Top 10 Free CRM Software of 2019 – Features & Comparison

Customer Relationship Management Software

Customer relations is one of the most important aspects of any business. If your customers are not happy, then you cannot call your business successful. An unhappy customer can cause a lot of loss to your company. Word of mouth is the best marketing tactic. If your customers are not recommending your business to other potential customers because of your customer relations, then it is time for you to turn towards a Customer Relationship Management software (CRM Software).

Everyone loves good customer service. Getting proper answers quickly is very important. This will not only help you retain your existing customers; this will also help you bring in new potential customers into your fold.

Getting Started With CRM Software

If you are saying that the budget for your company is not good enough to get a good CRM software, then you are mistaken, there are a lot of free CRM software that are available on the market that are just as good as the paid CRM software. In this article, we will explore some of these amazing CRM software suites and try to evaluate which one is the best for your business.

Once you feel that you have a hang of a particular CRM software suite, then you can look at the advanced features that the CRM software has to offer. Many of these can help make your job easier so that your employees can focus on valuable tasks of your business.

How does CRM software help?

If your business is catering to only five to ten people, you might feel that it is not required to have a CRM software. But everyone wants their business to grow. What if all of a sudden, customers are very interested in your business and are placing a lot of orders? 

Get Ready for future expansion

You cannot scramble at that time and say that your customer service is bad because you used to cater only to a small group of customers. Everything in the business world has to be made optimized to make future expansion easy. This is one of the reasons as to why a central CRM software is very important.

Streamline Customer Communication

A CRM software helps your business by helping in handling the growing lists of customers, their contacts and valuable leads. Keeping up to date and accurate details of customer interactions over various platforms, like, email, phone calls, chat support is very important. As the number of customers increases, keeping these records becomes a bigger burden, this is why large companies turn to CRM software. A cloud-based CRM software is even better as it allows the business to access the data that they require from any part of the globe. 

Simplify Tedious Bookkeeping Job

When you need to give a customer any piece of information, like tracking details, or details about a previous interaction, the information has to be easily accessible as well as retrievable as soon as you need it. This is why CRM software is important. It does all the hard bookkeeping work of the client contacts for you.

Statistical and Analytical Data to Help you in Marketing

Start-ups and small businesses need a place to store all the information regarding customer contacts. This is when people turn to CRM software. The advanced CRM software that is available in the market today is equipped with high end statistical as well as analysis tools that help the company plan the future marketing efforts as well as predict the future growth of the company.

Types of CRM Softwares based on Functions

CRM systems are usually classified into three types based on their main functions. These are operational, collaborative and analytical. Most of the newest customer relationship software have components that can take care of all three of these functions. But it has been noted that the CRM software are only strongest in one or two of these functions, so, in order to determine which is the best CRM software for you, you will have to decide what your priorities are. 

  • Operational:

An Operational CRM is one which is strong in marketing, automating workflows in sales, excellent contact management, help desk capabilities, good lead management capabilities, tech support and so on. Some of the examples of operational CRM software are HubSpot CRM, Pipedrive, Zoho CRM, among others.

  • Collaborative:

As the name suggests, a collaborative good customer relationship software is one that promotes teamwork as well as transparency in sales, marketing as well as customer support. This type of software has some excellent tools that are used for communication, including integrated email support. This type of CRM is also very good at file sharing, editing, as well as activity streaming. Some of the examples of good collaborative CRM software are Base CRM, Freshsales, among others.

  • Analytical:

An analytical CRM software get lots of data from multiple touchpoints on the internet and then process this raw data and convert it into meaningful insights. These insights are useful for marketing and other related activities. This type of CRM software is most useful for strategic planning activities and are usually used by team leaders, company executives, marketing professionals and so on. Some of the examples of analytical CRM software are Salesforce CRM, Microsoft Dynamics CRM, Oracle CRM and so on.

Most Common Features of a CRM Software

  • Management of contacts:

A good CRM software will have the functionality to manage your business contacts into various categories. You should be able to make groups of the contacts based on various criteria like age, sex, interests and so on. This grouping will help you plan any future marketing efforts and help you deliver the marketing content to a more targeted audience. This can also help you give a more personal touch to your marketing efforts, which always go a long way into turning potential customers into customers.

  • Analytics of Sales:

Sales are very important to a company. That is why analysing the sales is also more important. It will help you identify good marketing practices and ones that are not giving you a good return on investment value. Some of the best CRM software in the market are also able to collect valuable data from social media, website traffic, online polls and so on, and analyse this data to give you ways to better market your product.

  • Reports and dashboards:

Information should be available to you in a precise as well as concise manner. No one has the time to go over lengthy reports to get a single answer. That is why some of the best CRM software in the market are now equipped with the best report making tools coupled with powerful dashboards. These reports are made in ways that can give you the required information in graphical means ensuring that you get your answer in seconds. A good customer relationship software will also be able to update these reports and dashboards in real time as the data is coming in.

Types of No Cost CRM systems

  • Freemium CRM:

Freemium is a combination of two words: ‘free’ and ‘premium’. This is used to represent software suits that offer a lot of their services for free. If you require some additional processing capabilities or additional data handling capabilities, you will have to pay a small fee to the company that is maintaining the software. This is a business model that has been in practice for many decades now.

  • Open source CRM:

Open source is a type of license where anyone can use the software as well as change the design and improve the functionality if they want. This is also free to use and is one of the most widely used licensing schemes in the world of software. This is beneficial to the business as they can use these software suites for their need and can also hire programmers to make the software more customized for the use of the company.

Top 10 Free CRM Softwares, Features and Best Fit For….

HubSpot CRM is one of the most widely used free CRM software in the world. The reason as to why it is used so much is because it has all the functionality for free. This is in stark contrast to many CRM software developers that reserve some of their premium functions only for paid customers. The User interface of the HubSpot CRM is built beautify and is very interactive. It also has an automated engine that tracks the interactions of the customer on different channels like phone, email, meetings, social media and so on, stores them and generated leads.

Best applicable for:

HubSpot CRM is best applicable for small and mid-tier companies that have a moderate client base. The prime targets of the HubSpot CRM are private and sole vendors as well as small service providers like real estate agents, retail-based companies, construction contractors and other similar businesses.

Features available for free:

  • Tasks.
  • Ticketing.
  • Reporting dashboard.
  • Unlimited users.
  • Contact management.
  • Documents.
  • Forms.
  • Contact activity.
  • Conversations inbox.
  • Team email.
  • Live chat.
  • Contact & company insights.
  • Facebook & Instagram lead ads.
  • Canned Snippets.
  • Email scheduling.
  • Email tracking notifications.
  • Email templates.
  • Company records.
  • Gmail & Outlook integration.
  • Conversational bots.
  • Calling.
  • Meetings.
  • Deals.

Features available for extra pay:

  • Ad management.
  • Lists.
  • Phone support.
  • Blog & content creation tools.
  • Conversations inbox.
  • HubSpot branding removed.
  • Email marketing.
  • Conversational bots.
  • Reporting dashboards.

These features are useful when you are working in synergy with other HubSpot offerings like HubSpot Marketing as well as HubSpot Sales.

Zoho CRM is a smart system that can be the go-to software for your relationship management needs. Zoho CRM is not just a simple contact management application. It is so much more than that.  There are a lot of advanced features that are available in Zoho CRM. Some of them are custom modules, sales automation equipment. The most important feature of the Zoho CRM is it’s own excellent customer relations. Users can get unlimited support from Zoho irrespective of what plan they have chosen for the Zoho CRM.

Best applicable for:

Zoho CRM software is designed for small and medium sized businesses, mostly in the services sector or in the retail sector that are looking for good software to do a complete sales force automation.

Features available for free:

  • Three users can use the software.
  • Social media features for popular apps like Facebook and Twitter.
  • Marketing automation features.
  • Web forms.
  • Mobile apps.
  • Feeds for collaboration of teams.

Features available for extra pay:

  • Document Library.
  • Sales forecasting.
  • Email integration.
  • Workflow rules.
  • Call centre connectors.
  • Unlimited records.
  • Inventory management.
  • Google ads integration.
  • Macros.

Insightly is a very neatly organised free CRM software package. It is a cutting edge software with some of the latest software tools for automated tracking as well as granular sharing capabilities. It is one of the most widely used software among small businesses. Insightly CRM software also continues to receive updates to its most used features, like the custom objects feature that allows the user to create additional data fields as per their requirement.

Best applicable for:

Insightly is best suited for small companies that are developing. There are five paid plans that Insightly offers to it’s customers who are looking to expand their business needs. This application is also good for companies who are just getting started with the implementation of customer relationship management software in their business.

Features available for free:

  • Up to 200 Mb of free storage.
  • Lead conversion.
  • Project as well as task management.
  • Two user involvement.
  • Up to 2500 records.
  • Social media account linking.
  • Online community support.
  • Customer email attachment.
  • Lead funnel streamlining capabilities.

Features available for extra pay:

  • Collaboration.
  • Calendar and contact sync.
  • Workflow automation.
  • Custom branding.
  • Smart alerts.
  • Scheduled reports.
  • MailChimp integration.

Freshsales CRM was designed to meet all the contact management needs of various types of businesses. The user interface of the Freshsales CRM software is up to date and is very interactive. Another main reason as to why people use Freshsales is because the UI is very easy to navigate.

Best applicable for:

Start-ups, medium as well as small businesses, can use Freshsales CRM. Users who are just entering the CRM software integration and also users who are looking for marketing features can use the Freshsales CRM software suite.

Features available for free:

  • Deals.
  • Contacts.
  • Mobile apps.
  • Unlimited users.
  • Unlimited contacts.
  • Email.
  • Integrations.

Features available for extra pay:

  • SMS integration.
  • Lead scoring.
  • Basic reporting.
  • Gmail add ons.
  • Advanced customization of CRM.
  • Automatic profile enrichment.
  • Smart forms, as well as events are tracking.
  • Marketplace.
  • Android apps and iPhone apps.
  • Intelligent workflows.

Bitrix24 is a very compact CRM software. Most of the functionality in Bitrix24 is available for free. Unlike many CRM software suites that put restrictions on the number of users that can use the software, Bitrix24 does not have any such restrictions currently. Another reason as to why Bitrix24 is preferred is that it can be accessed from a variety of operating software suites and is integrable with most of the popular social media platforms. The UI of Bitrix24 is very simple to understand and use and is hence suitable for first timers. 

Best applicable for:

Bitrix24 is best when used by small to medium level businesses and teams that are getting into the customer relationship management.

Features available for free:

  • Online editing in GoogleDocs, MS Office Online. 
  • Access rights. 
  • In text search. 
  • Personal/Group/Company drives. 
  • 5 GB of storage. 
  • Planning, reporting and time management.
  • Cross-device synchronization

Features available for extra pay:

  • Repeat deals and leads.
  • Business process designer.
  • Recurring invoices.
  • Change pipeline.
  • Records management.
  • Custom rules.

Capsule CRM software suite is also a popular choice when looking for free CRM software offerings. The user interface of the capsule CRM software is very fluid and quite easy to understand and to start work on.

Best applicable for:

Capsule CRM software is best suited for small business owners, freelancers, and sole proprietors who are handling a small pool of clients with an eye to expand in the future.

Features available for free:

  • Track social networks.
  • Import and classify users by interaction.
  • Create contact lists.
  • Get statistical reports.
  • Store the customer history.

Paid Features

Same features can be availed in the premium version as well but with better processing capabilities and more user integrations.

Suite CRM is an advanced CRM software that is made to increase the sales of the business that is using it. The software is also built in a way that it is very easy to collaborate with. You can connect your team members to collaborate easily. Another feature that sets Suits CRM apart from other CRM software is that you have the power to choose where you want to deploy the software. You can deploy Suite CRM in your private cloud, your private server, amazon or many other options.

Best applicable for:

Suite CRM was developed primarily for integration to any business, small medium or even large. The user interface design is simple and elegant enough for small teams to work and it is sophisticated for even large teams. This is another thing that makes Suite CRM unique CRM software.

Features available for free:

  • Finance management.
  • Return on Investment calculations.
  • Contract renewals servicing.
  • Billing and invoicing.
  • Servicing.
  • Marketing.
  • Flexible modelling of business processes.

Features available for extra pay:

  • Extensive customer and technical support.
  • Reduced code base.
  • Tighter security.
  • Indemnifications.
  • Patent protections.
  • Copyright warranty.
  • Hosting.

Initially, vTiger CRM was a part of another software suite called ‘Sugar CRM’, but now, vTiger CRM software is a separate platform. It is an open source customer relationship management software and hence, it is free of cost. The features can be modified by a coding professional to suit the needs of your company better. 

Best applicable for:

vTiger is a CRM software useful for small business owners as well as medium sized business owners. It is also applicable for teams that are doing projects as it has some advanced project management systems as well. It can be used for small retail businesses as it has some inventory tracking tools as well. 

Features available for free:

  • Inventory tracking.
  • Billing.
  • Project management.

Features available for extra pay:

  • Advanced sales analytics.
  • Custom report building.

Zurmo CRM is a CRM system that has most of the capabilities that an average business user needs. It is an open source CRM software. The company also offers many pre-configured versions to businesses for a small fee. The Zurmo CRM user interface is very powerful and has some very sophisticated task views. It is very easy to implement and can be learnt in a few hours. Zurmo CRM is considered one of the best CRM software suites for beginner level customer management software integrations for companies. The designs of the User Interface of Zurmo looks very crisp and neat and a tad bit futuristic. It is not like some of the other CRM software suites that have old user interfaces with a lot of rusty designs and bugs.

Best applicable for:

Zurmo CRM is best applicable for businesses who have yet to start with the CRM software integration. It is meant mostly for small and medium businesses.

Features available for free:

  • Contact management.
  • Activity management.
  • Mobile optimized.
  • Developer friendly
  • Lead management.
  • Deal tracking.
  • Custom reporting.
  • Workflow automation and email alerts.
  • Gamification.
  • Marketing automation.
  • Advanced security.
  • Product management.
  • Internationalization.

Paid Features

  • Professional services.
  • Premium customer support.
  • CRM usage assessment.
  • Automatic backups.
  • Continuous integration (CI) tools.

Agile CRM is a cloud-deployed CRM software. Agile CRM has very powerful marketing, sales as well as web engagement features along with the standard contact and project management features that are present in other CRM software suites. Agile CRM can also display the contact activities and histories, which allows analytical tools to get better data and help you focus your marketing technology.

Features available for free:

  • 1,000 contacts and companies.
  • Unlimited deals, tasks and documents.
  • Appointment scheduling.
  • Email campaigns.
  • Custom data fields.
  • Lead scoring.
  • Custom deal milestones.
  • Web engagement
  • Contact level analytics.
  • Email tracking.

Paid Features

  • 2-way email integration.
  • Dedicated account rep.
  • Automated voicemails.
  • Knowledgebase.
  • Custom deal tracks.
  • 2-way telephony.
  • Onboarding coach.
  • Access controls (ACLs).
  • Post-call automation.
  • Call recording.

Number of usersNumber of contactsAvailable Storage
HubSpot CRMUnlimitedUnlimitedUnlimited
Zoho CRM10Unlimited1GB
Insightly22500200 MB
Freshsales CRMUnlimitedUnlimitedUnlimited
Bitrix2415Unlimited500 MB
Capsule CRMUnlimited
Suite CRMUnlimitedUnlimitedUnlimited
vTiger CRMUnlimitedUnlimited
Zurmo CRMUnlimitedUnlimitedUnlimited
Agile CRM101000

The answer to this question is a very difficult one. The best CRM software for you depends on what type of business you are currently having and what plans you have for the expansion of the same. Since this list has only free CRM software suite listings, you can use the freemium features of all of these popular and recommended applications for your needs on a trial and error basis.
As you are not going to lose any money in trying it out, there is no real harm. You can find the perfect CRM software suite for you by a simple checklist. See if the software has everything that you need right now and then see if the software has things that you know you will require in the future when your company expands.

  1. Make it Future Proof

    It is always a good idea to think about the expansion of your company while determining the best CRM software suite for you. If you do not consider this, then you might come into such a situation in future that you are not able to upgrade the services of the CRM software suite because the features are not enough for you at that point in time.

  2. Consider Future Replacements

    Replacing your CRM software suite with a different one after you have a ton of clients is going to be a big headache and it might come to a point where you have to start the whole thing from scratch. That is why you should consider the growth of your business before you select the best CRM software suite for you.

  3. Identify Right Mix of Features Best fit for Your Business Needs

    You should find the right mix of features that are required. If you already have the software and other tools to help you with analysis and marketing, then choose the CRM software suite in such a way that it has more of a collaborative and operational style of features. If you have collaboration within your organisation already sorted out, then go with an analytical and operational CRM software suite.

  4. Approach to Vendor For Any Doubts Before You Start Using It

    Also, it is advisable to clarify any doubts that you might have about the service of the software before you make a purchase. This will ensure that your purchase does not go in vain. All the CRM software suites that are featured on this list have been on the market for quite a while now, that is why they are here because they have been used by thousands of people and are being used by a lot more on a daily basis. All that is left to do is to choose the best among these that can suit your business and lessen the burden that customer relationships management has over your business.

Conclusion

We have seen the importance of having good customer relationships for the success of a company. Without the customers, there is no company. The thing that many business owners forget sometimes is that the company is not actually about the owner or the shareholders or the board of directors, the company is actually all about the clients. No company or business can run without the clients. Keeping your customers happy is what is going to strengthen your business.

There are a lot of freemium CRM software suites as well as open source CRM software suites. Most of these have all the required options to help a business get off the ground when it comes to customer relations. Many of these software suits have premium services that you can access for a fee. At the end of the day, you are the person that has to choose which option you think is the best for your company. So, use this article to make a well informed decision that you will not regret in the future. 

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