CRM systems free is a software package for business that optimizes the relationship with customers and the internal work of the company. Each specific system has its own set of functions, but in a generalized format, all CRM tools work on an algorithm to improve the quality of sales and increase profits. There are a variety of programs, including free ones, that are suitable for any business area. This article presents a rating of the best free CRMs.
CRM software: features
Sometimes business owners misunderstand the meaning of using CRM. That is, many people think that this system is designed only for tracking and storing customer information. This is a misunderstanding of the CRM functionality, since the program can optimize the internal work of the company — generate reports, provide for the efficiency of personnel, and plan business processes.
The main feature of free online CRM is the organization of the most effective interaction with customers. That is why the functionality of CRM tools consists of a large set of options. Agree, the final profit directly depends on the correct organization of the work of all structural departments of the company. This means that CRM software is irreplaceable.
Criteria for choosing CRM tools
Before you install CRM software, read the description of the system functions and be sure to pay attention to the TOP-5 best CRM for 2024. This aspect is important because it helps to choose the optimal solution that will successfully cope with business tasks in the current and next year.
How to choose correctly? For example, you are the owner of a small business and do not need to organize the work of the sales department, since you perform this function yourself. So, choose CRM for small businesses with a minimum list of options.
CRM systems with an extended or universal set of functions are relevant for owners of large companies. We recommend choosing a universal CRM software — for example, Bitrix24.
Functionality
Free online CRM performs three main tasks: organize sales, adjust the effectiveness of management and marketing, and help manage finances.
In a generalized format, CRM systems free performs the following tasks:
- Storing and structuring data about customers and suppliers.
- Optimizing employee access to work information.
- Development and improvement of service standards.
- Formation of the structure of the company’s interaction with customers by incoming calls and using other means of communication.
- Creating different reports.
- Evaluation of employees’ activities and the effectiveness of marketing tools.
That is, free CRMs tools fully automate and control the activities of the company’s work regarding interaction with contractors and buyers. The system forms a single database that contains information about the solvency of customers, orders are recorded in real time and in archive format.
One of the important CRM options is managing employees’ access to work information and evaluating their performance. Customer service standards are also optimized using CRM tools. That is, the system offers to take advantage of improved applications, customer service standards, helps staff to respond correctly to incoming requests and attract the target audience.
Universal software products such as Bitrix24 provide for the preparation of diverse reporting. The business owner independently decides which settings need to be activated. Accordingly, the system can generate reports on the effectiveness of the marketing department, monitor accounting documentation, plan the work of employees based on the results of the company’s activities for a certain period.
Top 5 Free CRMs in 2024
We offer you to get acquainted with the best free CRMs that will be relevant in 2024. The rating was compiled according to the audit data of independent specialists. We evaluated the functionality of each program, including checking the work in a free format. In the presented list, the rating positions are located from the leader to the worst options. That is, the first CRM is the first place in the rating and the best program.
Bitrix24
The undisputed leader of the TOP 5 best CRM of 2024 is Bitrix24. The key advantage of this program is the ability to increase the target audience and generate reports on constantly updated information in real time. Bitrix24 is a free online crm for any business projects, as it allows you to adapt existing functions to a specific enterprise.
Users get free access to the full functionality and can test the program immediately after installation. However, there is also paid content that is relevant for expanding the work of CRM tools. The developers presented 3 packages of services — Basic, Standard, Professional. It is worth noting that Bitrix24 refers to universal CRM system products.
The free version of the software is represented by a large set of options, which include:
- Storing information about suppliers and customers.
- Real-time database update.
- End-to-end detailed analytics.
- Telephony in the corporate communication format.
- Formation of interaction between staff and customers using various means of communication.
- Preparation of diverse reports.
Bitrix24 reports on the specified settings, evaluates the effectiveness of marketers with the target audience and performs a number of other functions that are relevant for all business areas.
HubSpot
HubSpot is a free online CRM that is suitable for small and medium—sized businesses. Software products can be called standard. However, the developer offers almost all functions for free, so HubSpot confidently occupies the second position of the rating.
Users note the relevance of this CRM for startups and small businesses. If you plan to expand the scope of the company’s activities to the level of a concern in the future, then HudSpot is not suitable for you. Meanwhile, software products allow you to store information, manage transactions automatically, and communicate with customers using various means of communication. It is also possible to conduct lead generation and integrate third-party applications.
PipeDrive
The PipeDrive CRM system is suitable for companies with a large customer base — from 75,000 people. The installation and introduction of the basic settings for the free format will take no more than 30 minutes of your time. Users note the rapid adaptation of the program to all personal computers and mobile devices. At the same time, the number of free options is relatively small.
CRM PipeDrive performs 4 main tasks:
- Sets up timely mailing of emails, notifications and shows payments in real time.
- Tracks and improves sales funnels.
- Evaluates the effectiveness of marketing tools.
- Indicates errors in the work of the staff.
To work with PipeDrive, you must have an account. The system has the ability to integrate third-party services, but most of the CRM tools are focused on internal parameters.
Zoho
Zoho CRM tools are optimally suited for small businesses and are more focused on providing communication with customers and suppliers. The system creates the most convenient format for making calls, sends and receives up-to-date notifications.
In addition, Zoho can compile reports and store data on transactions and customers. Users note some complexity of settings and almost complete lack of integration of other services. The content is available in a free format, but the functionality is limited. The cost of paid services starts from $14.
Monday.com
Multichannel CRM service is interesting for the possibility of working in several directions at the same time. That is, you will be able to open several positions on the screen — for example, to communicate with clients on the provision of services and at the same time receive information from suppliers of a certain product.
Monday.com It positions itself as a free CRM, but this format is available only for students and non-profit organizations. This software product is not suitable for large companies and medium-sized businesses.
Conclusion
Of course, CRM software is relevant for optimizing the work of business structures. Choosing the right CRM will help improve the financial condition of the company and significantly increase the target audience. The best choice is a universal CRM of the Bitrix24 type, which allows you to solve many tasks in a free format.
