9 Greatest Free CRM Software program of 2024 – Uplaza

  • Greatest general free CRM: HubSpot CRM
  • Greatest for safe contact administration: Zoho CRM
  • Greatest free CRM providing gross sales and advertising and marketing instruments: EngageBay
  • Greatest free CRM for easy dash administration: ClickUp
  • Greatest free CRM for challenge administration: Insightly
  • Greatest for challenge administration: Capsule
  • Greatest free CRM for college students or nonprofits: monday gross sales CRM
  • Greatest free CRM with flat paid tiers: Bitrix24
  • Greatest free CRM with open-source capabilities: Odoo

A number of CRM suppliers supply free variations of their software program that include entry to sufficient options to supply the worth of a paid tier in managing buyer relations. Usually, free CRM software program is capped at a sure variety of customers, making it most ultimate for small companies, particular person groups, or freelancers.

A few of the hottest suppliers that supply a free tier of their CRM device embody HubSpot, Zoho CRM, EngageBay, and extra. These free variations might be ample for some organizations since they typically present the core CRM options customers want to arrange and monitor shopper engagements. Along with these core options, every supplier has distinctive capabilities, comparable to superior advertising and marketing instruments or area of interest {industry} specializations.

​​Prime free CRM software program comparability

The highest free CRM software program provides entry to pipeline and doc administration, a cell app or offline entry, and native or third-party integrations. This manner, companies can sync their free CRM device to their current tech stack and combine it with their gross sales course of.

Past these options, some further features might be included or added for small month-to-month charges.

Software program Pipeline administration Documentation monitoring Cellular app Integrations Beginning paid value*
HubSpot CRM Sure Sure Sure Sure $15 per seat per thirty days
Zoho CRM Restricted Sure Sure Sure $14 per seat per thirty days
EngageBay Sure Sure No Sure $11.95 per seat per thirty days
ClickUp Sure Sure Restricted Sure $7 per seat per thirty days
Insightly Sure Restricted No Sure $29 per seat per thirty days
Capsule Restricted Sure Sure Sure $18 per seat per thirty days
monday Gross sales CRM Sure Restricted Sure Sure $12 per seat per thirty days
Bitrix24 Sure Sure Sure Sure $49 per 5 customers per thirty days
Odoo Sure Sure Restricted Sure $24.90 per consumer per thirty days
*Worth when billed yearly.

HubSpot CRM: Greatest general free CRM

Picture: HubSpot

HubSpot’s free CRM comes with entry to a variety of each advertising and marketing and gross sales instruments. Customers can full gross sales duties instantly inside a buyer’s profile and monitor incoming offers within the free pipeline characteristic. Permitting as much as 5 customers grants unbeatable entry to HubSpot’s native and third-party integrations. HubSpot’s paid tiers supply extra commerce options for quotes, invoices, and cost hyperlinks.

Why I selected HubSpot

HubSpot is a high-scoring CRM platform with plenty of options for advertising and marketing, gross sales, service, content material, operations, and commerce. Every product provided by HubSpot is related to the identical underlying CRM database, giving companies perception into each contact at every stage within the buyer journey. The gross sales software program is highly effective and intuitive and may help rising gross sales organizations. This makes HubSpot an especially scalable platform for companies of all sizes.

Whereas HubSpot’s free CRM is probably the most sturdy of these listed right here, your small business would possibly ultimately must scale as much as a premium plan. If that’s the case, HubSpot’s paid tiers might be fairly expensive in comparison with others. If you happen to’re interested by a device with extra inexpensive premium plans, try Zoho CRM or ClickUp.

Head over to the HubSpot evaluate for extra info.

Pricing for paid tiers

  • Gross sales Hub Starter: $15 per seat per thirty days billed yearly, or $20 when billed month-to-month. The Starter plan consists of all free instruments plus easy automation, e-signature, dialog routing, and extra.
  • Gross sales Hub Skilled: $90 per seat per thirty days billed yearly, or $100 when billed month-to-month, plus a one-time $1,500 onboarding charge. This plan consists of all Starter options and prospecting workspace, platbooks, forecasting, and extra.
  • Gross sales Hub Enterprise: $150 per seat per thirty days, with an annual dedication and one-time $3,500 onboarding charge. Customers of this plan obtain all Skilled instruments plus superior permissions, predictive lead scoring, dialog intelligence, and lead kind routing.

Options

  • AI e mail author: Use AI to generate gross sales outreach emails to assist drive e mail advertising and marketing.
  • Assembly scheduler: Schedule shopper conferences rapidly with little problem with syncs to Google Calendar and Workplace 365 Calendar.
  • Stay chat software program: Join web site guests to gross sales reps in actual time to transform new prospects, enhance buyer relations, and shut extra offers.
HubSpot reside chat settings web page. Picture: HubSpot

HubSpot CRM professionals and cons

Execs Cons
Intuitive consumer interface. Paid plans and add-ons might be expensive.
Sturdy gross sales and advertising and marketing instruments. Lack of reporting instruments.
Comparatively straightforward onboarding and CRM implementation. No reside help without spending a dime customers.

Options

  • Lead monitoring: View lead profiles and exercise historical past from one dashboard to know the place they’re within the shopping for course of and when the most effective time is to begin partaking extra.
  • Doc administration: Manage and management all shared paperwork between gross sales reps and even content material shared exterior the enterprise with purchasers.
  • Zia AI device: Monitor lead exercise or entry forecasting insights by simply asking Zoho’s AI assistant instantly.
Zoho’s AI assistant, Zia. Picture: Zoho CRM

Zoho CRM professionals and cons

Execs Cons
15-day free trial. Free plan has no social integration.
Sturdy gross sales forecasting. Some customers report poor UI and UX.
24/7/365 information safety. Consumer stories of platform studying curve.

Options

  • Multi-channel campaigns: Create branded advertising and marketing campaigns that may be deployed throughout a number of channels, comparable to e mail, web site, and social media.
  • Lead scoring: Phase and prioritize incoming leads based mostly on preset standards from a company’s ultimate buyer profile.
  • Web site lead seize: Acquire and retailer web site customer info with pop ups and touchdown pages.
EngageBay advertising and marketing dashboard. Picture: EngageBay

EngageBay professionals and cons

Execs Cons
A number of billing choices. Paid tiers would possibly require lengthy commitments.
360-customer views. Third-party integrations are restricted.
Predictive lead scoring. Electronic mail scheduling is proscribed to Development and Professional tiers.

ClickUp: Greatest free CRM for easy dash administration

Picture: ClickUp

ClickUp is a really easy CRM supplier meant to assist handle all kinds of workflows. ClickUp’s Without end Free plan is powerful, providing 100MB of storage, limitless plan members, kanban boards, and 24/7 help, to call just a few. Particularly, the dash administration characteristic permits customers to set dash dates, assign factors, mark priorities, and automate unfinished work into the following dash.

Why I selected ClickUp

ClickUp is a challenge administration CRM resolution that can be utilized by groups managing product improvement. With dash administration, dash stories, kanban dashboards, and backlog administration, customers can improve crew collaboration with all-in-one communication. ClickUp additionally helps limitless integrations beginning with the primary paid tier, including to the flexibleness of the device as a complete.

ClickUp’s Without end Free plan provides quite a lot of core CRM options and limitless customers, however it does market itself as most ultimate for private use. If you happen to anticipate the necessity to ultimately scale up your CRM resolution to match the expansion and complexity of your small business, I like to recommend HubSpot.

Pricing for paid tiers

  • Limitless: $7 per consumer per thirty days when billed yearly or $10 when billed month-to-month. This plan consists of limitless storage and integrations, customized fields, agile reporting, and useful resource administration instruments.
  • Enterprise: $12 per consumer per thirty days when billed yearly or $19 when billed month-to-month. This tier helps all Limitless options plus Google SSO, customized exporting, superior automations, and extra.
  • Enterprise: Contact ClickUp instantly for a quote. This Enterprise tier provides all Enterprise performance plus white labeling, MSA and HIPAA compliance, and extra.

Options

  • Whiteboards: Talk between groups and departments with a digital whiteboard.
  • Automations: Choose from over 100 pre-built automations to sort out routine duties inside initiatives, advertising and marketing campaigns, and buyer administration.
  • Dash administration: Create total sprints with a single view for crew members to handle workflows, monitor progress to targets, and create helpful automations.
ClickUp dash dashboard with a customized level system. Picture: ClickUp

ClickUp professionals and cons

Execs Cons
14-day free trial. Customers report occasional bugs with the search operate.
24/7 buyer help. Customers report a clunky UX/UI cell utility.
Actual customers touch upon how straightforward the software program is to study. Studies of delayed updates, refreshes, and notifications.

Insightly: Greatest free CRM for challenge administration

Picture: Insightly

Insightly’s free CRM consists of entry for 2 customers and as much as 2,500 information, 5 e mail templates, 10 emails per day, and extra. This enables for primary contact and pipeline administration, in addition to an extra pipeline for challenge administration. Throughout the software program, customers can create extremely visible workflows by means of colourful kanban boards. In order for you lead scoring and routing features, customers must improve to the Skilled or Enterprise tiers.

Why I selected Insightly

Insightly is a full-featured CRM device that gives three fundamental options for gross sales, advertising and marketing, and buyer help. The CRM software program helps streamline gross sales processes and drive income by importing and routing leads and empowering distant groups with a cell app. The advertising and marketing automation makes use of A/B testing to draw guests to web sites and convert them into prospects. And the customer support resolution elevates a enterprise’s shopper expertise by means of a handy help portal with ticket administration and insights.

Insightly’s trendy platform can supply small to midsize companies a variety of performance. However should you’re an enterprise searching for a free device, take into account wanting into HubSpot for his or her 2,300 consumer cap on their free tier.

Learn this unbiased Perception evaluate for extra characteristic callouts, use instances, and extra.

Pricing for paid tiers

  • Plus: $29 per consumer per thirty days, billed yearly. The Plus plan consists of lead administration, automated emails and templates, process administration, configurable stories, and extra.
  • Skilled: $49 per consumer per thirty days, billed yearly. The Skilled plan provides all Plus options in addition to 100 real-time perception playing cards, limitless role-based permissions, customized web page layouts, and extra.
  • Enterprise: $99 per consumer per thirty days, billed yearly. This plan consists of all talked about options, along with 200 customized fields, customized apps, calculated fields, pricebooks, quotes, and extra.

Options

  • Native integrations: Entry integrations to apps like QuickBooks On-line, PandaDoc, and Xero.
  • Electronic mail administration: Permit full visibility throughout groups on each buyer e mail interplay.
  • Gross sales pipelines: Seize related particulars about every incoming lead and monitor the place they’re in your gross sales course of.
Pattern gross sales pipeline view. Picture: Insightly

Insightly professionals and cons

Execs Cons
14-day free trial. Consumer help prices additional.
1,000+ third-party and native app integrations. Free model solely helps two customized fields.
5 free e mail templates. Solely entry group boards with premium plans.

Capsule: Greatest for challenge administration

Picture: Capsule

Capsule is a straightforward on-line CRM with highly effective gross sales and relationship administration instruments. Capsule’s free model permits as much as two customers, 250 contacts, and 50 MB of cupboard space. Customers can handle gross sales alternatives with challenge administration instruments to plan occasions or monitor buyer actions, comparable to help queries or onboarding. Each tier, together with the free model, permits for day by day process reminders and AI content material help. Improve to a paid subscription for higher consumer permissions and superior reporting.

Why I selected Capsule

Capsule is a straightforward CRM platform that grants customers entry to gross sales pipeline dashboards, calendar and process administration instruments, Outlook and Gmail integrations, and two-factor authentication. The premium tiers supply a variety of options for rising companies, together with high-level gross sales reporting, entry permissions, and customizations. All of this makes Capsule an intuitive device for any experience degree to implement into their enterprise.

Capsule’s integrations with third-party instruments and APIs for builders make it an especially customizable platform. In order for you the same device with much more integration performance within the free tier, try HubSpot.

Learn this detailed Capsule evaluate for extra info.

Pricing for paid tiers

  • Starter: $18 per consumer per thirty days when billed yearly, or $21 when billed month-to-month. This plan provides 30,000 contacts, 1 gross sales pipeline and challenge board, 50 customized fields, 5 e mail templates, and extra.
  • Development: $36 per consumer per thirty days when billed yearly, or $38 when billed month-to-month. The Development plan consists of every little thing in Starter, plus 60,000 contacts, 3 shared mailboxes, 1,000 AI content material assists, and workflow automation.
  • Superior: $54 per consumer per thirty days when billed yearly, or $60 when billed month-to-month. This tier provides all talked about options, along with 300 customized fields, 500 e mail templates, 50 challenge boards, and extra.
  • Final: $72 per consumer per thirty days when billed yearly, or $75 when billed month-to-month. The Final plan consists of 240,000 contacts, 100 gross sales pipelines, limitless customized fields, 10 shared mailboxes, and extra.

Options

  • Alternative highlights: Notify reps when leads are persistently inactive or alternatives are thought-about stale.
  • Two-factor authentication: Affirm consumer safety when anybody tries to entry your CRM by means of the cell app.
  • Workflow automation: Automate gross sales workflows to make gross sales duties faster and extra constant.
Capsule pattern workflow automation. Picture: Capsule

Capsule professionals and cons

Execs Cons
14-day free trial. No customized automations obtainable within the free tier.
1,000+ obtainable integrations. No assigned gross sales groups or help.
Exporting for information safety. Customers report weak contact sorting.

monday gross sales CRM: Greatest free CRM for college students or nonprofits

Picture: monday Gross sales CRM

monday gross sales CRM provides a variety of important options in addition to instruments for enhancing productiveness and buyer relationships. You will need to observe solely college students or nonprofits can entry monday.com without spending a dime or at a extremely discounted value after filling out related types. monday.com’s customizable dashboard and pipelines do make it nice for process administration. But when your group doesn’t fall throughout the {industry} classes for the low cost, monday.com’s primary CRM tier continues to be comparatively inexpensive. Improve to the Professional CRM tier for higher entry to gross sales analytics.

Why I selected monday gross sales CRM

monday gross sales CRM is a no-code CRM device with a variety of {industry} specializations. This consists of software program and IT providers, manufacturing, monetary providers, client items, and extra. The platform itself is intuitive, with visually interesting dashboards. Customers can utterly customise the device for any customer-facing want in addition to implement automations that scale back common human error and improve productiveness.

Since monday gross sales CRM solely provides a free model for distinctive situations, your small business may not meet these tips. If that’s the case, take into account wanting into HubSpot for his or her sturdy free choices.

Wish to know extra? Try this unbiased monday gross sales CRM evaluate.

Pricing for paid tiers

  • Primary CRM: $12 per consumer per thirty days when billed yearly, or $15 when billed month-to-month. Customers achieve entry to limitless customizable pipelines and contacts, templates for lead and deal administration, the cell app, and limitless free viewers.
  • Commonplace CRM: $17 per consumer per thirty days when billed yearly, or $20 when billed month-to-month. This plan consists of all options within the Primary CRM tier plus e mail integrations, exercise administration, AI e mail era, quotes and invoices, and extra.
  • Professional CRM: $28 per consumer per thirty days when billed yearly, or $33 when billed month-to-month. The Professional CRM tier consists of gross sales forecasting, e mail templates, e mail monitoring, mass emails, Google Calendar sync, and extra.
  • Enterprise CRM: Contact monday.com instantly for a customized quote. This plan helps lead scoring, crew targets, superior analytics, account administration, and extra.

Options

  • Customizable pipeline: Create pipelines that instantly replicate your gross sales course of and might be adjusted as your course of adjustments.
  • Exercise administration: Log all shopper actions in a single hub, comparable to emails, conferences, and extra.
  • Content material era and summarizing: Create polished and branded content material or summarize notes from a name transcript or conferences.
monday gross sales CRM content material summarizing device pattern. Picture: monday.com

monday gross sales CRM professionals and cons

Execs Cons
14-day free trial. Free tier solely applies to college students and nonprofits.
Customized templates for contact and deal administration. Perception and forecasting instruments are solely obtainable by means of the Professional and Enterprise tiers.
iOS and Android cell apps. Publish-sale instruments are solely obtainable by means of the Enterprise tier.

Bitrix24: Greatest free CRM with flat paid tiers

Picture: Bitrix24

Bitrix24’s free CRM uniquely helps limitless customers with as much as 5 GB of knowledge storage and primary collaboration and challenge administration instruments. Bitrix24’s paid tiers are structured in another way than typical CRM pricing. As an alternative of getting a charge per consumer, Bitrix24 fees per group with a most variety of customers. This is perhaps engaging for smaller companies who’re after a free CRM, anticipate having to improve to a paid subscription, and need a easy cost plan.

Why I selected Bitrix24

Bitrix24 provides an final workspace for companies that features a CRM, HR and automation options, and superior collaboration and e-commerce instruments. The ceaselessly free version helps limitless customers and may combine with a number of third-party apps. Bitrix24 may also help a variety of area of interest industries, comparable to retail, eating places, journey, and authorized.

Although Bitrix24 might be extremely custom-made to match your small business wants, it’s your decision extra backend and open-source flexibility. If that’s the case, I like to recommend testing Odoo for his or her developer-friendly open-source software program.

Learn this unbiased evaluate of Bitrix24 for extra.

Pricing for paid tiers

  • Primary: $49 per group for 5 customers when billed yearly, or $61 for 5 customers when billed month-to-month.
  • Commonplace: $99 per group for 50 customers when billed yearly, or $124 for 50 customers when billed month-to-month.
  • Skilled: $199 per group for 100 customers when billed yearly, or $249 for 100 customers when billed month-to-month.
  • Enterprise: Billing begins at $399 per group for 250 customers when billed yearly, or $499 for 250 customers when billed month-to-month.

Options

  • Omnichannel communication: Chat with leads through internet kind, e mail, reside chat, social media, messenger, or phone with all messages processed and routinely was contacts in your CRM.
  • Estimates and invoices: Create and save customized quote templates throughout the CRM and ship them to purchasers through e mail or SMS.
  • Contact administration: Discover precisely who you’re searching for with full buyer profiles, offers, and leads linked to purchasers, and full shopper interplay historical past.
Bitrix24 contact dashboard. Picture: Bitrix24

Bitrix24 professionals and cons

Execs Cons
15-day free trial. Customers report delayed and buggy stories.
Affords industry-specific options. Customers report missing buyer help.
Affords group and studying assets for customers. Pricing construction is uncommon in comparison with different generalized CRM suppliers.

Odoo: Greatest free CRM with open-source capabilities

Picture: Odoo

Odoo is an open-source enterprise resolution that gives two editions, a free open-source device or an enterprise-ready resolution with additional functions. The group and open-source version is totally free. With entry to 1 utility solely, Odoo does permit limitless customers. The premium plans begin with a set value per consumer, per thirty days with entry to all Odoo On-line apps.

Why I selected Odoo

Odoo is a single platform that targets optimizing productiveness for companies. The know-how behind the platform goals to scale back information entry and introduce sensible AI instruments, all with quick UX/UI. The open-source improvement mannequin has over 40,000 group functions for customers to entry for each enterprise want.

Companies ought to solely take into account Odoo if they’re purposely searching for an open-source platform and have the technical experience to construct out a device at this scale. In order for you a ready-made CRM resolution with a feature-rich free tier, I like to recommend HubSpot.

Try the Odoo evaluate for extra perception.

Pricing for paid tiers

  • Commonplace: 24.90 per consumer per thirty days, billed yearly; or $31.10 per consumer per thirty days. This plan provides all functions and Odoo on-line entry.
  • Customized: $37.40 per consumer per thirty days, billed yearly; or $46.80 per consumer per thirty days. This plan consists of all Commonplace choices plus Odoo Studio, multi-company, and exterior API.

Options

  • Self-service buyer portal: Give prospects entry to their account info and allow them to speak with your small business instantly.
  • Lead segmentation: Obtain predictive scores for every incoming lead to assist assign them to the most effective rep.
  • Gross sales tech tools: Sync your Odoo platform throughout a number of kit like POS, IoT, stock scanners, and entrance desk kiosk.
Picture: Odoo

Odoo professionals and cons

Execs Cons
15-day free trial. The free model is proscribed to just one utility.
Affords superior customizations within the Odoo Studio. Restricted integrations in comparison with others on this record.
Has over 12 million customers so far. Actual customers report a studying curve.

How do I select the most effective free CRM software program for my enterprise?

Now that you just’ve learn by means of an inventory of the highest free CRM suppliers, it is advisable to slim them down to search out the software program that most closely fits your targets. The following step can be to request demos or join free trials from the suppliers that pique your curiosity. This manner, you possibly can start speaking instantly with the supplier’s gross sales crew and begin onboarding the software program.

Under are questions to contemplate asking when researching free CRM software program:

  • Does the free model supply the core options you want which can be anticipated within the prime CRM software program?
  • What’s the complete in-market experience in your {industry}, if any?
  • Is the CRM thought-about open-source, or is that one thing your small business wants?
  • Is the CRM scalable and detailed sufficient to suit your small enterprise or enterprise?
  • Does the CRM software program combine with instruments you have already got in your tech stack?

FORUM: Listed below are some components to contemplate when selecting a CRM.

Overview methodology

To pretty evaluate every supplier’s free CRM choices, I used an in-house rubric with outlined standards and subcategories of CRM {industry} requirements. After operating every supplier by means of the rubric, an algorithm calculated an general ranking and I used that to assign every software program a perfect use case.

Right here’s a breakdown of the scoring standards I adopted:

  • Price: Weighted 25% of the full rating.
  • Core options: Weighted 25% of the full rating.
  • Customizations: Weighted 15% of the full rating.
  • Integrations: Weighted 15% of the full rating.
  • Ease of use: Weighted 10% of the full rating.
  • Buyer help: Weighted 10% of the full rating.

Often requested questions (FAQs)

What’s the greatest free CRM?

HubSpot, Zoho CRM, Bitrix24, and Engagebay are among the many greatest CRM with free variations of their instruments. Whereas one is perhaps higher than the others relying in your distinctive enterprise wants, every comes with core CRM performance to get any small or home based business higher organized.

Is Zoho utterly free?

Zoho does supply a totally free version of their CRM resolution. This plan solely helps as much as three customers and provides primary performance like lead and doc administration and the cell app. This makes it most helpful for small and even dwelling companies that don’t anticipate the necessity for extra logins or extra superior gross sales options.

Does Google have a free CRM?

Google doesn’t supply CRM software program inside its suite of instruments, free or paid. As an alternative, instruments throughout the Google Workspace might be built-in with CRM software program as a third-party. For instance, Zoho CRM or HubSpot customers can combine that CRM resolution with their Gmail, Calendar, or Docs account.

Share This Article
Leave a comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Exit mobile version