A number of CRM suppliers provide free variations with entry to sufficient options to supply the worth of a paid tier in managing buyer relations. Even the most effective free CRM software program is often capped at a sure variety of customers, so that they’re perfect for small enterprise groups, people, and freelancers.
A number of the hottest suppliers providing a free tier of their CRM instruments embody HubSpot, Zoho CRM, EngageBay, and extra. These free variations will be adequate for some organizations since they often present the core CRM options customers want to prepare and observe shopper engagement. Along with these core options, every supplier has distinctive capabilities, reminiscent of superior advertising and marketing instruments or area of interest {industry} specializations.
I evaluated dozens of suppliers based mostly on pricing and options and narrowed down the checklist to the seven greatest free CRM software program.
Prime free CRM software program comparability
The highest free CRM software program provides entry to gross sales pipelines, doc administration, and native or third-party integrations. Companies can sync their free CRM device to their present tech stack and combine it with their gross sales processes.
| HubSpot CRM | |||||
| Zoho CRM | |||||
| monday.com | |||||
| EngageBay | |||||
| ClickUp | |||||
| Bitrix24 | |||||
| Odoo CRM | |||||
| Capsule CRM | |||||
| *Value when billed yearly. | |||||
HubSpot CRM: Greatest total free CRM
Total score: 4.74/5
Pricing: 4.38/5
Common options: 4.98/5
Ease of use: 5/5
Help: 4.88/5
Skilled rating: 4.69/5
HubSpot’s free CRM system offers entry to numerous gross sales, advertising and marketing, customer support, commerce, content material administration, and operations administration instruments.
For free of charge, two customers can full gross sales duties immediately inside a buyer’s profile and monitor incoming offers within the free pipeline characteristic. HubSpot’s paid tiers provide extra superior options, reminiscent of gross sales and advertising and marketing automation, forecasting, voice calling, and gross sales analytics.
Why I selected HubSpot CRM
HubSpot CRM provides probably the most sturdy and numerous instruments for managing gross sales, advertising and marketing, customer support, commerce, content material, and operations processes. Every product supplied by HubSpot is related to the identical underlying CRM database, giving companies perception into each contact at every stage within the buyer journey. And Breeze Copilot good suggestions and automation make it probably the greatest AI-powered CRMs.
Whereas HubSpot’s free CRM is probably the most sturdy of these listed right here, your small business may finally have to scale to a premium plan. If that’s the case, HubSpot’s paid tiers will be fairly expensive in comparison with others. If you need a device with extra reasonably priced premium plans, try Zoho CRM or ClickUp.
Head over to the HubSpot overview for extra data.
Hubspot Gross sales Hub Pricing
- Free instruments: $0 for 2 customers with fundamental gross sales, advertising and marketing, service, content material, operations, and commerce instruments.
- Gross sales Hub Starter: $20/person/month, billed month-to-month, or $15 when billed month-to-month. This contains free instruments, easy automation, e-signature, and dialog routing.
- Starter Buyer Platform*: $20/person/month, billed month-to-month, or $15 when billed yearly. This contains Starter-level instruments for gross sales, advertising and marketing, service, content material, and operations.
- Gross sales Hub Skilled: $90/seat/month, billed yearly, or $100 when billed month-to-month (plus a $1,500 one-time onboarding price). This contains every part within the Gross sales Hub Starter, plus a prospecting workspace, playbooks, and forecasting capabilities.
- Gross sales Hub Enterprise: $150/seat/month, billed yearly (plus a $3,500 one-time onboarding price). This contains every part within the Gross sales Hub Skilled, plus predictive lead scoring, dialog intelligence, and lead type routing.
*Starter Buyer Platform contains gross sales, advertising and marketing, service, content material, operations, and commerce instruments in a single bundle. Particular person modules will be bought individually.
Key freemium options
- Breeze Copilot: HubSpot’s AI-powered assistant can generate content material, automate routine duties, and supply customized suggestions and insights about leads, clients, and interactions.
- Assembly scheduler: Schedule shopper conferences shortly with little problem by syncing them to Google Calendar or Workplace 365 Calendar.
- Dwell 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.
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Key freemium options
- Lead monitoring: View lead profiles and exercise historical past from one dashboard to see the place leads are within the shopping for course of and when it’s greatest to start out participating.
- Doc administration: Arrange and management all shared paperwork between gross sales reps and even content material shared outdoors the enterprise with shoppers.
- Marketing campaign administration: Plan and monitor any promotional marketing campaign, together with Google Adverts, referral applications, or offline occasions like commerce exhibits and TV commercials.
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Key freemium options
- Customizable visible pipelines: Create pipelines for straightforward planning, monitoring, and launching of fundraising and donor campaigns.
- Undertaking and operations administration: Use non-public boards to map meals deliveries, observe donated provides, and handle duties and tasks. Construct customized workflows and automate repetitive operational processes.
- Customizable types: Use no-code types to gather, set up, and analyze volunteer and supporter data. Plug the information immediately into your visible database for straightforward knowledge assortment and evaluation.
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Key freemium options
- Multichannel campaigns: Create branded advertising and marketing campaigns and launch them throughout e mail, web site, and social media channels.
- Lead scoring: Section and prioritize incoming leads based mostly on preset standards from a company’s perfect buyer profile.
- Web site lead seize: Acquire and retailer customer data with pop-ups and touchdown pages.
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ClickUp: Greatest for easy dash administration
Total score: 4.56/5
Pricing: 4.75/5
Common options: 4.72/5
Ease of use: 3.75/5
Help: 5/5
Skilled rating: 4.25/5
ClickUp is a really simple venture administration platform meant to assist handle all kinds of workflows. Its Eternally Free plan is strong, providing 100MB of storage, limitless plan members, kanban boards, and 24/7 help, to call a couple of. 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 can be utilized by groups managing product growth. With dash administration, dash studies, Kanban dashboards, and backlog administration, customers can improve workforce collaboration with all-in-one communication. ClickUp additionally helps limitless integrations beginning with the primary paid tier, including to the device’s flexibility.
ClickUp’s Eternally Free plan provides quite a lot of core CRM options and limitless customers, but it surely markets itself as perfect for private use. In case you anticipate the necessity to finally scale up your CRM answer to match the expansion and complexity of your small business, take into account HubSpot or different suppliers in our information to the most effective CRM for small companies.
Pricing
- Free Eternally: $0 for limitless customers, with 100MB storage, limitless duties, and whiteboards.
- Limitless: $7/person/month, billed yearly, or $10 when billed month-to-month. This contains every part within the Free Eternally plan, plus limitless storage and integrations, customized fields, and agile reporting.
- Enterprise: $12/person/month, billed yearly, or $19 when billed month-to-month. This contains every part within the Limitless plan, plus Google SSO, customized reporting, and superior automations.
- Enterprise: Contact ClickUp immediately for a quote. This plan contains every part within the Marketing strategy, plus white labeling and MSA and HIPAA compliance.
Key freemium options
- Whiteboards: Talk between groups and departments with a digital whiteboard.
- Automations: Choose over 100 pre-built automations to sort out routine duties inside tasks, advertising and marketing campaigns, and buyer administration.
- Dash administration: Create whole sprints with a single view for workforce members to handle workflows, observe progress to targets, and create helpful automation.
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Bitrix24: Greatest free CRM for ecommerce companies
Total score: 4.55/5
Pricing: 4.44/5
Common options: 4.93/5
Ease of use: 4.38/5
Help: 4.38/5
Skilled rating: 4.5/5
Bitrix24’s free CRM uniquely helps limitless customers with as much as 5GB of knowledge storage and fundamental collaboration and venture administration instruments.
Amongst all of the suppliers on this information, it provides probably the most sturdy and superior ecommerce instruments, together with coupons, inventories, and delivery price calculators. Its paid tiers are structured in another way than typical CRM pricing. As an alternative of getting a price per person, it fees per group with a most variety of customers.
Why I selected Bitrix24
Along with being probably the greatest free and full CRM choices, Bitrix24 provides superior instruments that aren’t normally out there totally free. It has a multichannel Contact Heart, CoPilot AI for suggestions and activity automation, a web site and touchdown web page builder, and gross sales intelligence. It additionally provides modules for managing human assets, tasks, retail, eating places, journey, and authorized industries.
Although Bitrix24 will be extremely custom-made to match your small business wants, you might have considered trying extra backend and open supply flexibility. If that’s the case, I like to recommend testing Odoo for its developer-friendly open supply software program.
Learn this unbiased overview of Bitrix24 for extra.
Pricing
- Free: $0 for limitless customers, with 5GB on-line storage, web site builder, and Contact Heart.
- Primary: $49/month for 5 customers, billed yearly, or $61 for 5 customers when billed month-to-month. This contains every part within the Free plan, plus 24GB on-line storage, webmail, telephony, invoicing, and buyer segmentation.
- Normal: $99/month for 50 customers, billed yearly, or $124 for 50 customers when billed month-to-month. This contains every part within the Primary plan, plus 50GB of on-line storage, activity and venture administration, and lead administration.
- Skilled: $199/month for 100 customers when billed yearly or $24 for 100 customers when billed month-to-month. This contains every part within the Normal plan, plus 100GB on-line storage, worker administration, scrum, reserving automation, and workflows.
- Enterprise: Billing begins at $399 per group for 250 customers when billed yearly or $499 for 250 customers when billed month-to-month. This contains every part within the Skilled plan, plus 250GB on-line storage, a number of department administration, and a high-performance enterprise cluster infrastructure.
Key freemium options
- Ecommerce module: Bitrix24’s sturdy ecommerce options embody instruments for managing orders, on-line shops, merchandise, funds, coupons, delivery prices, and inventories.
- Omnichannel communication: Chat with leads by way of internet type, e mail, dwell chat, social media, messenger, or phone. All messages are processed and mechanically transformed into contacts in your CRM.
- Estimates and invoices: Create and save customized quote templates inside the CRM and ship them to shoppers by way of e mail or SMS.
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Odoo CRM: Greatest free, open-source CRM
Total score: 4.40/5
Pricing: 5/5
Common options: 4.28/5
Ease of use: 3.75/5
Help: 4.38/5
Skilled rating: 4.06/5
Odoo is an open-source enterprise answer that gives two editions: a free, open supply device or an enterprise-ready answer with further functions. The group and open supply editions are solely free.
Whereas the free tier solely permits one utility, it helps limitless customers and multi-company entry to a single database. The premium plans begin with a set worth per person per 30 days with entry to all Odoo On-line apps.
Why I selected Odoo CRM
Odoo is a single platform that targets optimizing productiveness for companies. The expertise behind the platform goals to cut back knowledge entry and introduce good AI instruments, all with quick UX and UI. The open supply growth mannequin has over 40,000 group functions, making it probably the greatest open supply CRM software program. The free tier additionally permits you to select the Odoo Studio app, which provides intensive customization on your distinctive characteristic wants.
Companies ought to solely take into account Odoo if they’re purposely in search of an open-source platform and have the technical experience to construct a device at this scale. I like to recommend HubSpot if you’d like a ready-made CRM answer with a feature-rich free tier.
Pricing
- Free: $0 for limitless customers, with entry to at least one app and Odoo On-line.
- Normal: $7.25/person/month, billed yearly, or $9.10 when billed month-to-month. This contains entry to all functions.
- Customized: $10.90/person/month, billed yearly, or $13.60 when billed month-to-month. This contains every part within the Normal plan, plus entry to Odoo Studio, multi-company administration, and exterior API.
Key freemium options
- Self-service buyer portal: Give clients entry to their account data and allow them to speak with your small business immediately.
- 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 bunch of apparatus, reminiscent of POS programs, IoT gadgets, stock scanners, and entrance desk kiosks.
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Capsule CRM: Greatest for venture administration
Total score: 4.33/5
Pricing: 5/5
Common options: 3.7/5
Ease of use: 4.25/5
Help: 4.06/5
Skilled rating: 4.38/5
Capsule is an easy 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 space for storing. Customers can handle gross sales alternatives with venture administration instruments to plan occasions or observe buyer actions, reminiscent of help queries or onboarding.
Each tier, together with the free model, permits every day activity reminders and comes with AI content material help. Improve to a paid subscription for higher person permissions and superior reporting.
Why I selected Capsule CRM
Capsule is an easy CRM platform that grants customers entry to gross sales pipeline dashboards, calendar and activity administration instruments, Outlook and Gmail integrations, and two-factor authentication.
The premium tiers provide a spread of options for rising companies, together with high-level gross sales reporting, entry permissions, and customization. All of this makes Capsule an intuitive device for any experience stage to implement into their enterprise.
Capsule’s integrations with third-party instruments and APIs for builders make it a particularly customizable platform. If you need the same device with much more integration performance within the free tier, try HubSpot.
Learn our detailed Capsule overview for extra data.
Pricing
- Free: $0 for 2 customers, with 250 contacts, e mail integration, social profile enrichment, one gross sales pipeline, 5 customized fields, and 10 AI content material assists.
- Starter: $18/person/month, billed yearly, or $21 when billed month-to-month. This contains every part within the Free plan, plus 30,000 contacts, 50 customized fields, and 5 e mail templates.
- Progress: $36/person/month, billed yearly, or $38 when billed month-to-month. This contains every part within the Starter plan, plus 60,000 contacts, three shared mailboxes, 1,000 AI content material assists, and workflow automation.
- Superior: $54/person/month, billed yearly, or $60/person/month, billed month-to-month. This plan contains every part within the Progress plan, plus 300 customized fields, 500 e mail templates, and 50 venture boards.
- Final: $72/person/month, billed yearly or $75 when billed month-to-month. This contains every part within the Superior plan, plus 240,000 contacts, 100 gross sales pipelines, 10 shared mailboxes, and limitless customized fields.
Key freemium options
- Alternative highlights: Notify reps when leads are persistently inactive, or alternatives are thought-about stale.
- Two-factor authentication: Verify person 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.
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How do I select the most effective free CRM for my enterprise?
Now that you simply’ve learn by means of an inventory of the highest free CRM suppliers, you might want to slim them down to search out the software program that most closely fits your targets. The following step could be to request demos or join free trials from the suppliers that pique your curiosity. This manner, you may start speaking immediately with the supplier’s gross sales workforce and begin onboarding the software program.
Under are questions to think about asking when researching free CRM software program:
- Does the free model provide the core options you want which can be anticipated within the prime CRM software program?
- What’s the whole in-market experience on your {industry}, if any?
- Is the CRM thought-about open-source, or is that one thing your small business wants?
- Is it scalable and detailed sufficient to be the most effective free CRM for startups or enterprises?
- Does the CRM software program combine with instruments you have already got in your tech stack?
FORUM: Elements to think about when selecting a CRM.
Methodology
To overview every supplier’s free CRM choices pretty, 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 total score, which I used to assign every software program a perfect use case.
Evaluate my scoring standards breakdown for extra insights.
- Pricing: Weighted 30% of the overall rating.
- Common options: Weighted 25% of the overall rating.
- Ease of use: Weighted 15% of the overall rating.
- Help: Weighted 15% of the overall rating.
- Skilled rating: Weighted 15% of the overall rating.
Continuously requested questions (FAQs)
What’s the greatest free CRM?
HubSpot, Zoho CRM, Bitrix24, and Engagebay are among the many greatest CRM with free variations. Whereas one may be 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 fully free?
Zoho provides a very free model of its CRM answer. This plan solely helps as much as three customers and provides fundamental performance like lead and doc administration and the cell app. This makes it most helpful for small and even house 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 provide free or paid CRM software program inside its suite of instruments. As an alternative, instruments inside the Google Workspace will be built-in with CRM software program as a 3rd social gathering. For instance, Zoho CRM or HubSpot customers can combine that CRM answer with their Gmail, Calendar, or Docs.