How to choose the best free CRM?
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.
Number of users
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.
Email and phone
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.