Top Free CRM Tools For Small Businesses
Below you will find our top picks for free CRM tools for small businesses, that will take your processes to the next level.
CRM software is a must, mainly designed to help businesses manage their customer relationships and records all in one central place.
Modern CRM software is highly advanced allowing businesses to acquire valuable customer insights, manage sales leads and identify opportunities for improvement. This can be invaluable when adjusting any operational or strategic plan for your business.
Nowadays, CRM’s have a back-end analytical engines, gathering real-time customer data. This, of course, is ideal when trying to sharpen your customer acquisition processes. which will ultimately help you achieve your financial targets.
And to be perfectly honest it just makes sense.
So if you’re still using your diary or the good old excel spreadsheet system, then check out our top three CRM software for Australian small businesses.
Widely considered as one of the leaders in CRM software Hubspot is a smart option. It includes all the basic and advanced elements you could possibly need to run a business.
This CRM offers a wide variety of features and complexity making it a great tool for any size business.
A major benefit of Hubspot is its vast integration network. The software connects to all major social channels, marketing platforms, and plenty of businesses apps.
In addition to social media integration, Hubspot also provides website integration, and the whole thing can be managed using a mobile app right from your phone.
Hubspot like many other platforms has both free and also paid versions that offer more in-depth features.
The free version has an amazing allowance of one million contacts and unlimited users. This is more than enough for any small business.
The software has too many features to list in this post, take my word for it when I say, I do not know many scenarios that businesses face that this CRM can’t handle.
The learning curve may be a little steeper than most CRM tools but once mastered, you will be amazed at how you ever lived without it.
You can read our full HubSpot review here.
Businesses looking for a reliable and multichannel CRM tool should consider Zoho.
The CRM connects to multiple data sources to help with sales force automation, account management, and lead management.
For small businesses, the free version is a great start offering quite a few features.
like the others, Zoho also has paid more in-depth plans that suit any size business.
Zoho is great for website integration, customer follow-up and CRM workflow management.
This software includes various features allowing businesses to conduct sales tracking and forecasting, in addition to productivity tools such as mobile CRM, Google App integration, social CRM and many others that help small businesses improve their processes.
Zoho CRM can monitor sales, automate daily prospecting activities and engage the customers from multiple platforms. Being able to integrate with popular business apps such as Slack and MailChimp, it really ticks most boxes for the small business owner.
Mobile Zoho CRM allows your customers to get updates and real-time notifications of newly purchased products. It’s certainly a tool to consider.
When it comes to document and workflow management Bitrix24 is an inclusive tool that you absolutely must check out.
Considered a leading process management tool Bitrix24 eliminates the need to perform routine tasks manually.
This business CRM software is industry independent and mainly used to develop and monitor the workflow in any department or organization.
Setting up contact bases that store interaction history and communications are also a feature. This is ideal for providing all your customer support in a central place.
Businesses with several products or revenue streams can easily setup multiple sales pipelines. With integrated lead tracking, it does it with ease.
The CRM allows you to set sales targets for each user and track progress in real time.
With the free version allowing 12 users, it’s a great option for small teams.
Once again there are paid versions that offer more in-depth features which is ideal if you choose to scale.
Like the others, there is a mobile app and a pretty good interface. Pretty easy to see why Bitrix24 is a leader in free CRM’s.
Last but not least on our list of free CRM tools for small businesses is Agile. This is one of the CRM platforms I use personally. Agile has all the fundamental features like the others in this article. Capable of pretty much anything needed to help run your business Agile is a safe bet.
Agile was created as an “all in one” tool and can take care of your customer relationship management in addition to marketing, emails, appointment scheduling and much more.
All is available in the free plan along with some popular integrations such as stripe and google calendar.
Agile also offers a more in-depth paid plan. These are actullay quite cheap however their free version is more than enough when getting started.
Comprising of a great user interface with an easy to understand customer view including a chronological timeline with no limits unlike some of its competitors.
One again like many other top players Agile has a mobile app which makes it perfect for all you owner operators.
You will not find a lot of online resources like some of the more popular options, however, their customer service is very helpful and will be able to guide you through anything needed.
All in all a great free CRM for Australian business and we certainly recommend checking them out.
That rounds up our top free picks. If you plan on scaling your team then you will need to assess the future costs of the paid versions.