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Free CRM Software for Small Businesses

Customer relationship management (CRM) software is a system to manage customer interactions and relations with existing and potential customers. This tool lets businesses identify sales opportunities, store customer contact information, and manage marketing campaigns. It also provides a unified platform for better organization of tasks, projects, and customer communication at a company.

Some systems come at a hefty pricetag that’s understandable for all the functionality they offer. However, other companies offer a more basic version of CRM software free of charge. These are aimed at smaller businesses that want the great benefits but can’t efffort the expensive plans.


Best Free CRM for Small Businesses

Are you a startup that wants to scale up your business? Maybe you have a small business that needs help with managing your customer relationships? Or maybe you’re a freelancer that needs a free CRM tools for customer communication, so you can focus on your work? Do you want a helping hand to improve shopping experience, increase sales, and lower costs?

We have five best options just for you!

 

1. Tidio

Tidio is a system that offers tools for multichannel customer communication, AI chatbots, and a shared inbox for your team. It also provides pre-chat surveys and chat ratings to collect leads and get more feedback from your clients. You can import contact lists, tag customers, and manage your contacts with advanced filtering options to make client management easier for you. 

Main features:

  • NLP (Natural Language Processing) technology
  • Shared inbox for teams
  • Live chat with live typing feature
  • Great customer support with a dedicated customer success manager
  • Ticketing system
  • Order status and history

 

Free features:

  • AI chatbots 
  • Visitor profiles for client information
  • Mobile app for iOS and Android
  • JavaScript APIs available 
  • Useful integrations, such as Zapier, Shopify, and MailChimp 

Pricing:

  • Free plan available
  • Communicator ($19/mo/operator) 
  • Chatbots ($49/mo)

 

2. Zoho CRM

Zoho CRM is one of the best free CRM for startups on the market. It advertises itself as a 360º client relationship lifecycle management solution. It offers CRM features such as sales funnels, inventory management, pipeline management, and audience segmentation. 

This free CRM software for small business also provides AI conversational assistant for better workflow automation. You can also find over 500 business apps to integrate with your system for additional functionality.

 

Pros:

  • Complete ecosystem
  • Advanced analytics dashboards and reports
  • Customizable to the company’s needs

 

Cons:

  • Complicated to use
  • Limited automation

 

Free features:

  • Contact book
  • Email marketing workflows
  • Visitor tracking
  • Storage of up to 5,000 records 
  • Workflow automations

 

Pricing:

  • Zoho CRM Free Edition available
  • Standard ($20/mo/agent)
  • Professional ($35/mo/agent)
  • Enterprise ($50/mo/agent)
  • Ultimate ($65/mo/agent)

 

3. Vtiger CRM

This is one of the free small business CRMs that give you the ability to create fruitful relationships with your shoppers. It brings all your teams together and connects their goals for better results. 

Vtiger also helps you optimize sales, marketing, and support team with real-time insights and actions. This free, web-based CRM helps your customer-facing teams create a delightful customer experience across the buyer’s journey.

 

Pros:

  • Easy grouping of organizations
  • Alert notifications
  • Intuitive design

 

Cons:

  • Limited customization
  • On-page categorization of elements not available

 

Free features:

  • Single view for contact management
  • Storage of up to 3,000 records
  • Actions page for internal collaboration
  • Mobile app with real-time notifications
  • Gantt View for project management

 

Pricing: 

  • Free plan available
  • Professional Standard ($42/mo/agent)
  • Professional Single App ($28/mo/user)
  • Enterprise Standard ($58/mo/user)
  • Enterprise Single App ($42/mo/user)

 

4. Agile CRM

Agile CRM is a cloud-based free CRM email marketing software with fully integrated automation, web analytics, and sales tracking. You can track, score, and nurture leads based on their web and email activity. 

This is one of the free CRM systems for small business owners that enables multichannel communication with buyers via phone, email and Twitter. It also monitors customer behaviors and sends real-time alerts about their activity, so you stay on track with your shoppers. 

 

Pros:

  • Variety of free CRM templates available
  • Minimalist dashboard design
  • Over 500 apps available for additional functionality 

 

Cons:

  • Better documentation and tutorials needed
  • Users state that occasionally, automatic messages don’t work

 

Free features:

  • Custom data fields
  • Appointment scheduling
  • Email tracking
  • Comprehensive view of contact information
  • Custom deals tracking

 

Pricing:

  • Free plan available
  • Starter ($14.99/mo)
  • Regular ($49.99/mo)
  • Enterprise ($79.99/mo)

 

5. Streak

Streak is the only CRM built entirely inside of Gmail, so it’s a perfect choice if you need a simple customer relationship management system based on email communication. You can set up processes for your sales team, support reps, and even the HR department all from your inbox. 

This free CRM app for small businesses offers features for searching, filtering, and grouping your data into custom fields and views for better organization.

 

Pros:

  • Seamless integration with Gmail
  • Simple-to-use administration
  • Categorization and monitoring of customers

 

Cons:

  • Bulk emails for a set of users not available
  • Timezones management can be difficult to use 

 

Free features:

  • Private pipelines
  • Call logs and meeting notes
  • Mobile access for iOS and Android
  • Automatic email categorization
  • Custom columns & fields

 

Pricing:

  • Free plan available
  • Solo ($19/mo/user)
  • Pro ($59/mo/user)
  • Enterprise ($159/mo/user)

 

The choice is yours. If any of the platforms took your fancy, we recommend visiting their website and discovering more of the provided features. Just remember to check if it offers frequent updates, good customer support, and all the functionalities that are essential to your business needs.