How can you navigate the many free CRM platforms available to your sales team and marketing department? The Ascent reviews top-rated CRMs for free and covers everything you should consider. Modern businesses need CRM platforms, particularly for B2B. These tools allow you to monitor the status of leads and ensure proper relationship management. They prioritize leads based on their location in the sales funnel and their behavior towards making a purchase.
Here is the Free Customer Relationship Management Software for Small Businesses.
CRM software can also manage communications tools, allowing users to track outreach and make notes of any learnings.
CRM systems come in a variety of price points and feature sets. These CRM platforms are becoming more affordable and offer unlimited options.
Although they are much less than the paid options, they offer all the necessary features to close a deal. You can also use as much space to get started and test the system. Some even offer fully open-source CRM platforms.
You can start from scratch or move to a new system. There are many benefits to adopting a free option. Please keep reading to learn more about our top free CRM software options.
These are our top picks to get the best CRM software for your business:
- Insightly
- Agile CRM
- HubSpot CRM
- Capsule CRM
- Zoho CRM
- Bitrix24
Consider These Things When You Choose Free CRM Software
It’s not much different from choosing a paid CRM platform. Only one exception: You should feel more confident testing new CRM marketing platforms that have features you aren’t familiar with.
Although there is a certain amount of time involved in switching between systems, it is worth trying out other options before committing to the paid ones.
You should consider these three main things when deciding between several free CRM systems.
A Wide Range Of Features
Free options often limit the features offered in their free plans. While this is normal and expected, it’s essential to consider when comparing different paid systems for B2B and marketing purposes.
If you only have access to 25% of the features, it won’t be easy to review your system thoroughly.
Your Business Will Reap The Benefits.
Please note the time it takes for your team to implement their CRM. This platform should bring new efficiency to your day and allow you to spend more time with your team.
The system should automate manual processes that are too time-consuming and expose you to human error.
A Breakdown Of Pricing Tiers
You should be familiar with the pricing tiers of the free CRM that you are considering. If your business is successful with your CRM, you will want to be able to afford to upgrade to the least expensive pricing tier. This will allow you to continue your business growth without learning a completely new system.
Free Customer Relationship Management Software for Small Business
These six free options offer varying levels of CRM capabilities and features. This is a great way to try out a system before you commit.
Insightly
Insightly, a CRM platform for small and medium-sized businesses (SMBs), is designed to help them improve their lead management and increase sales. Insightly provides everything you need to track contacts, manage projects and record sales.
Insightly is a company that specializes in providing the best customer service possible for your business. It is visually appealing with intuitive dashboards and cloud-based deployment. The platform also offers exceptional customer service.
Three options are available if you decide to upgrade to a paid plan. The Plus plan costs $35 per month per user. It adds additional features to the free plan and includes 100 pre-designed templates for email.
The Professional plan costs $59 per month per user. It also allows you to assign leads to specific salespeople. Enterprise is $129 per month and includes unlimited components to all essential features.
Agile CRM
Agile CRM was designed for freelancers and SMBs. It is one of the most user-friendly CRMs. Agile CRM developers have designed the user interface to make it easy to navigate.
All significant features can be accessed via a single click. These features include simplified customer data intake, appointment scheduling, email tracking, call-tracking tools, and call-tracking tools that allow you to record and make calls from the platform.
Agile CRM has three pricing options if you need to upgrade from the free version. The Starter tier costs $15 per month and includes more marketing tools.
The regular tier’s $50/month cost per user includes help desk tools and reporting capabilities. Their enterprise tier is available at $80 per month per user. It includes extensive integrations as well as additional reporting capabilities.
HubSpot CRM
HubSpot, the best free CRM and marketing software available, is the ultimate choice. HubSpot offers a free combination of HubSpot’s marketing, sales, and service tools.
It is equally well-suited for marketing teams that need CRM. Contact management, deal tracking, and form builder are some key features. Live chat with site visitors and ticketing support for customer services are also included.
You’ll pay $50 monthly for two HubSpot CRM users if you upgrade from their free CRM. From there, the marketing hub costs $800 per month and then $3,200 each month.
Similar pricing is available for the sales hub at $500 per month or $1,200 per month. You can bundle paid plans similar to the free CRM bundle. It’s quite a commitment to upgrade from the free option to a middle-tier or top-tier one of the paid hub plans.
These are powerful tools. However, it won’t be long before you can use all of the features, users, and other perks that come with these expensive options.
Capsule CRM
Capsule CRM is ideal for both SMBs and business owners. The platform is best suited for B2B sales. The platform is cloud-based and comes with a reliable mobile application.
Lead management, customer segmentation, and contact organization are some features. Although the free version includes all of these features, it is limited to two users and 10MB of contact data. 250 contacts are also available.
Capsule’s free option is severely limited, even compared to other free CRMs.
Capsule CRM has a low price if you are ready to upgrade. The Professional tier costs $18 monthly for 50,000 contacts and 10GB of storage. There are tons of valuable integrations available.
A Team tier is also available for $36/month per user and includes 100,000 contacts, 20GB storage, advanced sales reports, role definitions, team task assignments, and advanced sales reporting. You won’t see storage limits, which is a unique feature.
Zoho CRM
Zoho CRM forms part of a wide range of business tools. It is intended to be the central platform for all aspects of your business. It has pricing options and capabilities to suit all businesses, whether they are sole proprietors or enterprises.
Zoho CRM has a user-friendly interface that is compatible with both mobile browsers. The key features include lead management, sales pipeline management, and in-depth reporting.
Zoho offers three pricing options to complement its free option. The free option offers social media management, task management, and event tracking. It also includes call logging and up to 10 pre-built templates for email.
The standard Zoho option starts at $12/month per user. This includes workflows, forms, and custom reporting dashboards.
The Professional plan costs $20 per month and includes real-time customer tracking and other features. Next, Zoho enterprise costs $35 per month per user. It includes AI tools and advanced reporting customization. Prioritized lead tracking is also available.
The Zoho CRM final tier costs $45 per month per user. It includes advanced AI, predictive analytics, and the maximum feature counts. This solution is very affordable, provided you don’t have many users.
Bitrix24
Bitrix24 stands out in the CRM market. This solution is ideal for SMBs who must communicate and operate efficiently across silos.
It includes all the typical CRM features such as lead scoring, pipeline management, deal tracking and landing page and form generation, email marketing, and pre-built workflows for automating outreach.
Bitrix24 offers unusual features such as task management tools, project management, basic E-Commerce capabilities, and many more. There are some restrictions on the free option, such as a limit of 5GB and 1000 emails per month.
The free version includes a large number of Bitrix24’s features. Prices start at $24/month (two users, 10GB) if you reach a point in your life where you want to upgrade to a bigger plan. For six users, it goes up to $69/month and for 50GB.
A Business plan is also available for $99/month and 50 users. It includes 100GB and unlimited users per month.
Conclusion
You can feel confident testing out a CRM after going through the six free options. It’s an excellent way for your sales and prospecting to be up and running and become a vital part of your business.
You have several options to choose from. If satisfied with the system, you can upgrade to a paid plan. All your customizations and data will be transferred to you. This is a safe way to get into modern business necessities.
