? Read our in-depth reviews of Salesforce , and Freshsales , and our features answering the questions what is CRM software , and what is a CRM in real estate. Ioana is also a successful entrepreneur, having launched several social enterprises. Writing interests include market research and planning, start-up culture and ethics, agile methodology, and financial modelling. No stranger to tech and hackathons, she is also an accomplished fintech and SaaS writer.
North America. The best CRM software supports sales and marketing teams in managing customer relationships efficiently, and closing more deals. View Deal. Freshworks CRM. LACRM handles task management, lead-to-sale, contact management, and follow-ups. Manage all your customer data, track your leads through sales pipelines. Stay on top of events and to-dos in easy-to-use calendar and agenda formats.
Makes a great real estate crm. The app provides every user with a unique email logging address. You can create a contact with whatever email provider you use. There are minimal app integrations, which might be a significant limitation, depending on your needs. The app sends out notifications by SMS or email, but not in-app, which feels a bit retro. Zoho CRM provides a small business-friendly platform with a simple user interface, customizable modules, pragmatic automation, and social media features.
The platform will allow you to build up and define specific workflow, manage leads, and start rationalizing day-to-day operations. Zoho has no email tracking or individual lead notifications, which might be a problem if one-on-one, long-term engagement with specific users is integral to your business.
UI can be a bit laggy. Paying for Zoho add-on modules to give the CRM more mileage can shoot up operational costs quickly. The free version lacks mass emailing features and overall the CRM has pretty limited customizability.
This is especially handy for companies with distributed offices and remote workforces. While they have paid-for versions, their free option is more than just a temporary trial offer for companies up to two users, so budding businesses and solo entrepreneurial ventures can use the CRM without watching the calendar. It allows for unlimited contacts and up to MBs of document storage. The free version includes many of the core features including sales automation and customer service.
Free users will be able to access distinct management tools for both contacts, which updates in real time all relevant info and related tasks for contacts, vendors and suppliers; and leads, which aims to convert contacts into eventual sales.
RSS also does reporting their own way, dividing up the action in two parts. Generating reports is probably more complex than it needs to be. Opportunities system can be a bit clunky to use.
Email marketing could be better; the email templates are fairly basic. The platform provides multi-channel listening, aggregating contact info from across all your customer touchpoints. Track contact activity, web activity, email response, open and click rates, and more. Zapier, SendGrid, Mailgun, Xero, and Mandrill integrations allow you to connect your CRM with your other business processes and further streamline your operations.
Could use more native integrations with third-party apps. Email template options are limited in number and simplistic in style. Learn more. Capsule works to bump not just your customer relationships, but all your business relationships, to the next level.
And this it does ever so simply, with a clean user interface and zero learning curve. Rather than piling on extended features, Capsule quite simply hones in on being really good at managing daily work. It also makes it easy to find key information—contact lists can be imported from Gmail, Outlook, and your CSV spreadsheet and database files.
The Professional version features Zapier, G Suite, Zendesk, Twitter, and Mailchimp integration, helping you collect information and capture leads from across your apps. The free plan is capped at contacts, so you may find yourself suddenly hitting a glass ceiling and having to commit to a paid plan. The sales automation features manage your pipeline and help win more successful conversions. It also offers very detailed analytics and reporting.
Teams with more than 5 people will need to take a more expensive plan. HubSpot is one of the biggest vendors out there up there with Salesforce , and they offer a free CRM for unlimited users with basic features.
The free HubSpot CRM allows you to assign and track leads, manage the sales process, manage workflows for better management, and record customer interactions across every channel in one place. It also has pretty comprehensive email marketing, as well as inbound marketing tools the latter is quite useful for getting search engine hits for blog posts.
The platform works with G Suite and Microsoft Office, making implementation and data syncing seamless. Integration with Zapier facilitates easy information sharing and task management across apps like Google Sheets, Facebook Lead Ads, Slack, and more. The non-free, paid add-on packages for HubSpot CRM boost data storage, generate more sophisticated reports, and incorporate new AI and advanced automation tech.
Customizability is limited, which might make the CRM hard for certain niche small businesses to tweak and meaningfully implement.
Based on a number of users, Bitrix24 is one of the most popular free CRM in the world. Features-wise, it provides largely the same range as paid plans, albeit scaled-down. Everything you need is there: pipeline management, lead management, sales tracking, reporting, task automation, and more.
The user interface helps make Bitrix24 easy to use the Kanban view is especially good. The app can lag sometimes. One of the top rating CRM software in India, Zoho CRM software for small businesses helps you track leads, optimize your sales activities, and close deals faster.
It comes embedded with rich features such as multi channel communication, sales performance, sales productivity, extensive customization, automation and enterprise readiness. Freshsales CRM software provides you the option of customizing your presence to reflect your business strategy.
Users can switch between multiple currencies and language while dealing with foreign clients. This sales CRM software allows easy import of data, live chat and tools to gain real time insights.
Freshsales is a made in India CRM software, which helps from managing leads to tracking phone and email coordination with customers, managing workflows and generating reports. Bottom Line: Helps keep customers at the centre of all your business activities. Offering attractive features like after sales service, inventory management, online ERP, expense and payroll management, customer helpdesk and GST billing software; SalesBabu CRM automates your business needs and increases sales with advanced technology.
SalezShark sales CRM system software helps small businesses build better relationship with their customers for better sales. Also, it comes with cool features like sales automation, marketing automation, relationship intelligence, unified data solution, Outlook add-in for SalezShark. Agile combines sales and marketing features to provide smarter selling and complete customer engagement. Agile CRM software offers exciting features such as project management, telephony, lead scoring, appointment scheduling, marketing automation, email tracking and mobile marketing, etc.
If you want to increase information-sharing, streamline your sales processes, create accountability, drive transparency, integrate departments, improve marketing and overall customer experience; go for Focus CRM, one of the best CRM software in India. The customer relationship management solution for high velocity sales teams of small business that helps you track user behavior, score leads and optimize your sales operations; NextSky Sales CRM Software also offers essentials like contact management, lead tracking and alerts, sales management, deal management and invoice generation.
Tentacle is a state-of-art CRM software in India which assists in improving customer service and productivity, managing leads, monitoring salesforce and reducing operating costs. Did you find the features of this online CRM software useful for your business needs? Solid Performers CRM. Teknovate CRM. Zoho CRM. Salesforce CRM. CircleOne CRM.
SalesBabu CRM. Bytepaper Sales CRM. R Plus CRM. Service CRM. Bizapp CRM Software. Spine HRMS. PeoplesHR Turbo. Vyapar Billing Software. Singularity complete. Singularity XDR.
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