Free customer relationship management (CRM) software helps small businesses manage and collaborate on marketing campaigns, sales deals, leads, and customers at no cost. Freemium plans enable you to get risk-free access to baseline features in hopes you’ll subscribe to a paid plan when your needs arise. The best products will offer a broad range of easy-to-use features on their free-forever plans. Based on our evaluation, the best free CRM software includes:
- Best free CRM with project management tools: Bitrix24
- Most scalable freemium CRM option: Zoho CRM
- Great free CRM tools to manage sales deals: Capsule CRM
- Solid pick for doing email outreach: Insightly
- Excellent marketing features at no cost: EngageBay
- Best for account management: Freshsales
- Best free simple CRM for small business: HubSpot CRM
- Excellent no-cost CRM alternative: ClickUp
Best Free CRM Software Compared
Provider | Max # Users on Free Plan | Our CRM Rating Out of 5 | |
---|---|---|---|
$49 (up to five users) | Unlimited | 4.75 | |
$14 | Three | 4.54 | |
$18 | Two | 4.53 | |
$29 | Two | 4.46 | |
$13.79 | 15 | 4.44 | |
$9 | Three | 4.43 | |
$30 (up to two users) | Unlimited | 4.26 | |
$7 | Unlimited | 4.18 | |
Bitrix24: Best Free Project Management Features
Pros
- Unlimited contacts and deals on the Free plan
- Includes many free tools for sales, marketing, project management, and ecommerce teams
- Free plan includes unique tools like project management, e-signatures, live chat, and data deduplication
Cons
- High learning curve required to operate and navigate CRM
- Paid plans get expensive
- Phone and email communications requires paid plans
- You are a project-based business: Bitrix24 is a unique CRM system in that it not only offers project management tools to oversee client deliverables after a closed deal, but does so for free. These features are especially useful for any small business or freelancer who provides their services in the form of projects, including content writers, business consultants, graphic designers, web developers, or construction companies.
- You need free ecommerce features: Bitrix24 is loaded with free software modules in addition to the usual contact database, deal tracking, and contact center features found in most products. One of these is an ecommerce CRM, which lets you manage an online store, process up to 100 monthly orders, publish up to 100 site products, and process payments, all at no cost.
- You want free telephone features: CRM telephone features are great for being able to do cold calling, respond to customer inquiries, and follow up with leads from the same system you’re storing contact data. Unfortunately, Bitrix24 requires you to be on the Basic plan for $49 per month for these capabilities.
- Alternative: Freshsales is the only CRM that provides no-cost access to its built-in phone system.
- You need a simple free option for small business: With so many available modules in its CRM, many users find the interface bulky, overwhelming, and tricky to navigate. Plus, there’s a solid learning curve required for the features.
- Alternatives: HubSpot CRM and Freshsales are the two best free options in terms of overall product usability.
Key Free CRM Features
- Unlimited contacts storage with activity tracking and Google Maps location monitoring
- Unlimited deals management on up to one pipeline
- Custom data fields
- Bitrix24.Sign tool for creating, sending, and getting digital signatures for documents
- Automated data duplicate detection
- Inventory management
- Live chat widget to engage with website visitors
- Shared team calendar
- Project management module with multi-view milestone tracking and task management
- Products catalog
- Online store management with ability to process up to 100 orders and set up self-service payments
- Client profile storage with activity planning and tracking plus task reminders
- Contact center with web forms for collecting lead data and social media integrations to receive Facebook or Instagram messages
What You Get When You Upgrade
*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Bitrix24 offers a 30-day free trial on paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Bitrix24 scores the highest and takes the top spot as the best free CRM software. It sticks out for its broad range of no-cost features, high data capacity, and unlimited free user access. Additionally, we love that the system includes tools you wouldn’t ordinarily see in any CRM, free or paid, such as project management, online store design and order processing, and inventory tracking features.
Zoho CRM: Best for Plan Scalability
Pros
- Account management tools are available for free
- Free plan lets you set basic automation for receiving email notifications and creating tasks based on preset triggers
- Growing businesses can upgrade their CRM plan nicely with low-cost, scalable options when their needs arise
Cons
- Poor product usability ratings
- Free plan limited to three users
- Users are limited mostly to just CRM data storage features for leads, contact, deals, and accounts on the Free plan
- You want the most scalable CRM option: Zoho CRM is one of the best free products for small businesses that are rapidly growing. In addition to the free plan, which gives up to three users access to basic lead and contact management, deal tracking, and workflow automation features, Zoho lets you ease nicely into cost-scalable paid plans. Ranging from just $14 to $52 per user, per month, teams can upgrade for their growing features and data capacity needs without breaking the bank.
- You are an account-based business: One of the unique features available on Zoho CRM’s freemium subscription is the account management module. These tools are mostly used by business-to-business (B2B) sales teams in verticals such as IT management, commercial insurance, software, or office supplies. They let you organize company client data, track purchase and engagement activity, and store relevant documents to support your accounts.
- You need more than three free users: Zoho CRM’s freemium plan only allows access for up to three users—not ideal if you’re a startup team that exceeds that number.
- Alternatives: Bitrix24, HubSpot CRM, and ClickUp are tremendous alternatives for user capacity that offer unlimited user capacity on the free plans.
- You want communication features included for free: The Free plan for Zoho is limited in that it mostly just provides data management features for storing accounts, leads, contacts, deals, and documents. Engaging contacts via a phone, email, live chat, or other channel requires a paid subscription.
- Alternatives: Freshsales is a great option if you specifically want free telephone features in your CRM. There’s also HubSpot CRM, Capsule CRM, and Insightly, which are excellent for no-cost email capabilities.
Key Free CRM Features
- Lead and contact management with activity tracking
- Account management module
- Documents storage in CRM records
- Deal tracking on up to one sales pipeline
- Custom email templates
- Workflow automation
- Standard CRM reporting
What You Get When You Upgrade
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Zoho CRM is equipped to handle various data management needs, including storing account, contact, lead, and deal records and documents associated with those records. We also like the no-cost access to workflow automation features, which isn’t always a given on a freemium plan. Despite its capabilities, what we like most is the scalability of the CRM. Zoho has plenty of cost-friendly options once you’re ready to upgrade and grow your business.
Capsule CRM: Best for Tracking Deals at No Cost
Pros
- Low-cost, scalable paid plans available for when teams want to upgrade
- Unique free tools like project management, contact enrichment, and email communications
- Great opportunity management features that are available for free
Cons
- Free plan is limited to just two users
- No free access to email templates
- Bare-bones free plan only allows 250 contacts
- You primarily need free deal tracking features: Capsule CRM is an excellent small business CRM primarily for its sales opportunity tracking features, many of which are included for free. Users can monitor sales deal milestones customized to their business, report on reasons why a deal fell through, and get alerts for opportunities becoming stale with low activity.
- You want advanced data enrichment at no cost: Data enrichment lets you auto-update CRM records, such as leads or customers, using the information found online rather than manually monitoring and updating records. While most products treat it as a premium tool that requires a high-tiered plan, Capsule CRM users get this feature at no cost.
- You have more than two team members: While a solid free-forever plan for its deal tracking, project management, email, and enrichment features, Capsule CRM only gives access for up to two users—tied for the lowest of any product on this list.
- Alternatives: Certain products, such as HubSpot CRM, Bitrix24, and ClickUp, each offer unlimited user access on their free plan for larger teams.
- You need more data record storage: Data capacity is one of the main issues with the freemium Capsule CRM. Users can only store up to 250 contacts before they need to upgrade to the Starter plan for $18 per user, per month.
Key Free CRM Features
- Up to 250 contacts with tagging options and activity tracking
- Gmail and Outlook sync to use the email system in the CRM
- Contact data enrichment
- Unlimited tracks that create task sequences to oversee entire processes
- Custom lead and contact lists
- Zapier integration to create dataflow automations
- Opportunity management with custom milestones, reasons-lost tracking, and stale opportunity alerts
- Up to 10 artificial intelligence (AI) content assists for getting help writing emails
- Built-in task and project management with calendar sync
What You Get When You Upgrade
*Pricing is based on annual billing on a per user monthly breakdown. Monthly billing is available for a higher cost. The paid plans offer a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
The free Capsule CRM is a sales team’s dream. Reps can ensure their contact records are always automatically up to date thanks to the free profile enrichment features. More important, however, are the robust opportunity management capabilities that keep your business focused and on pace to hit revenue goals with no-cost deal milestone tracking, stale opportunity alerts, and reporting on why a sales deal was lost.
Insightly: Best Free CRM for Direct Email Outreach
Pros
- Free direct email with templates storage included
- Users can store up to 2,500 records at no cost
- Custom page layout and design tools are available for free
Cons
- Free plan limited to just two users
- Project management features are not available until paid plans
- Relatively limited capabilities are included on the Free plan
- You need a freemium CRM plan to do direct sales email outreach: While Insightly’s free plan doesn’t have a ton of features, it does offer email capabilities to engage leads or customers from your CRM. Users get up to 10 daily email sends and can store sales email templates that can be reused. It’ll even auto-insert CRM contact data so you can quickly do introductions to prospects without manual entry.
- You are a startup that needs a basic contact database: Insightly is a great free customer database software for small businesses just looking for the basics. Users get solid data capacity to store up to 2,500 CRM records, including contacts, leads, or customers. They can also create up to two data fields within the records to track information unique to their business at no cost.
- You need free project management: While Insightly used to offer no-cost access to project management features, its pricing tiers have changed and now require the Plus plan for $29 per user, per month for those capabilities.
- Alternatives: Bitrix24 is the best alternative that has free project management. Capsule CRM is another solid option for freemium project management. It’s less robust than Bitrix24 but easier to use.
- You want more advanced features on your freemium plan: Insightly is relatively limited in terms of freemium features to just contact storage and direct email communications. You also only get access for up to two users.
- Alternatives: Other CRMs offer broader capabilities depending on your needs. HubSpot CRM, for example, has a complete range of sales, marketing, service, and content management features for unlimited users at no cost. EngageBay is another solid option if you’re prioritizing free mass marketing tools, while Freshsales is excellent for its direct sales and account management features.
Key Free CRM Features
- Up to 2,500 stored contact, lead, and customer records
- Five stored email templates
- Up to 10 email sends from the CRM per day
- Custom data fields for up to two record fields
- Custom page layouts and design
What You Get When You Upgrade
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Insightly offers a 14-day free trial on paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
While you won’t get tons of free advanced features with Insightly, it’s certainly a good place to start. With email templates storage, email communications tools, and contact management, new businesses can get all the basics they need for lead generation, nurturing, activity monitoring, and, ultimately, revenue growth.
EngageBay: Best Free Option for Small Business Marketing
Pros
- Most of the marketing features, like mass email, newsletters, web forms, and social monitoring. are included for free
- Users get no-cost access to lead scoring features for marketing and sales teams to quantify potential customers
- Paid plans are cost-scalable for when users are ready to upgrade for more features and data capacity
Cons
- Decent learning curve required for navigating the interface and operating the features
- Calling features not included for free
- Free plan is limited to just 250 stored CRM records for leads, customers, and other contacts
- You need a solid range of free marketing features: EngageBay stands out as a solid marketing CRM that includes many of its capabilities on the Free plan. These include direct and mass email marketing with campaign automation, newsletter management, and custom web forms for lead generation. There are also social media tools that let you monitor social feeds on platforms like X (formerly Twitter), Facebook, and Instagram.
- You want no-cost lead scoring tools: For most CRMs, lead scoring is only available on premium subscription plans as it’s an advanced tool that lets you automatically quantify potential customers based on their profile, engagement history, and interest. With EngageBay, however, sales and marketing users get this capability for free—letting them easily prioritize their activity or tailor their campaigns to drive results.
- You need more data capacity: While its Free plan is loaded with various sales, marketing, and service features, teams are limited to just 250 stored data records for contacts, leads, or customers.
- You want to place calls from your CRM for free: Although EngageBay users get email access for free, placing and receiving calls from your CRM via a voice-over-internet-protocol (VoIP) app integration isn’t available until the Basic plan for $13.79 per user, per month.
- Alternative: Freshsales is an excellent alternative that provides built-in telephonic features to place, receive, and track calls at no cost.
Key Free CRM Features
- Up to 250 stored contacts and companies with 360-degree views and record tags
- Predictive lead scoring
- Custom website pop-ups and web forms
- Email integration with 1,000 branded monthly emails, stored email templates, and up to two automated email sequences
- Newsletter management through email
- Social suite for monitoring social media feeds
- Deal tracking
- Appointment scheduling
- Task management
- Ticket management for up to two ticket views
What You Get When You Upgrade
*Pricing uses the All-in-One EngageBay plan based on annual billing on a per user, per month breakdown. Monthly billing is also available for a higher cost, and biennial billing is available for a lower cost. The provider also offers individual Marketing, CRM and Sales Bay, and Service Bay modules for lower monthly costs. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
While EngageBay’s freemium option comes with all-in-one sales, marketing, and service modules, it’s the marketing features that we want to focus on. Offering a broad range of tools, users get no-cost access to the essentials like email campaign management, newsletter design features, and web forms—plus advanced capabilities like lead scoring and social monitoring, all at no cost.
Freshsales: Best Freemium CRM Tools for Managing Accounts
Pros
- Free plan includes account management, deal tracking, appointment booking, and a built-in telephone system
- Software is well acclaimed for its product ease of use and minimal learning requirements
- Excellent cost scalability for adapting to growing business needs; relatively inexpensive with plenty of plan options
Cons
- Direct and mass email requires paid plans
- Free plan is limited to just three users
- CRM lacks free workflow automation capabilities
- You are an account-based business: Like Zoho CRM, Freshsales also provides free account management tools. The main difference is that Freshsales gives you built-in appointment scheduling, a telephone system, client data management, activity tracking, and document storage. This expands a user’s freemium features so they can stay better connected with their accounts.
- You need intuitive free CRM software for your small business: In addition to no-cost sales tools, Freshsales stands out as one of the most intuitive CRM systems on the list. More specifically, users find that the platform is easy to set up and intuitive in terms of operating the features—ensuring an optimal CRM experience.
- You want no-cost email capabilities: Freshsales is great for teams who want to utilize calling outreach to generate leads for free. However, if those teams wanted to use email communications for direct and mass email marketing, they’ll need to subscribe to the Growth plan for $15 per user, per month.
- Alternatives: HubSpot CRM, EngageBay, and Insightly each offer email capabilities on their free-forever plans.
- You need free workflow automation tools: Freshsales does offer workflow automation capabilities to assign, create, or update data records based on preset triggers. Users, however, must be on the paid plans for access.
- Alternatives: Zoho CRM includes basic automation for free if you just need to auto-create tasks and records, assign them to users, and generate automated email notifications. ClickUp is another solid option if you want complete automation customization control and only need up to 60 triggered workflows per month.
Key Free CRM Features
- Contact, deal, and account management software modules with Kanban record views
- Activity timelines and notes within CRM records
- Contact lifecycle stage tracking
- Task management
- Built-in telephone
- Custom data fields
- Email templates storage
- Live chat engagement with web visitors
- Appointment scheduling
- Mobile CRM app with voice-to-notes, Google Maps integration, and ability to book Ubers from the app
What You Get When You Upgrade
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Freshsales offers a 21-day free trial and optional paid add-ons for additional workflow automations and phone credits starting at $5. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Freshsales helps business-to-business (B2B) sales teams generate and retain their clients. The Free plan provides the basics for building relationships and enhancing sales opportunities like deal tracking, appointment booking, live chat communications, and a built-in telephone system. We primarily like the free account management system for organizing client data, storing documents, and tracking activity to keep business coming back.
HubSpot CRM: Best Free Software for Product Ease of Use
Pros
- Highly intuitive in terms of operating, navigating, and setting up the system
- Free plan allows for unlimited users
- CRM Suite includes all-in-one sales, marketing, service, and content management modules, including on the Free plan
Cons
- Paid plans lack cost scalability; gets expensive starting on the Professional plan
- Telephone capabilities not included on the Free plan
- Most workflow automation features require a paid plan
- You want the most intuitive free CRM: HubSpot CRM is known for its product ease of use. It leverages a modern, simplified interface design that makes the system intuitive when navigating between the many pages and tools. Additionally, it gets excellent reviews for feature operability and setting up the various sales, marketing, and service software modules.
- You are a RevOps team: HubSpot CRM has the CRM Suite that consists of the Sales, Marketing, Service, Operations, and Content Management Hubs. As many companies are moving toward a revenue operations (RevOps) structure that puts each function under one umbrella, HubSpot is an excellent free option that can put all your customer data and processes under one system to enhance collaboration between each team.
- You want a more scalable option: HubSpot CRM is not ideal once you’re ready to upgrade to a paid plan, as the subscriptions get relatively expensive compared to the other products on this list.
- Alternative: Zoho CRM is our pick for the most cost-scalable CRM, as you get four paid plan options that range from $14 to $52 per user, per month, depending on your feature and data capacity needs.
- You need free telephone capabilities: While great for mass email campaigns and live chat engagement, HubSpot’s Free plan does not include telephone integrations to handle calls from the CRM.
- Alternative: Freshsales offers a free, built-in telephone system and can solve the scalability issues of HubSpot CRM that we addressed above through its various low-cost plans.
Key Free CRM Features
- Contact and company management with activity tracking in the CRM records
- App marketplace access for access to third-party integrations
- Contact web activity monitoring
- Live chat communications
- Deal tracking on up to one sales pipeline
- Quotes generation with a products library
- Documents storage in CRM records
- Built-in appointment scheduling
- Direct and mass email marketing with email templates
- Automated email campaign deployment
- Blog management with search engine optimization (SEO) insights
- Landing page designer
- Basic ads management for audience creation and generating leads through form submissions
- Customer service ticketing for up to one pipeline
What You Get When You Upgrade
*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Each plan offers a 14-day free trial. Pricing reflects info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
**Pricing uses the monthly CRM Suite costs for individuals and small teams. The provider also offers Enterprise-level products for larger teams for a higher cost. The CRM Suite includes sales, marketing, customer service, content management system (CMS), and operations software in one product. Individual modules can be purchased for lower prices.
Our Expert Opinion
There’s a lot of positives we could say about HubSpot CRM, especially with all the features available on the Free plan. Unlimited users get no-cost access to the complete suite of Sales, Marketing, Operations, Service, and Content Management Hubs. These features are solid for supporting overall revenue management and notably intuitive to learn, set up, operate, and navigate for a premium user experience.
ClickUp: Best Free Alternative CRM Option
Pros
- Highly customizable to tailor data fields, processes, automations, and modules for any business need
- Cost-scalable paid plans available for when business need to upgrade
- Workflow automation is included on the Free plan
Cons
- Not a traditional CRM; users must use templates or design their own system to get CRM features
- Most third-party integrations require a paid plan
- Certain views on the Free plan, like timeline, workload, Gantt, or mind map views, cap users to up to 60 monthly uses or sessions
- You prefer a free alternative CRM that supports many use cases: ClickUp is unique in that it’s a fully tailorable work management system rather than a prebuilt CRM. It lets you store data, track processes, and collaborate with team members—making it useful for any business function, not just sales or marketing. This makes it an excellent CRM alternative for anyone who prefers spreadsheet-style data entry and plenty of customization.
- You need no-cost workflow automation tools: One of the most significant free product features of ClickUp is workflow automation to auto-create, update, or assign tasks and data records based on preset triggers. Other free CRMs limit you on the types of triggers or conditions allowed. ClickUp, however, only limits you on the number of monthly automations executed for free, not the workflow itself.
- You prefer a traditional free CRM: Because ClickUp is a work management system and not a CRM by default, users must customize their modules or deploy premade board templates before being able to use the features. Some may not like this idea as it can be time-consuming and requires a learning curve.
- Alternatives: Every other software on this list is a traditional CRM with modules premade for users. We like Bitrix24 for free project management, Capsule CRM for its no-cost deal tracking, EngageBay for its complete marketing features, and Freshsales for its account management capabilities.
- You want a wide range of third-party integrations for free: Third-party integrations let you keep your data synchronized between separate applications and get tool accessibility from your CRM, such as being able to send signable DocuSign files from the CRM system. ClickUp’s Free plan, unfortunately, limits you to just Zapier and email integrations.
- Alternative: HubSpot CRM has the most comprehensive set of no-cost integrations. Users can access the App Marketplace on the Free plan to connect the CRM with many of their favorite business tools like Zoom, Slack, Calendly, Canva, and many more.
Key Free CRM Features
- Up to five custom workspaces to oversee processes, store data records, manage tasks, and collaborate on activity for any business function
- Unlimited records and task storage
- Prebuilt templates to create workspaces
- Custom data fields within workspaces and in records
- Users can view their spaces through the list, board, table, and calendar views, and get up to 60 sessions on Gantt, timeline, workload, and mind map views
- Up to three built-in whiteboards to collaborate on workspaces; includes in-app video recording
- User commenting and assignment in data records
- Up to 100 executed workflow automations per month; allows up to 50 active rules or triggers
- Task management with checklists, time tracking, and user task assignment
- Relationship linking, tags, and priority-setting in data records
- Integration with Zapier
- Up to 100 goal and dashboard reporting uses per month
- Use Gmail and Outlook email systems in the platform, up to 100 uses per month
What You Get When You Upgrade
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. ClickUp comes with a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
ClickUp has an enticing feature set due to its robust customization. As a work management system, we love that it can be an alternative to a traditional CRM product for users who prefer project management-style tools or want to use the system to manage multiple facets of their business. Even its Free plan is highly versatile—allowing you to create boards, data records, processes, and workflow automations to serve infinite business use cases.
How We Evaluated the Best Free CRM for Small Businesses
To determine the best free CRMs, we only considered products that offered a freemium plan for users. Providers that only offered free trials on their paid plans were not considered in our evaluation. We then looked at product attributes included on those no-cost plans, including free features and customer service availability, as well as product ease of use.
The tabs below offer insight into our evaluation process of the best free small business CRM software:
25% of Overall Score
We first looked at overall features included on the free plans that we feel are crucial to any CRM, regardless of use case or industry. This included reporting and analytics tools, system customization, and access to third-party integrations. We also wanted to see free mobile CRM access available for on-the-go sales.
25% of Overall Score
We took a step further and evaluated advanced features that are not assumed but are nice to have on the free plans. Contact and email management, for instance, lets you engage leads and customers through the CRM via email at no cost. We also wanted to see the products offer free project management tools and collaboration features like internal chat.
20% of Overall Score
Separate from the free plans, we wanted to see the providers offer subscriptions that would let businesses ease into the paid plans. This criterion considered the cost and scalability of the paid plans as well as billing flexibility, such as letting users save by subscribing annually.
15% of Overall Score
Customer support looked at the service availability users get while on a freemium plan. This considered the hours of operation of the support team and the number of channels available, including live chat, phone, and email. We also wanted to see self-service resources like a knowledge base or community forum.
15% of Overall Score
In addition to firsthand experience with these free small business CRMs, we wanted to see what real users say about each product. We used online reviews to evaluate how users felt about the features and perceived value to their business. Additionally, we were able to gauge the ease of use for each product in terms of setting up, navigating, and operating the system.
Frequently Asked Questions
Yes. In fact, there are quite a few. Many CRM providers offer freemium plans in order to give users risk-free access to specific features in hopes that they will upgrade to a paid plan once their business and capacity needs grow. Some of the best free CRM products include Bitrix24, Zoho CRM, Freshsales, ClickUp, and HubSpot CRM.
Yes. Zoho CRM offers a free-forever plan for up to three users. The primary features available in this plan include lead and contact data storage with activity tracking, account management tools, documents storage, and deal tracking. Users can also store email templates and develop basic workflow automations for task and record creation.
Yes. Each of the individual Hubs, including Sales, Marketing, Operations, Service, and Content Management, all offer a freemium option. Additionally, the HubSpot CRM Suite, which puts all the modules into one product, also provides no-cost access for unlimited users to manage contact and company records, create email campaigns, engage web visitors via live chat, store documents, schedule appointments, and so much more.
Bottom Line
Free CRM software is great for startups or small businesses on a tight budget who need no-cost access to sales and marketing features. While many providers offer a freemium option, no two plans are built the same. Bitrix24, for example, is well known for its free project management tools, unlimited user access, and high data capacity. Alternatively, other systems, like Capsule CRM, only allow two users but have robust deal management capabilities.