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, these are the eight best free CRM software:
- HubSpot CRM: Best for simplicity and ease of use
- Bigin: Best for individual users
- Capsule CRM: Best for AI sales emails
- ClickUp: Best no-cost CRM alternative
- Zoho CRM: Best for workflow automation
- EngageBay: Best for social media engagement
- Bitrix24: Best for ecommerce store management
- Agile CRM: Best for lead scoring
Take your business to the next level with HubSpot: an all-in-one CRM featuring an intuitive interface, powerful features, and unmatched scalability. |
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Best Free CRM Software Compared
Provider | Number of Free Users | Our Rating out of 5 | |
|---|---|---|---|
 | 5 | $15 | 4.76 |
 | 1 | $7 | 4.73 |
 | 2 | $18 | 4.70 |
 | Unlimited | $7 | 4.69 |
 | 3 | $14 | 4.61 |
 | $15 | $13.79 | 4.60 |
 | Unlimited | $49 (five users) | 4.53 |
 | 10 | $9.99 | 4.40 |
HubSpot CRM: Best Free CRM for Simplicity & Ease of Use
Pros
- Highly intuitive to operate, navigate, and set up
- Email automation, email marketing, and many other free tools
- All-in-one sales, marketing, service, and content management modules across all plans included in Customer Platform
Cons
- No cost scalability; huge price jump from Starter ($15 per user, monthly) to Professional ($90 per user, monthly)
- Telephone capabilities not included in the Free plan
- Free plan support limited to community forum and self-help resources
- You want the most intuitive free CRM software for small business: HubSpot CRM is known for its product ease of use. This CRM system leverages a modern, simplified interface that simplifies navigation across its many features and tools. Additionally, it gets excellent reviews for its ease of use and the straightforward setup of its sales, marketing, and service 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 our best CRM for small businesses. However, it is not ideal once you’re ready to upgrade to a paid plan, as the subscriptions get relatively expensive compared with other products on this list.
- You need free telephone capabilities: While great for mass email campaigns and live chat engagement, HubSpot CRM’s free plan does not include telephone integrations to handle calls from the CRM.
- Alternative: Bigin offers a free, built-in telephone system that you can use for phone calls with customers. This is our best free CRM system for individual users in this guide.
Key Freemium Features
- Five users
- Contact, company, and deal management
- App marketplace access for access to third-party integrations
- Live chat communications
- Quotes generation with a products library
- Built-in appointment scheduling
- Mass email marketing with email templates and automated email campaigns
- Blog and ads management with search engine optimization (SEO) insights
- Landing page designer
- Customer service ticketing for up to one pipeline
HubSpot CRM Pricing for Paid Plans*
*Pricing is based on annual billing on a per-month breakdown of the HubSpot Sales Hub plans for individuals and small teams. Enterprise-level products and monthly billing are also available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.
**The Customer Platform includes sales, marketing, customer service, CMS, and operations software in one product. Individual modules can be purchased for lower prices.
HubSpot CRM emailing from a contact record for direct outreach and nurturing of leads (Source: HubSpot)
Our Expert Opinion
HubSpot CRM is our best free CRM for small businesses overall because of all the features available in the free plan. You 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 are notably intuitive to learn, set up, and navigate for a premium user experience.
Bigin: Best Free CRM Software for Individual Users
Pros
- User-friendly CRM with essential features, perfect for freelancers and solopreneurs
- Built-in phone system
- Low-cost upgrade options ($7 to $12 per user, monthly)
Cons
- No free AI tools for contact enrichment and sales email generation
- No advanced marketing, customer support, and sales tools
- Mass email available only in the Express plan at $7 per user, monthly
- You are a solopreneur needing a free sales pipeline management solution: Bigin (by Zoho CRM) is a pipeline-centric solution that provides solo users and small teams with a simple contact management platform. You can use its free plan for a single user to organize contacts and customer activities and collaborate with your team on your tasks. Its drag-and-drop Kanban format also makes it very easy to operate.
- You want a no-cost CRM with built-in telephony features: Bigin is one of the few CRMs on the market that offers a free plan with a built-in telephone system. With this platform, you can place, receive, track, and record phone calls without leaving the CRM.
- You want to leverage free AI tools to streamline your sales features: Because Bigin is designed with solopreneurs and small teams in mind, it only offers the most basic tools for pipeline management. It lacks AI-powered tools for analytics, content generation, and automated contact enrichment.
- Alternatives: Bitrix24 offers a robust set of AI-powered tools that include automatic customer journey tracking, a sales intelligent website widget, and an AI content assistant. Capsule CRM’s free plan allows you to use up to 10 AI-powered content assists for composing sales emails. HubSpot CRM also has an AI-powered tool for generating blog titles, keywords, and outlines.
- You need a free CRM system with omnichannel capabilities: With Bigin, you can only communicate with customers via email, phone, and X. It also does not offer features for mass marketing and outreach campaigns.
- Alternative: HubSpot CRM offers many free tools, like more communication options that include email, live chat, phone, and messaging app integrations.
Key Freemium Features
- One user
- Single pipeline
- 500 records
- Three automations
- One web form
- Data import
- Email templates and automation emails
- Built-in telephony with call recording, automated voice response, and call routing
- Integration with Zapier, Zoho Desk, Zoho Campaigns, Zoho Analytics, and Zoho Forms
- Standard dashboards
Bigin Pricing for Paid Plans*
Bigin Pricing Add-ons For paid plans only :
- One-time Data Backup: $5 per request
- Additional File Storage: $4 for 5GB per month
- File Cabinet Exchange files with your contacts easily and securely with a unique Workdrive link : $4 per month
- Forms: $1 per month per additional form
- Automations: $1 per month per additional automation
- Email Templates: $1 per month for five additional templates
*Pricing is based on annual billing on a per-user monthly breakdown, though monthly billing is also available for a higher cost. There’s also a 15-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing.
Use the Bigin sales pipeline’s Kanban view for organized data and quicker analysis. (Source: Bigin)
Our Expert Opinion
Bigin is an offshoot of Zoho CRM that’s designed for individual users and small teams looking for a simple solution for contact and pipeline management at no cost. Its free plan allows you to create a single team pipeline, automate recurring tasks, view standard dashboards, and customize list views. Plus, it is one of the few free CRM programs that offer built-in telephony for making, receiving, recording, and routing calls, as well as setting up automated voice responses.
Capsule CRM: Best for Free AI Sales Emails
Pros
- Up to 10 AI content assists for creating sales emails in the Free plan
- Unique free CRM tools like project management, contact enrichment, and email communications
- Opportunity management features available for free
Cons
- Only two users and 250 contacts allowed on the Free plan
- Relatively expensive workflow automation features ($36 per user, monthly with Growth plan)
- Access to email templates locked in with Starter plan ($18 per user, monthly)
- You want to leverage free AI tools for crafting sales emails: Capsule CRM is one of the few CRM providers that offer AI content generation tools for free. This platform allows you to generate up to 10 sales emails per month using ChatGPT AI technology.
- You primarily need free deal tracking features: Capsule CRM is one of the best small business CRMs 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: Instead of manually monitoring and updating CRM records for leads or customers, data enrichment automatically updates them using information found online. 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 to up to two users—tied for the lowest of any product on this list.
- 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 Freemium 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, which 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 AI content assists for writing emails
- Built-in task and project management with calendar sync
Capsule CRM Pricing for Paid Plans*
Capsule Pricing Add-on:
- Marketing: Starts at $11 per month
*Pricing is based on annual billing on a per-user monthly breakdown, though monthly billing is available for a higher cost. The paid plans offer a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.
Capsule CRM’s AI-powered assistant helps craft email content for lead prospecting and nurturing. (Source: Capsule CRM)
Our Expert Opinion
The free Capsule CRM is a sales team’s dream, especially for those wanting to streamline their sales email writing through its AI Content Assist tool. In addition, reps can ensure their contact records are always automatically up-to-date, thanks to the free profile enrichment features. More importantly, this free CRM system’s robust opportunity management capabilities include deal milestone tracking, stale opportunity alerts, and lost deal reporting.
ClickUp: Best No-cost CRM Alternative
Pros
- Highly customizable data fields, processes, automations, and modules for any business need
- Cost-scalable paid plans (starting at $7 per user, monthly)
- Workflow automation included in 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 only available in paid plans (starting at $7 per user, monthly)
- Limited to up to 60 monthly sessions in certain views in the Free plan, like timeline, workload, Gantt, or mind map views
- You prefer a free alternative CRM that supports many use cases: ClickUp is a unique and 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. This also makes ClickUp one of the best CRM alternatives for anyone who prefers spreadsheet-style data entry and plenty of customization.
- You need no-cost workflow automation tools: ClickUp offers free workflow automation features that let you autocreate, update, or assign tasks and data records based on preset triggers. Other free CRM apps limit you on the types of triggers or conditions allowed. ClickUp, however, only limits you to 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. This setup process can be time-consuming and involves a learning curve.
- Alternatives: Every other software on this list is a traditional CRM with modules premade for users, including our top pick, HubSpot CRM. We like Bitrix24 for its free ecommerce tools, Capsule CRM for its no-cost deal tracking, and EngageBay for its complete marketing features.
- 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 in the free plan to connect the CRM with many of their favorite business tools like Zoom, Slack, Calendly, Canva, and many more.
Key Freemium Features
- Custom workspaces with custom data fields for task management and collaboration
- Unlimited records and task storage
- Prebuilt templates to create workspaces
- List, board, table, calendar, Gantt, timeline, workload, and mind map views of workspace
- Whiteboard collaboration with in-app video recording
- User commenting and assignment in data records
- Workflow automations
- Relationship linking, tags, and priority-setting in data records
- Integration with Zapier, Gmail, and Outlook
- Goal and dashboard reporting
ClickUp Pricing for Paid Plans*
ClickUp Pricing Add-on:
*Pricing is based on annual billing on a per-user monthly breakdown, though monthly billing is available for a higher cost. ClickUp comes with a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.
ClickUp automation design tools for customizing workflows (Source: ClickUp)
Our Expert Opinion
ClickUp’s highly customizable features make it a compelling choice. 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.
Zoho CRM: Best for Free Workflow Automation
Pros
- Ability to set basic automation for emails and tasks based on preset triggers in the Free plan
- Account management tools available for free
- Ability to upgrade the CRM plan of growing businesses with low-cost, scalable options (ranging from $14 to $52 per user, monthly)
Cons
- Free plan limited to three users
- Limited access to features beyond basic CRM data storage, such as leads, contacts, deals, and accounts, in the Free plan
- Poor product usability ratings because of robust and advanced feature inclusions
- You want a no-cost CRM with workflow automation: Zoho CRM is one of the few free CRM programs in this list that gives you access to workflow automation features at no cost. You can set up up to 2,500 workflow rules and automate up to five tasks per automated action per month. Check out other CRM workflow automation examples.
- You are an account-based business: Zoho CRM’s freemium subscription includes an account management module. This is mostly used by business-to-business (B2B) sales teams in verticals such as IT management, commercial insurance, software, or office supplies. This lets 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.
- You want communication features included for free: The Free plan for Zoho is limited to just providing 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: HubSpot CRM and Capsule CRM are excellent for no-cost email capabilities.
Key Freemium Features
- Three users
- Workflow automation
- 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
- Standard CRM reporting
Zoho CRM Pricing for Paid Plans*
Zoho CRM Pricing Add-ons:
- Additional File Storage: $4.60 for 5GB per organization, monthly
- Additional Data Storage: $2 to $4 for 100MB per month
- Data Backup: $12 per request
*Pricing is based on annual billing on a per-user monthly breakdown, though monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing.
Zoho CRM account record for organizing contacts, deals, accounts, etc. (Source: Zoho CRM)
Our Expert Opinion
We like Zoho CRM’s no-cost access to workflow automation features, which isn’t always a given on a freemium plan. It is also equipped to handle various data management needs, including storing account, contact, lead, and deal records and documents associated with those records. Another advantage of this platform is its scalability. Zoho CRM has plenty of cost-friendly options once you’re ready to upgrade and grow your business.
EngageBay: Best for Social Media Engagement
Pros
- Social Suite for engaging with customers on Facebook, X, and Instagram in the Free plan
- No-cost lead scoring features for marketing and sales teams to quantify potential customers
- Cost-scalable paid plans for users to upgrade for more features and data capacity
Cons
- Free plan limited to just 250 stored CRM records for leads, customers, and other contacts
- Calling features locked behind the Basic plan ($13.79 per user, monthly)
- No short message service (SMS) feature
- You need a solid CRM for social media engagement: EngageBay stands out for offering a free Social Suite for social media presence monitoring and engagement. You can launch campaigns and interact with prospects and customers on Facebook, X (formerly Twitter), and Instagram. Hence, EngageBay is one of the best social CRM systems.
- 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.
- 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 software 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: Bigin is an excellent alternative that provides built-in telephonic features to place, receive, and track calls at no cost.
Key Freemium Features
- 15 users
- Social suite for monitoring social media feeds and launching campaigns
- Up to 250 stored contacts and companies with 360-degree views and record tags
- Predictive lead scoring
- Custom website popups and web forms
- Email integration and newsletter management
- Deal tracking
- Appointment scheduling
- Task management
- Ticket management for up to two ticket views
EngageBay Pricing for Paid Plans*
*Pricing is based on annual billing on a per-user, monthly breakdown of the EngageBay All-in-One plans. Monthly billing is available for a higher cost, and biannual billing is available for a lower cost. While we update pricing information regularly, we encourage our readers to check the current pricing.
EngageBay lets you add leads from social media to your CRM and automatically send welcome or thank-you messages when someone interacts with you online. (Source: EngageBay)
Our Expert Opinion
EngageBay’s free plan is unique because of its Social Suite, which lets you engage customers on social media platforms, launch campaigns, and monitor your social media presence. You also get no-cost access to essential marketing tools like email campaign management, newsletter design features, and web forms. Plus, it offers free lead scoring tools, along with all-in-one sales, marketing, and service modules.
Bitrix24: Best for Ecommerce Store Management
Pros
- Order and payment processing, product lists, inventory management, and shipping cost calculator
- Unique features like project management, e-signatures, live chat, and AI tools available in the Free plan
- Unlimited contacts and deals in the Free plan
Cons
- Phone and email communications available only in paid plans (starting at $49 per month)
- High learning curve for operating and navigating the CRM because of robust features
- Expensive to scale up from free to paid plan (starting at $49 per month)
- 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. Hence, Bitrix24 is one of the best ecommerce CRMs.
- You are a project-based business: Bitrix24 stands out from other CRM systems by offering free project management tools that help you oversee client deliverables even after closing a deal. This is especially valuable for small businesses and freelancers who provide services through projects, including content writers, business consultants, graphic designers, web developers, or construction companies.
- You want free telephone features: CRM telephones streamline your workflow by letting you make calls, answer inquiries, and follow up with leads—all within the same system where you manage your contact information. Unfortunately, Bitrix24 requires you to be on the Basic plan for $49 per month for these capabilities.
- Alternative: Bigin is the only CRMs in this guide 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, learning how to use this CRM involves a learning curve because of its robust features.
- Alternative: HubSpot CRM is the best free option in terms of overall product usability. This free CRM has a simple interface with a modern design that makes it easy to navigate and learn.
Key Freemium Features
- Online store builder with order processing and self-service payments
- Inventory management
- Products catalog and coupons
- Fixed shipping cost with calculator
- Unlimited contacts storage with activity tracking and Google Maps location monitoring
- Unlimited deals management on up to one pipeline
- Bitrix24.Sign tool for creating, sending, and getting digital signatures for documents
- Live chat widget to engage with website visitors
- Project management module with multiview milestone tracking and task management
- Contact center with web forms and social media integrations
Bitrix24 Pricing for Paid Plans*
*Pricing is based on annual billing on a per-month breakdown, though monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.
Bitrix24 streamlines ecommerce management, integrating inventory, marketing, and sales tools for a seamless experience. (Source: Bitrix24)
Our Expert Opinion
Bitrix24 sticks out for tools that you wouldn’t ordinarily see in any CRM, free or paid, like ecommerce store management. This built-in module comes with a robust set of tools for managing products, orders, and inventories, as well as processing payments. It even allows you to calculate shipping costs and use coupons for customer purchases. This platform also offers a broad range of no-cost features, high data capacity, and unlimited free user access.
Agile CRM: Best for Lead Scoring
Pros
- Lead scoring available in the free plan
- Free custom deal milestones and basic reports for gamification
- Unlimited storage for documents relevant to a particular deal, like proposals, contracts, marketing materials, and reports
Cons
- No free templates and website builder
- Limited integration for free plan
- Lower number of integrations compared with its competitors; lacks native or built-in integrations
- You need a free lead scoring tool for your startup or small business: Agile CRM offers lead scoring in its free plan. If you’re a startup or solo entrepreneur, this feature can be a practical and useful solution in scoring and ranking leads. It helps you qualify and prioritize leads, allowing you to generate sales leads that are more likely to buy your product or service.
- You want gamification tools: Agile CRM is equipped with gamification features that can help motivate your sales reps to exceed their quota, which can bring more income, especially if you have a retail business. These tools can help you create gamification strategies, like competitions, challenges, and rewards, and determine top-performing sales reps. For instance, you can use the free custom deal milestones and basic reports to create and track multiple deals.
- You prefer a CRM with free web design templates and a website builder: Agile CRM does not offer templates on its free plan. This can be a downside if you want to build a website for your salon, restaurant, online business, or any startup small business.
- Alternative: Bitrix24 offers free site templates on its free plan, alongside a simple visual website builder. With Bitrix24’s site templates, you can pick a template that suits your small business and edit it according to your liking that best represents your brand.
- You need a CRM that you can integrate with many tools: Agile CRM’s free plan lets you integrate your CRM with one app. Its paid plans provide a higher number, from three up to more than 50 plugins and third-party app integrations. Compared with other CRMs, this provider has a significantly lower number of integrations.
- Alternatives: HubSpot CRM, Zoho CRM, and Bitrix24 offer hundreds of integrations, such as CRM, social media, and email integrations.
Key Freemium Features
- 1,000 contacts and companies
- Custom data fields
- Lead scoring
- Unlimited deals, tasks, and documents
- Appointment scheduling
- Custom deal milestones
- Email tracking
- Two-way email integration
- Custom deal tracks
- Two-way telephony
Agile CRM Pricing for Paid Plans*
*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available at higher rates, while a two-year agreement is available at discounted rates. While we update pricing information regularly, we encourage our readers to check current pricing.
Agile CRM lets users manually or automatically score prospects for seamless lead qualification. (Source: Agile CRM free demo account)
Our Expert Opinion
Agile CRM is equipped with lead scoring in its free plan, unlike other providers that offer this advanced feature on paid plans. This lets you generate more qualified leads quickly without paying anything. Aside from free lead scoring, its free plan also includes deal and document management tools, like custom deal milestones and reports. These tools help you stay on top of your sales process and create gamification strategies to motivate reps.
How We Evaluated the Best Free CRM for Small Businesses
To determine the best free CRM software systems, 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 CRM for small business teams:
25% of Overall Score
We first looked at the overall features included in the free plans that we feel are crucial to any free customer relationship management software, regardless of use case or industry. This included contact and lead management, reporting and dashboards, customizable pipelines, workflow automation, and email management. We also examined its options for data import/export and third-party integrations. Plus, we checked the availability and quality of its mobile app.
30% of Overall Score
Separate from the free plans, we wanted to see the providers of the best free CRM for small business 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
To assess the ease of use, we checked if the provider had built-in templates or automations when we assessed the free CRMs for small business. We also searched reputable review sites to gauge general user sentiment regarding its learning curve and ease of setup. In addition, we considered its plan options to see if it is easily scalable.
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 first-hand experience with these free customer relationship management software systems, 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 (FAQs)
Yes. In fact, there are quite a few. Many CRM providers offer freemium plans 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 no-cost CRM products include Bitrix24, Zoho CRM, 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 small businesses on a tight budget, providing 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 known for its unlimited users and high data capacity. On the other hand, although HubSpot CRM only allows five users in its free plan, it offers robust features for sales, marketing, service, content, operations, and ecommerce management.
