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Some CRM providers offer free versions of their software with limited access to features, while still offering paid tiers and the value of managing customer relationships. Typically, free CRM software has a certain number of users capped, making it ideal for small businesses or even freelance workers.
These free versions are sufficient for organizations because they still provide the core and advanced CRM functionality that users need to organize and track customer interactions.
Top Free CRM Software Comparison
Top free CRM software offers access to pipeline and document management, mobile apps or offline access, and native or third-party integrations. This way, businesses can sync the free CRM tool to their existing technology stack and integrate it with their sales processes.
In addition to these features, some additional features can be included or added for a small monthly fee.
software | pipeline management | Document tracking | mobile application | Integrate | Price |
---|---|---|---|---|---|
HubSpot Customer Relationship Management | Yes | Yes | Yes | Yes | Free for up to 2,500 users |
Zoho CRM | limited | Yes | Yes | Yes | Release up to 3 users |
Engage Bay | Yes | Yes | No | Yes | Free for up to 15 users |
fresh sale | Yes | limited | Yes | Yes | Release up to 3 users |
Insight | Yes | limited | No | Yes | Release up to 2 users |
capsule | limited | Yes | Yes | Yes | Release up to 2 users |
Monday Sales CRM | Yes | limited | Yes | Yes | Free for students and nonprofits |
HubSpot CRM: Best Overall Free CRM
HubSpot’s free CRM comes with a range of marketing and sales tools. Users can complete sales tasks directly within a customer’s profile and monitor incoming deals within the free pipeline feature. Allows up to 2,500 users to grant unparalleled access to HubSpot’s native and third-party integrations. HubSpot’s paid tiers offer more commerce features with quotes, invoices, and payment links.
Paid tier pricing
- starter: $20 per month (billed annually) or $30 (billed monthly) per 2 users per month.
- professional: $1,600 per month per 5 users, billed annually, or $1,781 billed monthly.
- enterprise: $5,000 per 10 users per month, annual commitment.
feature
- Artificial Intelligence Email Composer: Use artificial intelligence to generate sales promotion emails to help drive email marketing.
- Meeting schedule: Easily and quickly schedule client meetings by syncing with Google Calendar and Office 365 Calendar.
- Live chat software: Instantly connect website visitors with sales reps to convert new leads, improve customer relationships, and close more deals (Figure A).
HubSpot CRM Pros and Cons
advantage | shortcoming |
---|---|
Intuitive user interface. | Paid plans and add-on services can be expensive. |
Powerful sales and marketing tools. | Lack of reporting tools. |
Relatively easy onboarding and CRM implementation. | There is no live support for free users. |
feature
- Lead tracking: View lead profiles and activity history from one dashboard to see where they are in the buying process and when is the best time to start engaging more.
- File management: Organize and control all shared documents between sales reps and even content shared outside the business with customers.
- Zia artificial intelligence tools: Just ask Zoho’s AI assistant directly to monitor lead activity and even get predictive insights (Picture B).
Advantages and Disadvantages of Zoho CRM
advantage | shortcoming |
---|---|
15 day free trial. | The free plan has no social integration. |
Robust sales forecast. | Some users reported poor UI and UX. |
24/7/365 data security. | User reports on platform learning curves. |
See: For more information, read the full Zoho CRM review.
feature
- Multi-channel activities: Build brand marketing campaigns that can be deployed across multiple channels, such as email, website and social media.
- Lead score: Segment and prioritize incoming leads based on preset criteria within your organization’s ideal customer profile.
- Website lead capture: Collect and store website visitor information through pop-ups and landing pages (Figure C).
EngageBay Pros and Cons
advantage | shortcoming |
---|---|
Multiple billing options. | Paid tiers may require a long-term commitment. |
360-degree customer view. | Third-party integration is limited. |
Predict the lead score. | Email scheduling is limited to Growth and Professional levels. |
feature
- Contact life cycle stages: Capture where each prospect is in the sales lifecycle with customizable stages.
- Freddy’s artificial intelligence co-pilot: Launch Freddy, the Freshsales AI assistant, to parse emails and analyze historical lead data.
- Email template: Create preset templates to quickly engage with new prospects (Figure D).
Advantages and Disadvantages of Fresh Selling
advantage | shortcoming |
---|---|
21 day free trial. | Workflows are not available in the free tier. |
24/5 customer support via phone, email and chat. | Marketing capabilities are limited. |
Kanban dashboard view. | Some core features are not available in the free tier. |
See: For more information, read the full Freshsales review.
Insightly: Best Free CRM for Project Management
Insightly’s free CRM includes access for two users, up to 2,500 records, 5 email templates, 10 emails per day, and more. This allows basic contact and pipeline management, as well as additional pipelines for project management. In this software, users can create highly visual workflows through colorful signboards. If you need lead scoring and routing capabilities, users will need to upgrade to Professional or Enterprise tier.
Paid tier pricing
- add: $29 per user per month, billed annually.
- professional: $49 per user per month, billed annually.
- enterprise: $99 per user per month, billed annually.
feature
- Native integration: Access integrations with applications such as QuickBooks Online, PandaDoc and Xero.
- Email management: Allows complete visibility into every customer email interaction across teams.
- Sales channel: Capture relevant details about each lead and track where they are in the sales process (Figure E).
Advantages and disadvantages explained in simple terms
advantage | shortcoming |
---|---|
14 day free trial. | User support is available for an additional fee. |
1,000+ app third-party and native integrations. | The free version only supports two custom fields. |
5 Free Email Templates. | Only access community forums with premium plans. |
Capsule: Best for project management
Capsule is a simple online CRM with powerful sales and relationship management tools. Capsule’s free version allows up to two users, 250 contacts and 50MB of storage space. Users can use project management tools to manage sales opportunities, plan campaigns or track customer activities such as support inquiries or onboarding. Each level, including the free version, allows for daily task reminders and AI content assistance. Upgrade to a paid subscription for better user rights and advanced reporting.
Paid tier pricing
- starter: $18 per user per month when billed annually and $21 per user per month when billed monthly.
- Growth: $36 per user per month when billed monthly or $38 per user per month when billed month-to-month.
- advanced: $54 per user per month when billed annually and $60 per user per month when billed monthly.
- final: $72 per user per month when billed monthly and $75 per user per month when billed month-to-month.
feature
- Opportunity Highlights: Notify reps when a lead continues to be inactive or when an opportunity is deemed stale.
- Two-factor authentication: Confirm user security when someone attempts to access your CRM via a mobile app.
- Workflow automation: Automate sales workflow to make sales tasks faster and more consistent (Figure F).
Advantages and Disadvantages of Capsules
advantage | shortcoming |
---|---|
14 day free trial. | There is no custom automation available in the free tier. |
1,000+ integrations available. | There is no designated sales team or support. |
Export data safely. | Not integrated with Outlook calendar. |
Monday Sales CRM: The Best Free CRM for Students or Nonprofits
Monday Sales CRM offers a range of essential features as well as tools for improving productivity and customer relationships. It is worth noting that only students or non-profit organizations can access monday.com for free or at a highly discounted price after filling out the relevant form. Monday.com’s customizable dashboards and pipelines are really great for task management. But if your organization doesn’t fall into the discounted industry categories, Monday’s Basic CRM tier is still relatively affordable. Upgrade to the Pro CRM tier for better access to sales analytics.
Paid tier pricing
- Basic customer relationship management: This is $12 per user per month if billed annually or $15 if billed monthly.
- Standard customer relationship management: It’s $17 per user per month if billed annually or $20 if billed monthly.
- Professional customer relationship management: It’s $28 per user per month if billed annually or $33 if billed monthly.
- Enterprise customer relationship management: Please contact Monday.com for a quote.
feature
- Customizable pipelines: Build a pipeline that directly reflects your sales process and can adapt as your process changes.
- Event management: Log all customer activity in one center, such as emails, meetings, and more.
- Content generation and summary: Create beautiful branded content or summarize notes from a call or meeting (Figure G).
Pros and Cons of Monday Sales CRM
advantage | shortcoming |
---|---|
14 day free trial. | The free tier is only available to students and non-profit organizations. |
Custom templates for contact and transaction management. | Insights and forecasting tools are only available with Professional and Enterprise editions. |
iOS and Android mobile apps. | After-sales tools are only available through the enterprise level. |
How do I choose the best free CRM software for my business?
Now that we’ve given you a list of the top CRM providers with powerful free versions, you need to narrow it down to find the software that best suits your goals. The next step is to request a demo or sign up for a free trial from the provider you’re most interested in. This way, you can start communicating directly with the provider’s sales team and start using the software.
Here are questions to consider when researching free CRM software:
- Does the free version offer the core features you need from a top-tier universal CRM?
- What is the total market expertise in your industry, if any?
- Is CRM considered open source, or is this what your business needs?
- Is a CRM scalable and detailed enough for your small business or enterprise?
- Does the CRM software integrate with tools already in your technology stack?
Forum: Here are some factors to consider when choosing a CRM.
review method
To fairly review each provider’s free CRM products, we used an internal rubric that outlines the criteria and subcategories of CRM industry standards. After running each provider through the criteria, the algorithm calculates an overall rating, which we use to assign an ideal use case to each piece of software.
Here’s a breakdown of the grading criteria we follow:
- cost: Accounts for 25% of the total score.
- Core features: Accounts for 25% of the total score.
- customized: Accounts for 15% of the total score.
- Integration: Accounts for 15% of the total score.
- Easy to use: Weighting accounts for 10% of the total score.
- Customer support: Weighting accounts for 10% of the total score.
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