Free CRM tools
The topic of CRM - Customer Relationship Management - is relevant for all companies that serve more than a small handful of customers. It covers a wide range of aspects in the management of customer relationships, from the central and data protection-compliant storage of customer data to lead management and the design of customer interactions to the optimization of customer support processes. The term "CRM" can stand for the strategies and processes mentioned above as well as for CRM systems, i.e. software tools that store customer information in a structured manner and support companies in maintaining their customer relationships.
First of all: Who is free CRM suitable for?
Small businesses and start-ups with limited financial resources can benefit from free CRM systems as they provide a cost-effective way to manage and maintain customer relationships. Sole proprietors, self-employed individuals and freelancers who work alone or manage a small team can benefit from free CRM tools to organize customer contacts and appointments.
Companies can also try out free CRM before investing in an upgrade or a paid solution.
It is important to note that free CRM software typically offers more limited features than paid alternatives. For larger companies or organizations with extensive customer relationship management needs, a paid CRM solution may be more suitable. When selecting CRM software, one should also consider the specific needs and goals of the organization to ensure that the solution selected will meet their needs.
Many CRM systems can be integrated with accounting and email marketing solutions . This makes it easy to track customer invoices and send emails and newsletters. Two tools on our list are also email marketing solutions.
The best free CRM systems
In this article we would like to introduce free CRM software that is particularly well rated. The free CRM systems are listed in alphabetical order and our selection criteria can be found at the end of the article.
1st EngageBay
Introduction of the CRM tool EngageBay ( source )
The free CRM system EngageBay offers marketing, sales and support teams a central platform through which they can manage contacts and orders, automate sales and schedule appointments. For marketing automation, teams can create forms and landing pages, design templates for emails and create and automatically execute drip campaigns, for example according to a specific schedule or based on trigger events for email sending (such as when someone visits the website for the first time or abandons the shopping cart). A selection of customizable email and video templates is already available in EngageBay. Teams can segment their email contact lists using tags or using automated predictive lead scoring to deliver marketing emails to the right people. Real-time analytics in the form of visual dashboards provide insight into open and click rates. Teams can create their own landing pages as well as forms and pop-ups for lead capture based on templates and compare multiple versions using A/B testing. Multichannel marketing features, such as SMS campaigns, social media post scheduling, and social listening, help bring together leads from different channels and reach as many potential customers as possible. Helpdesk features include support ticket management, including macros and automation options. Live chat via a customizable widget allows teams to easily connect with their customers.
EngageBay CRM
EngageBay CRM
4.7
(872)
review details
functions
Advantages and disadvantages
product overview
This information comes from verified user reviews for EngageBay CRM
5
607
4
241
3
20
2
1
1
3
user-friendliness
4.5
customer service
4.8
price-performance ratio
4.7
Verified Reviewers
+
"The all-in-one solution can do everything, is very easy to use and is very affordable."
Read the full review
Bernd
CEO in Austria
EngageBay offers numerous integrations, including for Shopify, QuickBooks, Mailgun, Zoom, LinkedIn and Zapier. The free version allows up to 250 contacts and 1,000 branded emails and offers basic features for support, contact and ticket management. For a higher number of contacts, one of the paid versions is required, which also offer additional features such as automation options, workflows, push and desktop notifications, custom domains for landing pages and call recording.
2nd Flowlu
Introduction of the CRM tool Flowlu ( source )
The free CRM Flowlu is a broad-based business management tool and includes CRM functions as well as functions for project planning, collaboration, financial management and invoicing, and the creation of knowledge databases. The cloud-based tool also enables distributed teams with different locations to work seamlessly together. Teams can plan and organize projects, tasks, and workflows with Gantt, Kanban, and GTD views, checklists, and subtasks, record the time required for tasks, and create reports. Thanks to email integration, marketing teams can manage customer communication directly in Flowlu, send emails to leads, and receive notifications when leads open emails or click links. Recurring tasks can be automated based on rules, such as follow-ups or creating tasks and projects. Telephony can also be integrated into Flowlu CRM to call customers directly, log or record calls, or create new contacts, business opportunities, or tasks based on calls. CRM reports and statistics provide an overview of the sales funnel, conversion rates, possible reasons for missed business opportunities and the totals of previous and potential sales from current and already acquired leads. Multiple pipelines can be created for different product types with different sales processes and scenarios. Customer information such as personal data, customer appointments, invoices, previous interactions and customer-related tasks can be managed in the CRM system, as can file attachments, notes and any other information added via custom fields. Teams can be notified of new interactions in real time if desired and can communicate with each other via @-mentions within tasks and comments.
Flowlu
Flowlu
4.8
(351)
review details
functions
product overview
This information comes from verified user reviews for Flowlu
5
297
4
49
3
4
2
0
1
1
user-friendliness
4.6
customer service
4.7
price-performance ratio
4.9
Verified Reviewers
+
"I was looking for a tool to create offers, write invoices and..."
Read the full review
Matthes
CEO in Germany
EngageBay is free for up to 2 users with 1 GB of storage for unlimited contacts, projects and tasks. Paid versions allow for higher user numbers and offer more storage as well as advanced features such as task automation, API and webhooks, email integration, advanced reports and custom logos and domains.
3. Monday sales CRM
Introduction of the CRM tool monday.com ( source )
The free CRM software monday.com also goes far beyond a pure CRM system and offers teams a central cloud-based platform for managing projects, customers, teams and tasks. The solution is based on visual boards with different views such as calendars, timelines, Gantt charts and Kanban boards and templates for a wide variety of use cases, such as Scrum methods. monday sales CRM is one of the various customizable workflows available in monday.com and can be flexibly aligned to your own sales cycle. Using personalized email templates and the integration of email accounts, teams can centralize communication with their contacts in monday sales CRM and track interactions. They can also create automations for recurring tasks, automatically assign leads to team members, set reminders for tasks and be notified when leads open an email. Data is analyzed and visually presented in customizable dashboards, for example on sales targets and forecasts, the current sales pipeline or the team's progress.
monday CRM
monday CRM
4.7
(399)
review details
functions
Advantages and disadvantages
product overview
This information comes from verified user reviews for monday CRM
5
297
4
94
3
2
2
5
1
0
user-friendliness
4.7
customer service
4.6
price-performance ratio
4.5
Verified Reviewers
+
Translated by Google
"Easy provisioning and setup of sales teams and permissions. Analytics are..."
Read the full review
Nikita
Nikita
In addition to monday sales CRM, monday work management, monday dev, monday marketer and monday projects are available, so that companies can manage not only their customers, projects and marketing activities, but also other work processes and software development within the solution. monday.com offers integrations for a wide variety of tools such as Outlook, Microsoft Teams, Pipedrive or Excel and the range of functions can be expanded with apps. Up to two team members can use monday.com permanently for free with 500 MB of storage space for up to 1,000 items. Larger teams benefit from additional functions in the paid versions, depending on the price level, such as timelines, Gantt and calendar views, formula columns, integrations and automations, guest access, multi-level permissions, iOS and Android apps and advanced reports and analyses.
4th Brevo
Introduction of the CRM tool Brevo ( source )auf russia telegram data ISO-zertifizierten Servern in Deutschland gehostet.
Brevo offers a central platform for sales and customer communication that includes a marketing platform and a free CRM system. Transactional emails and automated campaigns for email marketing can be sent, as well as marketing SMS, WhatsApp campaigns and push notifications to customers. There are also functions for live chat with website visitors including a chatbot, segmentation options and personalized landing pages and registration forms for lead generation. Heat maps show what customers react to when reading a newsletter, and analyses of open and click rates, AI-supported send time optimization and A/B testing enable further optimization. In Brevo's Sales CRM, teams can manage any number of contacts, deals and customer activities, define their own pipeline phases and track the status of open deals in the sales funnel. In addition, they can create individual booking pages through which customers can book meetings and conduct them directly via video call in the browser. Sales automation functions are also planned. Brevo describes the CRM system as being designed especially for small businesses.