Customer relationship management (CRM) software is a tool that helps small businesses manage their interactions with customers, leads, and prospects. CRM software can help you track contact information, sales activities, marketing campaigns, customer service requests, and more.
However, not all CRM software is affordable for small businesses. Some CRM solutions can cost hundreds or even thousands of dollars per month, which may not fit your budget.
In this blog post, we share five free CRM solutions that small businesses can use to improve customer relationships and grow sales. We will also highlight the features and limitations that come with each of them.
1. HubSpot CRM
HubSpot CRM is one of small businesses' most popular free CRM solutions. It is ideal for small businesses that want a comprehensive and easy-to-use CRM solution covering all customer relationship management aspects. It allows unlimited users and contacts, offers integrations with popular apps like Gmail and Outlook and offers features such as email marketing, live chat, meeting scheduler, deal pipeline, reporting dashboard, and contact management.
The main limitation of HubSpot CRM is that some features have HubSpot branding until you upgrade to a paid plan. Additionally, you can only store up to five sales documents and email templates per account on the free program.
2. Zoho CRM
Zoho CRM is another free CRM solution that offers many features for small businesses. It offers integrations with popular apps like Gmail and Office 365, allowing up to three users and 5GB of storage on the free plan. It also integrates with Zoho's other products for email marketing, accounting, project management, etc.
Some features it offers are Lead management, Deal management, Workflow automation, Web forms, Social media integration and a Mobile app.
Some of the limitations of the free plan are:
- Limit of 100 outgoing emails per day
- Limit of 10 email templates
- Access up to 10 custom fields per module
Features such as telephony, sales forecasting and advanced analytics are not available on the free plan.
Bitrix24 is a free CRM solution that offers unlimited users and contacts. It also provides other features such as project management, team collaboration, task and project management, and video conferencing. It also offers integrations with popular apps like Gmail and Office 365, providing 5GB of storage on the free plan.
Some of the limitations of the free plan are 1,000 emails per month and 12 web forms. The free program does not offer features such as telephony, sales intelligence, and advanced reporting.
4. Agile CRM
Agile CRM is a free solution focused on lead qualification and nurturing.
It allows up to 10 users and 1,000 contacts on the free plan and offers features such as:
- Lead scoring
- Email tracking
- Landing pages
- Web popups
- Appointment scheduling
- Marketing automation
Agile CRM integrates with Gmail, Outlook, Shopify, Stripe, and Zapier. These platforms offer more features for email communication, e-commerce, payment processing, and workflow automation. However, they may not be free or require additional subscriptions.
The main limitation of Agile CRM is that some features have usage limits or restrictions on the free plan. For example, you can only send up to 500 emails monthly, create one landing page template, and access up to one campaign workflow.
You also cannot access features such as telephony, social media monitoring, and mobile.
5. Odoo CRM
Odoo CRM is an open-source software fully integrated with other Odoo apps, such as sales, invoicing, email marketing and sign. Some of its features include lead generation and nurturing, activity and call management, real-time messaging and collaboration, reporting and forecasting.
The free plan is an online offering with unlimited users and integrations with Google Workspace.
Odoo CRM has many features and options that might overwhelm some users. It might take some time to learn how to use it effectively. It might need to be more flexible for some complex or unique sales processes.
Are you a small business overwhelmed/feeling like you can't keep up with all the latest tools you need for your business? We provide tech support for small businesses - feel free to book a complimentary 20-minute consultation call so we can assess your needs.