Maximize Your Business Potential with Best Free CRM Software
Are you on the hunt for the best free CRM software to organize your business operations without breaking the bank?
In today’s competitive landscape, finding a CRM solution that balances functionality and cost-effectiveness can be quite challenging, especially for start-ups and agencies.
Using the right CRM tool can help you manage customer relationships, automate tasks, and gain valuable insights—all without a hefty price tag.
Let’s check some of the best free CRM software that can ease your work.
What are some best free CRM software?
Some of the best free CRM software options that we are going to cover in this article are:
- SmartReach CRM
- HubSpot CRM
- Zoho CRM
- Bitrix24
- Monday Sales
- Freshsales
- EngageBay
- Salesforce
- Agile CRM
- Insightly
- Capsule
- Apptivo
What is a CRM software?
A CRM (Customer Relationship Management) software is a tool that helps businesses manage and analyze customer interactions and data throughout the customer lifecycle.
It centralizes information, manages communication, and automates processes related to sales, marketing, customer service, and support.
The goal is to improve customer relationships, enhance customer retention, and drive sales growth by providing a comprehensive view of each customer’s journey.
Benefits of CRM software
CRM software offers numerous advantages for businesses looking to enhance their customer interactions and manage their operations.
Here’s a look at some key benefits:
📌 Improved Customer Relationships: Centralized data helps track interactions, leading to better and more personalized customer service.
📌 Enhanced Communication: Simplifies communication between teams and with customers, ensuring consistent messaging.
📌 Increased Sales: Automates sales processes, tracks leads, and helps close deals faster with better pipeline management.
📌 Data-Driven Insights: Provides valuable analytics and reporting to understand customer behavior, forecast sales, and make informed decisions.
📌 Efficient Task Management: Automates routine tasks, freeing up time for teams to focus on higher-value activities.
📌 Better Customer Retention: Helps track customer interactions and satisfaction, enabling proactive engagement to reduce churn.
📌 Scalability: Grows with your business, offering features and integrations that can expand as your needs evolve.
📌 Improved Collaboration: Enables better coordination among teams by providing a shared platform for customer data and communication history.
📌 Centralized Information: Stores all customer information in one place, making it easily accessible to anyone who needs it.
12 Best free CRM software platforms for all team sizes
Best free CRM software #1: SmartReach CRM
G2 Rating: 4.7/5
Best for: Outbound-led sales teams looking to generate leads
SmartReach.io is a sales engagement platform designed to manage and enhance the entire sales outreach process. It provides in-built sales CRM features for managing the prospects.
SmartReach.io is a powerful tool for sales teams, that offers a lead finder, which helps source potential prospects, while email automation sends timely, personalized emails and follow-ups. The AI sequence generator creates customized outreach sequences, enhancing engagement without additional effort.
With multichannel outreach, teams can engage prospects via email, phone, and LinkedIn, creating a unified strategy. All interactions are tracked within the CRM, giving sales teams a centralized system to manage relationships and scale outreach seamlessly.
SmartReach’s CRM functionality is designed to manage lead management, automate follow-ups, and provide valuable insights into sales performance.
Important Features Related to SmartReach’s CRM:
Prospect Feeds
Provides real-time information on prospect activities, including how they interact with your emails and other communications. The feed helps track and understand engagement patterns, offering insights into which prospects are active and how they respond to outreach.
Custom Columns and Categories
Allows you to create unlimited custom data columns and categories to manage intricate details about your prospects. This feature enables personalized and dynamic communication by organizing prospect data in a way that suits your business needs.
Duplicate Management
Provides control over handling duplicate prospects. You can choose to either upload duplicates or update existing prospect data with new information. This feature ensures data accuracy and avoids redundancy in your prospect database.
Group & Tag Prospects
Lets you group prospects using custom tags based on their responses or email activity. This categorization helps in organizing and segmenting your prospects for more targeted follow-up actions and communication.
Real-Time Prospect Activity Feed
Offers real-time updates on prospect activities, including past interactions with emails and other communication channels. This feature helps quickly access and act on current prospect engagement.
Add or Edit Prospect Details
Provides the ability to add or modify prospect information on the fly. This ensures that prospect details are always up-to-date and accurate, facilitating effective communication and management.
These features collectively enhance the efficiency of prospect management, enabling users to handle large volumes of data, personalize interactions, and maintain accurate and actionable prospect information.
SmartReach.io plan and pricing
Plan | Sales Engagement | |
Starter | $24 | $49 |
Professional | $33 | $66 |
Best free CRM software #2 – HubSpot CRM
G2 Rating: 4.4 / 5
Best for: inbound marketing and sales
HubSpot Starter Bundle for Startups & Small Businesses is a game-changing solution for startup founders and solopreneurs seeking to elevate their customer relationship management.
This powerful tool offers a comprehensive suite of features to streamline your business operations and drive growth.
With the HubSpot Starter Customer Platform, you’ll gain access to an AI-powered website builder, allowing you to create a professional online presence without technical expertise.
The platform’s AI Content Writer helps you generate compelling copy for your website and social media, saving you time and resources.
For those looking to expand their reach, the Ad Tracking & Management feature enables you to create targeted campaigns and measure their effectiveness, ensuring your marketing budget is well-spent.
This all-in-one solution offers the tools you need to compete effectively in today’s fast-paced business environment.
Key Features:
- Marketing analytics to make data-driven decisions and improve strategies.
- AI-powered website builder for creating professional sites without technical skills.
- Landing page creator for designing high-converting pages optimized for all devices.
- Ad tracking & management tools to create targeted campaigns & measure their effectiveness.
- AI Content Writer to generate engaging copy for websites and social media, saving time & effort.
- Email automation to send personalized marketing emails without relying on designers or IT support.
- User-friendly interface designed for non-technical users, making it accessible for small business owners.
- An all-in-one platform integrating various marketing tools, streamlining workflows for startups & solopreneurs.
Best free CRM software #3 – Zoho CRM
G2 rating: 4.4 / 5
Best for: SMBs and startups
Zoho CRM is a comprehensive customer relationship management platform that helps businesses of all sizes manage their sales, marketing, and customer support processes from a single interface.
With its customizable features and user-friendly design, Zoho CRM is tailored to enhance productivity and foster better customer relationships.
It offers robust automation, analytics, and AI-powered tools, making it a versatile solution for businesses looking to streamline their operations and drive growth.
Key Features:
- Lead Management: Capture, nurture, and convert leads with automated workflows and advanced lead scoring.
- Sales Force Automation: Automate routine sales tasks, track deals, and optimize your sales pipeline for better efficiency.
- Omnichannel Communication: Engage with customers across multiple channels, including email, phone, social media, and live chat.
- AI-Powered Analytics (Zia): Utilize Zia, Zoho’s AI assistant, to analyze sales patterns, predict outcomes, and provide actionable insights.
- Customizable Dashboards and Reports: Create tailored reports and dashboards to monitor sales performance, track KPIs, and make data-driven decisions.
- Workflow Automation: Automate complex business processes with custom workflows and triggers to reduce manual effort.
- Integration Capabilities: Seamlessly integrate with over 500 popular third-party apps and Zoho’s own suite of products for a connected business environment.
- Mobile CRM: Access your CRM data and manage customer interactions on the go with Zoho’s mobile app.
Best free CRM software – Bitrix24
G2 rating: 4/5
Best for: all-in-one business management
Bitrix24 CRM is a versatile and fully-featured customer relationship management solution designed for businesses looking to improve their sales, marketing, and customer service processes.
It offers a unified platform that combines CRM with project management, collaboration tools, and communication features, making it a powerful all-in-one solution for businesses of any size.
Bitrix24 CRM is particularly well-suited for teams that need a comprehensive and integrated approach to managing customer relationships and business operations.
Key Features:
- Contact Management: Organize and manage your customer database, track interactions, and maintain detailed contact records.
- Sales Automation: Automate your sales processes, manage your sales pipeline, and track deals with customizable stages.
- Communication Tools: Engage with customers through integrated telephony, email, live chat, and social media channels.
- Task and Project Management: Combine CRM with robust task and project management tools to enhance team collaboration and productivity.
- Customizable CRM: Tailor the CRM to fit your business needs with customizable fields, workflows, and automation rules.
- Reporting and Analytics: Generate detailed reports and gain insights into sales performance, customer behavior, and business metrics.
- Email Marketing: Create and send targeted email campaigns directly from the CRM, tracking performance and engagement.
- Mobile CRM: Access and manage your CRM data on the go with the Bitrix24 mobile app, ensuring you stay connected with your customers anytime, anywhere.
Best free CRM software #5 – Monday Sales
G2 rating: 4.6 / 5
Best for: Visual project management
Monday CRM is a highly customizable customer relationship management platform that is part of the broader Monday.com Work OS.
It’s designed to help teams of all sizes manage their sales pipelines, customer data, and communication processes in a flexible, intuitive environment.
Monday CRM stands out for its visual and collaborative approach, allowing teams to tailor the CRM to their specific workflows and integrate it seamlessly with other tools used across the organization.
Key Features:
- Customizable Pipelines: Easily create and manage sales pipelines tailored to your business’s unique processes.
- Contact Management: Centralize customer data, track interactions, and manage all your contacts in one place.
- Automation: Automate repetitive tasks such as follow-ups, status updates, and data entry to save time and reduce errors.
- Integrations: Connect with a wide range of tools and apps, including email, calendars, and marketing platforms, for a unified workflow.
- Collaboration Tools: Enhance team collaboration with shared boards, task assignments, and real-time updates.
- Reporting and Analytics: Gain insights into sales performance with customizable dashboards and detailed analytics.
- Lead Management: Track and manage leads from acquisition through to conversion, ensuring no opportunities are missed.
- Mobile Access: Use the Monday CRM mobile app to manage your sales and customer interactions on the go, keeping your team connected at all times.
Best free CRM software #6 – Freshsales
G2 rating: 4.5 /5
Best for: AI-powered sales
Freshsales CRM by Freshworks is a powerful sales CRM designed to help businesses streamline their sales processes, improve customer engagement, and close deals faster.
It offers an intuitive and easy-to-use interface combined with AI-driven insights and automation tools, making it an ideal choice for sales teams looking to enhance their productivity and focus on building meaningful customer relationships.
Freshsales CRM is built to scale with your business, providing robust features that grow as your needs evolve.
Key Features:
- AI-Powered Lead Scoring: Leverage AI to prioritize leads based on their likelihood to convert, enabling your team to focus on the most promising opportunities.
- Sales Automation: Automate repetitive tasks like email follow-ups, data entry, and appointment scheduling, freeing up time for more strategic activities.
- Pipeline Management: Visualize and manage your sales pipeline with drag-and-drop functionality, helping you track deals at every stage.
- Integrated Phone & Email: Communicate with leads and customers directly within the CRM using built-in phone and email features, with automatic logging of interactions.
- Customizable Workflows: Tailor workflows to match your sales processes, ensuring that your CRM works the way your team does.
- 360-Degree Customer View: Access a complete view of each customer, including interaction history, deals, and communication preferences, for more personalized engagement.
- Reports and Analytics: Generate detailed reports and gain insights into sales performance, team productivity, and revenue forecasts.
- Mobile CRM: Manage your sales activities on the go with the Freshsales mobile app, keeping you connected to your customers anytime, anywhere.
Best free CRM software #7 – EngageBay
G2 rating: 4.6 / 5
Best for: Marketing and sales automation
EngageBay CRM is an all-in-one customer relationship management platform designed for small and medium-sized businesses looking to manage their sales, marketing, and customer support processes from a single, unified system.
Known for its affordability and ease of use, EngageBay CRM provides a comprehensive suite of tools that help businesses automate workflows, improve customer interactions, and drive growth.
Its free plan makes it an attractive option for companies seeking a cost-effective solution without sacrificing essential features.
Key Features:
- Contact Management: Organize and track all your customer information, interactions, and engagement history in one place.
- Sales Automation: Automate your sales processes with features like deal tracking, lead scoring, and task management to boost efficiency.
- Marketing Automation: Create and manage email campaigns, landing pages, and social media posts to engage with customers across multiple channels.
- Customer Support Management: Provide excellent customer service with integrated helpdesk tools, ticketing, and live chat options.
- Unified Dashboard: Access a holistic view of your sales, marketing, and support activities from a single, easy-to-navigate dashboard.
- Email Tracking: Monitor email opens, clicks, and responses to better understand customer engagement and improve follow-up strategies.
- Appointment Scheduling: Simplify scheduling with built-in tools that allow customers to book meetings directly from your website or emails.
- Customizable Workflows: Tailor workflows to fit your specific business processes, ensuring a seamless experience for your team and customers.
- Reporting and Analytics: Generate detailed reports and gain insights into your business performance, helping you make data-driven decisions.
Best free CRM software #8 – Salesforce
G2 rating: 4.4 / 5
Best for: Enterprise-level CRM
Salesforce CRM is one of the most widely recognized and comprehensive customer relationship management platforms, designed to cater to businesses of all sizes and industries.
Renowned for its scalability, flexibility, and extensive ecosystem, Salesforce CRM empowers companies to manage every aspect of their customer interactions, from sales and marketing to customer service and support.
With its cloud-based architecture, Salesforce CRM enables teams to collaborate and access critical customer data from anywhere, driving productivity and enhancing customer relationships.
Key Features:
- Sales Automation: Streamline your sales processes with lead management, opportunity tracking, and automated workflows.
- Customizable Dashboards and Reports: Create personalized dashboards and reports to monitor key performance indicators (KPIs) and gain actionable insights.
- Marketing Automation: Plan and execute targeted marketing campaigns, track their effectiveness, and nurture leads throughout the sales funnel.
- Service Cloud: Provide exceptional customer support with integrated helpdesk tools, case management, and omnichannel communication.
- AppExchange Ecosystem: Access a vast marketplace of third-party apps and integrations to extend the functionality of your CRM.
- Artificial Intelligence (Einstein AI): Utilize AI-driven insights for predictive lead scoring, sales forecasting, and personalized customer recommendations.
- Mobile CRM: Access Salesforce CRM on the go with a fully featured mobile app that ensures your team stays connected and productive from anywhere.
- Collaboration Tools: Enhance teamwork with tools like Chatter, enabling real-time communication and collaboration within the platform.
- Scalability: Easily scale your CRM capabilities as your business grows, with options to customize and expand based on your needs.
Best free CRM software #9 – Agile CRM
G2 rating: 4/5
Best for: SMBs and startups
Agile CRM is an all-in-one customer relationship management solution designed for small and medium-sized businesses looking to streamline their sales, marketing, and customer service operations.
Known for its simplicity and affordability, Agile CRM offers a comprehensive set of tools to help businesses automate their workflows, manage customer interactions, and drive growth.
With its cloud-based platform, Agile CRM ensures that your team can access critical customer data and collaborate effectively from anywhere.
Key Features:
- Contact Management: Maintain a centralized database of customer information, tracking interactions and engagement history for a complete customer view.
- Sales Automation: Automate sales processes with tools for deal tracking, lead scoring, and sales forecasting, helping you close deals faster.
- Marketing Automation: Create and manage multi-channel marketing campaigns, including email marketing, social media, and web engagement, to nurture leads and retain customers.
- Helpdesk Integration: Provide exceptional customer service with integrated helpdesk tools, ticket management, and real-time chat support.
- Customizable Workflows: Tailor workflows and automation rules to fit your specific business needs, improving efficiency and consistency.
- Web Engagement: Use web forms, landing pages, and pop-ups to capture leads directly from your website, increasing your conversion rates.
- Reporting and Analytics: Generate detailed reports and analytics to monitor sales performance, customer behavior, and marketing campaign effectiveness.
- Appointment Scheduling: Simplify scheduling with built-in tools that allow customers to book meetings directly through your CRM.
- Mobile CRM: Access your CRM data on the go with Agile CRM’s mobile app, ensuring you stay connected with your customers anytime, anywhere.
Best free CRM software #10 – Insightly
G2 rating: 4.2 / 5
Best for: Project management and CRM
Insightly CRM is a robust customer relationship management platform designed to help businesses manage their sales, marketing, and project management efforts from a single, unified system.
It is particularly well-suited for small to medium-sized businesses seeking to streamline their operations and improve customer engagement.
Insightly CRM stands out for its powerful project management capabilities, which seamlessly integrate with CRM functions, allowing teams to manage the entire customer journey—from lead generation to project delivery—within one platform.
Key Features:
- Contact Management: Track all customer interactions, manage contacts, and maintain detailed customer profiles in one centralized system.
- Sales Pipeline Management: Visualize and manage your sales pipeline with tools for tracking opportunities, stages, and deal progress.
- Project Management: Integrate project management features to plan, track, and deliver projects directly within the CRM, ensuring alignment between sales and project teams.
- Marketing Automation: Create and manage targeted email campaigns, track their performance, and automate marketing workflows to engage with leads and customers effectively.
- Custom Dashboards and Reports: Generate custom dashboards and reports to monitor KPIs, sales performance, and project progress, helping you make informed decisions.
- Workflow Automation: Automate routine tasks and processes with customizable workflows, reducing manual effort and increasing efficiency.
- Integrations: Seamlessly connect Insightly CRM with popular tools like Gmail, Office 365, Slack, and more to streamline your operations.
- Mobile CRM: Access your CRM data on the go with Insightly’s mobile app, ensuring you stay connected and productive from anywhere.
- Lead Management: Capture, track, and nurture leads through the entire sales process, from initial contact to deal closure.
Best free CRM software #11 – Capsule
G2 rating: 4.7 / 5
Best for: Smple CRM
Capsule CRM is a simple yet powerful customer relationship management platform designed for small and medium-sized businesses looking to manage their sales processes and customer relationships effectively.
Capsule CRM focuses on ease of use and streamlined functionality, making it an ideal choice for businesses that need a straightforward CRM solution without the complexity of more extensive systems.
With its clean interface and essential features, Capsule CRM helps teams stay organized, manage contacts, and grow their business with minimal effort.
Key Features:
- Contact Management: Keep all customer and prospect information in one place, including contact details, communication history, and key notes.
- Sales Pipeline Management: Visualize and manage your sales pipeline, track opportunities, and monitor deal progress with ease.
- Task Management: Set and track tasks and reminders to ensure that follow-ups and important activities are never missed.
- Customizable Sales Process: Tailor your sales process to match your business needs with customizable milestones and workflows.
- Integrations: Seamlessly integrate with popular tools like Gmail, Outlook, Mailchimp, and Xero to enhance productivity and streamline operations.
- Reporting and Analytics: Generate simple yet insightful reports to track sales performance and monitor key business metrics.
- Tagging and Segmentation: Use tags to categorize contacts and segment your customer base for more targeted communication and marketing efforts.
- Mobile Access: Access your CRM data on the go with Capsule CRM’s mobile app, allowing you to manage your sales and customer interactions from anywhere.
Best free CRM software #12 – Apptivo
G2 rating: 4.4 / 5
Best for: ERP and CRM integration
Apptivo CRM is a versatile and highly customizable customer relationship management platform designed to help businesses of all sizes streamline their sales, marketing, and customer service operations.
With its modular approach, Apptivo CRM allows companies to tailor the system to their specific needs, ensuring that every aspect of customer relationship management is covered.
The platform integrates seamlessly with other business tools, making it an all-in-one solution for managing customer interactions, tracking sales performance, and driving business growth.
Key Features:
- Lead and contact management: Capture, organize, and manage leads and contacts efficiently, with a complete view of customer interactions and history.
- Sales pipeline management: Visualize your sales pipeline, track opportunities through different stages, and forecast revenue with customizable sales processes.
- Task and project management: Coordinate tasks and manage projects directly within the CRM, ensuring alignment between sales and operational teams.
- Email marketing: Create, send, and track email campaigns with integrated tools to engage leads and nurture customer relationships.
- Customizable workflows: Automate repetitive tasks and streamline processes with customizable workflows that fit your unique business needs.
- Reporting and analytics: Generate detailed reports and analytics to gain insights into sales performance, customer behavior, and overall business health.
- Mobile access: Manage your CRM data on the go with Apptivo’s mobile app, keeping your team connected and productive from anywhere.
- Integrations: Seamlessly integrate with popular apps like G Suite, Office 365, QuickBooks, and more, enhancing your business operations and productivity.
9 Factors to consider when choosing a free CRM software
When choosing a free CRM software, it’s important to evaluate several key factors to ensure it meets your business needs effectively:
- Features: Assess whether the CRM offers essential functionalities like contact management, sales tracking, email integration, and reporting. Ensure it aligns with your specific requirements.
- Ease of Use: Opt for a CRM with an intuitive and user-friendly interface. This will help your team quickly adapt and minimize the learning curve.
- Scalability: Consider whether the CRM can grow with your business. Look for options that allow you to add more users or upgrade to advanced features as needed.
- Integration: Check if the CRM integrates seamlessly with other tools and software you currently use, such as email platforms, marketing tools, or accounting software.
- Customer Support: Evaluate the support options available, including online resources, user forums, and direct customer support. Good support can be crucial for resolving issues and maximizing the software’s potential.
- Customization: Look for a CRM that offers customization options to tailor the system to your specific workflows and business processes.
- Data Security: Ensure the CRM provides robust security features to protect your customer data, including encryption, access controls, and regular backups.
- User Limits: Be aware of any restrictions on the number of users or contacts allowed in the free version. This can impact your ability to scale your operations effectively.
- Upgrade Options: Investigate the costs and features of paid plans. If you anticipate needing more advanced capabilities in the future, it’s helpful to know the upgrade path and associated costs.
In addition to exploring free CRM options, many businesses find that tailoring CRM features to their unique workflows brings added benefits. For companies with specific needs, considering the option to hire CRM software developer can provide a custom solution that enhances productivity and user experience beyond what out-of-the-box tools offer.
Which free CRM software should you choose?
When choosing the best free CRM software, consider your specific needs. If you’re focused on outbound sales and need advanced automation with multichannel outreach, SmartReach.io is an excellent choice, especially for managing large-scale prospecting.
However, if you prefer a more general CRM with a broader range of features for marketing and customer support, HubSpot CRM is a solid, all-in-one option.
We have mentioned a complete suite of CRMs, you can choose based on your use case. If you cannot find a suitable CRM software from the available options, you can create a custom solution tailored to your business needs.
By outlining all the essential features and requirements, you can partner with software development companies to build a CRM that aligns perfectly with your goals. Outsourcing this development allows you to have full control over the functionality while leveraging the expertise of professionals to ensure a high-quality product.
Frequently Asked Questions (FAQs)
What is the easiest free CRM to use?
The easiest best free CRM software to use is often considered to be HubSpot CRM. It is known for its intuitive interface, straightforward setup, and user-friendly features, making it accessible for users with varying levels of CRM experience. Other easy-to-use options include Zoho CRM and EngageBay.
Does Google offer a free CRM?
Google does not offer a standalone free CRM software. However, Google Workspace (formerly G Suite) can be integrated with various third-party CRM tools like HubSpot CRM and Zoho CRM, which may offer free tiers or trials.
Is Zoho CRM really free?
Yes, Zoho CRM offers a free plan that includes basic CRM features suitable for small businesses. However, the free version has limitations on the number of users and features. For more advanced capabilities and additional users, paid plans are available.
Is HubSpot CRM completely free?
HubSpot CRM offers a completely free tier that includes essential CRM features like contact management, sales pipeline management, and basic reporting. While the free version is robust, additional advanced features and tools are available through paid plans.
Is CRM free to use?
While some CRM systems offer free versions or tiers, many CRM solutions come with a cost for more advanced features, additional users, or greater customization. Free CRM softwares typically provide basic functionalities, and businesses may need to upgrade to a paid plan to access advanced capabilities.
What are the disadvantages of Zoho?
Some disadvantages of Zoho CRM include:
- Complexity: The extensive range of features and customization options can be overwhelming for new users.
- User Interface: Some users find the interface less intuitive compared to other CRMs.
- Integration Issues: Occasionally, users report challenges with integrating Zoho CRM with third-party applications.
- Support: Limited support options in the free plan can be a drawback for some users.
Is there a free CRM for small business?
Yes, there are several free CRM softwares available for small businesses, including HubSpot CRM, Zoho CRM, and EngageBay. These platforms offer essential features that can help small businesses manage customer relationships without upfront costs.
What is the easiest CRM to use?
The easiest CRM to use is often HubSpot CRM due to its user-friendly interface and simple setup. Other user-friendly options include Freshsales and Agile CRM, which are also designed to be intuitive and accessible for users with varying levels of CRM experience.