Free CRM Software: A Guide to Free CRM Tools | Mailchimp

The Best Free CRM Software

Can you find a CRM for free? There are a few companies who understand the pain points of small businesses that want the advantages of having streamlined solutions but may not have this as a line item in their budget. Each one of these systems has a robust free CRM solution to help level the playing field:

Mailchimp

There are many benefits to using Mailchimp as a CRM. Small businesses who want the convenience and scalability of a CRM—but at the same time feel as if they won’t be able to afford it—can enjoy the free plan that provides access to CRM features. With Mailchimp’s free CRM software, you’ll be able to get a holistic view of your audience, connect your favorite tools, organize and segment your contacts, gain insights on how to communicate with your audience, and build a personalized experience for your customers.

The platform is simple and easy to use, creating a seamless experience for internal users to transition into a new platform. Users can input and organize information quickly, cutting down on time while creating new opportunities for engagement. You’ll be able to better understand certain patterns within the data and organize what you know to create impactful marketing campaigns. It is very easy to stay connected with a mobile app that helps capitalize on opportunities anytime, anywhere.

HubSpot

HubSpot is a very robust system. Their free plan includes a reporting dashboard for metrics on activity and performance. CRM tools like contact website activity, contact management, deals, tasks, activities, companies, and their insights are also part of the package. There are also marketing tools like email marketing, forms, ad management, a shared inbox, list segmentation, and landing pages.

Companies with service teams can also benefit from their ticketing service tools like email scheduling and ticket closed reports. Integrate with Outlook, Gmail, Messenger, and the App Marketplace. There are sales documents, in-app calling with VoIP, email tools, community support, and HubSpot Academy.

Freshsales

The free plan on Freshsales includes tasks, appointments, notes, and CRM renaming capabilities. There is also contact and account management, contact lifecycle stages, and an activity timeline. Users can import, export, and migrate data, have deal management options, a built-in phone dialer with the ability to purchase local and toll-free numbers, and inbound caller ID.

Additional features include conversation threads and a chat widget, classic and smart website integration forms along with tracking, role-based access, and customer support 24/5 via email, chat, or phone. The free plan is also accessible on iOS and Android.

Zoho

The Zoho free CRM software platform offers views, tasks, events, advanced filters, logs, and notes. Lead, contact, account, and deal management with page customization and renaming options are also standard. Automation of workflow rules, standard reports, and marketing automation is part of the deal, along with 10 marketing email templates, email authentication, and opt-out.

Collaborators can use calendars, direct messaging, status updates, file attachments, and website visitor tracking. Web-to-lead and contact forms are included, along with access to their knowledge base, a community forum, and available email and phone support. Zoho is also available on iOS and Android.