15 Best Free CRM Software for Small Business in 2024

Pipedrive has undoubtedly put effort into creating a user-friendly solution. Even complete CRM beginners will find the dashboard, which displays your sales pipeline, well-designed and simple to use. There is a step-by-step setup process that includes things like importing your data and syncing your email and calendar when you sign up.

Pipedrive offers over 275 integrations with email campaign software like ActiveCampaign and lead generation software, even on the free version. There is an open API setup to ease connection with third-party services if it is missing a specific app you require and the opportunity to link with Zapier for access to more third-party software.

Pipedrive's activity planning function gives you an overview of what's going on in your business. It is customizable, allowing you to establish multiple tasks and activities based on your specific business needs. You'll enjoy this feature if you want to arrange your deals to avoid missing a meeting, sales call, or deal target. You can sync your whole to-do list with Google calendar, making it easy to stay aware of what activity is coming up next, allowing you to prepare effectively.

Monday.com includes sales automation features to help you automate different parts of your sales process like follow-up campaigns and outgoing calls. Doing so will help you to devote more time to activities that move the needle forward.

You can connect your email inbox to Monday.com CRM and automatically organize and sync your contacts in one place. That will help you stay organized and know where everything is at all times.

This platform provides a quick look into your monthly sales via the Sales Dashboard. Examples of metrics you'll see on Monday.com’s Sales Dashboard are Customer Lifetime Value, Cost Per Lead, and Monthly Sales.

Monday CRM provides a variety of integration with prominent business software, even on the free plan. Gmail, Mailchimp, HubSpot, and over 50+ more services integrate seamlessly with Monday CRM, making it easier to manage everything from a single website.

Freshworks provides website and in-app tracking and an activity timeline for viewing lead activity in alphabetical order. Freshworks uses the information gathered to show how contacts interact with your business. Leads can then be assessed to determine which is ready to close a transaction and which requires additional follow-up.

Freshworks CRM does an excellent job of providing 32 different reports ranging from manual call logs, leads acquired monthly, email activity reports, and more. They're also created instantly, utilizing the information you provide to the software. These reports are available on the free plan.

Freshworks automates your workflow, allowing your sales teams to finalize more deals. Setting up rules helps automate tasks that take hours and resources. These custom rules can automatically delegate leads to sales teams based on characteristics like language, competence, and location. You can also create sales routines to automate operations like sending welcome emails to follow up on leads. You only have to set it once, and the routines will run in the background automatically.

HubSpot CRM provides many free tools for small businesses. Invoice template generator, email signature generator, free business templates, and blog idea generator are all available. With HubSpot CRM, you'll never have to start your business in the dark.

The Sales Hub can help users round out their CRM and streamline every area of the sales, marketing, and customer relationship management process. The Sales Hub helps to monitor and sort prospects (as well as generate custom views of data), send automated emails to the sales team about prospects, and offer insight via extensive email tracking and targeted email sequencing.

Many sales teams spend days in their inbox, and the majority of them use Outlook or Gmail suite. HubSpot CRM integrates with these tools seamlessly. This means you can view all of the contact information and lead data for a customer as you're emailing them.

Zoho makes installation and setup uncomplicated and straightforward. This makes it an excellent option for small businesses with little or no experience with CRM software. Setting up Zoho CRM is simple, even if you don't have an in-house technical expert. The provided step-by-step guide walks you through each implementation stage, simplifying it so you don't waste time learning how to set up and operate.

With Zoho CRM's sales pipeline management feature, users can identify, score, and assign leads to sales teams. This feature includes deal management and account management to give sales teams additional information about their consumers.

In Zoho CRM, marketing automation assists sales teams in acquiring new leads, creating and executing ad campaigns, and managing email campaigns. Thanks to Zoho's integration with Google Ads, users may see which ad translates to more sales. Users may also use Zoho CRM to generate and deliver emails, surveys, and drip campaigns using Zoho Campaigns.

Sales teams can use Zoho CRM to turn their data into useful information. Users can generate custom reports and sales projections with the analytic function. In addition, Zoho CRM has a management tool that allows users to segment consumers based on their geographic region. This feature is available on the free plan.

If your team uses third-party services that you enjoy, Insightly makes integrating them with your existing pipeline fast and straightforward, even on the free plan. Insightly also works with Zapier, which works with over 1,500 external apps.

The email marketing features of Insightly are worth exploring. Utilizing the bulk email marketing feature, you can engage your prospect database without extensive technical knowledge. Insightly also tracks your emails; you'll know if your prospects have opened your emails and when they did or if they're ignoring your attempts to reach them.

Your sales staff can focus on potential leads thanks to the intelligent lead routing functionality Insightly offers. You can automatically deliver leads to the appropriate team member during each pipeline stage. Because of the colorful and simple design, your entire team will be able to track the progress of each lead. The dashboard makes it easy to see the progress and history of emails, phone calls, tasks, and meetings, especially the productive activity timeline, making it even easier to monitor the status of emails, phone calls, tasks, and meetings.

From the EngageBay platform, you can actively control all of your social media content. You can use this platform to stay updated on all the latest updates and notifications on your social media platforms without going through several apps.

You can customize existing email designs with EngageBay to send personalized emails to your customers. With this software, you would be able to categorize your list, track your emails, and create automatic email sequences for all of your business needs.

One characteristic that distinguishes EngageBay from other CRM software is its ability to market across many channels simultaneously. You can automate website messages, push notifications, and SMS with a few simple clicks.

Every digital marketing strategy should include A/B tests. Different versions of your campaign must be distributed to understand your customer better. This will aid in understanding their preferences, so you can tailor your marketing to their specific interests and increase conversions. EngageBay's A/B testing capabilities let you test every aspect of your campaign to pick the proper working model.

Integration is a significant focus for Capsule CRM. NiftyQuoter, Google Contacts, Signable, WebMerge, TinyBuild, Quotient, and PieSync, are just a few of the integrations available in Capsule CRM. Capsule integrates with Mad Mimi, MailChimp, and MPZ Mail for small businesses running email marketing campaigns. Zendesk, Support Bee, Help Scout, and Enchant, are all compatible with Capsule CRM.

Putting a robust and agile CRM in the hands of small businesses without an intuitive user interface and excellent support will be incomplete. Capsule CRM contains many features that are nicely kept under a basic design. While some people may adapt quickly to this system, some businesses will find it challenging to become familiar with all the features. The good thing is that Capsule CRM includes a comprehensive and user-friendly support service with a range of ‘how-to‘ articles to guide users through various activities. The help page is well-documented and comprehensive, covering fundamental functions (like managing multiple sales pipelines).

There's a considerable possibility you or your colleagues will need to communicate with clients and partners when on the go. Capsule CRM has created a mobile app that works well on iOS and Android smartphones to assist you in your endeavor. Almost all the functions of the desktop application are available in the mobile app. You can also initiate calls, create emails, and access contact location maps directly from the app, which is especially useful for contact management on the go.

With Less Annoying CRM, you can have all of your contact information stored in one place. You can see all of the notes, files, tasks, events, and pipeline information related to a contact from a single screen. Plus, finding contacts is a lot easier with its simple search feature.

You won't have to go back and forth between different apps to use a Calendar. Less Annoying CRM ensures that your calendar and tasks are built directly into its system. You can decide to share your calendar with users at your company from other departments so everyone can stay on the same page. There is also the option to sync with Google Calendar for easy mobile integration.

With its simple lead report that always shows you an up-to-date list of every lead in your pipeline, including the status and priority of the lead, contact info, and the note from the last time you talked to them. Finally, you can be sure that you and your team follow up with all of your leads.

Add unlimited users from your company to the system for just $15/user/month. Each user has their login and password, and you decide who has access to what. Whether you want your reps to access their data only, or you want everyone to share, we make it easy.

With Bitrix24 free form builder, you get unlimited submissions, and the platform lets you have numerous users managing forms. The forms are customizable, online support payments and product catalogues can be included on your website or hosted for free at Bitrix24.com. You don't even need a website to use Bitrix24 forms. It supports different forms such as contact forms, quote requests, support forms, feedback and idea suggestions, online ordering, booking, and reservation forms. All fields are unlimited and support field rules and post-submit actions, like redirect. The forms you create are automatically connected to the Bitrix24 CRM, meaning obtaining valuable data got easier.

Bitrix24 takes deal management to the next level with CRM integration. It separates potential leads and serious deals from others. This software will help you manage clients and client relationships, directly leading to closing more deals. Its deal management feature does more than just track deals and leads. It should help collaboration and keep team members on the same page. Since collaboration starts with communication, Bitrix24 offers actionable work-chat, HD video chatting with screen sharing, shared calendars, etc.

First, Bitrix24 helps grow your contact base. Whenever you receive an email from a new contact, that new contact will automatically be added to your contact list. Whenever you get a call from a number not in your contact database, Bitrix24 automatically adds the number to your list. Even when someone contacts you via social network or a website chat, you can add them to your contacts. As your contact list grows, you will have to automate your communications with your clients, and this is where email marketing, robocalls, Facebook/Adwords targeting, and other Bitrix24 marketing automation tools come into play. Bitrix24 gathers all your customer communication channels into a single dashboard called the Contact Center. Integrated with CRM, this feature helps you track all your customer interactions and collect actionable marketing data.

Agile does not only help to keep your contacts organized, but it goes one step further and helps you to get to know your customers better. You can store the basics about your customer base and customize your contacts with information about their interests and how they interact with your brand. Managing your contacts with this feature helps you create lasting relationships with your customer base.

The marketing and sales teams need to work together for your business to succeed. Agile project management feature helps you ensure that your teams are perfectly synced and avoid confusion about tasks or project status, preventing miscommunication.

Agile’s online scheduling feature ensures no issues with missing a meeting or scheduling more than one meeting at a time. This, in turn, makes communicating with clients and co-workers easier.

Telephony is a feature that helps you make and receive calls using Agile CRM and record calls and take notes afterwards. Some other functionalities of the Telephony feature include enhanced caller ID, call forwarding, and call scripts. Telephony is used to make every call and receive valuable to your business.

With the multifaceted nature of Agile’s social CRM feature, your marketing team can integrate your CRM system with social media channels like Twitter and uses numerous techniques to connect with your customer base.

Really Simple Systems tracks all your potential and closed deals, allowing you to prioritize sales efforts and giving you visibility of your and your teams’ sales pipelines. It also keeps all the related information on a single page. The opportunity management feature is excellent for businesses that offer multiple products and services to their clients.

Really Simple Systems features a listing report system and forecasting. Multiple built-in reports can be run or modified to meet your needs. You can create and download custom reports to data files and PDFs. With two influential report writers included in the CRM software, you’ll have enough to choose to generate management information.

The Custom Charts feature lets you create your dashboard widgets from your CRM data. This might be a summary of your customer accounts, sales revenue, or a custom field. Charts are created similarly to CRM reports, displaying output values as pie charts, line charts, bar charts, gauges, or numerical values.

You can use web forms to capture contacts from a form on your website that instantly creates a lead in your Really Simple Systems CRM. This feature can be used for newsletter signups, free trials, webinar registrations, demos, video downloads, etc.

The Streak inbox lives inside your Gmail but offers much more than your typical Google email features. Relevant information like contact info from email threads is automatically sorted into CRM data. You can also use this as a shared inbox among your team members. Email tracking is attached to this feature, so you are notified when an email is opened. Other email power tools include email templates.

Mail merge is a handy feature for email marketing and sales follow-ups. This tool helps you send the same email simultaneously to various recipients. Another great thing is that this feature includes automatic follow-ups to ensure your mass emails get through.

With Streak, there are private pipelines and shared pipelines. You can use pipeline templates or customize your pipelines and share them across your team. These pipelines can be colorful and straightforward or packed with crucial data and fields.

Gmail sometimes merges conversations that should not belong together. You can use Streak's thread splitter to sort out those falsely fused email threads for better clarity. It also can be used if a sales team member has an email thread with one customer and the customer has a separate support issue. They could split that email thread to another department.

BenchMarkONE helps small businesses nurture leads until they are ready to buy. This is a critical function of any small business CRM. This software makes it easy to serve relevant email messages to prospects and customers, nurturing them throughout their lifecycle. With this aspect of customer relationship management covered, you can use your time more wisely, and work leads ready to buy.

If you need help tracking business deals, whether they bought, didn’t buy, or are planning to buy, BenchMarkONE provides forecasting and future sales efforts to help this process. As part of their all-in-one marketing, sales, and CRM software, you can be assured of getting lucrative deals to help keep the revenue engine running.

BenchmarkOne provides an impressive email marketing tool that captures your potential customers with personalized messages. Furthermore, you can access more than 450 customizable email templates to run more successful campaigns. With the BenchmarkONE email marketing tool, you can now automate your marketing emails. For example, you set a schedule for sending emails to specific contact groups. There is also the option to track your campaign progress still while making any real-time improvements it is needed.

The deal tracking tool and sales pipeline dashboard give you a comprehensive view of your sales activities. You get to know where every customer is in the sales cycle, deal size, contact history, and even competitor information to help design a more effective CRM messaging strategy.

Free CRM web forms are answer surveys, questionnaires, and call scripts where data can be explained and inputted by your sales or support staff. The software helps you distribute the forms to existing and potential clients through a web page URL to get customer feedback. Form and survey creation is a breeze with our form builder, creating Wizard Forms – multi-page forms can quickly be followed and completed.

With Free CRM reporting features, you can gauge the effectiveness of your software solution and how well your sales staff is completing the sales cycle. You can also use reports that track system use for all your team members, helping you see where additional training is needed or extra customization in the application.

Free CRM can help you develop targeted marketing campaigns based on your customer profiles and history. It also executes email campaigns around time-sensitive promotions and opportunities with unlimited email. You get to track marketing in real-time, focus, and improve the quality of your lead generation. There are provisions for print, SMS, calling, and email campaigns on this platform. You can utilize the promotions function provided by Free CRM to track loyalty and give customers benefits.