Once you start running your business with the free CRM software, success will follow. Your business will grow, your customer base will get bigger, and your sales force will expand—there will be a need for a better plan, and Zoho CRM can grow with you. So, we will never force you to move to a paid edition. However, we're willing to bet that your organization will grow big enough to the point that you'll need one. And if you like it, continue to use Zoho CRM for free, forever.
Every business needs a CRM, no matter the size or industry. Check out Bigin, the simple customer pipeline solution for businesses graduating from spreadsheets. Built for small teams with big dreams! Sign up for free. Try the 1 free CRM Software. How free is "free CRM software"? No hidden costs—Get access to everything under the free plan. Free forever—No trial period, no forced upgrade.
No credit card required for sign up. Trusted by over , businesses worldwide. How small businesses can benefit from free CRM? Manage your contacts efficiently Zoho CRM's free tool helps you create, manage, and organize data in a way that drives sales and revenue.
Deal Management Make the most out of every business opportunity, sign deals on the fly and drive revenue with ease. Account Management List all contacts and deals associated with one organization and manage them faster. Increase in conversion rates when a CRM is implemented. Really Simple Systems.
Overall Score: 4. What We Like All plans include unlimited contacts and free customer support Offers task management and quote generation tools Wide customization options. What's Missing Marketing and service tools cost extra Reporting tools available only in paid plans Lacks mobile apps.
What We Like Free plan supports an unlimited number of users Robust contact management features including auto-profile enrichment from social media Built-in cloud telephony across all plans. What's Missing Reporting features not available with the free plan Limited email and third-party integrations AI-powered insights included only in higher tiers.
What's Missing Lacks a free plan Phone support limited to Enterprise plan Lead generation and web tracking tools cost extra. Agile CRM. Overall Score: 3. What We Like Marketing automation available in paid plans Includes gamification and social monitoring tools Paid plans feature email and phone support. What's Missing Free plan has no integration features Limited reports and analytics capabilities Telephony available only in Enterprise plan.
HubSpot CRM. What We Like Free plan offers useful email marketing tools, such as email templates and reply tracking Unlimited users and contacts Can integrate multiple social media accounts. What's Missing Free plan lacks direct customer support Limited reporting and analytics capabilities Plan upgrades and additional integrations are expensive.
Less Annoying CRM. What We Like Single-tier pricing Extremely short learning curve Excellent contact and task management capabilities. What's Missing No mobile app Customer support is available during business hours only Limited integrations and customization options.
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Visit Really Simple Systems No, thanks. Was this article helpful? Yes No. Feedback Yes No. Human Resources. Real Estate Agents. Real Estate Investing. It includes room for 10 users and up to 3, records.
Let's take a look at some of the highlights of the free version and what you can expect when you upgrade. The navigation is a little different from other CRMs. To access any of the app's main functions, which Vtiger calls Modules, click on the hamburger at the top left. This displays a menu of all your apps with favorites at the top and the apps such as sales, marketing, and help desk underneath on the left side.
If you hover over an app, all of its functions will display to the right for access. For example, for sales, you'll see deals, email sequences, leaderboard, and others. Just click and go. It took me a bit to get used to it, but once I did, it made getting anywhere in the app speedy. For contact records, you can calculate a Profile Score, which helps determine if a person falls within your ideal buyer profile. Under settings, you can assign numerical values for title, lead source, size of company, revenue, and industry.
As long as these values are picked when creating a contact and company e. It gives your team some idea whether a contact is a good potential fit—but not how engaged they are like traditional lead scoring.
In Vtiger's paid plans, there's another scoring system called Engagement Score, which tracks a contact's engagement level with your email campaigns. With the marketing module, you can build custom landing pages to capture contacts, segment those contacts into lists, and then send one-time emails. I created a test campaign, and it was pretty smooth. You create your send list; set conditions for the list such as lead source, last contacted date, idle leads, and dozens more; and create your email using the email campaigns feature which offers dozens of templates.
Once you're done, preview the email for desktop and mobile and then send yourself a test email before sending it to your list. Each campaign provides data for opens, clicks, bounces, and other metrics. Upgrading to paid plans provides significantly more email credits, campaign scheduling, and autoresponder campaigns that send emails based on triggers. To get more out of Vtiger, connect it with Zapier to do things like sending Facebook leads automatically to Vtiger or creating Vtiger leads whenever someone's added to your email list.
Vtiger Price : Free for 10 users. Streak Gmail, iOS, Android. Streak is one of the few free CRMs we could find that lives in your Gmail inbox, which means no separate app to log in to. If you're a one-person operation wanting to manage contacts and deals from your inbox, Streak is worth a test drive. Once you download their extension, you'll see the orange icon in the top right corner of your inbox. Clicking on that will bring up your settings, help, integrations, and other options.
Though it's part of your Gmail, it does take a little getting used to because it doesn't behave like other CRMs that have their own apps. It has a more Excel look and feel. That said, once you understand it, it's nice to have one place to manage contacts, deals, and even projects. Contacts can be added from emails to leads and pipelines with a few clicks. To open up the contact's full record, click on their email address in the column sidebar. Here you can see your full email history with the contact and add tasks, notes, and other activities.
To create a pipeline, click on the Pipelines plus sign directly under your Drafts folder. A Templates screen pops up, allowing you to pick a number of sales, support, HR, and other project-type pipelines, which can be customized with stages, stage colors, and fields e. One handy feature is email tracking. When a recipient opens your email, a pop-up will appear on your screen notifying you.
Streak will then display the tracking history with that contact in the sidebar for any email thread, showing email views by date and location.
A green eye icon indicates the email has been read, while an eye with a line through it indicates it hasn't. If you upgrade to a paid plan, you can integrate Streak with Zapier , which allows you to do things like create boxes in Streak from new spreadsheet rows or captured leads.
Originally published in December , this post is regularly updated with new selections and descriptions. Matthew Guay contributed to previous versions. Chris is a writer and business professional with 25 years of experience in a variety of roles. He likes books, bikes, brews, birds, and travel. He and his wife live in an old mining town north of Denver.
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It has really helped me close more deals. Really helpful. Brittany Canaski Director of Partnerships, Workforyourbeer. Best CRM for the Price. I love Salesmate. The UI is very simple. A large amount of pipelines at affordable price, so it scales well. Much better alternative to Zendesk.
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