5 of the Best Free CRM Apps to Consider in 2020
The number of people working on the go from their smartphones are increasing rapidly and the main reason is because we have the resources at our fingertips to work remotely. This trend goes beyond consumer activity and delves into flexible workspaces where convenience is key for small business owners & employees. Bearing this in mind, businesses need an all-in-one Customer Relationship Management system which allows you to work anywhere, anytime.
Having a slick CRM software system is the key to help maintain high quality relationships with your customer base. However, the biggest concern for businesses looking to implement a Customer Relationship Management system is usually the high price that CRM systems can cost, which usually goes beyond the budget. This is a major issue for businesses to keep up in today’s competitive business environment because it could be the difference between you and your competition.
But have no fear, we’ve piled together a handful of leading Customer Relationship Management solutions that you can implement for free, helping you kick start your personal CRM efforts which will improve your business growth.
Now this is a CRM system that you will find in many free CRM tool blogs across the internet. The reason being is that HubSpot offers a fully powered, flexible system which delivers all features, integrations, and support services free of charge to an unlimited number of users. All you need to do is create a HubSpot account and you’re ready to start working on building relationships with your customers.
Many other CRM providers reserve premium functionalities on a monthly pay-per-user basis, however, HubSpot CRM has all the bells and whistles you need for a fully integrated personal CRM system for any business. The only features you will have to pay for (which are optional) is if you wanted to sync your HubSpot CRM with HubSpot Marketing and HubSpot Sales, for a truely all-in-one solution.
It’s the ideal option if you’re an individual, Startup or SME, looking to support a moderate customer base in sectors such as retail, accounting, real estate and construction, just to name a few. They offer this super easy to use CRM package with a very useful free mobile app, free to all their users, which is why it deserves to be the first free CRM app on our list.
This is a fantastic option for free CRM systems as a lot of the Bitrix24 features are completely free and it’s a very compact solution. If you’re basing on the number of users, Bitrix24 is one of the most popular free personal CRM systems in the world, and there’s a very good reason for that. One big one being that you can have an unlimited number of users on the free plan (it used to be a maximum of 12 users) as well as easy integrations, unlimited contacts, powerful integrations and online catalogue/store, just to name a few. Perfect for those selling products or that require an online store.
Bitrix24 is a fully-featured free personal CRM cloud solution that collates all contacts on a single dashboard, manages them from there, and sends automated emails. Features are similar to the paid plans, although they are more scaled-down on the free plan. The unpaid package does however include great features such as pipeline management, lead management, sales tracking, reporting, task automation, and more.
If it’s collaboration you’re looking for on top of these great free features, this is where Britix24 Cloud CRM system gets even better. The platform is equipped for comprehensive project management, in-time and secured document collaboration, internal social networking, and even video chat, which is why it is often referred to as the best free CRM software for team collaboration. All of this can be accessed on their iOS and Android app, so everyone in your team can access and view the same schedules and projects as you with cross-device synchronisation. It can also integrate with your existing Cloud storage platforms, such as One Drive, Google Drive and Dropbox.
In our opinion, Bitrix24 is one of the best free personal CRM systems for an all-in-one solution available at the moment for small teams and businesses.
Part of the popular Freshdesk family of products, the Freshsales CRM system has been said to be one of the best free personal CRM platforms for small businesses. It has been designed to achieve end-to-end management needs of a range of different businesses, especially for those who are mainly phone-based sales. Included in their free plan, they have a robust integrated calling system and lead scoring ability which is a great feature to have in the field of sales.
With that in mind, it’s slick interface is well-balanced and the platform offers a free-to-use package, hence why Freshsales is such an attractive option to Startups and smaller developing businesses. The free plan will include capturing, distribution, scoring, and verification of leads via various communication channels, however, you will be limited to the amount of users. Freshsales CRM does however have more premium monthly paid packages which will include extra storage, users and support, as well as added features like email management. If you’re currently working with other Freshdesk softwares, all Freshsales users (including those on the free plan) will be able to easily integrate with their Freshdesk account.
Freshsales have a very robust free mobile app for their CRM which offers impressive inbound and outbound calling features, however, this is part of their paid service plans. It includes a dedicated local or toll-free phone number, automatic call tracking and recording, and notes. It’s a great starting point for Startups and smaller businesses who are looking to gain leads via phone calls. Other useful functions from their CRM mobile app apart from in-app calling is lead management and sales activity tracking.
The no-nonsense approach from Insightly CRM is what has made this platform so popular, it’s the best free CRM system for smaller teams that specialises in managing people & projects. Although the free plan only allows 2 users, you still get a pretty feature-rich, clean interfaced business tool for no cost (premium paid packages also available).
The good thing with the Insightly CRM is that the interface modules can be customised. For example, if you’re in the property industry, you can customise it by the buyer, seller, property type, listings, and broker information. Equipment, logistics, shipping, and work order, among others, can also be tracked. The offering also extends to lead routing, workflow automation, customer management, and sales pipeline tools. It truly is an all-in-one, end-to-end CRM solution for those who are putting project management at the forefront of their CRM.
Adding on to the attractive customisability being part of the benefits of Insightly CRM, you can also build custom apps and data visualisations to track your key metrics, without needing to know any coding or developer skills. It’s as simple as dragging and dropping elements wherever you like. That’s not all, it allows integration with both G Suite and Microsoft 365, as well as third-party platforms such as Mailchimp, Slack, Dropbox, QuickBooks and lots more apps. There is also an iOS & Android app version for Insightly CRM.
Insightly’s free package should be considered as your free personal CRM option because it has a decent mix of everything, and helps small businesses get on their feet without having to splash the cash.
We’ve reached a Cloud CRM system which we believe is our favourite when it comes to implementing marketing functionalities. The free Agile CRM system is an all-in-one business platform which incorporates useful features such as campaign automation, email customisation, and social media management, project management, contact view, reporting, support/service, and timeline features.
Marketing tools are used for almost every single business you can think of, so having them part of your CRM system is a major benefit. This is why this free package from Agile CRM is an attractive option for businesses of all sizes, especially Startups and SME’s who are looking to scale.
For example, their Email Campaign templates are very easy to create and the platform has a range of different pre-made forms to choose from. To make things even easier, they have a WYSIWYG editor that allows you to drag and drop elements, including social media links, images, videos, and more which makes starting from scratch easier. Another cool feature is if you wanted to create a promotional video to add to your email, which can be done straight from your smartphone then inserting it into your email template or landing page. Simple.
The automation doesn’t stop there with marketing communications within the Agile CRM platform. You can also automate important upcoming voice calls and follow-ups by putting your appointment calendar online. It has all the basic CRM needs you’d expect from a free personal CRM system, plus the marketing capabilities you’d find on third-party platforms. A big thumbs up for SME’s who are looking to grow.
Our Final Thoughts
Every business operates differently to the next business, no matter the size of the company. However, a CRM that is implemented correctly can make the running of several different departments of growing a business easier, faster and in some cases, more enjoyable. The main goal for a CRM system is to build better relationships and engagements with your customer base, both prospects and current paying clients. Remember, you are dealing with real people, not just datasets with no purpose.