Best Free CRM & Contact Management Software.
For the consultant, micro business or entrepreneur, these free CRM solutions are often adequate for your requirements. At least initially.
Mostly for single users, these free CRM ‘carrots’ are there to entice you to upgrade to their more full blown – advanced or multi-user versions, which is fair enough, but the free CRM products mentioned below are capable enough in their own rights.
Top CRM Highly Recommended. Not exactly a free CRM, but with only one small payment for life, it almost is! Infoflo is a contact management system with none of the complexities of CRM products. This feature rich system empowers users to manage large amounts of information without losing any of its reliability or usability. Infoflo enables users and their staff to easily manage all of their customer relationships in one easy to use interface showing important information needed at a glance. Pricing is $99 per user, a one-time cost, and includes free updates for life. They offer a free Trial.
Really Simple Systems
Top CRM Highly Recommended. RSS has everything you need to manage your customers, prospects and sales pipeline. It has all the CRM features and functionality of their award winning Enterprise Edition, just limited to two users and 100 companies. It is web based and is free, forever. If you need more data or advanced features then you can upgrade to their Premium or Enterprise editions.
Highly Recommended. Bitrix24, with over 500,000 users, is fast taking over the mantle of Most Popular Free CRM. And not suprisingly – their feature-rich, free forever plan is not crippled in any respect, (except for a limit of up to 12 users and 5 Gb of data storage) unlike virtually all the other so-called free CRM’s. All your CRM records (leads, companies, contacts, deals, invoices, quotes) are unlimited, as well as unlimited custom fields. You also have a free email marketing engine and can send/receive emails directly from Bitrix24. Other main features include the ability to make/receive calls; sales automation/business processes; multiple currencies; and integration with various apps like Xero accounting.
Recommended. This free Contact Manager Basically serves you as a Scheduler, Contact Manager, and Outliner, and is a completely free CRM solution, although they also offer pay Contact Manager versions (surprise). If you are on a No Budget diet, you could safely consider EssentialCRM. Later on, if necessary, you can always upgrade to their PRO version, or export your data to something more sophisticated if required.
Recommended. If you are after a low end, free single-user CRM that offers tight Gmail integration, check out Radium. Their new Chrome app strengthens their Google compatibility.
Startup Edition is free – full featured, but limits of 500 Accounts, 1,000 Contacts, 1,000 Leads. Great general CRM, especially strong in Group Calendaring, Order Management, Project Management, Service Management. Syncs all your Contacts and Calendar items to any iOS or Android device, also OSX and Outlook.
Highly Recommended. Zoho CRM empowers organizations with a complete relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Their Free CRM is for 3 users, additional users pay a mere $12 p/m.
Recommended. The FreeCRM hosted CRM solution compares favourably with the big price ticket webased CRM vendors like SalesForce. And their single user online crm is still free.
Recommended. Apart from using Karma CRM to keep track of all your to-do’s, you can associate them with your milestones, contacts, assignments and tasks. Team managers can also monitor and manage their sales teams and leads. KarmaCRM will always have a free version, and will introduce a tiered pricing model in the future.
BEST FREE PIM’S (Personal Information Managers)
Remember The Milk
Try this free web based PIM if you want a simple free PIM to remember all your miscellaneous tasks from anywhere. Now your better half can also update your to-list or vice-versa!
More FREE Small Business CRM Tools
Web based CRM. Offers Free single user account or a paid one with prices starting at only $4.99. Paid accounts include the integrated email, document storage, additional users and more.
Free web CRM service (supported by Google Ads) to keep track of customer interactions. Built with Google Web Toolkit and hosted on Google App Engine.
Raynet markets itself as an easy-to-use, does-it-all CRM. It’s free version allows for two users, 150 accounts, 50MB of storage, and full customer support. Upgrade to 20,000 accounts and one TB of storage for just $19/user/month. Raynet’s system is very aesthetically pleasing and features an “account card” where you can glean most of the information you need about a customer from a single glance, including how much they’re worth to your company. Raynet is a fairly new company, and the fact that it’s headquartered in the Czech Republic. The USA office is located in Florida.
Agile CRM is a cloud-based CRM aimed at small to medium businesses. The service provides contact management, marketing automation, web analytics, telephony, newsletter management, 2-way emails, real-time activity alerts, third-party integrations and lot more in one simple package. With integrated web analytics, Agile CRM provides real time notifications when your star contact is browsing your website or opened your email. Agile lets you send automated emails and tweets, scores your leads based on their activity, do life cycle based marketing, and close more sales. Free for up to two users then starts at $9.99.
If your organization uses MS Outlook extensively, you also might want to have a look at these Outlook based CRM solutions. They do not offer any free single user CRM freebies though.
While the CRM’s and Contact Managers mentioned above are free, they don’t all meet the definition of free software defined here…
Please COMMENT on your experiences with any of these, or other small business free CRM solutions products below:
September 8th, 2014