We're here to save you time and effort on gathering information to find the right CRM. Not one that simply works for you now, but also one that can scale as your business grows. Know how to differentiate the best free CRM in the market and make an informed business decision.
The best things in life are free. Admit it. Whether tangible or intangible, there’s a joy when you receive something without a price tag.
Yet, why is there still a stigma around free products and services? There’s a psychological reasoning to this prejudice. We tend to equate price with value. So if a product is free forever, then the probable notion is—it can’t offer any real value to you, and it’s not good enough.
Well, sometimes yes, and sometimes no. The price of an item is not always an indicator of its value. Especially not to you. In fact, an expensive product that’s regarded as high quality may not be worth the investment for your business. But, a free product that does the basic job can be a total steal.
The bottom line—when it comes to free products, try not to perceive zero price as zero value.
The goal of any CRM system is to manage and improve customer relationships by providing an integrated approach to organizing data and streamlining processes. A free CRM application should deliver small business the four important benefits—productivity, mobility, scalability, and support.
In essence, CRM is a productivity tool. An easy to use CRM that effectively manages customer data and automates basic tasks is essential for sales teams to improve their productivity. Disconnected data negatively impacts a business’ ability to engage, support and meet the needs of customers. Things like built-in phone and email, lead capture, and integrations are vital to improve collaboration, maximize productivity and save time.
Accessing your customer data on your mobile is as basic as it can get. A free mobile CRM that gives you real-time notifications is absolutely necessary, especially for a small business looking for rapid growth. With cloud computing on the rise, CRMs are now literally at your fingertips.
Unless you like being where you are, businesses are almost always motivated to grow. Teams will multiply, opportunities would expand, and your business process becomes complex. A free CRM system that scales with your business will prevent the hassle of migrating to an altogether new system. The ability to accommodate your business growth with more users, storage, automations, customizations, reporting, etc. is important to have in your CRM software.
Lack of support is one of the reasons why many businesses reject the idea of using a free CRM. Even if the CRM meets most of their requirements. It’s a valid cause, and we agree. A CRM that leaves you hanging because you're not entitled to support is of no value to you. Although we’ve mentioned support at the end of our list, put it at the top of yours.
Every business needs CRM. When you’re a small business owner and looking to grow fast, developing strong customer relationships becomes the cornerstone of your process. You need CRM to manage your contacts, relationships, sales, emails, etc. without having to pay an arm and a leg. Or even better, free CRM.
The best free CRM will help you keep your customers at the center of your focus and win more business. No strings attached.
Find a free CRM that simplifies your business functions and provides the basic four benefits. Many CRM providers claim they’re free but have some caveats.
To make your search simple, here are six core features to keep an eye out for in a free CRM.
Kickstart your free CRM without any limitations on the number of free users. When your team grows, your CRM will grow with it. A free CRM for at least 10 users makes a great choice for growing teams and SMBs.
A free CRM should allow you to befittingly organize your data. Separate your leads from contacts, create accounts and manage deals as individual records to help you in the long run. Also, pick a CRM system with free unlimited records.
Choose a free CRM that has built-in email and phone capabilities. This way you won’t have to leave the CRM, and conversations would be auto-logged to related records. If you can auto-forward your emails to the CRM, that’s a plus.
Identifying hot leads can help small teams spend their time and efforts wisely. CRM that offers lead scoring for free is an advantage when qualifying leads in the sales funnel.
A CRM system that integrates to other apps is essential to auto-sync business data and gain valuable insights. Find a free CRM that will connect to your business tools via integrations or API.
Mobile CRMs are on the rise, and majority sales reps access the software from their smartphones. Go for a free CRM that has a mobile app for the free version too.
Freshsales is a free CRM tool with an important differentiator—it’s an all-in-one package. You can maintain unlimited leads, contacts, and deals, make calls using the built-in phone, forward or BCC emails, and integrate with other applications. There are no hidden costs, and we don’t charge for support. So while you focus on sales and scaling your business, we’ll hold the fort at the back end for you. For free!
In Freshsales, everything about a lead is captured in one screen—their demographic information, their conversations with you (over phone and email), and any notes, tasks appointments and files related to them. You can also use this interface to directly call leads or start a new email thread. Which means every lead’s status is a click away, your focus is concentrated around a lead, and you’re in a better position to make well-informed, prudent decisions.
When you have a list of leads you don’t want to be confused about whom to approach first; you want to quickly identify which leads are more likely to become customers. That’s where lead scoring helps; it’s available right from the free plan in Freshsales. You start by setting rules around characteristics like the lead’s job title and industry type. Based on these rules, the lead gets a score out of 100. Freshsales then surfaces your hottest leads, making it easier for you to reach out to them first. That means lesser time digging through leads and more time for you to perform decisive actions.
When you’re using Freshsales, you don’t need separate telephony software to make calls. With a single click and without leaving the CRM, you can start calling from the built-in phone. Also, Freshsales automatically logs your calls, so you don’t have to worry about data entry. Add to this a bunch of handy abilities: recording calls, forwarding calls to other reps, and leaving a voicemail. It’s a great deal when you’re using the phone in a free CRM system.