CRM solutions help individuals, SMBs, and enterprises store customer and prospect data, track customer interactions, and share information with those in your organization. While many of these solutions can be expensive, there are many platforms that offer free plans that let you manage their potential and existing customer relationships at no charge.
Table of Contents
- What is CRM Software?
- Why Use CRM Software?
- Top Free CRM Software
- Check Out These Free CRM Trials
What is CRM Software?
CRM stands for Customer Relationship Management. CRM software helps entrepreneurs, SMBs, and enterprises connect and stay connected to potential and existing customers, streamline processes, and improve profitability. It supports various functions like marketing, sales, ecommerce, and customer service.
Why Use CRM Software?
There are many benefits in using CRM software. This includes:
- Offering a safe, centralized storage space for your contacts, deals, activities, and documents
- Closing a higher percentage of potential deals
- Improving the communication between you and your customers and prospects
- Saving time with workflow automation
- Reducing the risk of human errors
Top Free CRM Software
Here’s a short-list of our top four free CRM software solutions. Take a look at our overviews to see which platform’s free plan works best for you and your business.
Overall, HubSpot is our highest rated CRM solution. In addition, HubSpot offers one of the most robust, and user-friendly free CRM plans in the market for an unlimited number of users. Features found in HubSpot’s free plan include:
- Lead forms
- Email templates, reply tracking, and health reports
- Live chat
- Basic bots
- Reporting dashboard
However, HubSpot’s free plan does not include features like lead scoring or workflow automations. For a more in-depth analysis of HubSpot’s other plans, read our HubSpot Review.
HubSpot is a feature-rich CRM software solution used by over 114,000 customers. It's ideal for those who need an advanced, all-in-one platform with high-quality marketing tools.
While Vtiger is ranked fifth on our CRM list, the platform does offer a robust, free CRM plan that allows for up to 10 users. Features included in Vtiger’s free plan include:
- Lead forms
- Email campaigns, and tracking
- Profile scoring
- SMS as a communication channel
However, it should be noted that Vtiger’s UI is not the most intuitive to use. For a more in-depth analysis, check out our Vtiger review.
Vtiger is a popular CRM solution with over 300,000 customers. It's best for smaller businesses who need a reliable, all-in-one solution with multiple communication channels.
Zoho CRM is an affordable, advanced CRM solution that allows up to three users at no cost. Features that Zoho CRM’s free CRM plan includes are:
- Lead forms
- Workflow rules
- Standard reports
- Email templates
However, Zoho CRM’s free plan does not include a mobile CRM or lead scoring as a feature. For a more in-depth analysis, check out our Zoho CRM review.
Zoho CRM is a CRM platform that is used by over 150,000 customers. It's ideal for those who need a more affordable, advanced solution and currently use other Zoho products.
Freshsales offers a basic, free CRM plan that allows an unlimited number of users. Some of the features included in the free CRM plan from Freshsales are:
- Lead forms
- Phone as a communication channel
- Chat widgets
- Mobile CRM
However, Freshsales does not include lead scoring, visual pipeline management, or email marketing tools. For a more in-depth analysis, check out our Freshsales CRM Review.
Freshsales is a CRM platform with over 40,000 customers. It's ideal for small businesses with a slightly larger budget and that need a strong set of communication channels and digital marketing tools.
Check Out these Free Trials
While only some CRM software platforms offer a free plan, most offer free trials. Many of these free trials let you upload your organization and customer data and even let you communicate with your customers for a limited period of time. There are a few differences between each free trial and what they offer, which we’ve described below.