Best AI-Powered Free CRM Software For Your Business

Without CRM software, your company risks operating with insufficient data, leading to errors and poor decisions that impede business goals. Missing a CRM can also leave sales and revenue potential untapped.

On the other hand, 74% of businesses note that using CRM software has significantly enhanced customer data, boosted report accuracy by up to 42%, and increased conversion rates by 300%.

If budget is a concern, our list of the best free CRM software can be a great starting point for you. Let’s begin.

👉You Can Check: List of Most Popular CRM Software

Top Free CRM Software For Your Business Needs

The best CRM tools improve access to business data provide better marketing support, and better sales automation to companies. They also make it easier for employees and suppliers to work closely together. Let's evaluate the best free CRM tools.

1. Insightly

Insightly is among the free CRM tools with its high degree of customization, scalability, and ease of use. Teams can create and convert sales pipelines using Insightly, increase productivity, and cultivate long-lasting relationships with customers.

 Complementary products for marketing automation, customer support, and other integrations can be integrated within the same platform by Insightly CRM users, making it effective across a variety of sectors. With more than a million users worldwide, Insightly is a reliable option.

Best For: SMBs with project management

Features:

• Appointment scheduling
• Commission management
• Document management
• Email tracking
• Event-triggered actions
• Field sales management
• Marketing automation
• Modeling & simulation

Pros

• Reliable, user-friendly, with efficient features for seamless operation.
• Integrates smoothly with other tools, enhancing overall productivity.
• Manages customer relationships and sales cycles effectively for personalized service.

Cons

• Clumsy Chrome extensions complicate workflows, impacting user experience negatively.
• Incomplete social media integration wastes time and lacks necessary functionality.

2. Agile CRM

Agile CRM is among the free CRM platforms designed specifically for small and medium-sized companies.  It has features for managing contacts, calling, making appointments, automating marketing, managing projects, and creating landing pages and knowledge bases.

The AI-powered free CRM software offers up to 10 users and a 50,000-contact database. It also allows the manager to monitor all deals and documents and keep notes of milestones from a single dashboard. This ensures that the company’s sales process is seamless.

Best For: Customer support and help desk

Features:

• Automatic call distribution
• Behavior tracking
• Billing & invoicing
• Campaign segmentation
• Client management
• Content management
• Document management

Pros

• Enables fundraising strategies and automated responses, enhancing efficiency.
• Tracks communications, manages contacts with ease and is pivotal for operations.
• Essential for customer, supplier, and prospect management, indispensable tool.

Cons

• Lacks visibility on agreement duration at negotiation stages.
• Needs clearer insights on marketing campaign interactions for efficiency.

3. Bitrix24

With integrated CRM, document, task, time, and project management features in a social setting, Bitrix24 is a feature-rich, top free CRM. With the assistance of interactive social features and automated notifications, it simplifies all aspects of business operations, including clock-in, sales processing, and reporting.

 Bitrix24, a trusted provider in 186 countries with over 12 million users, improves online management with precise and adaptable technologies.

Best For: Teams needing collaboration

Features:

• Commission management
• Content management
• Customer complaint tracking
• Document management
• Email campaign management
• Feedback management
• Geotargeting
• ROI tracking

Pros

• Effective workload planning enhances task tracking and team coordination.
• Customizable project templates adapt easily to diverse project requirements.
• Bitrix24 facilitates efficient task management and project organization.

Cons

• Poor tool placement complicates navigation and frustrates users.
• Issues with uploading large files cause interruptions and frustration.

👉Interesting Read: What Is Collaborative CRM? Key Features & Top Benefits

4. EngageBay

EngageBay is a free CRM for small business companies that combines CRM, support, sales, and marketing features. With this cloud-based platform, companies can draw in, interact with, and win over devoted website visitors.

To manage client interactions, prospects, and deals throughout pipelines, it has a powerful CRM system. To support lead generation and client retention strategies, EngageBay also provides strong marketing tools, including automatic email templates, configurable forms and popups, and social media engagement elements.

Best For: Small businesses & startups

Features:

• Behavior tracking
• Call scheduling
• Call tracking metrics
• Email campaign management
• Geotargeting
• Goal management
• Help desk management

Pros

• Exceptional customer service with comprehensive assistance via chat and phone.
• The all-in-one package includes extensive tools at competitive pricing.
• Scalable for future growth; versatile and exceeds current operational needs.

Cons

• Initial learning curve and requires better educational resources like videos.
• Few shortcomings in regards to technical updates and UI.

5. Capsule

Zestia's Capsule is a feature-rich cloud-based CRM software designed for small and medium-sized businesses. With the help of a specialized ticket management module, businesses can efficiently handle customer support queries, manage sales possibilities through an organized funnel, and track interactions with contacts and organizations.

At every pipeline level, Capsule allows the definition of sales processes with customizable milestones. Businesses can project revenues based on how far along they are in the sales cycle and efficiently organize and maximize their sales endeavors.

Best For: Simple contact management

Features:

• Contact management
• Document management
• Interaction tracking
• Kanban board
• Opportunity management
• Performance metrics
• Pipeline management
• Predictive analytics

Pros

• Easy to use with the beginner-friendly interface and notes editing.
• Generous free account and seamless app-online sync feature.
• Date stamp and ability to upload documents to contacts.

Cons

• App lacks a phone number search feature for quick client identification.
• No additional complaints; the online version meets all current needs.

6. FreshSales

Freshsales is a flexible sales force automation platform that companies of any size can use. With customized workflows and event-based job automation, it simplifies lead management, client engagements, marketing insights, and CRM operations.

Teams can manage product catalogs with price and tax information and design customized sales pipelines. Role-based access, audit logs, predictive contact scoring, sales forecasting and sales data are just a few of the features offered by the platform.

Best For: Fast-growing sales teams

Features:

• Audience targeting
• Behavior tracking
• Budgeting/forecasting
• Click tracking
• Client management
• Data management
• Data visualization
• Lead management

Pros

• Affordable with essential features for effective customer relationship management.
• Excellent customer support and quick solutions are always available.
• High lead conversion rate with effective Freshchat integration on the website.

Cons

• Lacks major enterprise features of bigger CRM systems.
• Field paging UI is hard to navigate and organize.

7. HubSpot

HubSpot is a cloud-based free CRM software created to assist companies of all sizes in lead nurturing, business metrics analysis, and management. It serves businesses in B2B and B2C markets like accountancy, marketing, sales, construction, retail, and real estate.

HubSpot CRM provides a real-time view of the whole sales funnel through a visual dashboard. Every encounter with a customer via phone calls, emails, social media, and live chat is automatically tracked and stored in a timeline arranged according to the lead.

Best For: Integration with existing apps

Features:

• Appointment scheduling
• Customer database
• Customer segmentation
• Email management
• Interaction tracking
• Lead nurturing
• Opportunity management

Pros

• Comprehensive CRM with extensive features for business needs.
• Excellent support staff providing helpful assistance.
• Efficiently handles all CRM tasks and beyond.

Cons

• High price, especially with multiple modules.
• Website building requires templates and hard coding.

8. Zoho CRM

For businesses of all sizes, Zoho CRM is a cloud-based business management tool. In addition to the helpdesk, analytics, and customer support features, it also contains marketing automation and sales capabilities. Real-time client interaction across many channels is made possible by Zoho CRM.

Zia, its AI-powered sales assistant, analyzes emails for urgency, forecasts the best times to call customers, and presents pertinent information or documents while conducting searches. Furthermore, the software development kits for Zoho CRM simplify the development of unique features to improve the customer relationship management system.

Best For: Sales and marketing teams

Features:

• Buyer management
• Client management
• Data synchronization
• Exception reporting
• Expense tracking
• Field sales management

Pros

• Unique CRM capability and excellent sales pipeline management features.
• Exceptional for managing contacts across multiple projects and channels.
• Simplifies content creation and workflow management effectively.

Cons

• Requires thorough training for new users initially.
• Learning curve may delay immediate productivity.

9. Pipedrive

Pipedrive is among the best free CRM systems and pipeline management software made to assist companies in organizing their sales efforts and monitoring transactions. As it is a cloud-based solution, any web browser or mobile app can access it around the clock.

Sales teams have total insight into several sales pipelines using Pipedrive. Its user-friendly interface outlines the next steps that need to be taken and displays the status of each agreement. Users can monitor outstanding jobs inside each pipeline with the use of the activity and objective functionality.

Best For: Managing leads, tracking sales activities, and closing more deals

Features:

• Buyer management
• Communication management
• Contract/license management
• Donor management
• Email campaign management
• Feedback management
• Field sales management

Pros

• Quick and easy to use, with clear navigation.
• Excellent integrations with specialized apps for improved functionality.
• Reasonable pricing with a nice free trial process.

Cons

• Limited to 1,000 email contacts, requiring external integration.
• Weak or no LinkedIn integration for B2B lead generation.

10. Vtiger

For teams working in sales, customer service, and marketing, Vtiger CRM offers a single platform that covers the whole customer lifecycle. Sales teams can score, track, and close deals; marketing teams can generate and nurture prospects; and conduct marketing campaigns and support teams may access the whole customer history to help.

Every team has access to a single database that houses all of the client data. The system can be tailored to match the preferences and demands of businesses. Vtiger offers phone, email, and chat customer service around the clock.

Best For: Low-cost upgrade choices

Features:

• Email tracking
• Engagement tracking
• Lead management
• Opportunity management
• Pipeline management
• Predictive analytics

Pros

• Highly adaptable to specific business needs and workflows.
• Extensive features for CRM, support, and project management.
• Excellent support even for small companies.

Cons

• Requires careful planning before creating new modules and pipelines.
• Complex functions demand time for proper setup and utilization.

Disclaimer: Please note that all the platforms mentioned above are freemium. This means that users get access to all the basic features free of cost; however, they will need to make payment for advanced features to scale up and upgrade.

How Much Does It Cost to Upgrade From a Free CRM Software Plan to a Paid Version?

The price of switching from a free CRM software plan to a paid one varies significantly based on the features offered by the paid plans and the CRM provider. The monthly cost of CRM software for small businesses usually starts at $9.99 and may go up to $300 for all-inclusive packages with advanced capabilities. This wide range of prices serves companies of all sizes, guaranteeing that they can get products that meet their financial needs.

CRM providers may help businesses find the right plan that fits their demands and budget by offering tiered pricing structures with varying features and support levels. It is recommended that you examine the features and pricing information offered by each free customer relationship management software provider to choose the best upgrade for your company.

What Makes The Best Free CRM Software?

CRM software is an advanced application for managing leads that is good at arranging contact information, both personal and business-related. Users can group contacts according to their past interactions and the status of ongoing contract talks. Below is a summary of important factors to think about:

• User-Friendliness: Using the CRM system must be as simple as using an email program. Repetitive tasks ought to be streamlined so that tracking deals or adding new contacts doesn't become laborious.
• Reporting and Analytics: Attention should be taken to ensure that CRM dashboards are efficient, that a wide range of reports are provided (with the option to customize them), and that analytics are available with insights to improve processes.
• Integration Capability: Since the CRM acts as the primary information hub, it must integrate seamlessly with other key business systems. The CRM system is more beneficial the more connectors it offers and the more seamlessly they operate.
• Additional Features: In addition to the standard CRM functions, investigating extra features like traffic statistics, project management tools, or internal team collaboration capabilities can yield benefits.

👉You May Also Check: List of Top CRM for a Startup Business

Conclusion

Adopting a CRM system can be an essential strategy for small companies looking to expand significantly. Businesses can achieve exceptional levels of productivity and operational efficiency by centralizing activities and utilizing pre-existing solutions.

Choosing free CRM software promotes smooth communication and teamwork, keeping everyone informed and involved. This integration is essential for long-term success and improved customer satisfaction as it not only simplifies internal processes but also unites the entire company behind common objectives.