Are you looking for free CRM software that will still allow you to manage your customers and contacts effectively?
You are in luck: here is a selection of 15 CRM
(Customer Relationship Management) tools that are worth a look.
Free and free, these online solutions can assist you
in your commercial management, the development of your sales and the follow-up
of your prospects.
1.
Axonaut
Axonaut is the French CRM designed for startups / VSEs
/ SMEs. Equipped with simple features and automation to save time, it is ideal
for small structures that want to focus on the essentials: their job! Forget
the administration!
Many functionalities accompany you to centralize everything on 1 tool:
- CRM,
- Estimate,
- Invoices,
- Accounting.
As well as innovations: electronic signature, online
payment, accounting portal, etc.
2.
CRM initiative
Make your daily life easier with Initiative CRM, the
preferred management software for French SMEs.
Designed and hosted in France, this single tool concentrates:
- Customer follow-up and reminders
- Quotes, invoices, BL, stocks
- Your email and calendar synchronized
- Marketing
- Customer extranet
- Personalized Dashboard
- Mobile version
Stop re-entry, automate your data with hundreds of
software (ERP, e-commerce, marketing, accounting, etc.). Sovereignty of your
data: additional backup to the FTP server of your choice.
More than 1000 customers supported for 12 years.
3.Zoho
CRM
Zoho CRM enables all businesses to benefit from a 360°
view of their customers with a single customer relationship management
solution.
Among its main features you will find:
- contact management,
- pipeline management,
- workflow automation,
- managing tasks and marketing campaigns,
- sales forecasts,
- customer support and service,
- stock management,
- reports and creating dashboards.
All with native integration of over 500 popular
enterprise applications into a single enterprise system.
4.
Facture.net, the simplified management tool for your relationships
Both invoicing software and free online CRM,
Facture.net is the ideal tool to manage your database of customers and
prospects while simply generating your invoices and quotes.
Perfect for self-employed or small businesses, it
facilitates your commercial management and helps you identify business
opportunities, while simplifying the export of your data as much as possible.
5.
CRM cream, for better management of your customers
French CRM software developed by a team from
Marseille, Crème CRM covers many features: customer relationship management,
marketing tools, sales force and even reporting.
Indeed, thanks to Crème CRM, you have at your disposal
all the necessary tools for managing your customers, your sales actions and
also for reporting.
Available and present at all times, Crème CRM also has
teams ready to help you with your CRM. A YouTube channel is also present with a
large number of videos guiding you through the tool.
In short, free, free and very complete software.
6.
Hubspot CRM, for a simple and fluid interface
Hubspot CRM is a free CRM solution designed
specifically for SMEs with many features and a simple and fluid interface.
Hubspot offers a more than complete CRM. With all the
customer relationship part, Hubspot adds even more management features to make
its product ideal. The offer offers a Marketing, Sales or CMS service. And all
on one platform. What to navigate between the services and thus best meet the
expectations of customers.
Hubspot helps you boost your sales productivity with
clear visibility into your sales pipeline and automatic recording of your
customer interactions.
Even though it is free to download, you will only have
access to a basic version. Hubspot makes available other paid versions offering
multiple features that can be useful for your business.
7.
SuiteCRM, the Open Source that combines with other tools
SuiteCRM is an open source CRM that describes itself
as a viable alternative to SalesForce and other market leaders: it is not for
nothing that it is one of the most popular software of its kind.
Thanks to a simple and intuitive interface, SuiteCRM
allows you to have a 360° view of your customers and your business. With many
features brought to customer relationship management, this tool will allow you
to simply and efficiently manage all your customers from a single platform.
If it is downloadable for free, SuiteCRM has however
many paid extensions allowing toincrease its functionality.
8.
Dolibarr, the free CRM reference
Dolibarr is another benchmark for free online CRM.
This free software is a real complete management tool, which however makes it a
little less accessible.
An all-in-one suite. That's how he is characterized.
Whatever your needs (marketing, sales, etc.), Dolibarr offers you the complete
customization of your tool so that it best suits your needs. Even if the
interface may seem "old" to you, it is still a tool that is concerned
with new features and very efficient.
Like SuiteCRM, it has a store of paid modules (the
Dolistore) to obtain additional functions.
9.
CiviCRM, to manage your customers directly from your CMS
CiviCRM has the particularity of being intended for
non-profit organizations, NGOs or even pressure groups.
At the heart of the management of your contacts, your
communication, your donations and files, CiviCRM allows you to keep control
over your customers and all with a tool that can be personalized to your needs.
Manage your events, contributions and members from a simple platform and with a
single click.
Another specificity of this open and free CRM: it must
be integrated directly into your favorite CMS (Content Management Software),
whether it is WordPress, Joomla! or even Drupal. So you can use it on your
website.
10.
EspoCRM, the essential tool for your business
Another free CRM software, EspoCRM is equipped with
the essential functions that an SME or a VSE is entitled to expect.
Its ergonomics and its appreciable interface make it
easy to juggle between various tasks: order management, sales, diaries, social
networks...
Available for free with a very complete tool, you also
have access to certain paid extensions from their website.
11.
Agile CRM, to simply manage your customer relationships
It should be noted from the outset that Agile CRM is
only free for up to 10 users (it will therefore be suitable for small
structures).
Allowing you to automate all your processes, to
integrate a good part of your tools and present in different sectors, Agile CRM
is a solution to take into account in your reflection. In addition, many
applications are available to increase the capabilities of the tool. Whether
for marketing, sales or customer relationship management, you will find, among
more than 500 applications available, the ideal extension to your activity.
Although limited, this free version still allows you
to build a contact database of up to 1000 people and companies, manage your
agenda, perform lead scoring and several other features that make it an
interesting choice. If this is not enough, paid versions are also available.
12.
Vtiger, the 360° customer management software
Completely free and accessible to all, Vtiger is
suitable for small businesses as well as large companies. This open-source CRM
software offers a clear and intuitive interface to support you in your daily
management.
To spoil nothing, Vtiger integrates with your other
management and marketing tools, for a 360° customer view. You will even have
access to all the statistics of your actions and thus draw the right
conclusions for your future projects.
As said a little earlier, Vitiger is free, subject to
certain limits, in particular user or functionalities. Paid versions, without
limits, are available from $30.
13.
Bitrix24, to manage your customers as a team
Bitrix24 offers a free CRM among its many project
management and team communication solutions. Manage your customers,
appointments and sales funnel from the free app.
Do you need an all-in-one management tool? Bitrix24
provides you with complementary solutions for 360° business management. The
tool also allows the integration of your favorite applications such as
Mailchimp, Zoom or PayPal.
Scheduling appointments, managing quotes and invoices,
free site builder, etc. Bitrix24 is a complete tool that will allow you to go
even further than simple CRM.
14.
Sendinblue, one of the best customer management tools
Sendidblue is one of the best free CRMs on the market.
With many options and features, this CRM allows you to easily manage your
customer portfolio.
A true all-in-one, Sendidblue is the ideal tool to
start your business and manage your customer relationships at the same time.
Thanks to these automation options, you save time and allow you to focus 100%
on your business.
Regarding the price, a free and complete version is
available. However, some features and extensions may be chargeable.
15.
Monday.com, to simply personalize your tool
Monday.com is a CRM that offers many project
management solutions as well as client management automations for free. With a
simple and ergonomic interface, Monday.com supports you in managing your
customer relations.
Thanks to these different products available as
“Monday Dev” or “Marketer”, manage all your web tools from a single platform.
From planning a roadmap to developing an editorial calendar and of course
managing leads, Monday.com gives you the keys to a 360° view of your business.
Basic free, you can subscribe to different monthly
plans if you want to add more users and have access to more features.
How
to choose the right CRM?
According to a study by Forrester Research, 49% of
customer management software (CRM) adoption projects fail. Yet it is now at the
heart of any growing business: 73% of sales professionals use it.
And for good reason, on each euro invested in a CRM,
you get a return on investment of 7.33 euros. Not to mention that you also
improve the productivity of your marketing and sales teams!
However, choosing the right CRM can be difficult. You
need to gauge the multitude of tools available, your business needs, deployment
options, customization capabilities, cost, adaptability, business value… So how
do you get it right? Discover 5 tips for choosing the right CRM!
1.
Study the different types of CRM
To choose the right client management software, you
must first know that there are different types of platforms.
Operational
CRM
It offers three automation capabilities:
- Sales force to analyze the buying cycle
- Marketing to better communicate with prospects and customers
- Customer service to improve consumer satisfaction
It is the most complete CRM solution. It is therefore
mainly aimed at medium and large companies, which must manage a large client
portfolio and carry out large-scale marketing campaigns.
Analytical
CRM
This type of CRM is designed to process and analyze
customer data using advanced techniques. This CRM gives you an in-depth view of
your customers' buying behavior and trends. This allows you to develop precise
and targeted offers. Perfect for companies that want to increase their market
share with the help of data.
Collaborative
CRM
It facilitates the communication and sharing of vital
customer information with internal (salespeople, advisers, management) and
external (service providers, partners) stakeholders.
The objective is to improve customer follow-up, as
well as the sales force. It is the most common type of CRM and the one most
used by small and medium-sized businesses.
2.
Choose a supplier specific to your sector of activity
Although all CRMs have the objective of managing the
customer relationship, the functional needs may vary from one sector of
activity to another.
That's why you need to choose a CRM provider that has
worked with companies and industries similar to yours. By simply studying their
website, you can get to know their customers and find out if the tool is right
for your needs.
Also consider checking out third-party review sites
for testimonials or references. This can help you greatly in choosing your CRM
software.
3.
Check for customization and training offers
A CRM should complement your business and reflect your
sales process, marketing strategy, customer service activities, and contact
management routines. That's why you need to choose a system that's easy to
customize.
Therefore, when choosing a tool, ask about the
potential for customization and any additional costs.
Also find out about the rates for training sessions
and not just for online tutorials. 49% of CRM adoption processes fail because
employees are not trained enough... And not all employees are able to learn
online.
However, if you want your CRM to fully serve the
organization of your business, all employees must know how to use it!
4.
Think about a CRM adapted to mobile devices
Consider these statistics:
- 81% of CRM users access it through more than one type of device.
- 65% of sales reps whose companies have adopted a mobile CRM hit their sales quotas, compared to just 22% for companies that didn't.
- Productivity increases by 14.6% when sales reps have mobile access to their CRM.
Sales reps and managers need access to data on the go.
Including customer history, previous orders, sales guarantees, as well as
reminders scheduled upstream.
Opt for a CRM designed natively for each operating
system (whether Android, iOS or Windows) to maximize adoption by your teams.
5.
Avoid hidden costs
The last, but not least, factor to consider when choosing your CRM is the hidden costs. These are usually placed on:
- Adding users
- Personalization
- Data migration
- Overtime during implementation
- Ongoing training and customer support
- The options and features essential to your business
Ask for information on each aspect beforeto make your
choice. The goal is to be able to perfectly forecast your budget and guarantee
the deployment of CRM within your company.
Conclusion
Choosing the right CRM for your business is essential
to fulfilling your business and marketing goals. Besides, start with this: what
do you expect from a CRM? What features are needed to achieve your goal? You
can then follow our advice to find the perfect customer management software
from our selection.
Remember that a free CRM may be insufficient for large
companies or companies with a very substantial commercial activity. However, it
is a good solution for small companies that need efficient customer management,
without spending a fortune. Solutions combining CRM and invoicing management
are all the more valuable as they make it possible not to multiply the tools.