Most readily useful Free CRM Pc software

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A business without a CRM will instantly find itself at a disadvantage.

It is very tough to manage all of your customers while monitoring everything else without any dedicated system.

The fantastic news is there’s a wide variety of CRM software available, and a lot of it’s free.

Among other things, this computer software allows you to take all your data across multiple platforms and departments and store it in one convenient place.

I’ve come up with a list of the best free CRM software tools to help you decide that is right for your business.

The Top 8 Best Free CRM Software Tools:  

  1. SuiteCRM — The Best Free Open-Source CRM Software
  2. HubSpot — The Best Free CRM for Massive Contact Lists
  3. Flowlu — The Best Free CRM Software for Financial Management
  4. Freshworks — The Best Free CRM for Tech Support
  5. Insightly — The Best Free CRM Software for Project Management
  6. Streak — The most effective Free CRM Pc software for Gmail
  7. Bitrix24 — The Best Free CRM For Your First Year In Business
  8. Really Simple Systems — The Best Free CRM for Sales Forecasting

Now you know the list of free CRMs I’ll be reviewing, let’s dive into each of them.

# 1 – SuiteCRM — The Best Free Open-Source CRM Software

Visit Suite CRM

  • Massive customization capabilities
  • Wide range of free add-ons
  • Self-hosting available
  • 30-day free trial on paid upgrades

Try for free

One of the best things about SuiteCRM is that it’s both free and open-source CRM pc software.

By open-source, I mean the software it self can be customized almost any way you want. It also means it’s open to the public to enhance it collaboratively.

SuiteCRM is an excellent choice for businesses with a specific need to modify the software to their liking.

Like let’s say you’re a business that needs the functionality of collecting multiple leads from numerous sources and then converting them in to customers. Not a problem. SuiteCRM’s open-source and flexible nature allows you to tailor its modules to your bespoke goals.

Even better, there’s a wide variety of free add-ons that can be downloaded and added to the software that will help you further achieve specific goals.

Other features include the following:

  • Support
  • Marketing automation
  • Landing pages and web forms
  • Calendar management
  • Client portals
  • Contact database
  • Real-time data and reporting
  • Sales reporting
  • Search functionality
  • Third-party integrations

The pure SuiteCRM is absolve to use and doesn’t expire, so there won’t be many extra costs from that point. You’ll be able to self-host the CRM, too, if you desire. However , it’s worth noting that customer care is only available through the forum for several but the highest package.

The other versions of SuiteCRM, which are hosted, and will be scaled to your business, are not liberated to use indefinitely—be aware that very few hosted CRMs are—but they do come with a 30-day trial, giving you plenty of time to decide.

#2 – HubSpot — The Best Free CRM for Massive Contact Lists

Visit HubSpot

  • Up to a million contacts, forever
  • Track all contact records easily
  • Forms and popups included
  • Live chatbot available

Decide to try for free

HubSpot is a great choice when it comes to the number of contacts it offers. You’re looking at 1, 000, 000 contacts with no time limit or expiration date—no matter how big your team.

There’s no doubt this kind of vast number of contacts would be more suitable for larger businesses in general, but it’s also a useful feature to have as you grow your business. You won’t have to worry about maxing your contact list out any time soon.

The CRM software’s contact records allow you to view everything about a contact, too. From your history of emails to the calls, meetings, and deals you’ve made.

Additional options include the ability to create forms and popups where you can start to acquire data in regards to a contact, and there’s even a live chatbot to gather information and schedule meetings for your business.

Put simply, HubSpot is aware of exactly how vital customer data is and keeps it all in a readily accessible place.

Other top features of the CRM include:

  • Email tracking
  • You can set recurring tasks
  • Shared history options
  • Sales automation
  • Social media integration
  • Task planning, scheduling, and tracking
  • Live chatbots to capture leads
  • Call monitoring and email monitoring

I’ve said the HubSpot CRM is free to use, and that’s true, but there are extra features available for those that want more. For instance, higher pricing tiers enable automation, traffic analytics, user roles, and Salesforce integration, to mention a few.

It’s a good idea to get familiar with the CRM first before deciding which of the enhanced features you will need.

#3 – Flowlu — The most effective Free CRM Software for Financial Management

Visit Flowlu

  • Custom financial transactions
  • Automatic status updates
  • Auto-sent customer communication
  • Five possible upgrades available

Try for free

Flowlu shines on the financial side of things, making it a top choice for businesses that produce many invoices and need to keep up to date with transactions. If that’s you, then you might just have found the best software.

The creators consider it to be “business management software” first and foremost. There’s a deep give attention to quotes, payments, and other financial priorities.

If you’re selling to a customer, for example , then you can create a custom invoice, choose your preferred payment method, and when you’ve been paid, the status of the invoice will update automatically.

What’s more, an automatic email can be sent out to the customer thanking them, and the entire transaction is then logged in the invoice record. Handy indeed.

Flowlu also incorporates the following valuable features:

  • Mind maps
  • Records and revenue management
  • Sales reporting
  • Security and encryption
  • Status tracking
  • Task management
  • Time tracking
  • Workflow management

Flowlu is free CRM computer software, but it’s worth mentioning that quite a few features are locked out if you remain on the initial plan. If you’re a business that really needs multiple accounts for a large team, keep in mind that the free plan only offers two places and no user access control.

There are five overall tiers to the pricing, with the Enterprise plan offering every thing along with a custom domain and two-factor authentication for extra security.

#4 – Freshworks — The very best Free CRM for Tech Support

Visit Freshworks

  • 24-hour weekday support
  • Phone and email support included
  • “Wide
  • 21-day trial offer of paid upgrades

Try for free

How important is tech support for your business? If the answer is vital, then Freshworks is a superb choice. Freshworks’ free CRM software includes phone and email support five days a week, 24 hours a day.

The highly-rated customer support makes this software ideal for smaller businesses, especially when ongoing help and care are crucial to long-term success.

With that said, any business that puts customer care as a top priority on their list should think about the software.

A few of the other highlights of the Freshworks CRM include the following:

  • Lead scoring
  • Lost deal analysis
  • Mobile integration
  • Open and click notifications
  • Pipeline dashboard
  • Preview reports
  • Record calls
  • Revenue analytics
  • Sales campaigns
  • Team segmentation

Individual add-ons can improve the CRM software further, but these can quickly become costly, which seems somewhat at odds with the remainder of what Freshworks offers.

Still, I’m nitpicking here, and you shouldn’t let that stop you from checking the software out.

The best part is the startup plan that offers top-notch support is free forever, making it a generous proposal. Pricing for other plans starts at $29 per month per user. The free trial of the more advanced tiers includes everything, too, and gives you 21 days to see whether the software may be worth buying.  

The top tier of the pricing even features a dedicated account manager that can personally resolve issues and relay information to other specialists. Either way, whatever choice you make, Freshworks is unlikely to let your team down.

#5 – Insightly — The very best Free CRM Computer software for Project Management

Visit Insightly

  • Easy, accessible project pipeline
  • Project automation included
  • Pre-built project templates
  • Gmail add-on available

Try for free

Managing projects, large and small, is at the core of any business. You’ll need a robust system to be able to handle day-to-day operations. Insightly is my top pick for free CRM software that will manage multiple projects of all sizes.

Each project and sale are presented in an easy-to-use pipeline that you can customize to suit your business. What’s more, recurring projects may be automated to keep things running smoothly while helping you save time.

It’s worth mentioning that the free version of Insightly is aimed at a two-person team, but higher pricing tiers can provide you with more users. It’s a good starting point to see what the application can do, but it wouldn’t be suitable for larger teams.

Perhaps the most significant thing is that Insightly is just so simple to use for everything from building email promotions to using pre-built templates for other crucial projects.

Visually speaking, you can also expect a clean, clear, and highly functional CRM that gets the job done without the fuss.

Project management proficiency aside for one second, Insightly also supplies the following features:

  • Native iOS and Android mobile apps
  • Permission management
  • Powerful Google and Microsoft calendar integration
  • Quote generation
  • Reporting and statistics
  • Scheduled reporting
  • Social media integration
  • Tags and keywords

A useful Gmail add-on also enables you to view email opens, create leads, and projects.

The three tiers readily available for Insightly are Plus, Professional, and Enterprise. Plus starts at $29 per user per month and is billed annually. Professional and Enterprise are $49 and $99 per user per month, respectively.

#6 – Streak — The Best Free CRM Software for Gmail

Visit Streak

  • Fully integrates into Gmail
  • Create pipelines in your inbox
  • Auto-populate contact info
  • “Integrate

Try for free

I mentioned that Insightly had a Gmail add-on to help you manage projects from your inbox, but Streak takes that concept to another level.

Simply put, this free CRM software allows you to control your entire business through Gmail. There’s no additional app or platform to sign in and manage—it literally lives inside your inbox.

The immediate benefit of this is that you can use a familiar and most likely already frequently used email platform for much more. For example , Streak lets you create pre-made pipelines for your business projects, sales, and lead lists, all within the email interface.

Even more impressively, contact details from your emails can seamlessly be pulled into Streak, including company information. This process auto-populates, too, giving you more information to work with in less time.

Keep in mind that Streak’s free plan is for two users only. While you can certainly do everything you could possibly need with that in the right situation, larger teams will miss out unless you upgrade to the paid-for plans.

Other options that come with Streak include:

  • “ Send later” email scheduling
  • Mass email/mail merge
  • API access (including webhooks)
  • Tasks/reminder/Google Calendar integration
  • Import/Export via Google Sheets
  • Call logs
  • Meeting notes

There are four pricing plans for Streak overall, including the free plan. Solo starts at $15 per user per month, Pro is $49, and Enterprise is $129, each with increasingly more features.

#7 – Bitrix24 — The Best Free CRM For Your First Year In operation

Visit Bitrix24

  • Serves up to 12 users
  • 5 GB storage included
  • “Task
  • Free trial offer of full platform available

Try for free

While other CRMs on this list give you a free trial of their computer software, some even indefinitely, they are typically held back by limited features or a smaller number of users.

That’s where Bitrix24 comes in, and really, the strongest point about this CRM computer software is that the starting free plan provides businesses with enough to really progress. For some small organizations, it may even be all they need.

Bitrix24 provides a cloud-based CRM for up to 12 users, 5 GB of online storage, and most of the significant features of the other plans just scaled down a bit.

Quite simply, for the cost of $0, you’re getting an awful lot. It also allows you to try the software out, almost in its entirety, before deciding to choose a more premium plan. It’s a good deal, and I’m impressed.

Other features of Bitrix24 include:

  • Landing page creator
  • Group chats
  • Badges
  • Ticket management
  • Website forms
  • Approval workflows
  • Voice and video calls / conferencing
  • Synchronous document editing
  • Version control
  • Customizable callback widget
  • Document management
  • Task management

Of course, just because the free starting plan is generous doesn’t mean that Bitrix24 is of necessity the best free CRM for your business.

For example , I think the customization features of Bitrix24 aren’t the strongest, and the UI can be confusing to navigate.

However for just getting your business off the ground, it’s a very solid choice.  

#8 – Really Simple Systems — The most effective Free CRM for Sales Forecasting

Visit Really Simple Systems

  • Weighted and unweighted forecasting
  • Mitigate long-term risk
  • Customer support included free
  • Auto-populate customer data

Try for free

Sales forecasting is a vital part of any business, allowing you to see your available budget and what a given strategy or route will potentially go back to you. It also helps mitigate risk, maintaining your business healthy in the long term.

As the name suggests, Really Simple Systems makes sales forecasting as simple as it needs to be. This free CRM software provides you with a weighted and unweighted revenue forecast for several of your projects.

Effortlessly, the weighted figure gives your business a definite understanding and possibility of closing a deal. The fields where this data is found can be auto-populated, too, saving essential time for other areas and giving you more data to work with overall.

Accuracy is key to sales forecasting, and the more data you have, the more accurate you’ll be.

Other features I like in the Really Simple Systems free CRM are:

  • Free customer care
  • Two-way email integration
  • Quotations
  • User permission levels
  • Integrated marketing module
  • Web-to-Lead forms
  • Automated campaigns
  • In-product help drawers and tutorials

The free plan of Really Simple Systems isn’t free forever, and after the trial expires, you’ll need to upgrade to one of their other plans. It’s also worth mentioning that the free plan lacks many features of the other more premium plans, including email integration, user profiles, and design templates.

The Starter package is $14 per user per month, the Professional is $30, and the Enterprise plan is $46 per user per month. The document storage on the free tier is only 100 MB, which can be easily used—if that’s important for your company, another CRM plan might be better.

How to Find The Best Free CRM Software For you personally

You’re thinking about a free CRM, but you’re not sure which? Fret not. Here, I’ll explain the CRM categories after which go into the specific considerations in your search.  

The very first thing to think about is the type of CRM you want for your business.

You can find three main kinds of CRM software to take into account:

  1. Operational
  2. Analytical
  3. Collaborative

The difference between these types of CRMs is the areas they focus on over all.

For example , an operational CRM system focuses on capturing leads and streamlines and automates the method. It would be suitable—although maybe not exclusively—for small businesses that prefer automation and the ones which run a linear sales process. HubSpot is an example of an operational CRM.

An analytical CRM is all about the data, as you could assume from the name. So , here we’re talking about customer data and the insights you can get from it. Information from multiple channels will be structured and available for a team to use—for example, they might use the data which details customer preferences to enhance customer relationships. Freshworks CRM delivers robust analytics through custom reports and a win-loss analysis.

The last type may be the collaborative CRM. This is CRM software that looks at every one of the interactions a business has with its customers. The central aim is always to share customer information between departments to bolster the overall customer support and eliminate issues. This would be ideal for businesses with many different departments and those pleased to share the data around in a considerable manner. Bitrix24 is an exemplory instance of a good collaborative CRM.

In addition to the above three types of CRMs, these are the other key factors you need to take into account when deciding on the proper free CRM computer software for you:

Self-Hosted vs . Hosted

A CRM system can be self-hosted or hosted. What that essentially means could be the difference between sorting out the server and security for yourself or letting someone else take care of it.

For example , most of the free CRMs on this list can take care of the hosting for you, and it’s a part of almost all of the free and paid plans. SuiteCRM is an example of software that can be self-hosted or hosted through the cloud.

There are advantages and disadvantages of self-hosting vs . hosting a CRM.

In a nutshell, self-hosting offers you more control and is generally cheaper, but you will have to potentially manage and fix any problems that occur, like a cybersecurity attack.

Hosted CRMs are often more expensive and give you less control—in theory—but you have access to top customer service teams and better infrastructure. It’s the peace of mind understanding that any problems is going to be fixed by a team of experts that produce this a popular choice, certainly for larger businesses.

Number of Users

The amount of users that free CRM software allows varies greatly. As you could expect, most of the free CRMs on this list limit the number of users on the free plan but somewhat increase it on the paid plans. My advice would be to think carefully about the number of users your business needs.

For instance, does your business consist of a big team? Or maybe it’s a two-person effort?

Bitrix24 is generous and offers 12 users on their free plan, while conversely, Insightly is directed at two people on their initial offering. The last thing you want is a team member locked from the software. However , a two-person setup may be all you need.

Customer Support

The level of total customer support you’ll receive when using a free CRM isn’t consistent across the board. For example , Freshworks provides customer support five days a week on the free plan, while Flowlu and Streak’s offering is more basic.

It comes down to what your organization needs right now.

Is it crucial that you receive as good customer support as you can at this stage in your business? Or would you rather test the waters with a free CRM and then upgrade later for better support? Think about what you need in your situation.

Type of Free Plan

The type of free anticipate offer with CRM software fits in to one of two main scenarios: the software is free forever but is most likely limited in some ways. Or, there’s a free of charge trial available for the application with most of the key features available, but once it expires, you will have to upgrade to a paid plan.

For instance, on our list, we can see that SuiteCRM is free forever but limited in some features, but if you’re happy with what that offers, you need not pay anymore. Others, such as for instance Really Simple Systems, have free trials, and once they expire, you will need to move onto a paid want to continue to access it.

The critical question is: what’s most useful for you and your business right now?

Summary

There isn’t any free CRM software on this list I would recommend entirely on the others because it does indeed depend on your business context. The one thing I can say for sure is that every single one of them has plenty to offer.

If you’re looking for customer service as a top priority, go for Freshworks, but if financial management is more the thing you need, Flowlu is a great bet. For a fantastic free starting plan, Bitrix24 has you covered.

Maybe managing everything from Gmail is important. If so, I say go for Streak. Or perhaps powerful sales forecasting is what you’re after alternatively? In that case, Really Simple Systems is a strong choice.

Need CRM software that will manage countless contacts? HubSpot offers 1, 000, 000. For everything project management, you should turn to Insightly, and SuiteCRM is an open-source delight.

Use this guide carefully, and you’ll be up and running with free CRM computer software before you know it.

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