17 Best Free CRM Software (February 2024 Update)
Free CRM software is your passport to seamless business growth. Unleash the potential to centralize data, supercharge sales, and elevate customer support and marketing, without the price tag. We tested 17 tools that not only provide essential CRM functionalities for free but act as strategic allies, offering a launchpad for success.
A free CRM may be the best introduction to understanding CRM. They are, after all… free!
Without the pressure of committing money, you can take your time learning a free CRM software version. You’ll be able to find out which features are most useful to you and “shop around” (for free) before settling on a specific vendor.
This is important because a CRM system doesn’t just get popped into a workflow and “do its thing.” People need to work with and understand CRM in order to have tangible, positive benefits for their business. Read this article for CRM meaning and definition.
Deciding on a particular CRM can be hard so vendors offer free versions to help take the guessing game out of the decision-making process—it's a great opportunity for users to try a CRM to see if it's a good fit before fully committing. Free CRM software usually exists as feature-limited or time-limited iterations of a paid-for full version.
Ultimately, understanding how customer relationship management works will open up many new possibilities for your business.
Taking time to make time (and money)
Let’s take a step back and approach the CRM question tangentially, using some good old-fashioned dialectical reasoning:
Thesis: CRM software saves your business time.
Antithesis: Setting up and learning how to use a CRM takes time.
Synthesis: Good CRM software should be a snap to set up and a piece of cake to learn.
OK, so, the best customer relationship management software is there to help streamline work for the sales team—or a number of other purposes such as social media management, leads/contacts organization, customer support, email campaigns, lead scoring, subscriptions, sign-ups, etc. But what is streamlining exactly?
“Streamline” is understood as making things faster and easier. CRM achieves this by combining what could be several different programs into one single platform: customer communication, email marketing, phone, data logging and retrieval, reports and analytics, work task assignments, etc. To streamline means to have all that essential data in one place—the ability to analyze, organize, and optimize—so that companies can paint their best customer behavior portrait.
There’s also an emphasis on the user-friendliness of today’s CRM. This is where a lot of software companies take pride, providing an upgrade from dreaded static spreadsheets and complicated funnels/sales pipelines.
With CRM, you get readable versions with useful charts featuring extensive data and customer histories. Relevant information like stats and analytics are instantly created from any number of readily available data sets, while team member task assignments can be as simple as drag-n-drop action.
The CRM industry has been growing at a crazy pace in recent years. Intensified competition and the “Uberization” trend have conspired to push costs down, ease the adoption curve, and increase quality and features. More and better free CRM software is one happy result.
17 best free CRM (try before you buy)
Free CRM systems offer the opportunity to try out a platform with your team and see if you can derive value from it without dishing out on the initial investment—especially if you’re running a small company or team on a lean budget, a CRM for small business is the way to go.
Since it’s free, there’s really no reason you shouldn’t try it out! Here are some of the best free CRM software platforms with enticing free plans:
Monday Sales CRM
Why We Chose It
What made us rank Monday Sales CRM as the number one choice on our list? Well, first, we loved the user-friendly design and high customization capabilities.
The tool does a great job of simplifying communication with leads and customers through email syncing, tracking, and a library of templates. The CRM provides valuable insights into sales performance with features like forecasting and activity tracking in user-friendly dashboards. Additionally, it enables simple automations, eliminating the need for coding expertise.
We believe that Monday's versatility and ease of use make it a strong option for companies aiming to streamline sales processes and improve customer relationships.
Two immediate standout benefits are that it is simply designed and highly customizable.
Other advantages include Monday's email tools for sales and CRM purposes. You get email syncing, email tracking, and a nice library of email templates. If you want a good sales performance monitor, Monday is a great choice, too. You have good sales forecasting and activity tracking, and all are in easy-to-read dashboards. Finally, Monday Sales CRM lets users create simple automations without needing to know any code.
When choosing your subscription, there are set seats per package, for example, a 3-seat minimum. This means that, depending on your sales team size, you may have to subscribe to more seats than you need.
Free forever plan with limited users and basic features.
The basic CRM plan is $12/seat/month, billed annually.
The standard CRM plan is $17/seat/month, billed annually.
The Pro CRM plan is $28/seat/month, billed annually.
For enterprise plans, contact monday.com.
Go to Monday Sales CRM official website
Why We Chose It
HubSpot Free CRM is a top choice for companies, earning its spot on our list of top free CRMs for a few key reasons. It seamlessly integrates sales and marketing tools into a single platform, streamlining workflow and improving efficiency.
But HubSpot is not only suitable for businesses, but also for organizations of all kinds. For example, it is one of the best nonprofit CRM tools available, as it can cover marketing, sales, and donor relationship management.
The CRM excels in contact management, offering a centralized hub for customer interactions and a user-friendly dashboard to monitor campaigns. Robust automation capabilities will help you save time, while customization options align the CRM with your unique business needs.
HubSpot is one of the biggest vendors out there (up there with Salesforce), and they offer a free CRM for unlimited users with basic features.
The free HubSpot CRM allows you to assign and track leads, manage the sales process, manage workflows for better management, and record customer interactions across every channel in one place. It also has pretty comprehensive email marketing and inbound marketing tools (the latter is quite useful for getting search engine hits for blog posts).
The platform works 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).
The non-free, paid add-on packages for HubSpot CRM boost data storage, generate more sophisticated reports and incorporate new AI and advanced automation tech.
The free CRM has many features, but many of them aren’t that robust, which means you may have to shell out for Marketing, Sales, or Service Hub products. Customizability is limited, which might make the CRM hard for certain niche small businesses to tweak and meaningfully implement.
HubSpot CRM is free, and the number of users is unlimited.
HubSpot CRM Suite Starter plan is $20/month.
HubSpot CRM Suite Professional plan is $1,600/month.
HubSpot offers multiple products like Sales, Marketing, CMS, Service, etc. You can create your own bundle containing products you only need; you don’t need to subscribe to the full CRM Suite.
Go to HubSpot CRM's official website
Why We Chose It
Pipedrive is a favored choice for businesses due to its intuitive interface, efficient sales pipeline management, customization options, and robust email integration.
We found that the tool also simplifies workflow automation and provides valuable data analytics for informed decision-making. These features make it a strong addition to any company's CRM toolkit, enhancing sales processes and customer relationship management.
This versatility and user-friendliness place Pipedrive on top free CRM lists for businesses looking to optimize their sales operations.
Pipedrive is a good email sales app. They emphasize scalability more, meaning the system can easily grow alongside your business and contact database. Pipedrive happens to be popular with higher education businesses, as well as insurance companies.
While there is no free Pipedrive CRM plan, you do get a lot of the best tools and features in their most affordable package. These include tools like lead management, deal management, and even a product catalog, which is rare among CRMs.
Pipedrive also has really nice Kanban-style boards to help keep track of all your sales opportunities. As for some basic marketing tools, there is lead segmentation, which allows for more targeted communication. Finally, Pipedrive has a great integration library to connect with tools from other SaaS.
You can use Pipedrive for team collaboration purposes, and many teams do. However, it has been said that this toolkit is lacking in comparison to some other apps that have more dedicated collaboration features. The team goal-tracking tool could be more engaging.
Essential plan is $14.90/user/month, billed annually.
Advanced plan is $27.90/user/month, billed annually.
Professional plan is $49.90/user/month, billed annually.
Power plan is $64.90/user/month, billed annually.
Enterprise plan is $99/user/month, billed annually.
Go to Pipedrive’s official website
Why We Chose It
Freshsales earns its place on our top free CRM lists for its exceptional lead management, robust email tracking, and automation capabilities that enhance sales processes. Its customization options ensure it aligns seamlessly with each company's unique needs.
The CRM's data analytics and reporting tools empower businesses to make informed decisions, while its user-friendly interface makes it easy for teams to adopt and use effectively.
Additionally, integrations with third-party tools further enhance its versatility. These factors collectively make Freshsales a strong choice for businesses looking to optimize their sales operations and customer relationship management.
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships.
With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increasing efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting.
Businesses can take the next step forward toward powerful pipeline management with Freshsales. Also, using native CPQ makes generating and sharing quotes and other vital sales assets hassle-free.
Like many vendors, some of the better features are reserved for premium packages. Among these for Freshworks CRM are time-based workflows, some chatbot tools and advanced metric reporting. But overall, the free and basic plans are a decent place to start, and you can always upgrade.
Free forever plan for up to three users.
Growth plan is $15/user/month, billed annually.
Pro plan is $39/user/month, billed annually.
Enterprise plan is $69/user/month, billed annually.
Go to Freshsales’ official website
Why We Chose It
What’s great about Capsule is that it doesn’t only help you with lead and contact management.
Capsule CRM offers a calendar and task management system, improving efficiency and productivity for sales and customer relationship management. Its customization options allow businesses to tailor the CRM to their specific needs and workflows, ensuring it aligns seamlessly with their unique business requirements.
While its free version has limitations, it provides essential features for smaller businesses, making it a practical and cost-effective choice.
Capsule works to bump not just your customer relationships but all your business relationships to the next level. And this it does ever so simply, with a clean user interface and zero learning curve.
Rather than piling on extended features, Capsule simply hones in on being good at managing daily work. You can instantly find out what’s going on with your sales pipeline (bids, lead generation, proposals, customer data, etc.), what your team needs to do, and when.
It also makes it easy to find key information—contact lists can be imported from Gmail, Outlook, and your CSV spreadsheet and database files.
If you run a business solo or with a partner, you can get by with Capsule’s free version (the cap is two users). The Professional version features Zapier, G Suite, Zendesk, Twitter, and Mailchimp integration, helping you collect information and capture leads from across your apps.
The free plan is capped at 250 contacts, so you may suddenly hit a glass ceiling and have to commit to a paid plan. You may go from paying nothing to dishing out $18/month (or exponentially more) to keep using the product you've invested in for your day-to-day business.
Apart from that, to track and auto-generate contacts from email, you’ll have to BCC them to your Dropbox, which is quite easy to forget.
Free version is available for up to 2 users and 250 contacts.
Starter plan is $18/user/month, billed annually.
Growth plan is $36/user/month, billed annually.
Advanced plan is $54/user/month, billed annually.
Ultimate plan is $72/user/month, billed annually.
A 14-day free trial is available for each of the paid plans, so you can test the advanced features as well.
Go to Capsule CRM’s official website
Less Annoying CRM
Why We Chose It
Less Annoying CRM is a noteworthy choice for businesses. Its straightforward and minimalist design is user-friendly, and it didn’t take us long to adapt to the tool. This simplicity allows companies to focus on core sales and customer relationship management tasks without unnecessary complexity.
Moreover, it offers essential contact management features, including lead tracking and deal management, providing a clear and organized view of the sales process. Less Annoying CRM's calendar and task management tools aid in efficient scheduling and follow-ups, enhancing productivity.
Less Annoying CRM (aka LACRM) is designed as an all-inclusive CRM solution for small businesses. They offer a long 30-day free trial. After that, they have a single, low-cost paid plan.
LACRM handles task management, lead-to-sale, contact management, and follow-ups. Manage all your customer data and track your leads through sales pipelines. Stay on top of events and to-dos (in easy-to-use calendar and agenda formats). Makes a great real estate CRM.
Emails written and received outside a CRM platform can be logged inside LACRM. The app provides every user with a unique email logging address. You can create a contact with whatever email provider you use.
There are minimal app integrations, which might be a significant limitation, depending on your needs. The app sends out notifications by SMS or email but not in-app, which feels a bit retro.
LACRM has only one paid plan and it costs $15/user/month.
LACRM offers a risk-free, 30-day free trial for its only pricing plan.
Go to Less Annoying CRM official website
Really Simple Systems (now Spotler CRM)
Why We Chose It
What we like the most about Really Simple Systems is that it excels in contact and lead management, offering a clear and structured view of customer interactions, deals, and their progression through the sales pipeline.
Moreover, Really Simple Systems offers robust email marketing and automation features that enhance communication with leads and customers, saving time and improving efficiency.
The system's customization options allow businesses to tailor it to their specific needs and workflows, ensuring alignment with unique business requirements.
Really Simple Systems (RSS for short) doesn’t shy away from touting its marketing automation, sales, and service platform as simple—but that doesn’t mean it lacks sophistication. It’s just really easy to use. This is especially handy for companies with distributed offices and remote workforces.
While they have paid-for versions, their free option is more than just a temporary trial offer for companies with up to two users, so budding businesses and solo entrepreneurial ventures can use the CRM without watching the calendar. It allows for unlimited contacts and up to 100 MBs of document storage. The free version includes many of the core features, including sales automation and customer service.
Free users will be able to access distinct management tools for both contacts, which update in real-time all relevant info and related tasks for contacts, vendors, suppliers, and leads, which aims to convert contacts into eventual sales. RSS also does reporting their own way, dividing the action into two parts.
For one, there are ‘Listing reports’ for quick stats on simple questions like, “How many hits did we get this month?” (you can formulate more complex questions too). Then there are ‘Forecast reports’, which focus on expected sales numbers in a variety of time frames.
For small businesses in the B2B game, RSS makes moving into the CRM zone a snap.
Generating reports is probably more complex than it needs to be. The opportunities system can be a bit clunky to use. Email marketing could be better; the email templates are fairly basic.
Also, you can’t link tasks to trigger active reminders in your inbox if you're using Outlook.
Free plan for up to 2 users.
Professional plan is $43/user/month.
Enterprise plan is $64/user/month.
Go to Really Simple System’s website
Why We Chose It
We liked Engagebay’s user-friendly interface, and we strongly believe that onboarding for this tool will be super easy.
The tool offers a comprehensive and unified platform beyond CRM, encompassing not only contact and lead management but also providing marketing automation and customer support features.
This all-in-one approach allows businesses to centralize various customer-related functions in a single system, simplifying operations and fostering seamless collaboration across different teams.
EngageBay bills itself as a HubSpot alternative and sells three business process-orientated suites: Marketing Automation, Live Chat and helpdesk, and CRM & Sales Bay. The last of these, CRM & Sales Bay, provides contact management tools designed for simplicity and company growth.
The platform provides multi-channel listening, aggregating contact info from across all your customer touchpoints. Track contact activity, web activity, email response, open and click rates, and more.
Integrates with Gmail, Office 365 or any other IMAP service, with two-way sync capabilities. Zapier, SendGrid, Mailgun, Xero, and Mandrill integrations allow you to connect your CRM with your other business processes and further streamline your operations.
Could use more native integrations with third-party apps. Email template options are limited in number and simplistic in style.
A free plan is available, limited to 250 contacts and with limited features.
Basic plan is $14.99/user/month.
Growth plan is $64.99/user/month.
Pro plan is $119.99/user/month.
Choosing to pay annually will ensure you an 8% discount.
Go to Engagebay’s official website
Why We Chose It
Zoho CRM excels in contact management, providing a structured system for tracking leads, managing customer interactions, and monitoring the progression of deals through the sales pipeline.
A unique aspect of Zoho CRM is its extensive integration capabilities, which extend beyond basic CRM functionalities. It seamlessly connects with various Zoho apps, making it a versatile and comprehensive platform for various business needs.
While its free version may have some limitations, it provides essential features for smaller businesses, making it a practical and cost-effective choice.
Zoho CRM provides a small, business-friendly platform with a simple user interface, customizable modules, pragmatic automation, and social media features.
If you’re seeking free-ness, their unpaid plan for up to three users is a good place to start. The platform will allow you to build and define specific workflow, manage leads, and rationalize day-to-day operations. It integrates with Twitter, Google+, and Facebook too so that you can reach out to leads with superhuman perfect timing.
Once you outgrow the free CRM, you can upgrade to the reasonably priced Standard version of Zoho CRM, which pumps up usability with robust sales forecasting and KPI tracking. The Enterprise version piles on more features like stage-by-stage sales funnel tracking, data comparisons across users, teams, regions, products/services, and much more.
Zoho has no email tracking or individual lead notifications, which might be problematic if one-on-one, long-term engagement with specific users is integral to your business. UI can be a bit laggy. Paying for Zoho add-on modules to give the CRM more mileage can shoot up operational costs quickly.
The free version lacks mass emailing features, and overall, the CRM has pretty limited customizability.
A free version is available for up to 3 users. 15-day free trial for paid versions.
Standard edition is $14/user/month, billed annually.
Professional edition is $23/user/month, billed annually.
Enterprise edition is $40/user/month, billed annually.
Ultimate edition is $52/user/month, billed annually.. Exclusive 30-day free trial.
Go to Zoho’s official website
Why We Chose It
Bitrix24 excels in contact and lead management, offering a structured system for tracking leads and managing customer interactions.
However, what sets it apart is its comprehensive suite of collaborative and communication tools integrated within the CRM. This includes task management, file sharing, and communication features, significantly enhancing teamwork and streamlining task management.
Another notable aspect of Bitrix24 is its extensive online marketplace that allows users to extend the CRM's functionality by integrating additional apps and tools.
Based on the number of users, Bitrix24 is one of the most popular free CRMs in the world. Bitrix24 provides a cloud CRM solution that’s free for up to 12 users, with a cap on data storage of 5 GB.
Features-wise, it provides largely the same range as paid plans, albeit scaled-down. Everything you need is there: pipeline management, lead management, sales tracking, reporting, task automation, and more.
The user interface helps make Bitrix24 CRM easy to use (the Kanban view is especially good). There’s voice, email, chat, and video channel access in-app, and mobile apps for iOS and Android to ensure your team can clinch deals and defuse issues at critical moments.
While the UI looks nice, navigating through different modules is sometimes a bit confusing. Customization possibilities may not be robust enough for complex and/or specialized business applications. The app can lag sometimes.
It should also be said that Bitrix24’s learning curve is firmly in the ‘moderate’ category.
Free forever plan is available for unlimited number of users, but with limited features.
Basic plan includes five users and costs $49/month, billed annually.
Standard plan includes up to 50 users and costs $99/month, billed annually.
Professional plan includes up to 100 users and costs $199/month, billed annually.
Enterprise plan includes up to 250 users and costs $399/month, billed annually.
Go to Bitrix24’s official website
Why We Chose It
We know that email is almost everybody’s primary form of communication. That’s why we had to put Streak on this list.
Streak’s unique selling point lies in its seamless integration with Gmail, making it a standout choice for businesses heavily reliant on email communication. This integration allows users to manage customer interactions and sales pipelines directly within their Gmail inbox, streamlining workflow.
Streak is particularly strong in email tracking and relationship management and provides clear visibility into email opens, link clicks, and engagement.
The CRM also shines in project management with its intuitive task and project organization features. It goes beyond traditional CRM functionalities to offer a platform for managing various projects and collaborations, making it a versatile solution for businesses with diverse needs.
Streak provides a fully integrated Gmail CRM built into your inbox. Piggybacking off this familiar everyday software tool, the app makes CRM adoption easy for new users.
The free version of Streak CRM, intended for personal use (i.e., freelancers and solo entrepreneurs), includes basic CRM tools and pretty comprehensive email features. Email templates allow you to personalize emails and send them out at high volume, a far more effective alternative to generic mass-blast email marketing.
To populate your mail lists, you can effortlessly pull contact information and data from Google Sheets using the Streak CRM Importer add-on or import offline CSV files. This means it’s no longer necessary to fill in the blanks and email everyone one by one.
Email tracking gives you a heads-up on who reads your email, where on earth they read it (thanks to a handy map view), and how many times.
This is excellent for increasing visibility across your team, but particularly sales—when you know someone read your message and understand their behavior a bit more, you can move the sales process along by following up in a well-timed and appropriate way. You’ll be able to avoid repetitive email practices and nurture the correct customer relationships.
Meanwhile, call logs and meeting notes help keep an easy-to-find record of your non-inbox interactions, organized chronologically and by type. You’ll also be able to manage leads and sales by creating any number of pipelines you might need (the free version provides unlimited pipelines, too).
Keep in-app notes, centralize record-keeping, utilize data tracking on your contact correspondence, and find out if leads have or haven’t opened your emails.
Streak is a browser extension, which is inconvenient when it comes to changing devices, as it’ll be necessary to download the extension and log in again on every new device you access. Given that Streak is a lightweight CRM, it might not work for more complex business processes.
Free plan is available for for individual users, with basic CRM functions.
Pro plan is $49/user/month, billed annually.
Pro+ plan is $69/user/month, billed annually.
Enterprise plan is $129/user/month, billed annually.
Go to Streak’s official website
Why We Chose It
While offering robust contact and lead management, Insightly stands out for its integrated project management tools. This makes it particularly appealing for businesses that require both customer relationship management and project tracking within a single platform.
The tool has excellent email tracking and relationship management features, which is the core of every CRM. We also liked Insightly's integration capabilities with various business apps and tools, allowing you to connect with various applications.
Yes, there is a free version of Insightly CRM, although it’s almost purposefully hidden (go to Insightly’s pricing page and scroll way down to find it stuck at the bottom).
The freebie gives you a pretty good bang for your no buck, with project supervision features and contact records all accessible within a cleanly designed user interface. Training videos are available that explain features in an easy-to-digest way, which eases the learning curve and implementation time.
Insightly is a full-stack CRM offering lead routing, workflow automation, customer management, and sales pipeline tools. It’s built around the basic principle of ‘relationship linking,’ which is the complex web of interactions between your company, customers, and leads.
Part and parcel to this is ‘record linking,’ or creating vivid, fleshed-out portraits of all the contacts in your business universe by nabbing cross-channel data and seeing who knows who, who has interacted with whom, and when said interaction(s) took place.
Customizability is a major part of Insightly’s attraction. You can also build custom apps and data visualizations to track key metrics without knowing any developer stuff; just click through options and drag-and-drop elements into place.
You can manage organizational security for specific modules, contact records, etc., by setting permissions by business role and/or department.
The platform has native integration with both G Suite and Microsoft 365, Mailchimp, Slack, Dropbox, QuickBooks, and many other apps.
The free version of the CRM is capped at two users and has no data backup system, as well as mass emailing daily limits and limits on custom fields per record. In a similar vein, you need to get a paid plan to get access to more detailed, useful lead assignment modules.
Free forever plan for up to 2 users.
Plus is $29/user/month, billed annually.
Professional is $49/user/month, billed annually.
Enterprise is $99/user/month, billed annually.
A 14-day free trial is available for the Plus and Professional plans.
Go to Insightly’s official website
Why We Chose It
We believe that what sets Apptivo apart is its extensive suite of business apps and integrations that extend beyond traditional CRM functionalities. These apps allow users to customize and enhance their CRM experience, making it versatile and adaptable to various business needs.
Apptivo excels in contact and lead management, offering a structured system for tracking leads, managing customer interactions, and overseeing deals through the sales pipeline. This is coupled with a powerful document management system, allowing users to store and manage documents seamlessly within the CRM platform.
To top it off, Apptivo CRM offers multilingual support, enabling companies to operate in different regions and serve customers worldwide.
Apptivo’s cloud-based suite of business solutions focuses on customizability. They dish out their starter version for up to three users free of charge, which offers a lot of the core tools included in paid plans and 500MB of storage.
Apptivo’s contact app (for contact management) makes importing data from emails and websites easy, allowing you to harvest lead, client, and customer data without tedious manual entry. Apptivo’s management apps provide team and individual organization tools.
Apptivo’s Cases app helps you manage customer issues and interactions, automatically turning customer emails into tickets. It integrates with CRM, project supervision, invoicing, and every other app in the Apptivo universe, meaning all pertinent information is always available to team members.
If you outgrow the free plan, you’ll find that Apptivo’s pricing plans are very reasonable, and all the features are bundled together (rather than sold separately), which is refreshingly simple.
The free version of Apptivo has no marketing tools and does not support third-party integrations, limiting its usefulness. Meanwhile, the app’s user interface does the job but can be a bit unintuitive.
Apptivo offers a 30-day free trial for each plan.
Lite plan is $15/user/month, billed annually.
Premium plan is $25/user/month, billed annually.
Ultimate plan is $40/user/month, billed annually.
Enterprise plan pricing is available upon request.
Go to Apptivo’s official website
Why We Chose It
What sets SuiteCRM apart is its commitment to providing businesses with complete control over their CRM system, enabling extensive customization and flexibility.
The CRM excels in contact and lead management, offering a structured system for tracking leads and managing customer interactions. Its robust workflow automation capabilities also stand out, enabling businesses to automate repetitive tasks, saving time, and enhancing overall efficiency.
One unique feature of SuiteCRM is its open-source and community-driven model. This means businesses have the freedom to adapt, extend, and customize the CRM to meet their specific needs. Also, its supportive community provides valuable resources and plugins for further customization and improvement.
SuiteCRM offers a free open-source CRM solution that covers sales, service, support, and marketing functions. It has a relatively low learning curve and short set-up time, making it one of the most popular pieces of open-source software on the market.
A real-time dashboard syncs incoming data so that you gain timely insights on open project statuses, pipeline metrics, and revenues/expenses.
If you have an IT department (or.. an IT person or two), they will be very pleased with the custom layout, module, and relationship development tools the CRM vendor supplies.
The ability to customize and the large number of add-ons available on the web allow SuiteCRM to deal with applications at pretty much all complexity levels. It also works on basically any OS imaginable, i.e., Windows, OS/X, Ubuntu, Android, and iOS.
Helpdesk support comes from the SuiteCRM community, which can make getting answers somewhat slow. As one might expect, the free version is limited in some respects: integrations and features are less robust than in the paid versions of the product.
In general, the vendor doesn’t offer any ERP software integrations, so this may be an issue if you’re looking for a do-everything platform for your business.
Open source often translates to a ‘higher learning curve,’ which is still true with SuiteCRM.
Pricing for SuiteCRM:
Pure SuiteCRM is an open-source CRM, meaning it is completely free.
A 30-day free trial is available for all SuiteCRM: OnDemand hosted solution plans.
Go to Suite CRM’s official website
Why We Chose It
AgileCRM is a compelling choice for companies and is frequently featured on top free CRM lists due to its unique approach to marketing automation. While it offers robust contact and lead management, AgileCRM stands out for its integrated email marketing and marketing automation tools.
It provides a landing page builder, allowing users to create custom landing pages for marketing campaigns directly within the CRM.
We find it very interesting that AgileCRM focuses on gamification to boost team motivation and engagement. This gamified approach encourages users to achieve sales goals and enhances productivity through friendly competition.
Agile CRM offers a free all-in-one business platform with project supervision, contact view, reporting, support/service, and timeline features.
Customer ticketing for support teams offers feedback forms, a helpdesk, a knowledge database, and everything else you need to keep churn down and boost the customer experience.
Integrations with RingCentral and Twilio enhance the built-in telephony features of Agile CRM, ensuring conversation tracking, call recording, and deal-making over-the-phone lines are organized and super effective.
You can automate upcoming voice calls and follow-ups by putting your appointment calendar online. You can also attach documents in-app within the deal process, company and contact profiles, and emails.
If you upgrade from free to the Starter plan, the price jump is totally reasonable, but if you scale up again to Regular, you’ll find yourself paying over 3x more per user. This feels somewhat unfair, and it creates a notable financial obstacle for using the platform as your business scales. Customization options are limited.
Free version available for up to 10 users.
Starter version is $8.99/month.
Regular version is $29.99/month.
Enterprise version is $47.99/month.
Go to Agile CRM’s official website
Why We Chose It
Okay, why would we put a database tool on the list of CRMs? Well, because we found that Airtable can indeed be used for efficient customer relationship management.
First, Airtable excels in data organization, offering a structured and flexible system for managing contacts and leads. Also, it stands out with its collaborative features, making it a versatile platform for teams to manage and interact with customer data collectively.
One unique feature of Airtable is its ability to integrate with various applications and services using Zapier, allowing users to extend its functionality in myriad ways, ensuring adaptability to different business requirements.
A non-traditional, lightweight CRM with a very on-point design aesthetic and breezy ease of use. The free version of the software is pretty useful, with unlimited ‘bases’ (i.e., flexible workbooks that can contain different yet related spreadsheets). You can put 1,200 records in each base, with each base having an attachment data cap of 2 GB.
Airtable’s workflow management database aims to re-invent the spreadsheet, allowing users to link data from different sets and interpret them easily. Importing and exporting data from .CSV is a cinch.
Probably the main reason people love Airtable is that its software puts a premium on creativity and personalization. The drag-and-drop dashboard allows you to generate custom fields and populate them with everything from attachments, run-on long-form text notes, checkboxes, links to records in other tables, and, yes, even barcodes.
The result of these ‘souped-up spreadsheets’ is an all-in-one collaboration platform that provides general CRM functionality for people who might be allergic to most business tools (i.e., creatives, editorial teams, and the like).
This makes it a viable choice for teams that require a mix of analytic, organizational, and communications features.
It’s worth remembering that Airtable never set out to be a full-stack, conventional business CRM. This shows in its overall lightweight CRM features. More complicated work processes and task management will probably be too much for the platform to handle.
Free version available for up to five editors and with basic features.
Team plan is $20/seat/month, billed annually.
Business plan is $45/seat/month, billed annually.
Enterprise plan pricing is available upon request.
Go to Airtable’s official website
Why We Chose It
If you’re looking for a tool with everything you need for business management, we recommend getting Flowlu.
Flowlu goes beyond standard CRM functionalities to offer integrated project management, financial tools, and team collaboration, making it a versatile and all-in-one platform for businesses.
Flowlu excels in contact and lead management, offering a structured system for tracking leads and managing customer interactions. One unique aspect of Flowlu is its strong focus on team collaboration.
What sets this tool apart is its financial management features, including invoicing, expense tracking, and financial reports, enabling businesses to manage their finances within the same platform efficiently.
Flowlu is a cloud-based collaborative CRM with best project management software and knowledge base features. The free version of the product, capped at 2 users, gives you 1 TB of storage data. Build and store knowledge bases, keep track of project expenses and revenue, and manage finance and records.
With Flowlu, you can quickly put together personalized invoices, auto-insert CRM data into them, and then send them out in-app. You can do quotation estimates, too, generate leads with custom web forms, and invite customers to upcoming events and surveys.
The free version includes an Agile Scrum component that allows you to implement Scrum strategies like sprints on a visual task management board. Keep on top of issues and bug reports, track and prioritize product requirements, and streamline your workflows with flexible project tools.
The app’s task filter function isn’t the most intuitive, and collaboration tools are relatively basic. Financial reporting features are likewise somewhat lightweight and might not be robust enough for companies with more complex business processes.
Free for up to two users and with 2GB of storage.
Team plan is $29/month for eight users, billed annually.
Business plan is $59/month for 16 users, billed annually.
Professional plan is $119/month for 25 users, billed annually.
Enterprise plan is $199/month for unlimited users, billed annually.
Go to Flowlu’s official website
Automation for the people
In the end, CRM makes running several different departments of a growing business easier, faster, and possibly more fun. So long as one never forgets, the ultimate aim is to have better engagements with customers, both prospects and paying. Those customers are people, after all, not mere datasets.
Of course, metrics are good, too: insights based on data help you act with the best information possible rather than just following gut instinct alone. Business intelligence, machine learning, AI, and advanced automation are all becoming increasingly more cheap, user-friendly, and useful. Small and medium-sized companies can do things with data that simply weren’t possible a few years ago.
They say starting is the hardest part. But it doesn’t have to be that hard. After perusing our list of CRM above, simply sign up for free with one of the vendors we’ve listed.
Well, and truly, there’s never been a better time for Free CRM.
Methodology (How We Tested)
Our organization is committed to delivering unbiased and impartial reviews, maintaining full editorial independence to guide you in making the best decisions for your business. We have analyzed more than 30 different software solutions in our review process, employing extensive and independent testing. We meticulously examine each software, scrutinizing every detail, from its core functionality to user experience and performance metrics. Our approach guarantees that our evaluations are thorough, fair, and, most importantly, reliable, providing you with the trust and confidence you need in selecting the right software for your business needs.
Free CRM Frequently Asked Questions (FAQs)
Is There a 100% Free CRM?
Yes, a wide range of free CRM (Customer Relationship Management) options are available. Some popular ones include HubSpot CRM, Zoho CRM, and Bitrix24. These platforms offer basic CRM functionalities without any cost, though they may have limitations compared to their paid counterparts. It is a good idea to explore their features and see which one aligns best with your business needs.
Does Google Have a Free CRM?
Google doesn’t have a standalone free CRM, but you can integrate Google Workspace (formerly G Suite) with third-party CRM tools that offer integration with Google services. For example, you can use Google Contacts, Google Sheets, and Google Calendar alongside CRM tools like HubSpot CRM or Zoho CRM.
Is CRM Free to Use?
Many CRM (Customer Relationship Management) tools offer free versions with basic features, but they often come with limitations. The free versions give users a taste of the CRM software and its capabilities, hoping they’ll eventually upgrade to a paid plan for more advanced features.
Popular CRM platforms like HubSpot CRM, Zoho CRM, and Bitrix24, for instance, offer free plans with basic functionalities such as contact management and basic sales tools. However, as your business needs grow, you may find investing in a paid plan to unlock additional features and capabilities beneficial.
Is Zoho CRM Really Free?
Zoho CRM offers a free version with basic CRM features, including contact and lead management, document sharing, and basic reports. However, note that the free plan has limitations. As your business needs increase, you should consider upgrading to one of Zoho CRM’s paid plans to access additional features and capabilities.
Before making a decision, carefully review the features and limitations of the free plan to ensure it meets your specific requirements.
Remember that software pricing and features can change, so checking the latest information on Zoho CRM’s official website is always a good idea.
Is There a Free CRM for Small Business?
You can find free CRM software with basic features that can meet the needs of small businesses. Some popular examples include HubSpot CRM, Zoho CRM, Bitrix24, and Freshsales, among many others. Their free plans offer contact and lead management, email tracking, task scheduling, basic reporting, collaboration tools, email marketing, etc.
However, they may have limitations compared to their paid counterparts. As your business grows, you can evaluate whether to upgrade to a paid plan that offers more advanced functionalities.