Top 10 Free CRM For Your Small Business

It is always essential to nurture leads in this rapidly growing modern business world. Leads have the potential to grow into profitable customers in the near future. All we need are time, patience, the right product or service, and building a strong business relationship.

One of the easiest and finest ways to create and manage business relationships is to use a Customer Relationship Management (CRM) software. CRM software helps small businesses to improve relationship with their prospective customers and existing customers. It helps in multiple ways from tracking leads, following up, managing sales pipeline, to taking care of customer support.

Every start-up and small business needs a CRM system to manage data and develop customer relationships. Specifically, a free version of a business software can work wonders for a start-up with limited budgets. You will be able to find out which features are most useful to you, and try many such CRM apps before settling on a specific vendor. Find out when does your small business need a CRM.

A free tool will offer you the productivity of using sales and CRM software without spending any money. What you need to do is search for a free or open-source CRM tool that offers the features you need to meet your long-term business needs and goals.

Beginners Guide for Choosing Best CRM For Your Small Business

Listed and detailed below are Top 10 free CRM software platforms, with exciting free plans. Not only they are free, but also relatively easy to begin using which means you can start planning your year ahead, project schedule, and outreach efforts.

Cloud CRM – An Excellent Solution for SMEsTop 10 FREE CRM vendors:

1. HelloLeads.io
2. Hubspot
3. Zoho
4. Bitrix24
5. Streak
6. Capsule
7. Freshworks
8. Insightly
9. Agile CRM
10. Engagebay

1.HelloLeads

HelloLeads is a cloud-based small business focused lead capture, lead tracking and lead management CRM solution. HelloLeads fills an important gap in CRM solutions. Instead of creating a massive solution with all the features of an endlessly capable modern CRM system, it focuses on simplicity. It’s a complete small business tool that is actually geared toward SMEs (Small and Medium Enterprises) and hence small business owners will benefit from getting everything up and running in just a few hours.

Importing leads and customer information from conventional tools such as phone contacts or excel files or transitioning to HelloLeads from complex CRMs is easy and quick. HelloLeads follow value-based pricing. It includes both free and premium plans. You can accelerate sales with free plan by adding ten of your team members and managing up to 250 leads.

2.HubSpot

HubSpot is a cloud-based CRM solution for small and midsize businesses (SMBs). Its free version includes contact management, email scheduling, live chat, and meeting management. HubSpot CRM can be integrated with Gmail, Outlook, Messenger, and HubSpot Connect. HubSpot support six different languages (English, French, German, Japanese, Portuguese, and Spanish).

The HubSpot platform works well 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. HubSpot is forever free and includes unlimited users and room for up to one million contacts.

3.Zoho

Zoho CRM is a sales CRM software that helps you manage and improve your sales. Zoho CRM empowers a wide network of over 150,000+ businesses in and over 150+ countries.

Regardless of the team size, the CRM works well for a small business, an entrepreneur, or a large enterprise. Zoho’s unpaid plan allows up to three users. Zoho CRM also supports integration with popular applications like Microsoft Outlook, Twitter, Facebook, MailChimp, QuickBooks and Google Apps.

4.Bitrix24

Bitrix24 is a social enterprise platform. It is a collaborative suite that connects CRM, instant messaging, collaboration, and task management into a single package.

Bitrix24 offers a free plan for unlimited users. Expanded plans start at $24/month. As a bonus, there is an opportunity to create an online store for free. The starter business tool suite is available for up to 12 users and has 5GB of online storage. With Bitrix24, it is easy to import and export data and it provides plenty of integrations, including the SendPulse 2.0 module.

5.Streak

Streak requires no separate app to log in to. It can be integrated with your Gmail inbox. If you are single-handedly managing your business, then Streak is worth trying to manage your contacts and deals.

Streak can be integrated with Gmail, by downloading their extension. Even though streak is part of your Gmail, it does take a little getting used to it because it doesn’t behave like other usual CRMs that have their own apps. It has a more Excel look and feel. Having said that, once you understand it, it’s nice to have all-in-one place to manage contacts, deals, and even projects by a single person. Contacts can be added from emails to leads and pipelines with a few clicks. Once added, all subsequent emails with that contact will be labelled with color as a lead and/or deal, and all details (notes, activity, tasks, etc.) appear in a right-hand column.

Free plan allows individuals to perform basic CRM functionalities (allowing 500 Rows of data – items moving through your pipeline), mail merge (for 50 recipients per day), supports email tracking, allows G suite integrations and Autoboxing.

6.Capsule

Capsule CRM comprises is a simple and smart online CRM tool. This CRM is designed to enhance customer relationships, to win more sales, focus and manage team activity and report on their progress.

The user-interface is handy and friendly to customize between various fields such as people, organizations, and opportunities. Dropdown menus for each customer types like vendor, VAR, supplier and end-user can be created in no time for people and opportunities. Free plan version of capsule allows only 250 contacts. Upgrading to the first paid tier ($18/month/user) elevates the contact limit to 50,000.  

7.Freshworks

With heavy dose of AI, Freshworks unifies everything in marketing and sales. Freshworks is compatible with Web, iOS and Android. Free plan includes unlimited users, unlimited contacts, and an integrated phone system. This plan would be ideal for an outbound sales team who spend the whole day by calling, setting up appointments, and/or trying to close deals. 

The tools of Freshworks come with a highly intuitive UI and with a powerful set of features including built-in phone and email, AI-based lead scoring, visual deal pipeline, intelligent workflow automation, and customizable visual reports and dashboards.

8.Insightly

With cleanly designed UI, Insightly provides access to all contacts. Insightly is a full-stack CRM tool that offers lead routing, customer management, workflow automation and sales pipeline tools. The tool performs two different roles – sales and project management over the years.

If you provide services, you can create pipelines and its associated stages to manage each one as a separate project and link it to a company, contact(s), and other projects. All of these relationships show up in the various records, so you always have a complete picture of what’s going on. Insightly is free for 2 users and its paid plan starts from $29/user/month.

9.Agile CRM

With highly-effective marketing capabilities, Agile CRM is a fully integrated CRM that allows you to track sales, automate marketing, manages contact and enhanced with web analytics, 2-way emails, telephony, helpdesk with a clean modern interface.

Agile CRM is free for up to 1,000 contacts and companies. Within a contact, there are options to add tasks, events, notes, email, and even drop a name into a campaign.

10.EngageBay

EngageBay is an integrated sales, service and marketing automation software where you can organize all your email contacts, sales pipeline and track deals to grow your sales.

This CRM comes with 1,000 contacts, and each contact record showing a 360-degree view. Applicable activities are emails, deals, tasks, notes, workflows, chats, events, and other touchpoints that allow users to see how a contact has interacted with your company over time. EngageBay is free for five users.

If you are still having a trouble choosing a free and best CRM for your small business, do contact us and we will be glad to help you in choosing the right one and helping you to improve your sales process.