3 Forever FREE CRM systems to try for the New Year!

IMG_1442

A lot of small businesses I know are currently using spreadsheets to manage their contacts and are finding a lot of issues with using this as a way to manage their contacts (understandably!).  They have told me that they really need a CRM system for the new year but don’t have a big budget and also have no idea where to start or where to look.

So fear not!  We are here to take out all the hard work for you in finding a system that fits your business AND your budget.  Our Christmas and New Year gift to you is a list of 3 FREE (YES FREE!) CRM systems that do a darn good job of managing your contacts and some even have other bonus features that can supercharge your business to propel you forward in 2014.

So without further ado, here they are!

1. Bitrix 24

Bitrix 24, we believe, gives you amazing features  for  FREE! It is more than just a CRM system.  It is a united work space which handles the many aspects of daily operations and tasks in the form of a cloud based social intranet.   Some of the great features the free version has are:

  • Free for up to 12 users!
  • 5Gb of online storage
  • Social Communications
  • Tasks and Projects
  • Calendars
  • File and Documents (sharing and collaboration)
  • and last but not least – a built in CRM which includes:
    • Contact management
    • Sales/pipeline management
    • Invoice management
    • An advanced business process  workflow builder (it has a great GUI interface)
    • Website integration -connect your online store and your contact forms to pass sales and leads data directly into your CRM.

It doesn’t include a case management/support module in the free version, but for most small businesses, the existing features are more than sufficient.

2. Capsule CRM

Capsule CRM has a great, user friendly interface which is quite simple to use.  The features in their free edition are:

  • Free for up to 2 users
  • 10Mb Storage
  • Calendar and Activities
  • Automated workflows
  • Contact management (up to 250 contacts)
  • Opportunity/Sales Pipeline Management (unlimited)
  • Case Management (unlimited cases)

There is no module for invoice management but if  you want to upgrade  to the professional plan for only $12 per user per month, you have access to integration with Xero cloud based accounting software which handles your invoicing.

 

3. Zoho CRM

Zoho CRM

Zoho CRM has grown in leaps and bounds in the past few years and now offers an Enterprise version which includes territory management.  However, it still offers it’s free version for small businesses with the basic CRM  functionality to cater for their needs including social media integration.   Features in the free version include:

  • Free for up to 3 users
  • 250Mb file storage/organisation
  • Lead, Contact and Account management
  • Opportunity/Sales Pipeline Management
  • Tasks, Calendar, Call Log, and Notes
  • Integration with Facebook, Twitter and LinkedIn
  • 2 Email templates
  • 1 Web-to-Lead form for integration with your website
  • 1 Web-to-Contact form for integration with your website

The great thing about all 3 of the CRM systems featured here, is that they give you the opportunity to upgrade at any time as your business grows.

So what are you waiting for?  Get 2014 off to a great start for your business with a brand new CRM system and watch your business thrive!

Vish Ramakonar

Sankhya Consultants are experts in Customer Relationship Management (CRM), Data Mining and Predictive Analytics. We have over 20 years experience in the IT industry and have completed CRM implementations in various industries. We also have extensive knowledge in Data Mining , Business Intelligence and Predictive Analytics. In a nutshell we work with your business and help you: - Understand your CRM business objectives and advise you on how to build fantastic relationships with your clients to get more sales and repeat business. - Streamline and automate your pre-sales, sales and post-sales processes to help save you time so you can work ON your business not IN your business. - Select the right CRM tool for your needs - Configure the tool specifically for your business - Train your people to use the tool effectively in line with your business objectives If you already have an existing CRM system, but not sure if you are using it to it’s fullest potential, we can help you out there too. So please contact us to see how we can help you save more time and build long lasting relationships with your clients.

Tagged with: , , , , , ,
Posted in CRM Software, Customer Relationship Management (CRM)
0 comments on “3 Forever FREE CRM systems to try for the New Year!
1 Pings/Trackbacks for "3 Forever FREE CRM systems to try for the New Year!"
  1. […] on, what are you waiting for?  If you need any help on where to start, check out my post on some free CRM options to get you […]

Leave a Reply

Your email address will not be published. Required fields are marked *

*

Get Free Updates!
CRM Tips and Tricks
Sign up for free updates.

Learn how a CRM system can help you to:

  • Have all your customer information in one central place.
  • Gain valuable insights to close more sales
  • Save time and improve productivity
  • Market more efficiently- generate more leads
  • Track interactions, get automated reminders

“Thank you Vish for the advice and support. Implementing the CRM made an immediate impact on the way we manage our customers” --Jacqui Warnock, Fremantle Chamber of Commerce