Top 5 Free CRM Software in 2024

Andrew Andreev

Author at ApiX-Drive

Reading time: ~10 min

Capabilities and Types of CRM Systems

• operational (emphasis on business process automation);
• analytical (emphasis on data collection and analytics);
  
• collaboration (emphasis on interaction and joint work of different departments of the company).
  

HubSpot

• The system allows you to store customer and lead data in a single database without any time restrictions. You can add up to 1,000,000 contacts to it.
• The database contains information about the client’s name, position, email, all interactions with the company, lead sources and lead scoring indicators. And also – about the number of orders made and the amount of money spent by the client, as well as other information.
  
• Another useful feature is smart contact lists. They are automatically updated when the contact begins to meet the specified criteria. This allows you to easily keep your segmentation and targeting up to date.
  
• HubSpot offers built-in online chat for convenient and quick communication with clients and site visitors. Chatbot support will help automate this process in a couple of clicks.
• The Customer Support Portal includes functionality for quickly answering questions and solving problems for your customers. With its help, they can place orders, view their history and knowledge base.
  
• An integrated ticketing system makes it possible to receive, structure and store all customer requests to the support service in a single database. Users have access to several ways to create tickets: on the main page of the module, in a contact or company card, in a conversation window, or directly from the workflow.
  
• Information about the status of the ticket, its place in the application queue, employee response time, and so on is automatically entered into the database.
  

Zoho CRM

• The lead management tools offered by the service help track potential customers and manage them at all stages of interaction. They support data import and export, lead identification and scoring, follow-ups and much more.
• The deal management module provides comprehensive tracking of deals, with a classification of their stages and other parameters.
  
• The contact management function allows you to store contacts and related data in a single database. It can be flexibly configured via a drag-and-drop interface.
  
• Customer contacts can be sent to employees, as well as imported from third-party applications. In addition, it is possible to integrate the contact database with email services (Gmail, Hotmail, Yahoo) and synchronize it with Microsoft Outlook.
  
• CRM software free Zoho provides a process management module. It includes a convenient sales funnel builder and customization of rules based on specified criteria. Users can automate many business processes using built-in tools.
• The platform helps entrepreneurs communicate and interact with audiences through various channels. They include email, telephony, social networks and self-service portals.
  
• Zia's built-in AI assistant quickly finds and processes information. It writes notes, makes forecasts, automates processes, identifies errors, and performs other important actions.
  
• Through the Social CRM module, you will be able to track and control all communications with clients on social networks. And also – comments and mentions of your company or products. It seamlessly integrates with Facebook and X, as well as dozens of third-party systems, including Constant Contact, Google Apps and WordPress. The open API enhances its integration capabilities.
  

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Capsule

• Capsule allows you to flexibly manage customer contacts, share them with colleagues and organize them using tags.
• The system makes it possible to find accounts of people and companies on social networks, and then automatically import information from there into your database.
  
• Importing contacts from tables, CSV files and other sources is supported. You can upload different types of files to the contact database (contracts, commercial offers, etc.).
  
• The sales management module allows you to create one or more sales funnels and track their indicators on a dashboard (conversion, stages, forecasts, etc.). In addition, here you can select currencies and visualize data through Kanban boards.
  
• The task management module allows you to create tasks for meetings, calls, deadlines, and events. An online calendar and email reminders about current tasks are available.
  
• Capsule provides detailed analytics with more than 10 advanced reports based on key sales indicators. Here you can collect reports on the activity of your business, filter reports and export them to Excel, and process data from various sources in Google Data Studio.
• The automation module helps you set up and run automatic processes for sales funnels, marketing campaigns and projects.
  
• The email module offers functions for creating and storing letter templates, launching and managing mailings via Gmail or Outlook. And also – for sharing mailboxes, and integrating with the Transpond email marketing service.
  
• Two-factor authentication and control of user access levels to data and functions are supported.
  
• The service can be used through the web interface and mobile application (iOS, Android). There are pre-installed integrations with Microsoft 365, Google Workspace, Xero, FreshBooks, Mailchimp, Wufoo and other systems, as well as an API.
  

Snov.io

• The platform allows you to collect leads, manage them, verify and convert them through a single interface.
• Collaboration tools help you share notes, templates, and other data with colleagues, delegate tasks, assign people, and more.
  
• The built-in calendar supports flexible and convenient task management. The seamless data synchronization with Google Calendar will help you organize all tasks, meetings, and calls in a single dashboard.
  
• The drag-and-drop deal editor allows you to create and manage them much faster and more conveniently than through spreadsheets.
  
• Snov.io users can easily create, organize and analyze deals, distribute them by priority, track lead channels, transfer them to employees and not forget about follow-ups.
  
• The service helps you create multi-stage sales funnels (up to 100 stages), highlight the most important deals, and create notes for colleagues.
  
• Drag-and-drop newsletter builder supports mass creation and automatic sending of personalized emails. Separately, it is worth noting the functions of tracking letters, launching scheduled mailings and SMTP integration.
  
• The platform allows you to create and manage targeted email campaigns. It also helps you track open rates and analyze other targeted email metrics.
  
• Another useful feature of the service is the automatic sending of free follow-ups without any restrictions.
  
• The built-in Email Finder tool helps you quickly find verified email addresses. To do this, just indicate the name of the company and the address of its website.
  
• The system allows you to organize your lead database into folders, find and merge duplicates, add custom tags and notes about leads. All this information can be shared with colleagues through Teamwork.
  

Agile CRM

• The contact management module allows you to store and structure detailed information about clients and leads. It includes data on all interactions with your company, social media accounts and lead scoring.
• The sales management module helps you track all stages of deals. With it, you can create task lists in drag-and-drop mode, and maintain an online calendar with automatic event planning, invitations and follow-ups.
  
• Using marketing automation tools with a drag-and-drop builder, you can easily speed up and improve the results of your marketing campaigns.
  
• The web monitoring feature allows you to track website users to analyze their behavior. Automatic notifications will help you always be aware of important events and news.
  
• The email marketing module allows you to create mailings, manage them flexibly and analyze their performance. The mobile marketing module helps you automatically launch personalized SMS campaigns to your leads.
  
• The built-in helpdesk service with a ticketing function allows you to group requests and automatically arrange them by importance.
  
• In this system, you can tag applications with labels, distributing them into categories. This automates the search and processing tasks.
  
• Agile, the top CRM software, provides functionality to request, collect and analyze feedback, helping to improve the customer experience. In addition, there is a user self-service portal with a built-in knowledge base and response templates for faster ticket processing.
• Thanks to an extensive catalog of widgets for telephony, support, billing, social networks, e-commerce, you will be able to expand the basic tools of the service.
  

Conclusion