Most businesses live and die from the relationships they maintain and the opportunities they can promote from those contacts. Developing strong customer relationships is critical to success. Fortunately, customer relationship management (CRM) software can help companies organize data from multiple points of contact and equip professionals with tools to track and analyze all interactions. In today’s competitive landscape, finding the right CRM provider can make the difference between growth and stagnation.
CRM software is available in many forms, but the goal is almost universal: to increase sales, increase productivity and identify more qualified prospects for marketing activities. Companies that properly integrate CRM solutions into their operations can gain valuable insight by capturing and correlating information about customer behavior in a single interface.
Considering the vital contributions that CRM software can make to the success of any business, it is increasingly important to find a provider that offers the features, third-party integrations, and customization techniques that best fit the needs of your business. Companies may be surprised by the options available to them and there are many considerations that should guide the CRM software selection process. However, small and medium businesses can often have their most important needs met with open source and open source CRM software.
We have reviewed dozens of providers to identify the best free CRM software on the market today. After weighing your strengths and limitations, industry leader ratings, and rankings from multiple search companies, we have selected seven applications (presented in alphabetical order) to help you find the best solution for you:
1 – Apptivo
The App is a cloud-based CRM that includes functions for contact organization, project management and tracking, and financial operations. The free version of the App is limited to three users and 500 MB of data storage. Key features of the free version include sales management tools for outstanding leads, contacts, opportunities, and business listings.
Apptivo users also enjoy project management tools, including billing, work orders, estimates, and purchase orders. The free version includes standard reports, search features, and automatic notifications for tasks and appointments.
Third-party integrations are available on paid versions, starting at $ 8 per user / month. The app also offers apps for Android and iOS devices.
2 – Bitrix24
Bitrix24 is a solid CRM option for organizations looking for a set of tools designed to manage projects, collaborate and strengthen marketing efforts. The free version of Bitrix24 is limited to 12 users and 5 GB of data storage. Bitrix is designed to take most business operations to a single platform.
Key features of cloud-based CRM include project management tools, content sharing, messaging, time management, tasks and communications in a social-style environment. Automated processes such as notifications, assisted reports, and discussion group subscriptions can help companies track progress and schedule next-to-next opportunities with greater context.
Capabilities can be extended through third-party integrations, and more advanced features are available at $ 39 per month for up to 24 users. Bitrix24 offers apps for Android and iOS devices.
3 – Hubspot
Hubspot CRM is a complete flexible solution that includes all the key features of a modern system designed to manage contacts, track leads and close deals. Hubspot is a popular CRM business for many small businesses because it offers enough features and functionality to improve marketing and sales operations at zero cost. The free version of Hubspot includes an unlimited number of users, data storage and up to 1 million contacts with no time limits or promotional periods.
Hubspot’s contact and leadership management tools enable users to instantly gather valuable information about any company entered into the database, including key personnel, social profiles, and backgrounds. Hubspot is designed to manage the entire sales pipeline so that it automatically tracks customer interactions in email, social media, phone calls, and meetings. The cloud-based platform has an intuitive dashboard with real-time reporting on lead management, and users can create optimized landing pages to generate more valuable leads.
Hubspot can be customized by integrating third-party services from Google, Microsoft and many others. Hubspot CRM is also available as an application for Android and iOS devices, and the most advanced features start at $ 50 per user per month.
4 – Insightly
Insightly is a CRM platform designed to manage an organization’s contacts, sales and projects, but the free version is limited to only two users, 2,500 contacts and 200 MB of data storage. The cloud-based platform gives users a detailed view of their contacts, including history of interactions, important dates, and other information related to projects or sales opportunities.
Insightly’s key features include project management tools that enable users to track progress against deadlines, create milestones and tasks, set automated alerts, and track correspondence. Insightly can also track e-mail correspondence, social media contacts, and create customized reports and graphs to give organizations a deeper insight into their engagement with customers.
Users can extend features by integrating with various third-party services, but some providers are only available to customers who upgrade to a paid plan.
Plans with more advanced features and greater third-party integration start at $ 29 per user / month. Insightly also offers apps for Android and iOS devices.
5 – SugarCRM
SugarCRM used to be the world’s largest open source CRM on the market, but the company is no longer releasing new open source versions of the Community Edition application. However, it is still available for download and the SugarCRM developer-centric focus is a portal with a rich feature set and the opportunity for organizations to create a fully customized solution. The open-source version of SugarCRM requires a dedicated administrator with considerable skills in PHP programming and complex database management.
Organizations can integrate third-party services with the open SugarCRM API, but the platform does not provide simple integrations through a market like other CRM providers. Some of SugarCRM’s flagship features include contact and lead management tools, sales forecasting and automation, project management, extensive reporting, and data analysis capabilities. SugarCRM Community Edition is a standalone database, so these additional costs must be taken into account.
The most advanced editions of SugarCRM start at $ 40 per user per month.
6 – SuiteCRM
SuiteCRM is a free, standalone, open source alternative to SugarCRM that continues to grow with new features and ongoing support. It claims to be the world’s most popular Open Source CRM on the market today, with more than 4 million users, 800,000 downloads and a developer community of 87,000 members. SuiteCRM also offers many features that go beyond traditional CRM tasks.
Key features include self-service portals that provide organizations with a unique, highly interactive customer service approach. Users can also create sales pipeline models, monitor lead progress, model business processes, manage contracts, and models for customer quotes. The SuiteCRM includes an ROI calculator and a robust email campaign module that enables organizations to design, implement and track campaigns into a single control panel. SuiteCRM also offers a mobile app for Android and iOS devices.
7 – Zoho CRM
Zoho CRM is one of the most popular free CRM solutions on the market today. Zoho is a solid option for SMBs and startups, but the free version is limited to three users, 25,000 contacts and 1GB of data storage. The platform is especially powerful for organizations using the Zoho Workplace, a suite of productivity applications that compete with G Suite and Microsoft Office 365.
Some of the highlighted features of Zoho CRM include a wide variety of third-party integration, analytics and advanced forecasting, real-time notifications and comprehensive project management for leads tools, accounts and contacts. The intuitive interface also includes tools for sales and marketing automation, product configuration, reporting, and detailed customer analysis.
Zoho users can customize their platform by synchronizing with third-party services using the Zoho API. Zoho CRM is a cloud-based platform and offers applications for both Android and iOS devices. Additional users and advanced features start at $ 12 per user / month.