Best Free CRM Solutions For Your Startup/Small Business

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SoftwareSuggest

Senior editor

Parul Saxena

Chief editor

Last updated: September 30, 2021

Update 19/05/2021: This post has been updated with the latest top free CRM Solutions for startups/small businesses.

Are you an Entrepreneur or Startup looking for inexpensive solutions for lead management and creating a visual sales pipeline to manage your sales process more efficiently?

The following article discusses the most popular free CRM solutions that provide affordable handling of your startup customer relations tasks. Keep reading to learn more about these startup-friendly customer relationship management solutions.

Looking for CRM Software? Check out SoftwareSuggest’s list of the best CRM Software solutions.

Create A Visual Sales Pipeline through these Free CRM Solutions

When your startup begins to scale, the importance of managing customer data and lead management is integral to the success of your business. Many startups aren’t aware that there are free or affordable customer relationship management solutions to meet your needs.

Key features to look for in reliable and legal CRM solutions are lead management, external integrations, and visual data. The following CRM’s offer the best in these features and also have free plans for startups to try out their services to make an informed choice.

Let’s start looking at the features and benefits of these free CRM solutions for your startup.

1. HubSpot

hubspot

HubSpot CRM is a dynamic and scalable platform that optimizes your business and helps you take an informed decision for your enterprise. With HubSpot, you can manage your entire sales funnel with absolute visibility. With this software, you can carry out marketing activities such as social media marketing, blogging, email marketing. You can also create landing pages, provide users with SEO tips, update website content, optimize it for easy search, and make it compatible for mobile users. 

Features

  • Email tracking to monitor the interaction with the recipient
  • Build an up to the minute marketing and sales content library using document tool
  • Create and share meeting schedule
  • Incorporate videos to mails
  • Sequentially send email to your contacts and get an automated follow-up

2. Zoho CRM

ZohoCRM

Zoho CRM is one of the featured cloud-based applications that is offered by Zoho. Zoho CRM is an easy to use cloud-based CRM that integrates with the Zoho Suite of related products in order to offer your startup a complete business operating solution at a price point that you can afford.

This free customer relationship manager provides visual management of your sales process and analytics related to important customer data. Zoho has a feature that allows its’ users to create and customize workflows and apps in order to streamline your business operations.

The Zoho CRM is also designed to integrate with a variety of external business applications for enhancing your customer relationships via the use of its API feature. Zoho’s CRM integrates with popular apps like G-Suite, Office 365, Slack, LinkedIn and more.

Features and Benefits

  • Virtual AI Assistant
  • Multi-channel Sales CRM
  • Live Chat Support
  • Built-In Sales Call Software and Call Analytics
  • Capture leads and manages social engagement via included lead generation and social tools
  • Analytics for KPI’s
  • Automated Sales Process Management

3. Insightly

insightly

The Insightly CRM platform has an array of beneficial features for managing your sales prospects and existing customers. This platform has special linking features that link customer data with sales stages and other important data stored inside your CRM.

Insightly also integrates with external applications to expand the functionality of this customer relationship management solution. Insightly offers external integration with popular business applications and software via the use of its webhooks and open API.

Another great feature of the Insightly customer relationship manager is the ability for users to create and build their own custom apps to use within the platform. Insightly integrates with Google Drive, Slack, Xero, Office 365 and many more popular business productivity apps.

Insightly CRM Features

  • Lead Management
  • Workflow Automation
  • Email Management
  • Integrate with external business systems
  • Test drive the Insightly features by trying out their CRM for free.
  • Webhooks and API Integration

4. Freshsales

freshsales

Freshsales is a quality CRM tool for business has both the free and paid version. Free CRM offers excellent features, which are great for small-business users and developing businesses. Some of which includes a great mobile app, a built-in phone, and supports unlimited contacts and users. 

Furthermore, it easily integrates with many other tools to help you manage your business. For example, it offers seamless integration to Freshdesk for help desk and ticketing, MailChimp for email marketing, and Google App. In short, Freshsales enables you to handle multiple aspects of the sales process from a single dashboard, without having to wander around programs to get the job done. 

Features

  • Offers an intuitive interface with a drag-and-drop interaction feature. It is quite easy to set up
  • Keeps your contacts and deals organized with its built-in phone and lead scoring feature
  • Offers both phone and email support, 24 hours a day, and five days a week
  • Have access to the mobile app that allows you to make and log calls on the go

5. Agile CRM

agile crm

Agile CRM is an all-in-one platform for customer relationship management that offers a robust set of functionalities. The system automates the sales and marketing efforts, thereby resulting in increased productivity and work acceleration. 

The free version offers up to 10 users with 50,000 contact database. Besides, it allows the manager to monitor all deals, documents, and keep notes of the milestones from a single dashboard. It ensures that the sale process of the company is seamless. The system is well-suited for small business companies looking to do everything in one platform. 

Features

  • Updates your contact list with its web-to-lead form, where you can convert website visitors into leads
  • Offers scheduling automation and notifications through its online calendar functionality
  • Has the ability to build email templates and landing pages
  • It is pretty easy to use and has a consumer-grade interface 

6. EngageBay

EngagebayEngageBay is an all-in-one, fully integrated CRM, marketing, sales and support software solution that is tailored to assist small and medium-sized businesses. The software is easy to understand and use, and integrates well with other tools like Zapier or Outlook365. The pricing is super flexible so you can pick the features you want to use and avoid paying for the whole package.

The free trial comes with lifetime validity for 15 users but it is great to begin with. You can use visual deals and sales pipelines for customer relationship management and a 360-degree view of your revenue-based tasks. The software also shows you revenue won or lost updates in US Dollars.

The automation features are intuitive and helpful but some advanced ones are not available in the free trial. You can upload and share documents within the app and track all tasks from one dashboard. It is designed to cater more to small businesses, so their pricing is hard to beat.

Features and Benefits

  • Built-in SMS and Telephony
  • Workflow automation
  • Landing Pages, Web Forms, Pop-up forms with customization
  • Live tracking for contacts and tasks with customizable metrics
  • Live Chat
  • Predictive Lead Scoring
  • 24/7 Customer Support
  • 360-Degree Contact View

7. Apptivo

apptivo

Apptivo is an all-in-one solution to all your basic customer relationship management needs. With the permission of up to three users, the free version includes features like project management, basic contact sharing, help desk, and reporting.

In fact, you can process the invoice using the software. Thus, the system makes it easy to manage purchase orders. So if you are a startup or solo entrepreneurs who are into selling product business, it is a great CRM tool option to consider. 

Features

  • Caps the limit to three users and 500 MB of business storage
  • Gives you access to basic lead and contact management feature that enables you to add and update contacts
  • Lets you update deal status, add tasks and notes, process invoices and purchase order
  • Offers great customer support, available five days a week and eight hours a day via email

8. Really Simple Systems

reallysimple

As the name suggests, Really Simple Systems is a cloud-based CRM software that is easy to use. Its intuitive interface makes it easier to handle multiple aspects of the sales process from a single platform. The free version allows for two users with unlimited contact database and 100 MB document storage. 

Free Really Simple System CRM is especially intended for small business as it provides all the features necessary to kick start your sales process. It includes the right widgets such as custom reports, contact management, and check and analyzes critical data.

Features

  • Can generate custom reports whenever you need them
  • Provides online customer support via email 
  • Automates synchronization to ensure no crucial information gets missed
  • Allows you to send emails directly from your CRM system and also offers API integration 

9. Suite CRM

suitecrm

Suite CRM is completely free, open source CRM tool that offers end-to-end functionalities. It provides actionable insights that help businesses make smart decisions and drive more sales. In fact, you and your team members can easily exchange opinions and access data using the software. 

It enables companies to turn leads into customers by managing the salespeople opportunity pipeline. Thus, they are able to close deals faster and with ease. Besides, you can customize the code to suit your business needs. The biggest advantage is that it suits the needs of all business sizes — from small to medium, and large-sized enterprises. 

Features

  • Can customize SuiteCRM’s configurations to suit your business needs
  • Offers business-unique self-service portals that enable users to deliver interactive customer support
  • Provides relevant information about your leads in a detailed form on a single page

10. Streak

streak

Usually, we rely on emails for direct communication with our prospects or clients. Streak makes it easier by turning your Gmail into a CRM tool. The software groups email threads based on your workflow — in stages across a pipeline. 

And as it is only limited to the use of Gmail, the software is useful for freelancer and small business. Besides, it also centralizes all shared documents. That means you get immediate access to all shared files no matter at what stage your prospect is. This way you can take the conversation up where you last left off and close the deal sooner. 

Features

  • Keeps track of leads and close deal by handling all basic aspect of sales management
  • It is simple-to-use, thus enabling you to quickly and efficiently implement your CRM strategies
  • Offers unlimited personal pipelines and a powerful email tool 

11. Revamp CRM

revamp

Revamp is a popular custom CRM solution amongst the small business and e-tailers. It has a robust set of functionalities, which is capable of streamlining businesses’ workflows. Plus, it allows you to segment your leads, conduct email campaigns, and automates every work process. 

The core benefit is that the system features an automated reporting tool which helps in making insightful decisions. Furthermore, it automates a wide range of tasks including lead score, task creating, follow-up emails, and reminders. 

Features

  • The free version limits the use to one user and 2000 contact database
  • Provides you with Gmail extension and automates task and deals
  • Has an easy-to-use and intuitive interface, and offers high-quality customer support

12. Capsule CRM

capsule

Simple yet powerful, Capsule CRM is a web-based effective system which is limited to 250 contacts, and 10 MB storage. The software helps you keep track of all your communications with your clients and sales opportunities. It helps manage your sales pipeline: track deals, bids, and proposals.

Furthermore, Capsule lets you manage your projects by enabling you to create and monitor activities that need to be done. You can assign tasks to your co-workers and also, control deadlines, and create milestones. 

Features

  • Comes with a mobile app that is compatible with Android and iOS operating system
  • Easily add and update task details for each contact
  • Allows you to share contact database with your co-workers to ensure that all have a single up-to-date view
  • Enables you to attach files, proposals, agreements, and other such files

13. Raynet CRM

raynet

Raynet CRM is online software that helps keep a tab of your business growth. It effortlessly allows you to track clients and manage leads. The system contains a set of robust functionalities such as interaction tracking, data organization, deal management, and performance reporting. 

The best part is that since it is a could-based software, you can easily access the system from anywhere across the world. Plus, it is designed to be compatible with mobile devices, including iOS, Android, and Windows Mobile.

Features

  • The free version limits the use to only two users and 150 accounts 
  • Provides great customer support to its clients in case of an issue
  • Offers details reports and informative analytics whenever you need
  • Easily manage your deals and have absolute control without the hassle of paperwork

Final Thoughts

All the CRM solutions mentioned above are best for their own needs. You just need to choose the one depending upon the nature and the requirements of your particular business.

All three CRM Solutions are best for their own needs. One should choose one out of them depending upon the nature and the requirements of the particular business.

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