Customer relationship management is one of the major concerns of business leaders. Indeed, providing a better customer experience allows them to stand out from the competition.
Using CRM software is now essential for any activity. In order to optimize the efficiency of the staff responsible for customer relations, here is a selection of the best free CRMs.
1.monday
The monday software provides an overview of sales and customer data. Its dynamic and intuitive interface makes it easy to use. It has a feature that allows it to work offline.
Various automation can be implemented using this digital tool. Users can thus do without repetitive and time-consuming tasks.
The software also helps to gain efficiency. It centralizes CRM data from other tools available to users. To do this, connect the external software to monday.com.
Note that collaborative work is one of the points that distinguish this tool from other software. Indeed, several users of the same team can access its functionalities.
2. Axonaut
Axonaut is a French CRM that helps small businesses manage customer relations, sales, invoicing, and many other tasks.
Axonaut allows enterprises to build and send quotes to customers via email and get notifications ahead of deadlines or due dates if no response is received. It is also possible to edit invoices directly.
Managers can send payment reminders to customers and track all arrears on a single dashboard. Professionals can track employee expense reports, save documents in a single repository, and launch SMS, email, and marketing initiatives. Axonaut offers a 15-day free trial.
3. Freshsales
The free offer of Freshsales, developed by the company Freshworks, is one of the most advantageous. The tool makes it possible to strengthen ties with customers with personalized contacts.
It also offers the possibility of processing all interactions from a single application. The segmentation of contacts is therefore optimized.
The advanced analytics that the tool provides helps pinpoint business opportunities. Indeed, Freshsales is used to convert visitors, retain customers and thus increase sales.
There is no limit on the number of contacts to manage. It is the same for the volume of users, which justifies the growing notoriety of this online application.
Small businesses, as well as large companies, can use it easily. Free support service is even offered to them.
4. Pipedrive
Pipedrive is a dedicated CRM tool to simplify the work of the sales team and increase their efficiency.
In 179 countries, it is currently used by more than 100,000 companies and promises a 28% increase in sales. Sellers create a platform for sellers. It is mainly aimed at startups and SMEs.
Thanks to Pipedrive, your salespeople will spend less time on administrative tasks and focus more on selling.
It integrates different functionalities such as the commercial Pipeline, the automation of certain repetitive tasks, teamwork, activity reminders, and segmentation of prospects, reports, and tables. You get a 14-day free trial to see if Pipeline meets your needs or not.
5. Hubspot CRM
The Hubspot CRM software makes it possible to monitor sales processes efficiently and in real-time. Reliable indicators are presented in a visual and synoptic dashboard.
Hubspot CRM makes it possible to define an effective orientation of marketing strategies based on customer data. Appropriate action is launched following the analysis of a visitor’s behavior.
When a prospect is interested in prices, for example, an email is immediately sent to him.
This software also facilitates the interaction of companies with customers and prospects.
Marketing actions such as advertisements and live chat can therefore be carried out from this tool. With Hubspot, it is now possible to create contact forms without resorting to codes.
6. noCRM
Created in 2013 by a French team called “You don’t need a CRM, “noCRM” is a SaaS software for commercial prospecting.
It is specially dedicated to salespeople in order to simplify their work. Indeed, its creators have found that salespeople do not need to use CRMs that are too heavy, too difficult, and with many features.
That’s why they focused noCRM solely on prospecting and selling. Thanks to it, your sales team’s productivity will improve.
CRM is a very easy-to-use tool for freelancers, startups, and SMEs. Its prices are very competitive, with a 15-day free trial. Complete documentation is available to assist you in getting started and to answer your questions.
In case of a problem, you can contact its French-speaking customer service anytime. The answer usually comes in less than 30 minutes.
7. Streak for Gmail
Google’s email system now has its own CRM tool. With Streak for Gmail, users can manage customer relations more efficiently from their mailbox.
Visually pleasing, the tool has a well-thought-out design and interface. It is a valuable aid for monitoring interactions with contacts. Streak for Gmail enables automation, segmentation, real-time tracking, and more.
Besides the free option, this software offers paid modules with more comprehensive services.
Collaborative customer management, for example, can only be activated with a monthly subscription. The same is true for the support service.
However, Streak’s pricing plan for Gmail is more expensive than other market offers. With more than one user, this choice should be reconsidered.
8.Agile CRM
Agile CRM software stands out for the automation it offers. It has a free version with quite limited functionality but no less effective.
- This software facilitates the management of customers and prospects. It can store and process 50,000 contacts. The tool also allows collaborative control of the customer relationship. It can be accessible to 10 users.
- This software makes it possible to use the available time wisely. Many repetitive tasks, such as reminders, are now handled by its advanced automation.
Agile CRM also offers paid plans that remove restrictions and usage limits. This is an advantageous option for growing businesses. The pricing plan is indeed attractive.
9. Sendinblue CRM
Sendinblue CRM allows you to synchronize customer relationship management on the same platform. Data on social networks, SMS, and emails can be managed from the tool.
Sendinblue CRM owes its place in this list of the 12 best free CRMs to its advanced features. The classification of consumers and potential customers is facilitated by the criteria previously defined on the tool.
It is also possible to adapt the organization to specific models. Thanks to this segmentation of contacts, campaigns are all the more effective.
Also, various strategies are proposed by the tool to optimize the conversion of visitors into prospects on the sites or pages. It facilitates communication with leads and allows a personalized approach.
10. Zoho CRM
Zoho CRM has recognized expertise in customer relationship management. Amazon, Suzuki, and Purolite are among the reference users he has on his account. In addition to managing interactions by telephone and via the internet, the tool assists with face-to-face meetings.
Thanks to the CRM data and forecasts generated by the tool, decision-making is made more judiciously. The possibility that visitors can become leads, and those of customers, therefore becomes increased.
Zoho CRM also allows the automation of the tasks of the commercial team and that in charge of the CRM.
Launching marketing actions based on leads’ activities is one of them. Staff can focus on other missions with the time saved by using the tool.
11. CRM Capsule
Capsule CRM is a software dedicated solely to customer relationship management. Unlike other tools, it does not include marketing features.
The CRM actions that the software can perform are however more complete. It allows you to build stronger relationships with customers and prospects and thus leads to more sales.
Several CRM features are available for the free version of Capsule CRM.
However, it has limitations like any other free software. Its disadvantage lies mainly in the number of contacts limited to 250, considerably reducing its effectiveness.
Storage space and the number of users are also limited. It is necessary to adopt the paid option to go beyond these limits.
12. Vtiger
Vtiger is one of the most widely used open-source software. Backed by solid experience, he has managed to maintain his reputation by remaining on the lookout for new user needs.
Its version 7 is free to download. Companies particularly appreciate it for its dynamic interface and simple handling. Its functionalities are adapted to the needs of small companies as well as those of large firms.
It makes it possible to proceed with managing complaints, classifying contacts, commercial follow-up, etc. Besides CRM, Vtiger integrates sales management and implementation of marketing strategies.
The teams in charge of these functions can thus work on the same platform.
Vtiger has also released an updated software version with even more advanced features. A free trial is offered to users to give them an overview of the tool.
13.Insightly
The Insightly CRM tool represents an interesting alternative for customer relationship management. It offers its features in English, which can be quite a drawback for some businesses.
This software includes the features found in the majority of free CRMs. It allows you to identify opportunities, automate certain tasks and manage contacts.
Users access a visual dashboard revealing indicators on which to rely for decision-making. Custom reporting can also be performed on the tool.
With the Insightly software free plan, the number of users is limited to 2. The contacts to be managed in the tool are also capped at 2,500.
This offer, therefore, only meets the needs of VSEs. Companies looking for more freedom of use should opt for paid plans to be paid monthly.
14. CRM Suite
SuiteCRM is open-source software that manages contacts, sales, marketing, and support services. It provides an overview of lead data and serves as a decision aid.
Companies use it to increase turnover by developing close relationships with all contacts. A good customer experience helps to convert more visitors and engage prospects.
This digital tool has the advantage of being customizable according to the needs of the CRM team. The possibilities are numerous if the client company has a development team.
SuiteCRM is available in the English version. Other installations and settings are necessary to use it in French and other. More advanced options can be added with paid SuiteCRM services and extensions that integrate other features.
15. Dolibarr
The online tool Dolibarr makes it possible to manage an organization’s customer relationships and sales effectively.
It integrates the list of the best free CRMs thanks to the complete modules it offers. Among other things, companies can track and control customer contact, orders, contracts, etc.
In addition to CRM functionalities, Dolibarr also allows you to manage marketing actions, accounting, human resources, etc. Users can choose the panes they need by themselves.
If this software license is free, it will be necessary to include the installation costs in the expenses.
Training time and maintenance costs must also be considered. Indeed, these costs can be high for the company, although the software itself is offered free of charge.
How to choose free CRM software?
It can be difficult to navigate the various free CRM software options available. By considering different criteria, however, the choice may be more obvious. Features, ergonomics, and pricing are part of it.
Functionalities
The features must be compared to find the right tool for a business among the best free CRMs. The software generally includes the management of customer and lead data, as well as the implementation of marketing actions.
While some focus on interacting with different contacts, others are more geared toward segmentation. Indeed, prioritizing a feature can mean renouncing others for the choice of software in the free version.
Almost all free CRM software has a paid option. In addition to the features offered, it is necessary to be interested in the more advanced functions.
The potential growth of the company may require more powerful CRM software. Consider also that it is easier to use the software long-term.
Ergonomics
Convenience should be one of the factors to consider when choosing a CRM tool.
The easier the software is to use, the better it will serve staff. It is also advisable to consult CRM managers before determining which tool to adopt.
As end users, professionals know their needs and preferences best. They will be able to confirm whether the device is suitable for them or not.
At first glance, CRM software differs in its interface, its design, and the colors they use. Particular attention must be paid to these points for optimized comfort of use.
As the tools presented above are free, it is possible to test them individually.
Carrying out such a test is recommended before deciding on any device. Users can thus have an overview of the ergonomics of the tool they will use.
Plans and prices
Free CRM software is often not complete. Certain limitations apply to users if they do not opt for the paid version.
It is, therefore, essential to identify the different categories of offers and their respective prices. Before opting for free software for managing your customer relationship, checking the fees charged is critical.
Indeed, the evolution of the needs of CRM teams must be taken into account. If the free version is suitable for the scale of their current activities, a complete offer may be required later.
In addition, changing CRM represents an unfavorable alternative, especially if the cost is the cause.
Data synchronization and settings can be time-consuming. It is, therefore, necessary to consider the additional charges in advance.