...By Ellen Rey for TDPel Media.
The main purpose of CRM is customer relationship management. It allows companies to better organize and access customer data digitally and in one place. Nowadays, there are many easy to use CRM tools and templates that can be useful even for beginners. Many of the programs are cloud-based, it is easy and convenient to access. Moreover, it can have almost unlimited volume. Standardized free online crm have been replaced by more specialized ones – this makes it possible to customize each program to the needs of a particular company, taking into account its features and functionality.
Benefits of Using a CRM Tool
Like other high-quality modern software, customer-oriented development systems provide the company with the following advantages:
- assistance in the organization of processes, first of all – quality control;
- gaining access to data in real time;
- creation of complex control over observance of procedures of work with clients;
- advanced reporting and analytics;
- maximum automation of routine tasks, freeing up time for employees;
- careful storage of all documents;
- tracking the effectiveness of ongoing marketing campaigns;
- the most accurate work with mailing lists and social networks;
- significant improvement in the quality of customer service.
Large companies prefer to develop their own systems – customized, with the introduction of additional options. However, there are plenty of offers of very high quality free tools on the market.
TOP 5 Best Free CRM Programs
When choosing a free version of the program for yourself, it is important to remember that it includes a certain number of basic functions. Its purpose is for the user to choose the best for themselves and decide on the paid version. Although the possibilities allow you to use promotional versions all the time.
At the moment, HubSpot is the most popular program among all free ones. According to research, it occupies 29% of the market – and its share continues to grow. The reason is simple – it’s a really effective multifunctional tool.
With a large number of contacts included, various web forms, email marketing, ticket sales, chat, tracking, and landing pages, lots of useful tools to get you started. The wide range of sales and marketing features makes it also a good sales funnel software. You can start using such a tool at any stage of the company’s development, from the very start.
The disadvantages include limitations of e-mail and some other functions. They are available in paid versions – but it’s not cheap.
This program in its free version is also very popular. Simple and functional, it is only gaining popularity, but rather quickly.
EngageBay’s free CRM software offers many features – 1,000 branded emails, easy segmentation, predictive scoring, web forms and pop-ups, autoresponders, live chat, and landing pages.
However, it also has its limitations – in particular, the amount of memory can be no more than 500 MB of disk space. This is only enough for a small company or a limited number of functions.
Bitrix24 is one of the most famous tools. It was created back in 2012, and has been in constant demand ever since. The program is constantly developing and improving, striving to meet the challenges of the time.
Customer relationship management – almost unlimited number of contacts, companies and users. Program owners can send up to 1,000 emails to CRM contacts per month. The disk space allocated to each user is 5 GB. In terms of usability, this CRM program seems a bit more cluttered than others due to the sheer number of menu items.
Another significant advantage of the program, users consider support for 12 languages, which will be important for multinational teams.
So far, Flowlu is only trying to take a large market share by actively promoting its own services.
The number of users in the free version of Flowlu is only 2, but each of them will have access to an unlimited number of contacts and projects, 1 GB of storage, efficient CRM automation, invoicing and online payments. There is easy synchronization with the Google calendar, other useful and just cool options.
Of course, the lack of built-in marketing when working with e-mail can be attributed to the disadvantages.
Zoho Corporation has been on the market for over 25 years and is quite well known in the world of sales and marketing. Her clients number in the millions. Therefore, they can afford to offer excellent functionality even in a free package.
Zoho CRM allows up to 3 users to use it for free. This is such functionality as leads, deals, invoices, tasks, events, call log and notes. The program has excellent options for settings, automation and customization of each process. It also provides effective tools for working with e-mail. It is very important that for those who are just starting to understand the features of learning CRM, there is an excellent database with rich information support.
Unfortunately, the age of the system causes its shortcomings. The interface isn’t particularly modern compared to other CRM systems, which makes it a little confusing at times.