This article has been updated for 2020 to ensure it includes the leading customer relationship management (CRM) software solutions. This is the list of all the latest systems that can manage your business relationships for free.
Customer relationship management software systems can help you maintain quality relationships with your customers. However, the budget is usually one of the biggest concerns for companies interested in implementing a CRM software that will allow them to keep up with today’s competitive business environment. Fortunately, there are many high-quality CRM solutions you can get for free.
In this guide, we’ll help you save time and money by listing the best 12 free CRM software of 2020, according to our experts, who examined each popular solution in detail. These products are perfect to jump-start your customer relationship management efforts but can also scale up with you as your business grows.
Let’s now take a comprehensive look at the best free CRM software of 2020. This will help you get to know the product better based on each unique functionality, target user, and features included in its free plan. Once you are ready to scale, there’s also a list of what additional features you’ll get should you decide to invest.
Source: Inside CRM Report
There is little chance you will find a list of free online CRM tools where HubSpot CRM doesn’t appear, and the reason is that this fully powered system delivers all functionality for free. While most CRM providers out there reserve premium capabilities for pay-per-use clients, this all-singing, all-dancing automation engine gives it all for free.
The system is a prime member of a larger productivity suite and a premier Google partner. HubSpot CRM features are designed to help small and medium businesses close more deals and obtain full visibility into their sales pipelines. HubSpot CRM comes with an automated engine that tracks customer interactions via several channels (email, phone, meetings, and social media); stores lead on a clutter-free timeline instead of messy and shared inboxes, and blends easily with third-party systems and similar applications. What is particularly likable about HubSpot CRM is the intuitive interface and easy navigation, but enterprise-grade users may find it too necessary for the customer service they provide.
The prime target groups are sole vendors and service providers, and small/mid-tier companies looking to support a moderate client base in the retail, accounting, real estate, construction, and similar niches. Note that the system is flexible in terms of storage and base listing capacity, and thus, able to expand in line with your market activity.
As we mentioned before, all HubSpot CRM features, integrations, and support services are delivered for free. All you need to do is to create your HubSpot account, import your data, and let the system manage customer relationships on your behalf. This is what you will get:
To make this module work in synergy with HubSpot Marketing and HubSpot Sales (when not acquired as a standalone product), the company developed several advanced features the user can purchase to expand the functionality of this system. These are:
Detailed HubSpot CRM Review
Freshsales is a lineup product from the popular Freshdesk family and was designed to meet end-to-end all the contact management needs of different businesses. The presence of a well-balanced and free-to-use package makes Freshsales particularly attractive to small and developing businesses, just as the jazzy, up-to-date interface the software is best known for.
If you’re running an established business with a considerable lead base in place, you won’t be dependent on its paid plan’s lead capturing capacity, and that’s enough of a reason to use it and maintain the relationships you’ve already built.
What is particularly likable about Freshsales is its simplicity, both when it comes to jumping on the bandwagon and humbling down complex contact management processes. For free, Freshsales benefits include capturing, distribution, scoring, and verification of leads via various communication channels, just as Insightly does. The freemium logic of both systems is pretty similar, with the difference that this system won’t limit users, storage, or support in its free plan. The other good news is that free Freshsales users get to integrate the system with their Freshdesk account.
Startups, small, and mid-market merchandise firms focused on both attracting and preserving leads. Freshsales will also be a smart choice for companies with power-up help desks in place, in particular, current Freshdesk users. Large companies can consider it as well, as long as they’re not looking for an all-in-one help desk with CRM support.
Freshsales’s free package is called Sprout, and it compiles all necessary features for easy and successful contact management. It lacks the sales management capacity, funnel views, and smart notifications available in the paid plans. Still, with additional software in place, it will easily cover the needs of any retail business. If you’re looking exclusively to manage a lead base, look no further.
Freshsales offers several paid plans for users to consider, but they all target a tightly specified group of needs. The number of users, contacts, records, and the amount of storage are not limited in any of these plans.
Detailed Freshsales Review
Zoho CRM is another smart system you can position in charge of your relationship management activity, and do so without worrying that your free selection might be too basic. Keep in mind that Zoho CRM is not just a simple contact management app; for that purpose, the vendor developed a whole different product called Zoho ContactManager. Zoho CRM, meanwhile, is a fully equipped package for lead and sales management available for free for teams of up to ten users.
Zoho CRM’s plans differ in terms of communication channel availability, sales automation equipment, number of records, and custom modules. Still, one thing the company is particularly proud of is delivering unlimited support to users, regardless of the plan they’ve chosen. The free plan is offered as a unified, customer-centric kit fully equipped for email marketing, visitor tracking, customer surveys, social media marketing, project management, and a professional analytics board. The mobile apps developed by the company are also available in the free edition. Read our comprehensive review to learn more about Zoho CRM pros and cons.
Small and medium business in the retail and service industry, looking for a complete sales force automation, email marketing, and lead management system with reliable analytics. Sole proprietors are also invited to use it.
Zoho CRM’s Free Edition is currently among the most popular off-charge CRM tools, and the reasons are more than obvious. The unpaid package collates the best of the four paid plans and wraps it nicely in a ten-people working kit, with unlimited support and access to Zoho products integrations.
There are four paid Zoho CRM packages to consider, with prices varying between $12 and $100/month. The main difference between the packages is the presence of email management and sales force automation capabilities. At the same time, the analytic features offered by each are gradually improving from one package to the other. All plans are billed monthly or annually and come with a handy 14-day trial where you can test their features.
Detailed Zoho CRM Review
Avochato is a platform for managing conversations and helping you and your team communicate better; be it through calls or texts. It helps in growing your customers by making sure you can easily reach them, and they can easily get in touch with you. The solution also helps in managing your teams by ensuring smooth communication; it allows you to send messages on the phones they’re using.
The platform also supports integration with various third-party tools such as Salesforce, Microsoft Teams, Slack, and Zapier. This allows you to track conversations, sync data between the apps you’re using, connect your inbox to other CRMs, and more.
Avochato is most useful for your operations, sales, and support teams. That is, it allows you to more fluidly manage your personnel both in and out of the office, enables your support teams to work on more than one customer, and lets you reach your customers more efficiently.
Avochato allows you to register one number and send up to 50 messages for free. More than that, and you’ll have to avail of one of their plans.
The software offers three major plans: core, standard, and pro. What you’d want to get is highly dependent on how many messages you’ll have to send. There’s an enterprise pricing as well in case the features of the pro plan aren’t enough to fulfill your needs.
Detailed Avochato Review
Sumac is a powerful CRM solution ideal for small, mid-sized, and large nonprofit organizations. It lets you manage your operations in one customizable platform. By automating workflows and having customized management capabilities, nonprofits will find it easier to handle their day-to-day operations. Some of its features include fundraising, marketing outreach, ticketing management, and donor management.
All plans offered by Sumac include basic CRM capabilities like payment processing, time tracking, and event management. However, the vendor also provides you the option to use add-ons in your software. This allows you to tailor your solution to your unique needs and preferences. Examples of add-ons to choose from include course registration, prospecting, proposals, and grant management.
Sumac is designed to aid nonprofit organizations in their everyday operations. This is accomplished through features geared toward donor management, membership management, outreach management, fundraising, volunteer management, and other similar activities.
Sumac has four plans, and one of them, the bronze package, is available for free. It features basic CRM functions, online training, and more.
The system features three premium packages starting at $45/month. There’s a flexible, quote-based plan as well for nonprofits with a higher level of CRM needs.
Detailed Sumac Review
As its name implies, Really Simple Systems CRM is a software that’s easy to use and work with, right from the get-go. Setup is seamless, and training can be done in a matter of minutes too. The system is highly customizable as well and allows you to build dashboards that are most efficient for you.
Really Simple Systems CRM can also act as a centralized hub that provides you with complete visibility into your customer interactions. It allows you to quickly find customers and contacts as well as monitor leads for your marketing efforts. It can even automate the sales process and set appointments and tasks to ensure that no sales opportunity is missed.
The vendor has an appealing free trial where you can tinker with the all features –premium and basic– at no cost.
The software is ideal for growing B2B teams. It’s specifically suited for your service teams, marketing staff, and sales personnel. While it markets itself as a simple CRM solution, it can handle the needs of large enterprises as well.
The platform has a comprehensive free plan that provides you with all the basic CRM functionalities. There’s also no time limit to this plan. Thus, if it can fulfill your business’s needs, then you have a completely free and robust CRM software.
There are three paid solutions, namely Starter, Professional, and Enterprise. The price starts at $14 per month if billed annually. There are add-on modules available for purchase as well. These extensions cater to marketing, advanced marketing, and service desk needs.
Detailed Really Simple Systems CRM Review
eWay-CRM is a one-stop customer relationship software designed to help retailers boost their hold over their customers and convert CRM information into actionable insights. It can manage different areas of sales and marketing that are sure to increase bottom lines. The system comes with tracking abilities that enable users to come up with custom reports and analyze performance covering different organizations across a variety of industries.
Another likable attribute of eWay-CRM is its customization feature, allowing users to configure it based on their requirements. This includes automated reminders and notifications. It comes with a user-friendly interface, too, powered by an easy to learn text editor and drag-and-drop functionality. More conventional eWay-CRM features include customer, sales pipeline, and marketing management capabilities. The vendor provides excellent support with competent teams on standby for customer calls. The platform is mobile-optimized so that you can access the system anytime, anywhere.
eWay-CRM is highly-suitable for small businesses and retailers, allowing them to reap the benefits of a robust CRM system for free.
e-Way CRM’s free plan is designed for a single user. However, it comes with all the basic features that meet the requirements of most businesses.
e-Way CRM comes in two paid plans, a monthly subscription for $28/user per month, and a lifetime license plan that is available for $399/user per month.
Detailed eWay-CRM Review
Next on our list is EngageBay, a CRM platform that provides complete features for sales, marketing, and customer service. It streamlines your business processes with its powerful automation tools, lead management, and sales tracking. It also comes with reporting features that give you insights into your performance as well as the latest market trends.
There are more EngageBay features to look out for. For instance, it helps you create efficient landing pages that can increase conversions. By simply dragging and dropping items, you can easily build a responsive landing page. The system offers great flexibility, allowing you to customize every aspect of your page, from fonts, colors, to layout and content.
EngageBay is designed for use by small and medium-sized businesses who can get to enjoy its free but powerful features.
The software’s free plan is built for 1000 contacts and 1000 branded emails. It has all the basic features to help you kick start on your CRM processes.
EngageBay’s paid plans start at $8.99/user per month. They offer additional features perfect for your growing business.
Detailed EngageBay Review
Bitrix24 is another ring-a-bell name in the CRM software industry, and a very compact one having in mind that all functionality is available for free. Of course, Bitrix24 has premium and paid-for packages, but the only bridge to cross between those and the free unit is the different number of users. The coolest part of the process is that unlike other unpaid CRMs, Bitrix’s free plan involves as many users as you want (used to be twelve).
Why Bitrix24? What we’re discussing here is a fully-featured CRM solution that collates all contacts on a single dashboard, manages them from there, and sends automated emails. For a small team looking to improve customer relationships, we’d agree this is more than enough. To make matters even shinier, Bitrix24 is equipped for comprehensive project management, in-time and secured document collaboration, internal social networking, and even video chat, which is why it is often referred to as a collaboration tool. Last, but not least, Bitrix 24 can be run on any platform, device, or operating system, and embedded easily on any website, app, or social media profile.
There are more Bitrix24 features that you can take advantage of. For starters, its interface is made simpler while retaining its power. Emails can now be sent and received through the system. You can also make your own landing pages and websites, which are connected to the app’s customer live chat, website forms, email marketing, messenger, and automation tools. Kanban boards are also a made part of projects and tasks through its personal Kanban task planner. Its calendar has also been given a Schedule view, very useful if you handle numerous appointments.
Detailed Bitrix24 Review
Bitrix24 is a highly recommended system for small and medium teams, where the priority is to use collaboration in service of better customer support. It is a great choice for on-budget buyers because its free plan is open to use by as many team members as you deem necessary — ideal for sales businesses.
As the company likes to put it, their free plan is a great hit-off alternative, but we are more fond of the idea that Bitrix24’s unpaid version works well also for established teams that know what they want. All basic contact management, enterprise social networking/collaboration, and project management functionality are already embedded in this plan, and what makes the difference are the number of users, available storage, and sales automation. Read on, and you will see that the difference between the free plan and the pay-per-use plan is almost unnoticeable.
In addition to the extraordinarily well-equipped free package, Bitrix24 offers its Plus, Standard, and Professional Packages that are only slightly different from each other. Once again, the leading distinguishing quality is storage. Users are, as expected, unlimited for all packages, and so is customer support. To make comparison easier, we focused primarily on features that these plans contain, and which are not available in the free plan:
If you’re looking for a granular-sharing, automated-tracking, and cutting-edge CRM tool available for free, look no further than Insightly. With a current user base of over 500,000, Insightly counts as one the most widely used small biz-friendly tools currently available in the market, in large part because of the neatly equipped free package.
Insightly continues to receive upgrades, among which is its Custom Objects feature, which enables users to make additional data fields while being able to model any aspect of the client journey. It can also be customized to suit real estate companies based on the buyer, seller, property type, listings, and broker info. Equipment, logistics, shipping, and work order, among others, can also be tracked. You will find a more detailed Insightly overview in our review of the platform.
Unlike HubSpot and Zurmo, Insightly is a freemium system where fully-featured packages are delivered at a moderate fee. Nevertheless, they offer one of the most decent free plans in the CRM industry, designed for single proprietors and teams up to two users, and covering a basic portion of all functionality the vendor is famous for. Similar to their five subscription packages, the free plan is focused on group management and collaboration, and thus, entails features such as onboarding sessions, online community, and social CRM. Migration to a paid plan, if you need one, is also made easy, as packages start at only $29 per month.
Detailed Insightly Review
The ideal Insightly user profile is small and developing companies at the initial stage of their CRM strategy, and those looking for a tool that will grow in parallel with their contact management needs. As it offers five paid plans to consider as well, we can also recommend it to larger teams and enterprises.
At first sight, all Insightly plans look the same and cover the same functionality, excluding premium support and smart notifications available to users of a particular plan. A serious drawback for potential users is that the free plan does not give users the right to use a dedicated mobile app. Yet, with two participants on the picture, this may hardly be a concern.
The functionality values and number of users, however, are limited depending on the amount you decide to invest. Our experts found Insightly’s free plan to be a great off-budget CRM option because it blends a decent dose of everything, and helps small businesses get on their feet without breaking the bank.
Alongside the free plan, Insightly offers three paid packages to meet the needs of different users. There is a free trial available for each package, and several supported payment methods (monthly or annually).
Put into perspective, Insightly plans are developed on a gradually increasing scheme, with each plan being available to accommodate more users, and offering larger storage or more records per user. Basically, this means the company did well filling the functionality gaps from plan to plan, and allowing customers to switch options in line with their business’s development. Yet, potential buyers should know that support is different for each plan and that advanced features are only available to premium users.
Cloud-deployed tool Agile CRM is a powerful platform that combines marketing, sales, web engagement, and service tools into a single product. It is popular among SMBs, providing them with a variety of features such as contact, sales, project and management, sales and marketing automation, email tracking, social media marketing, and customer service. The software helps corporate teams automate their sales and marketing efforts, resulting in process acceleration and increased accuracy.
Agile CRM has much more to offer, functionalities that are bound to boost your sales and grow your business. It can display contact activity histories such as content viewed, emails, and social updates. You are given total visibility over a contact’s activity history. Analytics allows for the tracking of web activities and subject lead behavior. The platform is also able to drill down into metrics using conversion reports, cohort analysis, and powerful analytics. Gamification is also possible, which lets you encourage collaboration and results in more conversions and income. More Agile CRM details are included in our comprehensive review of the tool.
Detailed Agile CRM Review
Agile CRM is targeted at SMBs across a variety of sectors. Its massive features and functionalities, such as contact management, sales, and marketing automation, email tracking, and landing pages, among many others, are bound to help these growing organizations. It’s also highly-suitable for these organizations as all basic CRM features come absolutely for free.
As previously discussed, all basic CRM features can be availed free of charge. All you need to do is sign up for the platform, and you’re good to go.
For small and medium-sized businesses that want more functionalities, Agile CRM is available in a variety of pricing plans. The platform gets additional features when you subscribe to a paid plan, which includes its Starter, Regular, and Enterprise packages.
CRM software provider Streak is recommended as the system that can transform your Gmail inbox into a fully-featured CRM, and attach just the right sales management and email tracking features you need to improve customer relationships. Using it, you can easily manage different support queues from your Gmail account, share files and exchange opinions with a single click, and use the data available in other Google apps you’re using. Similar to the other systems discussed on this list, Streak is uncomplicated and fairly easy to learn and offers a free plan that covers most of its basic functionality.
Streak has received tons of new features since it was first developed. It doesn’t disrupt your workflow, so just you can move a lead into a third-party app. Team conversations can be structured, which can be channeled into a discussion. You can likewise collaborate easily using the app’s spreadsheet-looking interface. Lastly, you can use the system to upload proposals, mockups, and other project-relevant docs. Reports can be generated using the software, helping users identify hindrances to idea realization.
Despite having a relatively modest off-budget feature landscape, Streak is still widely used among small and mid-tier businesses. The reason is that the system is hosted in the cloud, and doesn’t require training or engineering consultations to update and maintain. Its flexible no-coding structure will allow the user to make all desired changes in his workflows and operations, including product development, mail merge, and thread splitting.
Detailed Streak Review
Small, medium, and large Gmail using teams working in the sales and product development niche. Individual users are also invited to try it.
Streak’s free CRM package is fairly limited compared to professional-use off-shelf packaged provided by other vendors, but still combines all basic email empowerment tools, and is available to an unlimited number of users. Despite the notable gap between the unpaid and the paid plans, you can use it to track emails and get boxes for private pipelines. Data recovery and phone support are not available in this plan.
Next to the Free Package, there are Professional ($49/user/month) and Enterprise plans ($99/user/month) to consider. Both features cover all advanced CRM functionality, over 750 Zapier-empowered integrations, unlimited email tracking, and advanced reporting. The main difference between them is the availability of a dedicated customer success manager, premium support, and data recovery (available only in the Enterprise plan). The number of users is once again unlimited, with the difference that you need a minimum of ten participants to acquire the Enterprise plan.
Price isn’t always an indicator of value. Expensive products don’t always equate to high quality just as free products to mean they’re not good enough. In fact, 25-60% of big-boom CRM systems fail according to research by Elevation 43 strategy consultant Alexa Bridges in The Financial Brand.
Why? Investing in a tool that costs an arm and leg won’t plan a strategy by default for you. CRM is even still considered an executive concern, notably because many executives are missing the most important part of CRM, according to Charlie Brown of Harvard Business Review. It highlights the “r” in CRM, which makes it more than just an efficiency tool but an actual relationship-building one.
A free CRM product that delivers its job well gives you more value than paid ones that don’t fit your workflows. CRM solutions are valuable tools that don’t have to break the bank. In fact, 47% of companies that participated in a survey are offering their employees free social CRM. This stresses that in the world of CRM solutions, zero cost doesn’t equate to zero value.
We all know the good old one ‘when you get a horse for free, you don’t check its teeth,’ but that’s not how things go with customer-focused software. Your CRM is the face of your businesses, and the source of operable intelligence no other system can collate. This is why even a free web-based CRM system should perform up to expectations, and give users an experience they will appreciate. It is, therefore, up to you to get the most out of your CRM.
The real value of free CRM software lies in their ability to help growing companies without them having to pay a dime; this makes these tools unbeatable in terms of popularity. There are lots of free CRM out there such as HubSpot, Freshsales, Salesforce CRM and Zoho CRM, all of which have the features that you’ll ever need to boost your sales and nurture client relationships. Taking advantage of these tools comes with huge economic savings to help you grow your business. However, certain issues have been plaguing free CRM tools for years.
The fact that these products are essentially scaled-down versions of their premium counterparts has always been a concern for users. However, there are features that make this ideal for startups and SMBs. First, they often enjoy the same level of support from vendors. This way, you do not have to worry if a system isn’t working as you expected. Leading free CRM platforms are known to satisfy all the needs of businesses, giving them an edge over competitors who do not utilize these tools. And then there are open-source CRM software that also come for free. These can be customized to suit any business’ unique needs. Unlike paid systems, users do not have to spend on customization, as this can be done by their own IT teams.
A free CRM system needs to cover the four basic—and most important—benefits: productivity, mobility, scalability, and support. It should offer an integrated approach to streamlining your operations and organizing data to manage and leverage customer relationships.
To deliver these benefits and simplify your business functions, here the core components you should look for in a free CRM system:
In this guide, we listed the best CRM solutions you can use for free completely for an unlimited time. After going over dozens of various solutions, our team tried to highlight the best budget-friendly options available so that you can find a product that will meet your company needs while at the same time leaving no dent in your spending.
Out of all the free CRMs out there, we found HubSpot to be the best option. It simply offers the best range and quality of features and allows you to upgrade it in the future as your company grows. Should you want to investigate the platform firsthand, you can easily do so when you sign up for a free trial of HubSpot.
Incidentally, if your need is specific to retail, you can check our 15 best CRM software for retailers.
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