A number of CRM suppliers provide free variations with entry to sufficient options to offer the worth of a paid tier in managing buyer relations. Even one of the best free CRM software program is usually capped at a sure variety of customers, in order that they’re preferrred for small enterprise groups, people, and freelancers.
A few of the hottest suppliers providing a free tier of their CRM instruments embody HubSpot, Zoho CRM, EngageBay, and extra. These free variations might be adequate for some organizations since they often present the core CRM options customers want to prepare and monitor shopper engagement. Along with these core options, every supplier has distinctive capabilities, similar to superior advertising instruments or area of interest {industry} specializations.
I evaluated dozens of suppliers based mostly on pricing and options and narrowed down the record to the seven greatest free CRM software program.
High free CRM software program comparability
The highest free CRM software program presents entry to gross sales pipelines, doc administration, and native or third-party integrations. Companies can sync their free CRM instrument to their present tech stack and combine it with their gross sales processes.
| HubSpot CRM | |||||
| Zoho CRM | |||||
| monday.com | |||||
| EngageBay | |||||
| ClickUp | |||||
| Bitrix24 | |||||
| Odoo CRM | |||||
| Capsule CRM | |||||
| *Value when billed yearly. | |||||
HubSpot CRM: Greatest total free CRM
Total score: 4.74/5
Pricing: 4.38/5
Basic options: 4.98/5
Ease of use: 5/5
Assist: 4.88/5
Knowledgeable rating: 4.69/5
HubSpot’s free CRM system offers entry to numerous gross sales, advertising, customer support, commerce, content material administration, and operations administration instruments.
For free of charge, two customers can full gross sales duties immediately inside a buyer’s profile and monitor incoming offers within the free pipeline function. HubSpot’s paid tiers provide extra superior options, similar to gross sales and advertising automation, forecasting, voice calling, and gross sales analytics.
Why I selected HubSpot CRM
HubSpot CRM presents essentially the most strong and various instruments for managing gross sales, advertising, customer support, commerce, content material, and operations processes. Every product supplied by HubSpot is related to the identical underlying CRM database, giving companies perception into each contact at every stage within the buyer journey. And Breeze Copilot good suggestions and automation make it among the best AI-powered CRMs.
Whereas HubSpot’s free CRM is essentially the most strong of these listed right here, your enterprise would possibly finally have to scale to a premium plan. If that’s the case, HubSpot’s paid tiers might be fairly expensive in comparison with others. If you’d like a instrument with extra inexpensive premium plans, try Zoho CRM or ClickUp.
Head over to the HubSpot evaluation for extra data.
Hubspot Gross sales Hub Pricing
- Free instruments: $0 for 2 customers with fundamental gross sales, advertising, service, content material, operations, and commerce instruments.
- Gross sales Hub Starter: $20/person/month, billed month-to-month, or $15 when billed month-to-month. This contains free instruments, easy automation, e-signature, and dialog routing.
- Starter Buyer Platform*: $20/person/month, billed month-to-month, or $15 when billed yearly. This contains Starter-level instruments for gross sales, advertising, service, content material, and operations.
- Gross sales Hub Skilled: $90/seat/month, billed yearly, or $100 when billed month-to-month (plus a $1,500 one-time onboarding price). This contains every thing within the Gross sales Hub Starter, plus a prospecting workspace, playbooks, and forecasting capabilities.
- Gross sales Hub Enterprise: $150/seat/month, billed yearly (plus a $3,500 one-time onboarding price). This contains every thing within the Gross sales Hub Skilled, plus predictive lead scoring, dialog intelligence, and lead kind routing.
*Starter Buyer Platform contains gross sales, advertising, service, content material, operations, and commerce instruments in a single package deal. Particular person modules might be bought individually.
Key freemium options
- Breeze Copilot: HubSpot’s AI-powered assistant can generate content material, automate routine duties, and supply customized suggestions and insights about leads, prospects, and interactions.
- Assembly scheduler: Schedule shopper conferences shortly with little trouble by syncing them to Google Calendar or Workplace 365 Calendar.
- Stay chat software program: Join web site guests to gross sales reps in actual time to transform new prospects, enhance buyer relations, and shut extra offers.
Professionals and cons
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Key freemium options
- Lead monitoring: View lead profiles and exercise historical past from one dashboard to see the place leads are within the shopping for course of and when it’s greatest to start out partaking.
- Doc administration: Manage and management all shared paperwork between gross sales reps and even content material shared outdoors the enterprise with shoppers.
- Marketing campaign administration: Plan and monitor any promotional marketing campaign, together with Google Advertisements, referral applications, or offline occasions like commerce reveals and TV commercials.
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Key freemium options
- Customizable visible pipelines: Create pipelines for simple planning, monitoring, and launching of fundraising and donor campaigns.
- Mission and operations administration: Use non-public boards to map meals deliveries, monitor donated provides, and handle duties and tasks. Construct customized workflows and automate repetitive operational processes.
- Customizable varieties: Use no-code varieties to gather, set up, and analyze volunteer and supporter data. Plug the info immediately into your visible database for simple knowledge assortment and evaluation.
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Key freemium options
- Multichannel campaigns: Create branded advertising campaigns and launch them throughout electronic mail, web site, and social media channels.
- Lead scoring: Phase and prioritize incoming leads based mostly on preset standards from a company’s preferrred buyer profile.
- Web site lead seize: Accumulate and retailer customer data with pop-ups and touchdown pages.
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ClickUp: Greatest for easy dash administration
Total score: 4.56/5
Pricing: 4.75/5
Basic options: 4.72/5
Ease of use: 3.75/5
Assist: 5/5
Knowledgeable rating: 4.25/5
ClickUp is a really easy venture administration platform meant to assist handle all forms of workflows. Its Eternally Free plan is strong, providing 100MB of storage, limitless plan members, kanban boards, and 24/7 help, to call a couple of. Particularly, the dash administration function permits customers to set dash dates, assign factors, mark priorities, and automate unfinished work into the following dash.
Why I selected ClickUp
ClickUp can be utilized by groups managing product improvement. With dash administration, dash reviews, Kanban dashboards, and backlog administration, customers can improve workforce collaboration with all-in-one communication. ClickUp additionally helps limitless integrations beginning with the primary paid tier, including to the instrument’s flexibility.
ClickUp’s Eternally Free plan presents quite a lot of core CRM options and limitless customers, however it markets itself as preferrred for private use. For those who anticipate the necessity to finally scale up your CRM answer to match the expansion and complexity of your enterprise, think about HubSpot or different suppliers in our information to one of the best CRM for small companies.
Pricing
- Free Eternally: $0 for limitless customers, with 100MB storage, limitless duties, and whiteboards.
- Limitless: $7/person/month, billed yearly, or $10 when billed month-to-month. This contains every thing within the Free Eternally plan, plus limitless storage and integrations, customized fields, and agile reporting.
- Enterprise: $12/person/month, billed yearly, or $19 when billed month-to-month. This contains every thing within the Limitless plan, plus Google SSO, customized reporting, and superior automations.
- Enterprise: Contact ClickUp immediately for a quote. This plan contains every thing within the Marketing strategy, plus white labeling and MSA and HIPAA compliance.
Key freemium options
- Whiteboards: Talk between groups and departments with a digital whiteboard.
- Automations: Choose over 100 pre-built automations to sort out routine duties inside tasks, advertising campaigns, and buyer administration.
- Dash administration: Create whole sprints with a single view for workforce members to handle workflows, monitor progress to objectives, and create helpful automation.
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Bitrix24: Greatest free CRM for ecommerce companies
Total score: 4.55/5
Pricing: 4.44/5
Basic options: 4.93/5
Ease of use: 4.38/5
Assist: 4.38/5
Knowledgeable rating: 4.5/5
Bitrix24’s free CRM uniquely helps limitless customers with as much as 5GB of information storage and fundamental collaboration and venture administration instruments.
Amongst all of the suppliers on this information, it presents essentially the most strong and superior ecommerce instruments, together with coupons, inventories, and delivery value calculators. Its paid tiers are structured otherwise than typical CRM pricing. As a substitute of getting a price per person, it costs per group with a most variety of customers.
Why I selected Bitrix24
Along with being among the best free and full CRM choices, Bitrix24 presents superior instruments that aren’t normally obtainable at no cost. It has a multichannel Contact Middle, CoPilot AI for suggestions and activity automation, a web site and touchdown web page builder, and gross sales intelligence. It additionally presents modules for managing human assets, tasks, retail, eating places, journey, and authorized industries.
Although Bitrix24 might be extremely custom-made to match your enterprise wants, it’s your decision extra backend and open supply flexibility. In that case, I like to recommend trying out Odoo for its developer-friendly open supply software program.
Learn this unbiased evaluation of Bitrix24 for extra.
Pricing
- Free: $0 for limitless customers, with 5GB on-line storage, web site builder, and Contact Middle.
- Primary: $49/month for 5 customers, billed yearly, or $61 for 5 customers when billed month-to-month. This contains every thing within the Free plan, plus 24GB on-line storage, webmail, telephony, invoicing, and buyer segmentation.
- Customary: $99/month for 50 customers, billed yearly, or $124 for 50 customers when billed month-to-month. This contains every thing within the Primary plan, plus 50GB of on-line storage, activity and venture administration, and lead administration.
- Skilled: $199/month for 100 customers when billed yearly or $24 for 100 customers when billed month-to-month. This contains every thing within the Customary plan, plus 100GB on-line storage, worker administration, scrum, reserving automation, and workflows.
- Enterprise: Billing begins at $399 per group for 250 customers when billed yearly or $499 for 250 customers when billed month-to-month. This contains every thing within the Skilled plan, plus 250GB on-line storage, a number of department administration, and a high-performance enterprise cluster infrastructure.
Key freemium options
- Ecommerce module: Bitrix24’s strong ecommerce options embody instruments for managing orders, on-line shops, merchandise, funds, coupons, delivery prices, and inventories.
- Omnichannel communication: Chat with leads by way of net kind, electronic mail, reside chat, social media, messenger, or phone. All messages are processed and robotically transformed into contacts in your CRM.
- Estimates and invoices: Create and save customized quote templates throughout the CRM and ship them to shoppers by way of electronic mail or SMS.
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Odoo CRM: Greatest free, open-source CRM
Total score: 4.40/5
Pricing: 5/5
Basic options: 4.28/5
Ease of use: 3.75/5
Assist: 4.38/5
Knowledgeable rating: 4.06/5
Odoo is an open-source enterprise answer that provides two editions: a free, open supply instrument or an enterprise-ready answer with further functions. The group and open supply editions are completely free.
Whereas the free tier solely permits one utility, it helps limitless customers and multi-company entry to a single database. The premium plans begin with a set value per person per thirty days with entry to all Odoo On-line apps.
Why I selected Odoo CRM
Odoo is a single platform that targets optimizing productiveness for companies. The know-how behind the platform goals to scale back knowledge entry and introduce good AI instruments, all with quick UX and UI. The open supply improvement mannequin has over 40,000 group functions, making it among the best open supply CRM software program. The free tier additionally means that you can select the Odoo Studio app, which presents in depth customization to your distinctive function wants.
Companies ought to solely think about Odoo if they’re purposely in search of an open-source platform and have the technical experience to construct a instrument at this scale. I like to recommend HubSpot if you would like a ready-made CRM answer with a feature-rich free tier.
Pricing
- Free: $0 for limitless customers, with entry to 1 app and Odoo On-line.
- Customary: $7.25/person/month, billed yearly, or $9.10 when billed month-to-month. This contains entry to all functions.
- Customized: $10.90/person/month, billed yearly, or $13.60 when billed month-to-month. This contains every thing within the Customary plan, plus entry to Odoo Studio, multi-company administration, and exterior API.
Key freemium options
- Self-service buyer portal: Give prospects entry to their account data and allow them to speak with your enterprise immediately.
- Lead segmentation: Obtain predictive scores for every incoming lead to assist assign them to one of the best rep.
- Gross sales tech gear: Sync your Odoo platform throughout a number of apparatus, similar to POS methods, IoT units, stock scanners, and entrance desk kiosks.
Professionals and cons
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Capsule CRM: Greatest for venture administration
Total score: 4.33/5
Pricing: 5/5
Basic options: 3.7/5
Ease of use: 4.25/5
Assist: 4.06/5
Knowledgeable rating: 4.38/5
Capsule is a straightforward on-line CRM with highly effective gross sales and relationship administration instruments. Capsule’s free model permits as much as two customers, 250 contacts, and 50 MB of cupboard space. Customers can handle gross sales alternatives with venture administration instruments to plan occasions or monitor buyer actions, similar to help queries or onboarding.
Each tier, together with the free model, permits each day activity reminders and comes with AI content material help. Improve to a paid subscription for higher person permissions and superior reporting.
Why I selected Capsule CRM
Capsule is a straightforward CRM platform that grants customers entry to gross sales pipeline dashboards, calendar and activity administration instruments, Outlook and Gmail integrations, and two-factor authentication.
The premium tiers provide a spread of options for rising companies, together with high-level gross sales reporting, entry permissions, and customization. All of this makes Capsule an intuitive instrument for any experience degree to implement into their enterprise.
Capsule’s integrations with third-party instruments and APIs for builders make it an especially customizable platform. If you’d like an identical instrument with much more integration performance within the free tier, try HubSpot.
Learn our detailed Capsule evaluation for extra data.
Pricing
- Free: $0 for 2 customers, with 250 contacts, electronic mail integration, social profile enrichment, one gross sales pipeline, 5 customized fields, and 10 AI content material assists.
- Starter: $18/person/month, billed yearly, or $21 when billed month-to-month. This contains every thing within the Free plan, plus 30,000 contacts, 50 customized fields, and 5 electronic mail templates.
- Development: $36/person/month, billed yearly, or $38 when billed month-to-month. This contains every thing within the Starter plan, plus 60,000 contacts, three shared mailboxes, 1,000 AI content material assists, and workflow automation.
- Superior: $54/person/month, billed yearly, or $60/person/month, billed month-to-month. This plan contains every thing within the Development plan, plus 300 customized fields, 500 electronic mail templates, and 50 venture boards.
- Final: $72/person/month, billed yearly or $75 when billed month-to-month. This contains every thing within the Superior plan, plus 240,000 contacts, 100 gross sales pipelines, 10 shared mailboxes, and limitless customized fields.
Key freemium options
- Alternative highlights: Notify reps when leads are persistently inactive, or alternatives are thought-about stale.
- Two-factor authentication: Affirm person safety when anybody tries to entry your CRM by way of the cellular app.
- Workflow automation: Automate gross sales workflows to make gross sales duties faster and extra constant.
Professionals and cons
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How do I select one of the best free CRM for my enterprise?
Now that you simply’ve learn by way of an inventory of the highest free CRM suppliers, you want to slim them down to seek out the software program that most closely fits your objectives. The following step can be to request demos or join free trials from the suppliers that pique your curiosity. This manner, you possibly can start speaking immediately with the supplier’s gross sales workforce and begin onboarding the software program.
Beneath are questions to contemplate asking when researching free CRM software program:
- Does the free model provide the core options you want which can be anticipated within the high CRM software program?
- What’s the whole in-market experience to your {industry}, if any?
- Is the CRM thought-about open-source, or is that one thing your enterprise wants?
- Is it scalable and detailed sufficient to be one of the best free CRM for startups or enterprises?
- Does the CRM software program combine with instruments you have already got in your tech stack?
FORUM: Elements to contemplate when selecting a CRM.
Methodology
To evaluation every supplier’s free CRM choices pretty, I used an in-house rubric with outlined standards and subcategories of CRM {industry} requirements. After working every supplier by way of the rubric, an algorithm calculated an total score, which I used to assign every software program a perfect use case.
Evaluation my scoring standards breakdown for extra insights.
- Pricing: Weighted 30% of the overall rating.
- Basic options: Weighted 25% of the overall rating.
- Ease of use: Weighted 15% of the overall rating.
- Assist: Weighted 15% of the overall rating.
- Knowledgeable rating: Weighted 15% of the overall rating.
Often requested questions (FAQs)
What’s the greatest free CRM?
HubSpot, Zoho CRM, Bitrix24, and Engagebay are among the many greatest CRM with free variations. Whereas one is likely to be higher than the others relying in your distinctive enterprise wants, every comes with core CRM performance to get any small or home based business higher organized.
Is Zoho utterly free?
Zoho presents a very free model of its CRM answer. This plan solely helps as much as three customers and presents fundamental performance like lead and doc administration and the cellular app. This makes it most helpful for small and even dwelling companies that don’t anticipate the necessity for extra logins or extra superior gross sales options.
Does Google have a free CRM?
Google doesn’t provide free or paid CRM software program inside its suite of instruments. As a substitute, instruments throughout the Google Workspace might be built-in with CRM software program as a 3rd celebration. For instance, Zoho CRM or HubSpot customers can combine that CRM answer with their Gmail, Calendar, or Docs.
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