20 Best Free CRM for Your Business in 2023

May 30, 2023
Reading time19 minutes
Jaqueline Corradi
Jaqueline Corradi
Content Manager

Using free CRM software may be the solution you are looking for in your business. It's a valuable tool to enhance productivity, diminish errors, automatize repetitive tasks, and enjoy deal opportunities.

You can centralize all customer information on a single platform, and allow employees to have access to the CRM, so you can assign tasks to them. Besides, they will be able to keep track of customer interactions, and analytic reports to take better decisions and increase the number of sales. 

What Is CRM

CRM refers to Customer Relationship Management and it's a type of software that allows you to keep track and manage your customer interactions on a single platform. You can follow their path, identify which buyer's stage they are in, and automate interactions for every step. 

The software, including free CRM, helps to identify when there are deal opportunities as well, which avoids missing sales. You are notified when your leads and customers send messages, which optimizes the work. 

Also, CRM software counts with data analysis to track performance on the actions and strategies you set up. You will have a unified dashboard to follow up on the metrics, create marketing and sales plans, and manage your teams. 

CRM software usually has tools to create tasks, assign them, and set deadlines. You can share it with your employees, and define short and long-term goals, without having to use multiple platforms. 

Some CRM software come with AI integrated. It gives you suggestions about what to do next, based on data analysis. You will have a broader vision of your whole business, save time, help your team organize their tasks, and dedicate yourself to focusing on what needs to be improved.

Why Use a CRM

Organize Processes

When you choose to use one of the best free CRM certainly you are going to be able to organize the activities of your sales and marketing team better. By having the customer interactions centralized in one platform, it's easier to organize the tasks and assign them. 

With the KPI reports, you are going to have a better understanding of the processes inside the company to know how to implement new actions to improve them. 

Improve Teamwork

Everyone in your team will be updated about all the interactions with prospects and leads, which facilitates them to help one another and work together. If someone needs to assist a customer that was talking with another employee, all they need to do is check the history to know how to continue the conversation, for instance.

 If a team member needs help they can send the customer activities to a coworker who will quickly be able to have an overview of the situation. 

Enhance Productivity

Productivity is very important in all sectors and, with the proper CRM, you can save time by automating tasks. This way, you and your team can focus on what really matters, developing new sales and marketing strategies, for instance. 

Customer Segmentation

To make it simpler to identify your customers, you can segment them according to the criteria that suit your company’s needs. For example, location, age, gender, or buyer's journey stage.  Your marketing and sales teams can develop campaigns based on these criteria. 

Automation Tools

Many business owners face the challenge of managing the increase in the number of tasks as their business escalates. Using free CRM software helps by enabling you to automate activities from different departments. It's possible to complete a bigger amount of tasks without having to hire more people. 

Increase Revenue

With the tools that the best free CRM software offer, you avoid missing opportunities because it's easier to keep track of customers and identify when they are about to close deals.

The analytics tools enable you to have a better understanding of the sales process and see what needs to be changed. By knowing better customer behavior, you have the opportunity to develop more efficient actions and sell more. 

How to Choose the Best Free CRM Software

When the subject is free CRM, there are some basic features that every good CRM should have, and they must be taken into consideration. Free CRM may not offer all the tools that a paid one would, but this doesn't mean they aren't worth it, on the contrary, they are a great opportunity to start using CRM in your business without having to spend anything. 

Marketing Integration

A good free CRM should offer marketing tools, so you will be able to manage campaigns and analyze their performance through the platform. Observe if the CRM you are choosing allows you to integrate with your website, email, SMS, and social media. It will help your sales and marketing team to work in sync, make better use of the data, and consequently increase revenue.

Lead Scoring

Leads have several characteristics that enable you to divide them into many categories. Each one is in a different deal stage, some are more likely to make a purchase than others. Therefore, choose a free CRM that notifies you when there are selling opportunities, and set a score for each lead base on how likely they are to close a deal.

You just need to set the criteria that indicate a lead has a high potential to turn into a customer, then the software will send you a notification when it happens. 

Task Management

Another essential feature of free CRM software is enabling you to create and assign tasks, set deadlines, and follow up on how each activity is done. It becomes easier to manage your team, and they can organize their time better too.

Data Management

A good CRM platform must allow you to centralize all customer data in the platform, and organize it as you prefer. Some options free CRM should give you includes: creating contacts lists, keeping track of customer history, and recording each action they make when interacting with your business. 

20 Best Free CRM Software

1. Brevo

Brevo home page

Considered one of the best CRM software, Brevo offers a free plan with several tools. To start using it, all you have to do is create an account, then upload all your contact information. 

To develop a more effective communication system, you can use different lists to organize your contacts. For example, the stage they are in the buyer's journey, the acquisition source, or the criteria that work best for you. 

Inside the CRM dashboard, you will find the function to assign tasks where you can organize what every member of your team has to do, insert deadlines and follow each step. This way, you will have a broader vision of the actions that are being implemented and how they are affecting your customers' relationships. 

Highlighted features:

  • Simple to use
  • Segment your contacts
  • Assign tasks for your team members 
  • Add deadlines
  • Attach documents and notes to each contact

2. Pipedrive

Pipedrive home page

"Control the actions that drive deals towards completion", that's part of Pipedrive's motto. Its CRM software enables you to automate repetitive administrative tasks, to focus on what matters. 

It provides a 14-day trial so you can get to know the system and present it to your team as well. Enjoy the CRM to track the communications history of each contact, such as emails, and calls, and artificial intelligence to learn where you can improve, and direct your leads into your sales pipelines, as well. 

The platform also provides customized metrics, so you can make analysis based on your company's short and long-term goals. Besides, it's possible to integrate Pipedrive with sales apps, making it even simpler to manage everything.

To help you keep your schedule and your team's tasks organized, you can create activity reminders, sync with Google Calendar, and customize the activity types. On the dashboard, Sales Pipeline, you will be able to add, find and update your data, insert new contacts and deals, and organize them according to their buyer's journey stage. 

Highlighted features:

  • Track communications
  • Automate tasks
  • Receive customize reports
  • Integrate with other apps
  • Set activities reminders
  • Centralized dashboard

3. Freshsales 

Freshsales home page

Freshsales is a CRM software that enables you to have a 360º view of your customer steps, which will help you to deliver completely personalized experiences. On a centralized dashboard, you can manage the whole sales process, and automate time-consuming tasks.

Through the activity timeline tool, you can understand your customer behavior, identify opportunities, and the best strategies to sell more. Freshsales AI will assist you by providing deal insights, based on data analysis. 

To make it even simpler to manage the sales process, Freshsales allows you to customize the sales activities and the contact lifecycle stages, in a way that fits your company’s characteristics. You can integrate CRM with other important tools, such as PayPal, DocuSign, and Gmail as well. 

Highlighted features: 

  • 360º view of your customers
  • Custom sales activities
  • Create contact lifecycle stages
  • Automate tasks
  • Integrate with several tools
  • Activity timeline
  • AI-based deal insights

4. RD Station

RD Station home page

RD Station is an all-in-one tool where you can manage your customer experience through different communication channels, control marketing campaigns, develop personalized journeys for them, automate tasks, and identify the best deal opportunities.

The platform offers specialized assistance to help you make the most advantage of its system. You will have access to educational content, and technical customer success specialists’ support. 

Another benefit is the marketing and sales data that help to predict results, follow each process, and analyze your strategy performances. You can include to-do lists on the platform, share them with your team, assign each member tasks,  and set deadlines. 

Highlighted features: 

  • All-in-one tool
  • Create personalized journeys
  • Develop marketing campaigns 
  • Specialized assistance
  • Access to data about your customers and actions
  • Create projects and to-do lists

5. Zoho CRM

Zoho CRM home page

Zoho CRM allows you to reach out to your customers through multiple channels, email, social media, or telephone, for instance. You will be notified when there is any interaction between customers and prospects. Besides, you can measure the effectiveness of each communication strategy by analyzing their data. 

To optimize tasks and save time, Zoho provides several automation tools, you can set customers' follow-up actions, such as sending a welcome email when they subscribe to your newsletter. 

Another advantage offered by the platform is the AI-powered sales assistant, Zia. It was designed to help you find the information you need in the CRM and also sends you reminders and suggestions about the best time to contact your leads. 

Highlighted features:

  • Fast implementation
  • Reach customers across multiple communication channels
  • Real-time notifications from customers’ interactions
  • Automate tasks
  • Trigger instant actions
  • Real-time reports and insights
  • AI-powered sales assistant

6. Bigin

Bigin home page

Bigin is a CRM developed for small businesses, so you can manage your customer relationships more easily. It enables you to centralize all prospect information, emails, tweets, and much more in a single platform and keep a timeline of every interaction with them.

Customize deal stages, create workflows, develop a pipeline of your company sales, and enjoy the Bigin app for IOS or Android: those are just some of the benefits the platform offers.

It also allows you to send mass emails, analyze the performance of email marketing campaigns, create personalized web forms, and it has built-in telephony features. To optimize time, you can manage your activities for the day and of your team, send notifications, and mention them as well.

Highlighted features:

  • Send mass emails
  • Analyze your email marketing campaigns
  • Create web forms
  • Manage pipelines
  • Create workflows
  • Activity management
  • Customize the way you view your data

7. HubSpot

Free Hubspot CRM page

Do you want to have a complete vision of your sales pipeline in an easy way? HubSpot CRM software allows you to do that in a clean dashboard. You are going to have access to detailed reports on sales activity. You also can follow up on your team's tasks, and individual performance.

When you add a new contact, it's automatically enriched with data from over 20 million businesses. Your sales team is going to be notified every time an opportunity is identified, making it much easier for connecting with prospects. 

You will be able to integrate with more than 875 apps, manage marketing campaigns and sales in the same place, and count on 24/7 customer support as well.

Highlighted features:

  • Centralized dashboard
  • View of your entire sales pipeline
  • Unlimited users
  • Company insights
  • Deal tracking
  • Meeting scheduling

8. Salesforce

Salesforce home page

Salesforce CRM software is going to help you integrate your sales, marketing, commerce, service, and IT teams. They will work aligned, regardless of where they are located, providing a better experience for your customers.

To implement effective marketing strategies, through Salesforce you can leverage customer data from multiple sources, trigger messages based on customer actions, and send personalized messages. 

When it comes to sales, there are features for B2C and B2B models. You can create a personalized shopping experience with the platform AI help.  Also, manage every communication channel in one dashboard, improving response time. 

Highlighted features:

  • All-in-one platform
  • Marketing tools
  • Connect commerce to every department
  • Personalize shopping with artificial intelligence
  • Unify communication channels
  • Manage every channel from one view

9. Microsoft Dynamic 365

Microsoft Dynamic 365 free trial page

The Microsoft Dynamic 365 software aims to simplify the process that involves sales from supply chain to customer support. It offers several intelligent business applications to enable businesses to become more agile and less complex without increasing costs. 

You will be able to visualize all your customer data and enjoy AI's insights on the next steps that you should take. You can understand the sales pipeline and even automate some of the processes. Besides, you can protect and secure your business with built-in security tools and compliance. Customer data will be encrypted to keep it safe, and you can choose who inside the company can access the data. 

Highlighted features:

  • Visualize your customer data
  • Artificial intelligence insights
  • Automate tasks
  • Personalize customer experience
  • Automate order fulfillment

10. Less Annoying CRM

Less Annoying CRM home page

Less Annoying CRM was developed by a software engineer who realized the need for offering a platform that's simple to use and enables people to quickly implement it in their business. The software aims to provide an affordable solution for small businesses to enhance their workflow and automate tasks.

With the Less Annoying CRM, you can maintain all of your contact information in one place. Every customer will have a profile where you can see their interaction with your company, including notes, pipeline information, files, events, and tasks related to them. You and your team can check the assigned tasks and events on the CRM calendar.

Enjoy the lead report to keep track of every opportunity and avoid losing sales. You can also add as many collaborators as you want to the CRM so that every employee can use these tools as well. You control their access and decide what data they can see.

Highlighted features: 

  • Contact information in one place
  • Team's events and tasks calendar
  • Lead reports
  • Add as many users as you need
  • Customization tools
  • Access from any device
  • Free updates

11. Keap

Keap home page

Every business has specific needs according to its size and market it's inserted to, Keap acknowledges that and wants to offer a solution that is flexible, so it can accommodate those differences. You can enjoy the 14-day free trial to get to know the tools provided better and make sure this platform is what you were looking for. 

Use the platform to organize your lead and customer information in one place, so you can segment them and understand the customer journey. Then, you will be able to identify what can be automated and do it through Keap. The software enables you to send messages automatically, check the status of every deal, generate invoices, and much more.

Highlighted features: 

  • Automated lead capture
  • Lead and customer data centered in a single platform
  • Trigger personalized follow-ups
  • Integrate with other apps
  • Appointment reminder
  • Advanced automation builder

12. Insightly

Insightly home page

With Insightly, you can centralize your customer data to close more deals and create efficient sales and marketing strategies. You have the opportunity to capture relevant information about your leads, identify the ones who should be prioritized, and assign tasks to your team based on that.

Customize the pipelines, automate repetitive tasks, create projects, and keep track of every process in the CRM. The Insightly software is scalable to grow with your business, and it has several customization options, so you can adapt to your company's needs.

Highlighted features:

  • Scalable
  • Lead management
  • Lead tracking
  • Automate tasks
  • Capture quality data
  • Project and task management
  • Customizable CRM

13. Monday

Monday home page

Being easy to use and set up is one Monday CRM attractive. The software allows you to fully customize your sales pipeline, you can edit every deal stage, and add as many columns as you want. Automate repetitive work, and assign tasks to your team using the CRM tools provided by this platform.

You also can set reminders about upcoming activities, and receive notifications when a lead takes an important action, such as opening an email you have sent. You will be able to centralize the communication in one platform, saving time and preventing errors. 

Highlighted features: 

  • Contact management
  • Lead management
  • Automate tasks
  • Customize your sales cycle
  • Centralize client communication
  • Lead scoring
  • Email tracking

14. SAP

SAP CRM page

SAP CRM was created to meet critical business needs and assist you in enhancing customer experience. With the software, you can make data-driven decisions, centralize customer data, and get AI insights about how to sell more. 

Understand your customer journey with the marketing and sales tools offered by SAP, identify the tasks that can be automated, and use the CRM to schedule them. You can visualize customer profiles, and their connected relationships, and receive real-time insights about how to segment them better, and current trends.

Highlighted features:

  • Marketing and sales tools
  • Automate tasks
  • Customer profiles
  • AI insights
  • Centralized customer data

15. Apptivo

Apptivo home page

Apptivo offers an easy-to-use free CRM with a Kanban interface to enable you to organize the company's processes more efficiently. You also have the option to customize the platform, so it fits the needs of each one of your company's sectors. 

It's possible to manage everything on the go with the Apptivo mobile app. Add your team members to projects, assign tasks, and make data-driven decisions with the CRM tools provided. Integrate the software with other apps, automate tasks, and enjoy the performance analysis tool. 

Highlighted features: 

  • Sales funnel builder
  • Pipeline management
  • Performance analysis
  • Mobile app
  • Customize the CRM
  • Mobile app

16. Close

Close home page

Built for speed and productivity, Close CRM offers several tools to enhance sales, and it's modern and simple to use. You can synchronize your email and calendar with the software to manage everything in one place.

Assign tasks for your team and yourself, and enjoy all the communication features to make sure the expected results will be achieved. You can also automate tasks, create workflows, and prioritize leads. Use the reports tools to get insights and make better decisions.

Highlighted features:

  • Synchronize your email and calendar
  • Assign tasks
  • Automate tasks
  • Report tools
  • Customizable fields
  • Leaderboards
  • Integrate with other apps

17. Nimble

Nimble home page

Nimble is a relationship-focused CRM software that will help you engage with your customers and leads. You can unify all of your business contacts in the platform, which will collect social and business data about them. Also, it's possible to easily access the contact information, and have a 360-degree view of their interactions. 

You can segment customers, send personalized group emails, and enjoy the analytics and tracking features to analyze the performance of every task inside the CRM. Create a pipeline and plan every stage of the sales funnel. 

Highlighted features:

  • Unify your contact data
  • Live profiles
  • Segment contacts
  • Engage at scale
  • Analytics tools
  • Create workflows
  • Manage your team

18. Scoro

Scoro home page

Put everything you need to know about your customers in a single place with Socro CRM. You will get an overview of each customer on one page, and be able to access their interaction history, linked projects, invoices, and more. No need to open several other applications.

You also can track every step of your sales funnel, and the results too. Customize everything to fit your sales process, and automate repetitive tasks to save time. It's possible to manage the activities from your desktop or mobile device and track individual and team sales targets. 

Highlighted features:

  • Visual overview of your sales funnel
  • Overview of each customer
  • Track results
  • Manage your pipeline
  • Analytics tools

19. Salesflare

Salesflare home page

Salesflare is a CRM software created for B2B companies. With the platform, you can save time from looking for customer information, all you have to do is add the contact and the software will gather all the relevant data about the person, such as their social profiles. 

You can connect your phone calendar to the CRM  to always keep track of your upcoming meeting and other important events. Each customer will have a profile where you will be able to find the previous interactions they had with your company, and the documents related to them. If Salesflase identifies an opportunity it will highlight it, so you can decide whether to follow up or not. 

Highlighted features:

  • Fully automated contact and company info
  • Customer profiles
  • Identify deal opportunities
  • Follow up based on your customer's reactions
  • Email tracking
  • Integrate with other apps

20. Bitrix 24

Bitrix24 home page

Bitrix24 has a free CRM plan that allows you to enjoy multiple features without having to spend anything for an unlimited period of time. You can add as many users as you want, create and assign tasks, set a deadline, and follow up on them.

Unify customer information on this platform, segment leads and customers, keep track of their interactions and set your own rules and triggers. The software also eagles you to automate tasks, track worktime and create analytic reports too. 

Highlighted features:

  • Automate tasks
  • Assing and manage tasks
  • Keep track of customer interaction
  • Centralize customer information
  • Marketing and sales tools
  • Sales automation
  • Sales intelligence

Choose the Best Free CRM Software For Your Company

Now that you have seen some free CRM options, enjoy the opportunity to improve the management process in your company. You can start by testing even more than one CRM, through the free trial periods that are offered, and choose the one that you find more suitable to the business needs. 

It's fundamental to get your team on board. Therefore, present the free CRM software of your choice to them, explain how it will help to enhance results, and how to use it. It's important the whole team dedicate themselves to making the most of the benefits offered by the CRM.

Share this article
Like what you've read?
Sign up and try JivoChat for yourself!
It's free and only takes a couple of minutes to download.