Comparison of the Best Free CRM Software for Small Business


For those of you who are still looking for the ideal CRM software to improve your business processes, 2017 may be the right year to finally close this gap. Today, CRM products are more accessible to small businesses and teams than ever before. This is partially because most of them are cloud-hosted SaaS solutions, more affordable and liberated from implementation costs, and in some cases even available for free.

The trend of simplifying CRM solutions made it possible for many smaller companies to scale services and sales the way that was only only available to larger enterprises before. The market is now overwhelmed by small-biz friendly tools that make it easy to capture client information, automate interactions, expand and track outreach, and keep issue resolution under control. This list of small business benefits has not yet been exhausted. For a small business owner, however, the challenge will be to select a tool that corresponds to his exact needs, and do so on a price your budget can actually cover. Luckily for you in 2017 you have plenty of possibilities to get a reliable CRM software for free.

So what is the ideal product for your business? To make things easier for you, we’ve prepared a comparison of the best free CRM software for small businesses, and listed five of the leading solutions we think you should consider in 2017:

1. HubSpot CRM – Our Score 9.7

HubSpot won our Expert’s Choice award for 2017

HubSpot CRM is a leading customer relationship management solution, and probably the best rated and most professional system you can get for free. Open-source and intended to serve small businesses, HubSpot CRM packs all managerial functionality into a single, free plan. The software scored very high in our extensive tests of popular CRMs and got the final SmartScore of 9.7/10. It was also distinguished with our Expert’s Choice Award for 2017. If you want to try out this software you can easily get HubSpot CRM for free here.

Why choose HubSpot CRM?

It is one of the few fully-customizable systems available for free

The first adjective that comes to minds when speaking of HubSpot is ‘flexible’, because it grows in parallel with your business and adjusts to whatever innovation you may have in mind. It can easily serve sole service providers, B2B and B2C businesses, and add value regardless of the industry you’re operating in.

It covers more than you’d expect from a free tool

The best thing about HubSpot CRM is that it allows you to manage over 1,000,000 contacts, and it doesn’t limit your data storage capacity as many freemium systems usually do. It organizes and tracks each stage of your sales pipeline, and updates regularly to deliver nothing but the most modern customer service.

It runs seamlessly in the background of your ecosystem

Speaking of HubSpot’s flexibility, interested users should also consider its capacity to relate to all the places and locations where your modernized sales processes are taking place, including your websites, email service providers, social media profiles, phone calls, and more. Once installed, HubSpot will run in the background of all tools you are already using, and you will be able to trigger it whenever you need it. The list of available integrations is very long, and includes products such as Pipedrive, SugarCRM, Bigcommerce, Gravity Forms, Base CRM, Google Chrome, Google Dynamics, Snapengage, Dropbox, and many more.

It imports leads from all relevant sources

Due to the fact that HubSpot CRM is devoted to prompt information arrangement and sales improvement, its developers made sure that you will have all data enrichment capacity you need. It imports email and social media leads with a single click, and offers a powerful lead backlog to further streamline your relationship management skills.

It is easy to use

Although being far from a basic CRM tool, HubSpot is simple and intuitive to learn. With it, there is no need for time-consuming training and expensive installations – all you have to do is to open an account, invest few minutes of your time to explore the main sections, and you will be fully prepared to use it.

2. Freshsales – Our score 9.3

Freshsales is another reputed performer on our list. Despite of being a relatively young system it is backed by the reputation of its development team who previously designed a very popular help desk solution called Freshdesk. With their venture into CRM market they are aiming at optimizing the quality of customer service delivered by small and mid-sized sales teams. This solution offers a significantly well-equipped free plan (called Sprout) and three reasonably priced plans to switch to once your business starts growing. You can easily sign up for Freshsales free trial here.

Why choose Freshsales?

It brings all communication channels under one roof

What is really specific about Freshsales is its intelligent data collection, as the system imports information from your emails, direct calls, and events. Freshsales allows your team to send bulk emails drafted with personalized templates, schedule those and sync them with your calendars, as well as relate them automatically to your contact records to export all relevant information. Furthermore, you can transfer calls directly to it, route them and create personalized welcoming messages, and track both the caller and the agent receiving the call.

It highlights the most relevant contacts and hottest leads

Freshsales is highly selective when it comes to depicting metrics, which means it will spot all relevant details from the lead without you triggering a single action for the purpose. With Freshsales, it is considerably easier to peak within the contact’s history while you’re communicating with them, discover what has indeed piqued their interest, and how they interact with your product. Needless to say, this is the easiest way to close deals with hot leads and relevant contacts. In addition, the app segments contacts on a detailed timeline according to their behavior, and makes scoring a breeze.

It manages leads that are already in the system

Freshsales doesn’t only collect leads in a centralized hub, but helps build lasting relationships with the ones that are already in. It offers a 360-degree view of contact history and relevant details, and smartly differentiates between won and lost deals. It is also packed with sales management functionalities to ensure you’re in control of all stages of the sales process, and it helps you spot all relevant bottlenecks and trends.

It comes with enterprise-grade reporting

Freshsales is also ready for reporting, and it efficiently turns customer data into operable intelligence at the same moment it arrives in the system. Along with the suite of default reports (pipeline, territory, email reports, and much more), Freshsales makes it possible to build custom reports for every contact, deal, or opportunity.

3. Insightly – Our score 9.5

Insightly is another great solution, but the free plan is offered with limited options as it will only support up to 2 users and sending no more than 10 emails per day. This can be more than enough for some small business however and there is always the possibility of scaling up with paid plans. Currently, this popular and powerful CRM solution serves more than 500,000 small businesses worldwide, and offers a unique bundle of contact management, sales pipeline management, and task management features to benefit from.

Why choose Insightly?

It provides a holistic view of all your contacts

Insightly provides a 360-degree view of your contacts, partners, and suppliers, which means that it tracks their background, emails, dates, and other project-related information. You can also use it to manage opportunities and share data across your team. The import limit for the Free Plan is 500 file rows 2,500 records, and you get 200 MB of storage.

It participates actively in customer engagement

Insightly also features integrated project management features available at every stage of engagement with the customer. These include: overseeing recent activities and tracking project performance and progress against your preset timeline; creating project milestones, pipelines and tasks; setting automated email alerts; and tracking email correspondence.

It offers powerful reporting

With Insightly’s Free plan, you get 10 advanced reports per month, including Pipeline Activity summaries and opportunity reports. All reports can be exported from the system in the user’s preferred format.

It delivers social media intelligence

All it takes to collect social media information with Insightly is to enter the email address of your contact, as the system will immediately reveal Facebook, Twitter, Google+, and LinkedIn details. This way, you can use Insightly to modernize service delivery, and be there for customers whenever they need you.

It is a clean, hassle-free system

All Insightly users agree on one thing – the system has a unique and clean interface that is intuitive and easy to navigate, and doesn’t burden you with complex patterns and time-consuming training.

4. SurveyMonkey – Our score 9.2

SurveyMonkey is qualified both as a CRM and a survey creation system with a free plan and flexible pricing scheme for the paid plans. Individuals and small businesses usually turn to it for their online survey and data collection projects, and make use of the vast base of available templates suitable to target any audience. In addition to the free plan, SurveyMonkey offers two annual licenses for medium and large businesses.

Why choose SurveyMonkey?

It collects and analyzes data from millions of respondents, and reports on it

SurveyMonkey can collect and analyze the information coming from millions of respondents. This huge amount of data collected can easily be analyzed through data analysis and reporting features offered by the software. Moreover, for further collaborative purposes, the data and report analysis can be exported into different formats and shared across teams.

It helps build high-quality and engaging surveys

With SurveyMonkey, you can create beautiful surveys within minutes. The system offers a wide question bank that offers specific inbuilt and customizable questions with focused on different areas such as customer satisfaction, employee feedback, demographics, community, healthcare, market research, human resources, events, political and non-profit. You can also always add more questions to the survey as per your requirements.

It keeps all team members on the same page

Team collaboration can also be improved. Surveys can be filled out and shared across teams within organizations through one single account. This can prevent immense hassle that can come when you’re manually analyzing, discussing or sharing the survey results.

It secures and protects your data

Another reason why SurveyMonkey is so popular among corporate users is that it is one of the best encrypted survey platforms available on the market. Regardless of whether you’re a Basic or a Platinum user, your data will be protected and validated in accordance with TRUSTe, Norton, and HIPAA standards.

It offers an array of integrations

SurveyMonkey has one of the largest lists of integrations with third-party apps and systems, including prominent names such as MailChimp, Salesforce, Zapier, Marketo, Freshdesk, Zendesk, DataHero, and many more.

5. Yotpo – Our score 9.1

Yotpo is another prominent mention in our comparison of the best free CRM software for small businesses. It’s been distinguished for its dedication to feedback collection in commerce environments. Thousands of small and medium businesses are using Yotpo to maximize the potential of their marketing strategy. The Basic version of this system is available for free, and large enterprises should considered the full-featured Pro plan priced on by quote basis.

Why choose Yotpo?

It helps engage customers and make service more professional

Yotpo transforms users experience, and lets you use more than simply the quality of your products to motivate random visitors to become regular buyers. If you’re an established retailer conquering the online market, or a startup looking to drive traffic, Yotpo has you covered.

It offers a social curation feature

Yotpo identifies and collects the best user-generated content on Instagram, and empowers shoppable feeds, photo discovery, and easy moderation and rights management to drive more leads to your platform. A traditional plethora of marketing features is also provided, including social media ads, review generation, retention, marketing, and SEO functionalities.

It helps collect feedback and generate useful reviews

With Yotpo, reviews are generated easily, using in-mail forms and mobile responsive apps where customers can rate your product from literally every location and device. The algorithms in place distinguish quality traffic from the average one, meaning that the right products will be displayed to the right people in order to obtain the best review possible.

It analyzes your data, and reports on it

Yotpo comes with a top analytic suite you can embed to dive into your UGC funnel, and to report on conversions, content, or optimization practices. All conversion and engagement data is displayed on a comprehensive dashboard, where it takes no time for the user to depict drawbacks and decide how to improve his strategies.

Its Pro Plan is quote based

Yotpo has a really flexible pricing scheme, as whenever a Basic plan user decides to switch to a paid plan, the company prepares a unique pricing plan that meets his needs and payment capacity of your company.

Category: B2B News

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