What is the Top 15 best free CRM software(2023)?
Hands-on use is the best way to determine if Customer Relationship Management software fits your business and applications. With hundreds of different CRM applications on the market, sellers are eager to let you try their CRMs. Most are even ready to let you try their CRM software for free.
Because they're free CRM software, there's no high-pressure sales rep pushing for a fast sale. You can see what features are most important to you and shop around for free before deciding on a vendor. Trialing out free CRM is the best way to discover whether a CRM solution fits your company's needs.
For an in-depth article on all things CRM, check out our article: "Types of CRM software and their benefits."
Most CRM software is available for free or for a limited-time trial. Because choosing the best CRM is not easy, the Customer Relationship Management software industry offers free plan versions so users can check out whether a given CRM software is the best free CRM for their business before committing to the full version—it's a fantastic chance for you to try free CRM.
For example, Hubspot CRM offers small businesses and large companies free CRM functionality to test drive their CRM tool.
Trying diverse Marketing automation software is especially critical for the fast-growing small business with limited budgets and a crucial need to optimize their customer support and sales pipeline.
Why is CRM software important?
A CRM system can increase the number of leads available to your sales team by intelligently handling contact management. It helps your marketing team find new customers faster by increasing the number of leads. It also supports your sales teams in closing more deals quicker. Customer service is also enhanced.
Now we will share a few reasons why CRM software is so vital to your business development:
Enhance customer service
CRM software hands a company a comprehensive picture of all its customer information.
This information then allows sales teams to build customer personas.
Increase customer loyalty
The long-term success of a company, especially a small business with a smaller customer base, depends on its customer retention rate.
Automated ticketing, sentiment analysis, customer service automation, and customer support can all be enhanced by a CRM app that improves customer satisfaction. You can identify pain points and address them immediately by tracking customers' life cycles using free CRM analytics tools.
Increase sales by setting up a repeatable and proven sales workflow automation and delivering the correct message to the right person at the right time through CRM software. In addition, you may streamline and improve the sales process, build a sales pipeline, automate tasks, and analyze your sales data. As a result, your sales and sales productivity will rise.
Improved customer and sales data analysis
When you use analytics CRM, you make your data accessible, relevant, and understandable to your organization. Your sales, marketing, and finance data are all combined into your CRM system to create visible metrics. Data warehousing and data mining are both features that allow your organization to analyze every aspect of your sales and marketing efforts.
Reach higher efficiency
Having your major day-to-day business tasks in one place creates a better workflow, easier collaboration among team members, and better project management. Workflow automation eliminates manual and repetitive work and gives staff more time for cognitive tasks. Analytics and dashboards will help you gain more insights into your work and optimize all business processes.
Enhanced internal information sharing
Team members can achieve frictionless communication among team members through project management systems and best practice workflows found in Collaborative CRM workflow automation
CRM applications allow every team member to feel deeply involved. Members can easily see every step taken in business processes, recognizing mutual support and collaboration. The software can assign tasks, demonstrate work, and display each member's involvement.
How to choose the best free CRM software?
It is hard to believe that a tool so vital would come with a free plan. But the best free CRM does offer outstanding features.
Here are the features and criteria to look for to find the best free CRM software.
1 Robust free features:
To be included in our best CRM system list, we only considered those CRM with robust features on their free plan capable of handling the fundamentals CRM application tasks without upgrading. All of the best CRM software on our list include task automation, contact management, and deal tracking.
From our point of view, a CRM system should be easy to navigate from the moment you first sign in. We think the design should be intuitive and easy to use, with the most used feature (e.g., deals, contacts, reports, settings) accessible from any screen.
3 Unique features:
There are hundreds of simple systems out there. However, all the CRM software included has stand-out qualities that set them apart from any other CRM.
4 Third-party app Integration:
A must-have CRM feature even in the free plan is the ability to interact with other apps like social media, email marketing, E-commerce, and sales automation platforms.
In the next section, we share our top 15 best free CRM software. Since all the following CRM systems offer a free plan, there isn't a reason not to try them all out!
In case you are in a hurry and don't have time to read the whole list, we are putting first our top pick, Hubspot CRM. Hubspot along with Bittrex24 are the only two CRMs that offer unlimited users in their free plans.
To save you time, most of these contact management tools require a business e-mail in the format "whatever(at)business domain. extension" to sign up. A Gmail or g suite account won't cut it, mostly.
Top 15 best free CRM software
You can fit your HubSpot CRM free plan to your business needs. The software has five “hubs,” or main options, each aimed at different types of client-focused businesses.
They include a Sales hub, a Marketing hub, a Service hub, a CMS Hub, and an Operations Hub. This feature makes HubSpot CRM stand out from its competitors along with offering unlimited users even in its free version. Hubspot CRM is an excellent pick for businesses that need a free CRM system designed for online or live chat customer support and sales. The free option can also be used to train employees on using the CRM before stepping up to one of the Paid Plans.
The best full-featured CRM for fast-growing enterprises is a must-have among our top 15 best free CRM software.
HubSpot CRM’s benefits
1 Easy user interface
2 Extensive functionality
3 Ample tutorials and knowledge base section
4 Customizable templates and reports
5 Flexible price plans including a free Plan.
HubSpot CRM Free Plan features
1 Live chat functionality
2 Ads handling feature
3 Deal tracking
4 Sales Pipeline
5 Email marketing and support(limited to 200 contacts)
6 Reporting Screen
7 Custom support form fields
Hubspot CRM price plans
Free plan: Up to a million contacts and unlimited users with no time limits.
Paid: Starting at $45 a month when paying annually if adding the Sales, Marketing, Service, CMS, or Operations hubs. You can also purchase a 5-Hub bundle for $50 a month in the Starter plan(1000 contacts included in the Starter plan)
HubSpot CRM is a free CRM software that's both comprehensive and easy to use. You'll be able to develop unique customer relations and have a blast doing it. It includes all the tools, sales automation, and integrations you need to market, sell, publish content, and service customers. You can utilize each item in the platform on its own. However, combining them is where the real magic happens.
Take it for a spin. You will not be sorry.
HubSpot Capterra Reviews 4.59(3359)
Zoho CRM is one of the best free CRM on the market. ZOHO CRM has been around for over 15 years. It has an extensive portfolio of applications and is well-versed in the complexities of business processes, so you can be sure your applications and data will be in expert hands. You can integrate ZOHO CRM with a wide range of reliable business applications.
Zoho CRM includes account administration, contact, lead, and deal management. It offers marketing automation, team collaboration, predictive sales, and partner relationship management.
When you are looking for one of the top 15 best free CRM software, you have to take Zoho CRM into account. It has a massive number of features and reasonable pricing for paid plans.
Zoho CRM's benefits
1 user-friendly interface
2 Stress-free migration from spreadsheets and competing CRMs to ZOHO CRM.
3 Multi-channel interface.
4 Intuitive third-party integrations
5 Task Automation
6 Detailed reports, insights, and analytics.
ZOHO CRM free plan features:
1 Basic Customer support
2 5000 API/day/organization
3 5000 modules
4 5 task actions
5 1 GB Free storage
6 10 email templates
7 Standard reports
Pricing plans available for Zoho CRM
1 Zoho CRM Free plan: One user. 20 Subscriptions.
2 Paid plan: From 59 $/ month. 500 customer. 3 Users. 3 Automated workflows
Zoho CRM Capterra Reviews 4.59(3359)
Agile CRM excels as a free CRM software for small businesses. It combines marketing, service, and sales functionality in one free CRM software. It offers a variety of pricing options, in addition to a free plan, and it is a good fit for any company regardless of size. It stands out for several reasons.
Agile CRM founder and his associates realized that the marketplace's most well-known customer service apps catered to large organizations. They developed solutions tailored to small businesses budgets and needs.
Our pick among the top 15 best free CRM software for the budget-conscious Business manager.
Agile CRM's benefits
1 Easy installation.
2 Wide-ranging integration library.
3 Sales, marketing, and service all-in-one automation platform.
4 Google-cloud hosted for maximum performance and security.
Agile CRM Free plan features
1 Unlimited deals, tasks, and files.
2 Up to 1000 Contacts
3 Custom Data milestones
4 Email tracking
5 Appointment scheduling
6 Lead scoring
7 Custom data fields
8 Live chat capable
Free: Up to 10 users
Paid: from $8.99 a month(annual subs) for the starter plan.
Capterra Reviews 4.1(434)
It is one of the most straightforward CRMs in the market due to its simple approach to customer relationship management. For over ten years, Capsule has been a leading CRM solution in the SaaS CRM sector. It is also one of the most simple CRM platforms in the market that can handle task management, contact management, sales pipeline management, and more.
What does “simple” mean here? The simple, laidback nature of promoting customer relationships that Capsule has is what makes it one of the most straightforward CRMs. Capsule CRM is the opposite of advanced CRMs like Zoho CRM. This software features just the essentials. However, it can do quite a lot. For a free CRM tool, Capsule CRM is surprisingly capable. It deserves its spot within the top 15 best free CRM software.
1 Automatic updates
2 Monthly plans. No long-term commitments.
3 Multiple methods for importing contacts into Capsule.
Capsule CRM Free Plan feature
1 10MB/ account
2 250 contacts
3 Reminder Follow-up Tasks
4 Integrate with Accounting Platforms
5 Email Storage
6 Send Emails with Outlook or Gmail
7 Log Activity
8 Sales Pipeline Dashboard
Capsule's Paid Plans
Free: Available for 2 users
Paid: $18 a month per user
Capsule CRM Capterra Reviews 4.5(145)
Freshworks started as a customer service software called Freshdesk in 2010. Since then, it's expanded into a multiproduct platform known as Freshworks. Freshworks CRM, a sales CRM system launched in 2016, is a component of Freshworks. With Freshworks CRM, you can manage sales in any sized business. It targets attracting, nurturing, handling, and converting leads. Freshworks CRM has a variety of packages to suit startups, large corporations, and companies of all sizes. In reality, the CRM system focuses on attracting, nurturing, and converting leads. Freshworks has 11 offices worldwide, including the United Kingdom, the United States, Australia, and India. The CRM system has a substantial presence in the industry and we have to consider it one of the top 15 best free CRM software on the market.
Freshworks CRM's benefits.
- It offers a drag-and-drop user interface for ease of use
- Highly-rated customer support
- Artificial Intelligence rates and scores your leads.
- Team Sales automation based on product type, location, or the size of the deal.
- Automatic Contacts information scraping from their company profiles or public social media accounts.
- Integrates well with other Freshworks apps
Freshworks CRM free plan features
- Lead/ contact/ account/ deal/ project management
- Tasks, appointments, and notes
- Filters and custom interface
- Data import/ export
- Easy Migration from different CRMs
- Insight-based lead scoring
- Record screen
- Role-based differentiated access
- 24x5 support
- Multi-platform mobile app
Free plan: Unlimited number of users availability
Paid plans: From $12/ user/ month (when paid annually)
Capterra Freshdesk Reviews 4.5(2514)
Insightly is similar to Hubspot CRM and targets the same market segment. Insightly is a cloud-based CRM software that caters to small to mid-sized enterprises. Its most notable features are workflow automation, sales lead management, email tracking, quotation generation, and relationship linking. These features have attracted over 1.5 million customers to Insightly thus earning a rightful place among the best free CRM options. Insightly mobile app adds audio notes and business card scanning to these features.
Top-notch alternative to Hubspot with a lower price tag that belongs among the Top 15 best free CRM software.
- Permits you to link contacts, opportunities, and projects
- Push notifications task management.
- Allows you to add voice memos to files.
Insightly Free Plan features:
- OAuth Single Sign-on (SSO)
- Accountancy integrations.
- Reports and charts.
- Project management
- Lead and sales handling
- Mass email and custom email templates
- Do-it-yourself support
- 2,500 record limitation
- 2 custom fields/ record type
- Max 10 mass emails/ day
Insightly's pricing plans:
- Free plan: Available for 2 users
- Paid: Starting at $29 per user per month (with an upfront annual subscription)
Insightly CRM Capterra Reviews 3.9(499)
Really Simple Systems CRM
Where Really Simple Systems CRM outshines the competition is in sales forecasting.
Even if a deal doesn't close, the weighted calculation ensures an estimate of revenue using the profitability of its closing. Here's how it works: You can get a detailed sales forecast report for free from Really Simple Systems with weighted and unweighted revenue. There are two ways it works:
Because not every deal will close, the weighted calculation provides an amount based on the profitability of its closing. Therefore, if a rep had their first call, the probability of it would be much lower, as it's still in the early stages. In this case, 20% probability of closing a $10,000 sale would be $2,000 weighted (=$10,000 * 20%). Conversely, if the same opportunity were presented as a proposal, its probability of going up to 80% and weighted at $8,000 (=$10,000 * 80%) would be higher.
This helps with forecasting since it provides a complete picture of anticipated sales based on the likelihood of closing a deal and the time invested in the pipeline. The most frequent cause of failure in forecasts is faulty and insufficient CRM data. To avoid this problem, you may make opportunity fields pre-populated with dropdown choices (e.g., various stages of the sales process) and require them before an opportunity can be created.
A nice all-around offer that shines among the top 15 best free CRM software.
Really Simple Systems' benefits:
- Clear, easy-to-use interface
- Excellent customer support
- Excellent weighted sales forecasting
- Automated task notifications
- Strong natural language capabilities
Simple CRM Free Plan features:
- 100 company records
- Unlimited contacts allowed
- 0.1 GB file storage
- Customer/ pipeline management
- Sales weightings & Probability
- Forecast & listing reports
- Custom fields/ tables/ dropdown lists/ dashboards
Really Simple Systems price information:
- Free plan: Available for 2 users
- Paid plans: From $14/ user/ month (with an upfront annual subscription)
Capterra Reviews 4.4(369)
FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. It allows you to manage your leads and customers, email campaigns, automated email sequencing, learner and affiliate management, manage monitor user activities, and many more in one place.
We at Mymoneytrees LLC use it massively since we have it installed on all our WordPress websites to run our digital marketing operations.
Since it is a WordPress plugin, all your customer data is stored on your own servers which is a massive plus for privacy and security concerns.
Marketers with large lists can combine this CRM with Fluent SMTP and Google Workspace for a yearly cost under $200.
To check out its multiple features visit Fluent CRM's website.
Fluent CRM Pricing
Even though Fluent CRM doesn't offer a free plan, we have included it because it offers amazing value for marketers with middle-sized or large lists.
- Paid Plan: 1 Domain for $90/year, 5 Domains for $174, 50 Domains for $349 with unlimited contacts for each domain.
Sending limits are the ones put in place by your SMTP sending service. We recommend Google Workspace as sending service for massive sending limits with a very low cost.
Friday is the free CRM software for freelancers or home office businesses.
If you are looking for free CRM software with a very easy-to-use interface that you can use with just a Gmail account, Friday CRM is right for you.
It provides innovative tools to expand your small business or home office. You can save lots of time and money with it. Friday allows you to develop long-term relationships with your customers, speed up your business growth, and reinvent and manage the entire emailing and telephone procedures, all for free. It is an excellent tool for handling B2B and B2C sales. The software is easy to use and understand. It has no paid plans.
FRIDAY Benefits and Features
Free CRM for Small Businesses.
1 Up to 20 user accounts are allowed
2 for Gmail or G Suite users.
3 Best free CRM for Startups, B2B, Sales Agents, Brokers, Home Office, and Affiliate marketers.
4 Great for pre-sales, sales, and basic marketing.
5 No paid tier. Forever free.
Capterra Reviews 4.5(6)
Apptivo started operations in 2009 as an enterprise CRM system. The tool aims to make it simple for businesses to manage their customers. Since its inception, Apptivo has become a well-known CRM for managing customers. Apptivo is based in Fremont, California, and has gained more than 150,000 users worldwide. The firm's initial mission was to provide a straightforward way for people to keep track of business operations.
Apptivo works in over 194 nations and across 150,000 sites. Besides, the people behind Apptivo know that keeping track of clients is not simple or easy. Apptivo allows your operation to group your markets, company territories, and market segments into one location. It's possible to define the details about your client (who they are, what they buy, and where they live).
Apptivo's strong free CRM plan makes it a strong contender in our best free CRM list.
- User-friendly interface UX
- All must-have functionalities
- contact management on the smartphone app
- Budget-friendly cost
Apptivo Free Plan features: list management
- Contact management
- Basic contact sharing
- Product Catalog
- Deal/ Opportunity handling
- Tasks, appointments, and notes
- Project management
- Field services/ work orders
- Estimates/ proposal
- Help desk/ cases
- Procurement/ purchase orders
- Files backup/ export
- Standard reports
- How-to videos/ knowledge base
- Lead management
Apptivo's pricing plans:
- Free plan:3 users included
- Paid plans: From $8/ month/ user (Annual plan)
Capterra Reviews 4.4(645)
Streak is a CRM tool that integrates directly with your Gmail account and categorizes all your messages. You can use custom workflows to track various activities, like sales and project management. It can also collect specific customer details, contact information, and files in an organized structure. Streak helps you categorize all of your customer's relevant personal data, contact information, and attachments logically.
Streak is widely used by small and mid-sized businesses. It's accessible via the cloud and doesn't require training or engineering consultations to keep and update. Besides, the software's flexible no-coding structure allows users to modify workflows and operations, including product development, email merging, and thread splitting.
- Integrates with your Gmail inbox
- Outstanding productivity tools, such as mail merge, email tracking, and snippets
- Build and manage any type of process easily
Streak CRM Free Plan features:
- Basic CRM suite
- Private pipelines
- Email tracking & snippets
- G-suite integrations
- Mobile app available
Streak's pricing plans:
- Free plan: Free forever plan.
- Paid plans: Starting at $15/ user/ month (One Year upfront)
Capterra Reviews 4.5(424)
In truth, BIGContacts is as straightforward as CRM gets. It doesn't, however, sacrifice the tool's effectiveness and functionality. It automates data gathering and keeps it linked across integrated business applications. To help small businesses grow, BIGContacts is as simple as CRM gets. It streamlines contact management by automating data collection and dispersal.
With BIGContacts, you can set up workflows, define user roles, and segment your customer base. In addition to task and communication tracking, BIGContacts CRM is a contact management and email marketing solution that is affordable and simple to use. You'll have all the tools you need to capture more leads, boost sales, and retain customers with an innovative and simple solution.
In addition, BIG Contacts offers a 30-day trial.
- Easy to navigate UX
- Top-notch customer support
- Budget-friendly pricing
- Customizable modules
- Pre-designed templates
- Task automation
- Knowledge Base
- Mobile App
BIGContacts Free Plan Features:
- Contact management
- Marketing automation
- Sales pipeline
- Team & Sales Rep calendar view
- Automated tasks & reminders
- Social media feature
- Webform Access
- Artificial Intelligence reports
BIGContacts pricing plans:
- Free plan: Available for 30 days
- Paid plans: Four different levels, from $5/user/month.
Capterra Reviews 4.3(203)
Without Monday.com, this list of free client management tools would be incomplete. It's an open platform featuring components for managing your relationships with clients, such as apps and connectors. With a single platform for all the projects, Monday.com helps you improve team alignment and offers customized workflows.
One of the best free CRMs for real estate, with customizable dashboards for an overview of your company's performance, helps you keep on top of your goals.
Free Plan features:
- Over 200 templates
- Whiteboard collaboration
- Customizable notifications
- Shareable forms
- Over 20 different column types
Monday CRM Pricing plan:
Capterra Reviews 4.7(5,650)
Tidio is a platform that gives your team access to a unified email and tools for multichannel consumer communication. Additionally, it offers pre-chat polls and chat ratings to gather leads and increase client feedback. To make management easy, you can import contact lists, tag customers, and manage your contacts with sophisticated filtering tools.
- Natural Language Processing
- Shared team inboxes
- Live chat with live typing feature
- dedicated customer success manager
- Ticketing system
- Order status and history
Free plan features:
- AI chatbots
- Visitor profiles for client information
- Mobile app for iOS and Android
- Multiple integrations, such as Zapier, Shopify, and MailChimp
- Free plan available
- Communicator ($19/mo/operator)
- Chatbots ($49/mo)
What to do now?
The next step is to find the right CRM solution for your business after reviewing our list of the best free CRM solutions. Follow these steps to find the correct product for your company:
Decide whether a free CRM is enough to solve your operational needs. Compare each solution’s total cost with your budget by checking the implementation, storage, IT staff, and training costs.
1. Check with the IT department or external consultant to verify whether they can implement the CRM on your current network setup.
2. Review our list and select the features that meet your core needs. Exclude solutions that don’t provide critical features.
3. Compare the free usage limits and shortlist CRM software based on your actual needs.
4. Select only applications that will fit your budget if you want to upgrade in the future.
Top 15 best free CRM software: Executive Summary
In this article, we have picked the top 15 best free CRM software out there to start your journey in the CRM space. However, it is also true that many of the free offerings only become really useful once you step up to a paid plan.
Some of the offerings have a steep price for the basic paid plan. So if your software budget is low, It is a good idea to pick a CRM, like Agile CRM, that offers a low-priced basic plan. When you are ready to upgrade, you can easily do so. Fluent CRM is a low-cost solution for Internet email marketers.