A CRM, or a customer relationship management platform, is a technology that is used to manage interactions with potential and current customers. It helps to store and track customer data, and also allows businesses to easily track things like sales pipelines, and ultimately improve productivity and profitability. However, while it seems as though this service should inherently cost money, it turns out that finding a free CRM is very possible if you look for the right tool. With that in mind, here is how you can find the best free CRM for your business.
Determine Your Needs
Of course, an enterprise-level CRM is not going to be free. However, if you run a startup or a small or midsize business, then there are plenty of great free CRMs available for you. That being said, most free plans for CRMS limit the amount of contacts you can store and users you can have, so make sure that you won’t need more than the free plan allows. However, you can always use the free version of a CRM to see if it is the right fit for your business, even if you do end up upgrading.
See What Integrations Are Available
Every company utilizes a variety of software, and it is important to choose a free CRM that integrates with a multitude of different software options. It is extremely important that you integrate any software you use, from email marketing tools, to communication and project management software. This is because the more platforms you are able to connect to your CRM, the better data you’ll be able to collect on your customers. This will help you create a comprehensive customer profile and help to build your marketing and sales efforts toward them.
What a Free CRM Should Do
When making a selection on the best free CRM for your business, you need to make sure that there are customization options. Every sales pipeline for every company is different, and you need to select a free CRM that can be customized in this way. You’ll also need to be able to be able to easily import data from either your existing CRM or any other place that you are currently storing data, such as GSuite or a project management tool. Additionally, your CRM needs to be able to track sales metric and other data relating to email conversations and conversions. This will help give you a comprehensive picture of what you need in order to boost your business.
Ultimately, a free CRM needs to support your business growth. As you grow, you will not be able to use a CRM, as there are inherent limits to how many contacts and users you can have on a free CRM platform. However, when just starting out, a free CRM can develop your sales and marketing efforts and help you organize your business in a way that maximizes productivity and profitability. This, in turn, will help kickstart any sales and marketing effort and help your business utilize customer data and leverage it to support these efforts.