With CRM system users, it is impossible to forget where important information was recorded. Such programs not only remind you to call, write a letter, or process a lead but also combine all communication channels. In this article, we will look at the best free CRM solutions for running a business.
How to Pick Up Free CRMs?
The implementation of a CRM system should be expedient. Meanwhile, almost all modern free CRMs are capable of automating a plethora of everyday tasks, collecting and analyzing statistics, segmenting the client base, planning actions, and the like. CRM tools must be flexible and easily scalable. Mind that these days, a business has one requirement, but tomorrow it may have another.
As a rule, when selecting a program, the client thinks only about his/her issues and how to quickly cope with them. You need to carefully think through all aspects and details. A good CRM system assists businessmen in completing the following tasks:
- to control employees;
- to increase overall sales volume;
- to enter a new market;
- to build and guide clients through the sales funnel;
- to receive detailed comprehensive analytics;
- to automate tasks and eliminate routine;
- to create a unified system for displaying your business processes;
- to promote a new product;
- to increase the conversion of a potential client into a buyer.
Mind that you should set realistic goals and not place too high hopes on the CRM system. It goes without saying that the program will help simplify a lot, but only if it is used regularly and configured correctly.
Essential Criteria for Selecting a CRM Systems Free
When choosing an effective CRM program, you should take into account the following aspects:
- the ability to integrate with third-party systems and applications;
- the ability to disable unnecessary functionality;
- editing history: who changed the data and when;
- simple and clear interface that can be customized to suit your tastes;
- quality control of input data: the system should not contain data with errors and various garbage;
- the ability to independently add new functionality;
- the ability to manage security and limit access to data.
What matters here is that a good CRM like Bitrix24 is characterized by a wide range of capabilities. So, you can assign tasks to colleagues, communicate in the messenger since it works with voice and video and can coordinate documents and more.
Do You Need a CRM to Optimize Your Workflow?
Let’s start with the fact that the primary goal of any free online CRM is to make the company more customer-oriented and increase its profits. Optimization of the work process occurs through effective communication with clients, ameliorating the quality of service and improving business processes.
It is also worth noting that such software captures and analyzes leads, and stores information about customers and their previous interactions with the company. Simply put, based on this data, the CRM software program automatically offers analytics for making reasoned decisions in various areas. These areas can include not only the choice of marketing channels, but also the qualifications of the client. Besides, this includes competent market forecasting and KPI formation.
The Best CRM Systems Free 2024
It’s no secret that implementing an effective CRM allows you to optimize the work of your sales department and is a mandatory step when scaling your business. Let’s look at the advantages and disadvantages of the best CRMs for 2024.
This powerful program provides a complete set of tools to take your business to the next level. It will surely allow you to take control of all communications with clients, automate sales and manage everything on time. It is noteworthy that the service has lots of functions and capabilities, so it is suitable for small, medium and large businesses from any field.
It is worth noting that this portal has a built-in designer. This feature is useful if you need to quickly test the demand for a new product or service and create a website or landing page. By default, they will have an application form, a call back form and an online chat installed. Accordingly, all clients will be automatically transferred to CRM. When fully utilized, CRM becomes a churning source of useful business management features, including:
- Intelligent sales analysis;
- Integrated user interface;
- HD video calls and chats;
- Personalized news feed;
- Tasks and projects;
- Data store and all that jazz.
Many users of the service like that navigation, like other program modules, can be finely tuned to suit their tasks. Simply put, if a company does not need websites or a knowledge base, these items can be safely disabled. To do this, there is a collapsed widget below the menu items used. Control is done using drag and drop.
First of all, this program is suitable for a company that has already formed a sales strategy. In short, if a business does not have a clear positioning and target audience, the platform will be useless. This CRM is not suitable for large enterprises with diverse tasks. At the same time, for freelancers and small online businesses, the program is too overloaded with modules. It is quite possible for the user to understand the features, but it will take a lot of time.
The software is ideal for businesses that have a clear and understandable sales cycle. The system will assist businessmen in systematizing work even if there is a very ramified structure of the process of selling goods/services. The majority of common CRM users note the convenience of this cloud service remotely. The main thing is to organize constant access to the Internet, that is, from a personal computer, tablet, or smartphone.
- website visits;
- log files with the configuration of a computer or other device;
- installed mobile applications;
- personal information (e-mail, phone, name) and the like.
This business program represents a typical set for maintaining a client base, similar to paid CRM. Several customizable columns, a search bar and various filters are available here. So, you can add up to 1,000,000 contacts to the database for free, which is enough for the average company.
This is an easy-to-use business program with features for personalizing the interface, automating daily tasks and attracting potential clients. The main CRM modules of the system include: marketing, customer support and sales. The issue of protecting clients’ personal data and transaction information worries many users. The platform puts security first.
In the system, you can assign each employee a role with access to a given set of functionalities. For instance, an administrator can hide a client’s banking information from regular users. At the same time, a small business may find this extensive system of programs and applications very complex.
The work of the program is based on the principles of Kanban, thanks to which it has become easy to organize the management of teams and projects, regardless of the scale. Mandatory fields and requirements are completely absent in the system of this service. It is permissible to create both the simplest options and those of increased complexity. What is more, it is allowed to add complex technical tasks where there are several documents and goals.
The main feature of Trello are the plugins that can be installed to expand the basic list of features. However, there is a limit on the number of connected plugins depending on the tariff. For instance, users of the free version can only install one. There is no built-in time counter, and the Chronos add-on is unstable. In this case, text formatting is available only through special symbols, but after a couple of hundred cards it starts to slow down.
A CRM system optimizes business processes and helps collect and store information about clients. Nevertheless, all CRM systems have fundamental differences that allow each company to choose what they need. At the moment, the best program is Bitrix24. It provides many useful features and is easy to use.