Do you want to advance your sales process, but do you have a limited budget? This article will help you find the best free CRM software for your small business!
If you’ve landed here, you’re probably aware of the needs of your small business when it comes to managing the relationship with your customers. As your business grows, having a good CRM automation system quickly becomes essential. So, in short, what does a small business CRM do?
CRM, also known as Customer Relationship Management, is a comprehensive system that keeps track of your customer and prospect data and their interactions in one place. The values that a CRM tool can bring to your small business are;
- Collect all your customer data in one place,
- Identifying sales opportunities,
- Making sales forecasts more accurate,
- Build strong relationships more effectively
- Follow customer trends,
- Provide the best customer experience,
- Increasing overall profitability.
In recent years, having good CRM software has only been reserved for large companies. LinkedIn’s latest State of Sales report shows that 64% of companies have integrated a CRM system into their sales process. So it’s clear to see that businesses of all sizes can now implement CRMs into their systems.
Making CRM automation systems accessible to all businesses has become even more possible with the introduction of free CRM tools. Wondering which free CRM software is right for your small business?
Then read on!
Best Free CRM for Small Business
The market is flooded with free CRM tools that offer the same benefits as paid ones. We’ve thoroughly analyzed the industry’s best free CRM tools to help you find the right one.
- Fresh sales
HubSpot tops our list of the best free CRM tools because it offers the easiest CRM for small businesses. You can access the great value world of HubSpot by signing up with one click. The powerful solution provides the necessary tools to manage and organize your contacts.
HubSpot categorizes different types of customer-facing businesses according to three different centers: Sales, Marketing, and Service. This is one of the reasons why HubSpot is preferred over its competitors.
The free plan offers great features if your small business needs to process up to 100 contacts;
- Lead management and tracking,
- tracking document,
- pipeline management,
- email advertising,
- Ads Management & Reporting,
- contact management,
- Follow prospect.
If you have more than 100 contacts, it makes more sense for you to upgrade your free plan to one of the paid options. In addition to the free tools, you get access to full functionality and unlimited advanced CRM features. Such as sales analytics and forecasting, custom reporting, phone support, 1-1 meeting, eSignature and much more.
Keap is one of the most robust free CRM tools on the market today. The management system helps to manage your contacts like any CRM system. It also provides a permanent place to communicate and follow up with your new leads with the customers.
Like HubSpot’s free CRM app, the free plan is limited to a maximum of 100 contacts. In addition to customer relationship management, it also keeps track of your tasks and notes. Let’s take a look at the features that the free plan covers;
- Unlimited bulk email sending,
- Text up to 25 text messages per day,
- Dedicated business phone line,
- a mobile app,
- task management,
- Live in-app chat support.
If you need more advanced features without any restrictions, you can upgrade your current plan depending on your needs. Upgrading gives you access to in-depth sales and marketing analytics and reporting features. The only thing to keep in mind is that all paid plans are based on a minimum of 500 contacts.
Under the Freshworks umbrella, Freshsales offers free customer relationship management solutions. The CRM app simply works to boost your sales and personalize engagement with your customers.
It understands the intent of visitors and captures their information to help you focus on the best leads. With the AI-powered chatbots, Freshsales’ free CRM software allows you to connect your visitors in real time. So building a more personalized engagement with your customers can also shorten the sales cycle.
Below we put in a nutshell what the free subscription means;
- Contact & account management
- Customizable sales funnels that capture contact lifecycle stages
- Seamless communication via built-in chat, email and phone
- 24×5 support through communication channels,
- Access to mobile apps.
Are you not satisfied with the features we mentioned above? Freshsales offers several paid options as well as add-ons. Sales forecasting, WhatsApp communication, multiple sales pipelines, workflow management and other custom solutions are only available for paid plans.
The last point worth noting is that Freshsales also offers industry-based free CRM tools. From real estate to education, it is possible to maximize your sales and marketing efforts.
Tip: If you are a real estate agent in need of good real estate CRM software, here is an excellent guide for you:Best 8 CRM Software for the Real Estate Industry†
What is most important as an entrepreneur? Of course, customers! Copper, one of the powerful CRM tools in the industry, is known for its Google workplace integration. The CRM solution provides the capability of marketing campaign management to strengthen customer relationships. So, while you are organizing with full CRM functionality, you are also setting up a workflow automation system.
Unlike other free CRM tools on the list, Copper only offers three paid options. All paid plans offer a 14-day free trial. If you join the free trial, you can experience the platform completely without restrictions. When you sign up for the free trial, you get access to the features;
- Complete customer relationship management system,
- Google Workspace integration,
- Project and workflow management,
- Bulk email and custom templates,
- Tracking website visitors and scoring leads,
- In-depth sales analytics and custom reporting,
- Lead and sales insights.
Like Freshsales, Copper also offers industry-oriented solutions. While their main focus is on digital agencies, it also includes consulting firms, technology companies, and real estate professionals.
Tip: Read the article »Best 8 CRM Tools for Consulting Firms” to find the right CRM software for your consulting firm.
The last mention goes to Zoho, which helps companies strengthen their sales channels, increase customer engagement and grow their business. Zoho CRM offers plenty of features for sales and marketing and powerful integrations in one secure place.
The premise of creating Zoho CRM is that every business should absolutely use a CRM tool, but why should they pay so much for it? So they just gathered the necessary features together;
- Contact management to organize your data in a way that drives sales,
- Deal management for easy monetization,
- Personalized email marketing that really engages your leads,
- Track website visitors to know how they interact with your website,
- Automation of the sales workflow to complete all tasks,
- Performance reports that provide insight into your sales and marketing activities,
- Cloud data and file storage up to 5000 records.
While the free plan is limited to 3 users, you can remove that limit by upgrading your plan. The paid subscriptions bring more customized solutions. Multiple pipelines, reminders, advanced filters, in-depth custom reports and much more.
As you can see, each of the free small business CRMs mentioned above has its own unique features. The key point here is to determine how many people you have on your team and how comprehensive you want a solution.
How to choose the best CRM software for your small business
Choosing the best solution for your business is a challenging and time-consuming process. We can sense your concerns. You may still have many questions after a long and extensive discussion. That’s why we included this part in the article to minimize the risks while choosing the best free CRM software.
These are the main steps;
Understand your business needs thoroughly
Without determining your core needs, there is no point in choosing the best CRM app in the industry. Keep in mind that the best is not always the right fit for every business. Ask yourself the following questions to get the most out of your CRM investment;
- What are your business requirements?
- What is your budget?
- How many people does your team consist of?
- What are their expectations of the tool?
- Does the implementation process take too much time?
- How many tools does your company currently use?
Perform a detailed analysis
As we mentioned above, the market is flooded with dozens of CRM tools. After you’ve put together the most appropriate CRM tools for your business, you can start benchmarking the features they offer. While doing that, it would also be great to see what kind of companies are currently using it, what their customers think of the tool, etc.
Test the ones you think are most suitable
Today, every SaaS tool offers a limited-time free trial or an option for free forever. Since free trials give access to all features, it ensures that your idea is formed within the specified time. On the other hand, free-forever solutions are usually good enough to meet the needs of small businesses.
Make your final decision
Once you’re done filtering out all these choice steps, you’re ready to pick the best CRM software. At this stage, you can add customizable features or request a custom payment plan for your business type at this stage.
Before your sales communication process stalls, invest in a CRM app. Otherwise, it will cost your business revenue and missed opportunities.
Now you have a great selection of free CRM tools to start with and know how they add value to your business. It’s time to make the best choice for your small business.