We are always short of money. Especially if you need to grow your business from scratch. Read this article about how to save a little money on running your business with free CRM systems and whether it makes sense.

Naturally, we all love free solutions to our problems. Especially considering that in today’s world, and even more so in the online entrepreneur segment, there are far fewer such solutions than we’d like.

Speaking of CRM systems, you can find paid, free and conditionally free plans. The latter option is the most common version of the free, which is logical, because no company would spend years free of charge to develop a quality product that does not bring profit. Using fully free versions is simply dangerous, as such systems are updated less frequently than their paid counterparts, and tech support treats them as a henchman to his poor relatives. We are in business and we do not want the hard-won database to be lost or (even worse) stolen at any moment due to a failure or hacker attack.

Conditionally free CRM

This subset of analytical systems is the magic wand for the small and sometimes medium-sized business segment. Sravnibank, for example, uses just such a CRM. Free CRM does not require you to make a financial investment, but it does provide limitations on some of the functionality, which can be removed at any time by purchasing a paid licence.

Free CRM systems of this order have good technical support and acceptable, and sometimes even extensive capabilities (search for new customers, Internet marketing). They serve as a kind of test and demonstration of the capabilities of the manufacturer. Therefore, developers ensure the safety of the system and, in a timely manner update it. Moreover, sooner or later (if things go well), you will switch to a paid version.

Free CRM have only one very obvious advantage: they are free. Otherwise, these systems are significantly inferior to their paid counterparts. But the disadvantages of using this software product are somewhat greater.

Disadvantages of free CRM systems

It is worth saying that most of the disadvantages of free CRM systems are problematic for medium and large businesses. If you are one of them, pay attention to the rating of paid CRMs whereas small entrepreneurs can ignore them.

They are there anyway, but their quantity and quality depends individually on the publishers’ policies. The most common option is a time limit on usage. Typically, this free CRM system works for only two weeks, and should only be used if you buy a full version after that period.

In second place in popularity – reducing the maximum number of users and the size of the customer base. Not fatal for small and partly medium-sized businesses, but if you own a large company you’ll be very uncomfortable with the CRM.

Another pitfall faced by owners of free CRM systems is the lack of developer support during implementation. This usually requires bespoke solutions, which are difficult to implement without third-party help.

Rating of free and conventionally free CRMs

The global market offers a variety of solutions to systemise workflows. However, the American and European system of business building respects the fact that good and quality software has to be paid for. Some well-known CRM creators offer only trial periods – a few days of using the functionality, after which they offer to pay for a package of services. But there are also conditionally free products with which you can get a modest, but quite effective set of tools for managing tasks, planning your workday, and the formation of a customer base. Here is a closer look at some of them.

Sugar CRM

The creators of this programme set out to give marketing, sales and service professionals tools that could improve the relationship between a company and its customers, increase the lifecycle and obtain a brighter and more memorable customer experience.

As part of a CRM system, it is possible to implement individual products that would help automate processes within the company, improve the work of sales managers and get acquainted with revenue analytics. If this is not enough, you can always buy a complete solution for a particular business, of course at additional cost.

The real features of Sugar CRM:

issuing a complete customer history;
monitoring of correspondence per addressee;
integration of the account with social networks;
generation of a clear lifecycle of each client;
access to analytical information relating to a particular customer.

Trello

A handy and accessible program that allows you to manage your project tasks. The creators advise you to use Trello not only for work purposes, but also for personal use, because it helps you not only to systematize your work activities, but also to plan your leisure time, to organize yourself, to create individual schedules.

What a Trello user gets:

It is possible to create a team by inviting users. It is now possible to manage the work within the team, set tasks and monitor their implementation.
Tools for visualising the progress of work and any issues related to the process. These include comments, attachments, deadlines, additional information.
Workflow optimisation, because some of the work could be delegated to robots, who could set rule triggers, create card and board buttons, execute commands from the calendar.

Zoho

The ideal solution for small or medium-sized businesses. With one software, you can get information from your marketing, sales, record keeping and customer support at all levels. Zoho has a wide range of functionality, some of which becomes available after you pay a fee. However, even the free version can help solve some business issues.

The main purpose of using this CRM is to correctly organise the relationship between the company and the client. Lifecycle building, marketing, accounting and even inventory management processes are integrated into a single system.

What Zoho can help with:

Track sales per employee, analyse them, and automate the transaction process. The data the programme pulls up will be the backbone of the follow-up contact.
Plan promotions, control cost items and expenses.
Combine the sales and customer support process so that the operator always knows the pains of the person on the other end of the phone.

SendPulse

SendPulse is a multi-channel marketing platform that includes a CRM system. “SendPulse’s free CRM suite provides access to essential CRM functions such as lead and contact management, email and SMS messaging, and task management.

Benefits of SendPulse CRM:

easy-to-use, user-friendly interface
integration with multiple channels, including email, SMS, web messaging, and chatbots.
offers a free package for small businesses
powerful automation and segmentation capabilities

SendPulse CRM disadvantages:

Limited functionality compared to more comprehensive CRM systems
Less intuitive interface for some users than other CRM systems.
Lack of advanced reporting and analysis

Overall, SendPulse CRM is a good choice for small businesses that need a simple and low-cost CRM solution with powerful automation capabilities. However, larger companies with more complex requirements and more experience may find it too limited and need to look for other options.

Flowlu

Flowlu is a cloud-based CRM and project management platform that helps businesses manage their sales, marketing, and customer service processes. The free version of Flowlu provides access to core CRM features such as contact and lead management, email and phone integration, and task management.

The benefits of Flowlu:

offers CRM and project management functionality in one platform
is affordable for small businesses
great customization options
integration with popular business applications and services

Downsides of Flowlu:

Limited free features
less intuitive interface for some users than other CRMs.
Lacks some advanced reporting and analysis tools compared to other CRM systems.

Flowlu is a good choice for small businesses that need a CRM and project management solution on one platform. The free plan provides basic CRM functionality, while paid plans give access to more advanced features. However, larger companies should look for alternative solutions that offer more advanced features and capabilities.

Zadarma

Zadarma is a cloud-based telecommunications platform offering various voice and video communications services, including a CRM system. Zadarma’s free subscription provides access to essential CRM functions such as lead and contact management, call recording, and logging.

The benefits of Zadarma:

Integrates voice and video communications directly into the CRM system.
Offers a free subscription for essential CRM functions
Offers advanced call center features for businesses
Supports multiple languages
User-friendly interface

Disadvantages of Zadarma:

Limited features of the free version
Little appeal to companies that do not need advanced telecommunication services.
For some users, the interface may need to be more intuitive than other CRM systems.
It needs advanced reporting and analysis tools compared to other CRM systems.

Overall, Zadarma is a good choice for companies that need a CRM system with advanced telecommunication features. The free plan offers basic CRM features, while the paid plans provide access to advanced features. However, companies that do not need advanced telecommunications features may find Zadarma too advanced and prefer a more streamlined CRM solution.

SalesapCRM

SalesapCRM is a cloud-based CRM platform designed for small and medium-sized businesses. The free SalesapCRM plan provides access to crucial CRM features such as contact and lead management, email and phone integration, and task management.

Benefits of SalesapCRM:

user-friendly interface
affordable cost for small businesses
strong customization capabilities
integration with popular business applications and services
good automation features

Disadvantages of SalesapCRM:

limited features in the free plan
some users find the interface less intuitive than other CRMs
lacks some advanced reporting and analysis tools compared to other CRM systems.

Overall, SalesapCRM is a good choice for small businesses that need a basic CRM solution at a reasonable price. The free plan is a good starting point, and paid plans offer access to more advanced features. However, larger companies may need alternative solutions that provide more extensive features and options.

StecRealty

StecRealty is a CRM system for real estate companies. The feature set of the accessible version of StecRealty may be limited compared to the paid versions. However, it still provides the essential functions of managing and organizing customer information and sales processes. Standard features of free CRM systems include lead and contact management, task and schedule planning, and basic reporting and analysis. You should review the specific details of StecRealty’s free plan to determine if it meets your business needs.

Gincore

Gincore is a CRM system that helps businesses manage and grow customer relationships. Gincore’s free plan may have limited functionality compared to paid plans, but it still offers basic customer information and sales process management features. Free CRM systems generally offer features such as lead and contact management, basic reporting and analysis, and limited integration with other tools. It is advisable to check the specific details of Gincore’s free plan to ensure that it meets your business needs.

Worksection

Worksection is a CRM system that helps businesses manage projects and customer relationships. Worksection’s free plan may have limited functionality compared to paid plans, but it still provides basic customer information and project management features. Standard features of free CRM systems include lead and contact management, project management, basic reporting, and analysis. It is recommended that you review the specific details of the free plan offered by Worksection to determine if it meets your business needs.

Retail CRM

RetailCRM is a customer relationship management system designed specifically for e-commerce businesses to manage customer relationships. The free RetailCRM plan may have limited functionality compared to the paid plans, but it still offers basic customer information, sales process, and customer service management features. The most common features of free CRM systems are lead and contact management, basic reporting and analysis, and limited integration with other tools. It is recommended that you check the specific details of the free RetailCRM package to see if it meets your business needs.

Why should a company use a CRM system?

A CRM system helps a company manage interactions with existing and potential customers. It can provide the following benefits, among others:

Increased sales efficiency: by centralizing customer data and automating repetitive tasks, sales teams can spend less time on administrative tasks and more time selling.
Improved customer retention.
Improved data analytics: a CRM system provides a single source of customer data and makes tracking and analyzing customer behavior, preferences, and opinions easier.
Improved collaboration between teams: a CRM system can enable better communication and collaboration, resulting in more efficient and effective sales and marketing activities.
Increased customer satisfaction: Through better customer engagement, faster response times, and a smoother customer experience, companies can increase customer satisfaction and loyalty.

Are there any good free CRM systems? Conclusion

If you’re still not sure whether to use free versions of CRM systems, we’ll give you a little hint. Be guided by the number of users who will be working with it. For owners of relatively large enterprises, it is not rational to install such options. And if the firm employs only a few professionals, such a system will play a good service, thanks to the optimization and automation of many routine processes. It is also important to pay attention to the company’s goals and choose a CRM system based on them.