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10 best free CRM systems for business


To help small businesses, we first made a selection of free CRM systems. We ranked the list of such systems in accordance with the highest ratings, using real user feedback (as of October 13, 2017)

Startups and small businesses are looking for CRM software to manage an ever-growing customer base, as well as to monitor the quality of service for important customers. However, for the “smallest” small business representatives, the purchase and installation of a CRM system may require a lot of time and money.

However, with the development of business, the need for a centralized customer relationship management system is growing. Keeping a complete record of customer requests becomes more complex as volumes increase; Lack of space to store all the information, data about potential customers, business contacts and possible items of income leads to inevitable financial losses.
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Small businesses and start-ups need a place to conveniently store customer data, tools for forecasting and conducting marketing activities.

Fortunately, based on the reviews of real users of G2 Crowd, we have compiled a list of the top 10 (based on user ratings for ease of use) free CRM tools! Some CRM companies on this list offer to use their software for free only during the trial period, others are absolutely free.

We have compiled this list, wanting to make it easier for small business representatives to choose customer relationship management systems that do not require large investments - so get ready to get all the features of free CRM systems!
CRM  
amount
users
amount
contacts
storage
HubSpot CRM
Unlimited
1 million
Not
Freshsales
Unlimited
Unlimited
Unlimited
Workbooks.com
2
Not
1 GB
Zoho CRM
ten
Not
1 GB
Really Simple Systems
2
Unlimited
100 MB
Insightly
2
Not
200 MB
Apptivo
3
Unlimited
500 MB
Capsule CRM
2
250
10 MB
Cloze
Not
Not
Not
Zoho ContactManager
one
500
Not

1. HUBSPOT CRM




Free version


HubSpot CRM provides you with everything you need to organize, track and grow your customers, while the number of users and contacts is unlimited. It is worth mentioning that this system has the tools to track and maintain email-marketing companies, it can be integrated with any software to automate marketing activities of your choice. Too good to be true, right? Fortunately for a small business, it is 100% real and 100 percent free forever.

What do users say


HubSpot CRM is the most popular system in this list, more than 500 reviews from small business users. In general, it can boast of being included in more than 700 reviews of CRM systems, and has excellent ratings on marketing automation functions, with an email marketing rating reaching 90% (well above the average of 78%). Users also noted email tracking features, ease of use, and the creation of sales channels as the reasons they love this platform.

Best review


(note: this is the most popular / useful review that has received the highest user rating)
“If you are looking for a free (and feature rich) CRM platform, this is exactly what you need. Awesome opportunity to create / edit your own sales channel. I can not mention the contacts. Just enter some basic information about potential customers, as Hubspot will find additional contact information for customers. ”- Max JJ review

2. FRESHSALES




Free version


This version of Freshsales CRM has excellent small business opportunities for managing customers, contacts and sales. There is integration with Zapier (data), Freshdesk (ticket service for customer support), Mailchimp (email marketing) and Google Apps. All this helps to tie together all parts of your business. The free Freshsales platform gives access to 10 users, making it a good choice for a growing team.

What do users say


Freshsales is one of the top-rated CRM systems with a 94% rating for ease of installation (average 82%), for quality support (average 85%) and ease of doing business (average 87%). Based on the responses of users, it can be said that Freshsales is moving in the right direction with a 97% rating (compared to an average of 83%). Wow!

Best review


“Freshsales is characterized by flexibility in setting up processes and integrations. Everything, including phone calls, emails and automation as a whole, is connected to one interface, which is very easy to maintain and manage, and also easily accessible from anywhere in the world where there is an Internet and browser. As for integration with other products, such major services as Google Calendar (for corporate planning), MailChimp (for e-mail campaigns) and his fellow Freshdesk (for customer support and collecting customer service) are a reliable choice. ” - Jose Q review

3. WORKBOOKS.COM




Free version


Workbooks.com integrates sales, marketing and customer service teams into one, and all for free! This free offer is limited to 2 users, but in return you get many benefits. Workbooks.com helps you keep track of your leads, lead and analyze marketing campaigns, create a database of requests for improving customer relationships.

What do users say


Workbooks.com free CRM platform offers great opportunities, and an easy-to-use interface makes it much easier to manage any combination of platform tools. Users admire the personalization features that make it easier and faster to manage leads and report. Thus, Workbooks.com achieves a 87% rating for customization options (average 81%).

Best review


“Due to the large multitasking software of most CRM platforms, it is rather difficult to use. Workbooks.com, however, has a great user interface. The system is designed to resemble Windows, including the desktop and the start menu. She is very intuitive and familiar. The most frequently used tools can be stored on the desktop, and the rest is thought out organized in the start menu. Thanks to this, you can always quickly find everything you want in one click. And unlike other systems, there is no risk to cope here. ”- Madhu S. recall

4. ZOHO CRM


approx. This is the old interface from the original article.

new interface ZOHO CRM


Free version


Zoho's name is widely known in the small business world, and their free CRM platform is a good option for start-ups, medium and small businesses. It provides opportunities for the formation of detailed reports, and can also grow with you as your company grows. The free version of the Zoho platform is suitable for use by up to 10 users.

What do users say


In general, users are very satisfied, they note a large number of add-ons for small businesses, as well as the ability to grow with the growth of your company. Some functional additions include Zoho Desk (customer support and ticketing), Zoho Books (accounting software), Zoho Campaign (marketing). Thanks to such an integrated approach, users can effectively coordinate information about potential customers and the lines of communication of the entire sales department.

Best review


“The Zoho product line allows me and my team not only to coordinate the essence of our daily tasks and goals daily, but gives full clarity why it all happens, and thanks to this we achieve our main goals. The ability to have such a functional platform at such a low price (compared to most other CRM platforms on the market) is a huge advantage. ”- Matt M. recall

5. REALLY SIMPLE SYSTEMS




Free version


The free offer from Really Simple Systems is designed for small businesses and aims to simplify use and provide all the necessary tools to spin up your sales at top speed. The free CRM platform is available for two users on an indefinite basis, so that you can use it for free for as long as you like.

What do users say


More than 90% of reviews confirm that the Really Simple System corresponds to its name (Really Simple System from English.) It is completely easy to use! The Ease of Use rating reaches 88% (average 85%), and the Rating of Support Quality (average 85%) and Ease of Doing Business (average 85%) - 92% each. Plus the free version does not commit you to anything.

Best review


“I learned several web-based CRM platforms and focused on Really Simple Systems. First of all, I liked the interface, the layout of the screens and the presentation of data. This corresponds to how I want to track the sales opportunities of my products, while the interface is not cluttered. In the end, I don’t need much - I want to track my business development work, receive reminders about each next potential client and be able to see the whole picture of my opportunities. Very well done. ”- Kurt O review

6. INSIGHTLY




Free version


The free version of the CRM platform allows you to connect up to two users and has thoughtful contact management tools to establish and develop customer relationships. Integration with accounting software is available, as well as email templates to facilitate your work with clients.

What do users say


Insightly's free CMR platform provides many tools for small businesses, while offering convenient integration capabilities with other marketing and customer service solutions. Among other advantages of this platform, users mention the online interface, speed and quality of customer support.

Best review


“Free platform. Ongoing developer support. I was pleased to communicate with the customer representative. Previously, this service was not available for “free users”. This is amazing. It turned out this amazing product produces a small company. The platform has great functionality. ”- Daniel S. recall

7. APPTIVO




Free version


Apptivo is a truly universal solution, offering basic tools such as reporting, advanced search and saving views that are really necessary compared to new features. The free version is available to three users and provides 500 MB free storage.

What do users say


If you plan to download data on customers, then Apptivo may not be the best choice, but in general, users like the support team and vendor. The Rating on Support Quality (91%) and Ease of Doing Business (91%) are above the average, 85% and 87%, respectively.

Best review


“Their customer support is just a bailout. On each screen, the help call button and, unlike most CRM platforms, the button opens a chat, not a Wikipedia or forum. The operator immediately contacts you and helps to solve the problem. When I first talked with the operator, I thought I was just lucky, but then I constantly used this service, and every time the operator was on the spot and answered my questions with knowledge and knowledge. ”- Dave G. review

8. CAPSULE CRM




Free version


The free version gives users a complete picture of everything you know about your customers, potential customers and companies with whom you do business. The free version allows one or two users access, provides 10 MB storage and allows you to upload up to 250 contacts to the system.

What do users say


The free version may have a small data warehouse, but users find this platform very easy to install. Ease of installation rating (90%) is significantly higher than the average. Many users have noted how easy it was to start using this platform. This is another reliable solution for „the smallest“ small business representatives.

Best review


“The user interface and customization settings provide flexibility, but also ease of installation. I installed the platform at the same time for completely different companies, with completely different customer management processes. The Capsule platform was easy and simple to adjust. ”- Will S. recall

9. CLOZE




Free version


The Close platform offers a complete picture of your contacts by email, social networks, etc. She presents opportunities for managing social networks in order to filter and organize news feeds on the quality of leads.

What do users say


The Cloze platform is worthy of attention, at least because of the automatic contact management features and the assessment of potential sales. Users also mention such advantages as the opportunity to see a complete picture of various aspects of relationships with current and potential customers, approaches to marketing activities in social networks.

Best review


“Cloze’s incredible help allows me to always complete my tasks with a full understanding of what I spend my time on. This platform has provided me with invaluable assistance in determining where my time is best invested. ”- Bryan B. recall

10. ZOHO CONTACTMANAGER




Free version


In fact, Zoho ContactManager is an online contact management solution that helps you organize contacts, tasks, leads and sales. Available for one user and allows you to add up to 500 contacts and 10 special offers. Thanks to this is a good choice for a small sales department.

What do users say


Although Zoho ContactManager doesn’t have as many reviews as compared to Zoho CRM, users also appreciate it. Many users note that this free version has helped them to set up their contacts and plan interaction with potential customers.

Best review


“I really like the structure of Zoho ContactManager. It really helps, enhances my ability to do business, find new customers and interact with them. I think this is exactly what you need if you want to succeed. ”- Erick L. review



The cost of the initial investment for the implementation of most CRM platforms can scare and in some cases even be too heavy for startups and small businesses. The CRM platforms described above enable small businesses to manage their leads and contacts and not exceed a modest budget.

All this information is provided by G2 Crowd users who have had experience using these free CRM platforms.



These and many other CRMs are available on the ROI4CIO website . This application software falls into one category, but some functionality and business problems and problems to be solved are different. To select the most suitable CRM for individual business tasks, see examples of CRM implementations, calculate ROI from implementation, cost and specifications - register on ROI4CIO .

UPD: in the comments you can add your versions of free CRM:
- OnlyOffice with their collaboration server
- SugarCRM
- salesplatform.ru
- vTigerCRM
- YetiCRM
- SuiteCRM

Source: https://habr.com/ru/post/344138/


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