To better understand CRM solutions, an introduction to its free version is a must. Just like window shopping, you are free to explore the features before settling down with a vendor. Without the fear and pressure of breaking your bank, and failure post-implementation, you can take time to gain deep insights about the CRM system. You can learn the upside as well as the downside of the CRM systems and make the ultimate choice. Thus, go on reading this article on the 10 best free CRM for small businesses in the world and learn which one fits your business needs!
HubSpot is literally becoming the hub of customer interactions and building relations out of it. It is one of the best free CRM for small business and offers you a smooth and easy entry as you step into the world of CRM solutions and SaaS products. It helps small businesses and startups that cannot spend a surplus amount of money in one go but also wish to escalate their business. HubSpot offers varieties of marketing tools, various sorts of templates, calling and call-recording features, email marketing, and social media tools, lead management, and sales pipeline management features at no charge.
HubSpot features are a mixture of paid and free versions. HubSpot’s core features are intense on the sales and marketing side apart from offering some of the real benefits of CRM software to the users.
You can spruce up the free dashboard with add-ons, of course for a certain fee.
There are no limitations as such, but you know you cannot be using this free version of HubSpot CRM for too long because your ultimate goal is to scale your business. If you can manage within the limited features of the free CRM, you can stay it on forever but for growing companies, there is a requirement for advanced features in the paid versions of HubSpot CRM. You will get access to only five email templates, five snippets, and five documents. Also, you will be curbed to one meeting scheduling link without any customization.
This can be frustrating when you come to know that you will have to start paying for every 1000 contacts in your database once you start using the paid versions. However, it should be well-understood that those advanced features are a financial investment and robust tools comes at a price.
HubSpot CRM is free allowing unlimited number of users and for detailed knowledge of pricing plans separately, you can visit HubSpot.
EngageBay often quotes itself as a HubSpot alternative and it’s a modular suite comprising three products similar to HubSpot- Marketing Bay, Sales Bay, and Service Bay. Each of these modules is assigned with a specific set of features that helps in workflow automation, lead generation, email marketing, landing pages, and business sales automation. Its robust yet integrated sales and marketing tools help the users to engage, gather and nurture leads and convert them into paying customers. Thus, this CRM system is considered as one of the best free CRM for small businesses.
Integrated systems with in-built tools aren’t something new. ERP platforms are one such example that combines various functionalities and streamlines business processes. There are other business management solutions as well offering core toolsets of sales, marketing, and customer service in one package and EngageBay belongs to that elite group.
This unified cloud-hosted CRM solution helps in organizing email contacts, tracking leads, and managing the sales pipeline, in the meantime, its live chat and helpdesk features allow you to track and give precedence to support tickets to expedite the resolution of issues.
All these features and tools can be evaluated at first for no cost. Just sign up for EngageBay free trial.
EngageBay is cited as a perfect substitute for expensive customer relationship management software due to its flexibility and budget-friendly pricing and thus listed in the best Free CRM for small businesses. It comes with an absolutely free plan for up to 1000 contacts and 1000 branded emails. The crowning accomplishment is that this free plan is as good as for unlimited users.
Just as any other free CRM solutions, the features of free EngageBay is also limited to an extent. You can send 1000 customized emails to 1000 recipients in the free version, which is bound to fall short if you are a developing company. Moreover, the CRM can prove to be quite expensive when you opt for extra and paid features. Hence, you should only proceed to settle with the CRM if it fits within your extra expenses. Apart from all of these limitations the CRM is still certainly one of the best free CRM for small businesses that you can choose without any hesitance.
With its dizzying array of functions, Bitrix24 is an awesome customer relationship management (CRM) software for small and mid-sized businesses and startups. Along with lead management capabilities, Bitrix24 also throws in a few astonishing software automation features, file sharing, and solid market integration too.
Bitrix24 offers a free 30-day trial of its paid Professional Plan, and you can explore all the functionalities this service offers. It also includes a free plan for 12 users, 5 GB of cloud storage, and access to core CRM. Communication tools are left totally free for unlimited users. Other communications and collaboration tools such as Slack, Asana, Basecamp, activity streams, workgroups, instant message (IM), email, telephony, employee directory, and company structure directory are also made free for unlimited users and that’s why it isn’t shocking to include it in the list of best free CRM for small business and startups list!
The freemium version of Bitrix24 is totally free for unlimited users, where you get 5 GB of online storage capacity and features like Website Builder, Contact Center, Tasks and Project management, CRM, and many others. You can also click on the link to check out the pricing plans!
The fourth one in this list of the best free CRM for small business is Vtiger. Vtiger is the CRM solution that offers free cloud CRM and an open-source variant at the same time. There are multiple choices of plans for every edition to fit better as per your needs. Vtiger is the world’s leading open-source CRM where you can carve out your own CRM and expand it the way you want.
Founded in 2004, Vtiger’s only aim was to help small businesses establish better customer relationships through better practices and software. The Vtiger One: Pilot Edition is crafted in such a way that it gives you the power to manage your sales funnel without the costs and complexities involved in the course of learning a fully featured CRM. This free PILOT edition is the first offering under Vtiger’s Re: boot Program.
Vtiger One Pilot is designed for:
You can better understand the pricing of the same and decide it for yourself!
Generally, there’s nothing to not like about Vtiger. There are a few drawbacks which are continuously improving, trying to serve better day by day.
Capsule is considered one of the cheapest and light on pockets CRM solutions as compared to its competitors like Salesforce, HubSpot, and ZOHO. Hence, without a doubt it claims a spot in the list of best free CRM for small businesses. However, the others are considerably more feature-rich than Capsule, but Capsule is also no lesser than them when it comes to pricing, it takes care and is well-aware of your business needs.
Overall, Capsule CRM is one of the economical CRM solutions with not at all steep learning curve and that would also not break the bank for startups! You can also learn more about its pricing and choose accordingly.
The 6th position in this list of best free CRM for small businesses has been claimed by Bigin by ZOHO CRM. Bigin is basically a solid pipeline-based CRM solution for small businesses and solopreneurs. Its simplified and lightweight version of ZOHO CRM. Billed annually at $7 per user per month, Bigin proves to be effective on both PCs and on mobile devices. With an intention to fill the void between smaller companies using spreadsheets and conventional techniques for their CRM needs and complex and pricey CRM software used by larger companies, ZOHO came with a well-designed approach i.e., Bigin!
There is no such huge drawback but when the business scales up, Bigin may start to throw tantrums and may push you off the edge. It is a free CRM for small business but as the business grows, their requirements expand and become more complex which might force them to look out for higher editions of ZOHO CRM. Overall, it’s a viable choice to satisfy your basic CRM needs with its free edition.
Securing a place in the list of best free CRM for small business, Agile CRM is well-known for its support catered to E-commerce businesses. It is a specific solution designed for connecting sales, marketing, customer service, social media marketing, and third-party integrations in one centralized and unified interface. Agile is undeniably among the top easy-to-use CRMs in the market because of its quick and intuitive management interface.
There are very few limitations to be associated with Agile CRM. The primary one of those are the lack of reporting features. Even in the paid version, there are lack of reporting features, which can be quite upsetting. Additionally, limited third-party integration is another issue to be faced by the users.
Nevertheless, Agile CRM is still one of the most viable options for best free CRM for small businesses.
If you are in search of a CRM solution that matches your budget and needs, and you want to try it for free, then buckle up to get some insights on Insightly!
Insightly has always thrived to be one of the best free CRM for small businesses and lean startups. Because of its user-friendly interface and sophisticated marketing features, it is considered by SMBs and SMEs. Insightly also won the category for TOP CRM software for Analytics and Reporting 2022, which by the way are two of the most essential features of CRM tools!
Let’s see whether Insightly is any good.
If we dig deeper into the ethos of the system, we can say that it helps in building connections between your contacts and provides deeper insights as the name says, into your potential customers and leads, and expand the network likewise. With its best lead routing features, custom dashboards, free plan, third-party integrations with Zapier, Slack, Dropbox, Microsoft and Google, Mailchimp, QuickBooks, and others, and pipeline management, you can brilliantly visualize an ocean of opportunities and your team can know the exact status of every lead and project.
If we talk about the plans, then there are three pricing tiers namely Plus, Professional, and Enterprise. However, there’s a free plan included with not so wide-ranging features, but you can organize your basic CRM needs.
Plus - $29 per user per month, billed annually
Professional and also Popular One- $49 per user per month, billed annually
Enterprise- $99 per user per month, billed annually
Streak is a CRM that is meant to work inside your Gmail and other G Suite apps. It was purely built for Gmail providing a seamless experience between your inbox and CRM. Streak was born out of the frustration of incessantly switching between our inbox, where we do our tasks and external systems. It is a pipeline management tool that tends to live inside Gmail’s platform and is built specifically as a Gmail Chrome extension. Ideal for freelancers, startups and small businesses, it’s quite affordable and if you are a frequent Gmail user, then consider it a great boon and which is why it is enumerated as one of the best free CRM for small businesses!
With its bunch of features like Email Tracking, Support Ticket management, Custom Pipeline views, Enrichment of contact data, Management of recruitment leads, Mobile Application Composer, Custom Team billing options, Sharing of timeline of emails and notes, Thread splitter, Project management, Business developments and Integrations, Streak proves to be quite beneficial when it comes to use cases and verticals. There are other ways too to use this CRM especially if you are in real estate or commencing a fundraiser.
Email Tracking feature of Streak is marvelous. It gives you notifications whenever your email is read, responded to, or has failed to reach the recipient. Features like Thread Splitter sort out wrongly fused email threads for better clarity. It helps to keep the conversations to the point. Other features like Snippets and Mail merge saves you time by avoiding rewriting emails, instead inserting canned responses and sending personalized emails easily.
However, there are certain imperfections attached to it.
Ever wondered why the makers kept the name “Less Annoying” ? Unlike other CRM software, this particularly is free from such complex pricing tiers, upfront payments, hidden costs, usage limits, long-term contracts, or upsells. In fact, it’s quite simple or say, less annoying, you can add, cancel or remove users at any time you want for under $15 per user per month. There’s a free 30-days trial, where you can measure its pros and cons and make sure whether its features are suitable for your business or not. And the best part, they don’t even ask for your credit card at the time of signing up, so if you don’t like it, there’s nothing to cancel as such. And this makes Less Annoying one of the best free CRM for small businesses.
As per this article on "10 Best Free CRM for small businesses", free CRM software is a tremendous initiative for small businesses that look out for a better understanding of customer relationships and retention. The only shortcoming to this would be that you have to work with limited tools and perhaps you won’t enjoy all the features needed at your fingertips. After reading thoroughly the comprehensive list, simply sign up for free, with one of the vendors listed above. There’s never a better time for trying something new and that too free!
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