Top free crm software 2012

CSV is a cinch. Probably the main reason people love Airtable is the fact its software puts a premium on creativity and personalization. The drag-and-drop dashboard allows you to generate custom fields, and populate them with everything from attachments, run-on long-form text notes, checkboxes, links to records in other tables, and yes, even barcodes.

This makes it a viable choice for teams that require a mix of analytic, organizational, and communications features. This shows in its overall lightweight CRM features. More complicated work processes and task management will probably be too much for the platform to handle.

Flowlu is a cloud-based collaborative CRM with best project management software and knowledge base features. The free version of the product, capped at 2 users, gives you 1 TB of storage data. Build and store knowledge bases, keep track of project expenses and revenue, and handle finance and records management.

With Flowlu, you can quickly put together personalized invoices, auto-inserting CRM data into them and then sending them out in-app. You can do quotation estimates too, and generate leads with custom web forms and invite customers to upcoming events and surveys. The free version includes an Agile Scrum component that allows you to implement scrum strategies like sprints on a visual task management board. Keep on top of issues and bug reports, track and prioritize product requirements, and streamline your workflows with flexible project tools.

Financial reporting features are likewise somewhat lightweight and might not be robust enough for companies with more complex business processes. In the end, CRM makes running several different departments of a growing business easier, faster, and possibly more fun. So long as one never forgets the ultimate aim is to have better engagements with customers, both prospects and paying.

Those customers are people after all, not mere datasets. Of course, metrics are good too: insights based on data help you act with the best information possible, rather than just following gut instinct alone. Business intelligence, machine learning, AI, and advanced automation are all becoming increasingly more cheap, user-friendly, and useful. They say starting is the hardest part.

Thank you for subscribing. You will receive an email confirmation shortly. This compensation may impact how and where products appear on this site including, for example, the order in which they appear.

This site does not include all CRM companies or all available Vendors. Please view our advertising policy page for more information. CRM They are after all… free! Comprehensive and smart solution to discover leads, and boost engagement. View site. Easy to implement CRM tool that helps focus on activities that close deals. Less Annoying CRM. All-in-one work app including CRM for teams to collaborate, organize, and grow.

Zoho CRM. Classic full stack CRM that helps businesses of all sizes work and scale. Really Simple Systems. Simple, affordable CRM geared towards small and medium-sized teams. Simple-to-use CRM with email marketing automation. In terms of usability, this CRM software does feel a little more overwhelming than others with so many items in the menu. Unfortunately, the free plan only comes with 1 pipeline, which could be an issue for businesses with various processes they want to track.

Email marketing is also not included, though you could use one of these free services for that. You might need to spend a bit of time getting to know the software, but it will reward you. You can also 2-way sync with your Google calendar and add 5 products and services. In fact, the functionality Flowlu offers is first-rate, allowing you to manage everything from contacts and deals to projects and online payments.

Try Flowlu for free. Freshworks CRM is part of a multi-product suite, which includes ticketing, chatbot and caller software. It also allows you to create marketing journeys, install chatbots on your website and make calls from within the CRM. Another thing to note is that you can restrict CRM access based on the hierarchy of your employees, if you need. It also has a day free trial available to test out its more advanced features. These are counted as contacts that have been part of marketing activities email campaign, email series, transactional email in the last 30 days.

Try Freshworks for free. Having been around since , Zoho Corporation is well-known in the sales and marketing world. In early , it reached more than 50 million customers worldwide, offering over 50 applications as part of its suite.

With services ranging from email hosting to website creation to surveys and forms , this CRM software is one to be aware of, especially since it offers a free plan. First and foremost, Zoho allows for up to 3 users for free.

It includes leads, deals, accounts, tasks, events, call log, and notes. In terms of email marketing, the free plan comes with a limit of 1, emails and 2, subscribers. The interface isn't particularly modern compared to other CRM tools, which makes it slightly confusing at times. Try Zoho CRM for free!

Sendinblue is an email marketing service equipped with CRM features. You can easily segment your contacts, and marketing automation is also available. Moving contacts over to your CRM contacts from email marketing contacts is a bit laborious.

Most CRMs do more than just managing contacts and deals, adding major functions such as marketing and helpdesk to their platforms. So far, Capsule has mostly resisted this trend, which is nice if you want to keep relationship management straightforward. Using Capsule is a breath of fresh air if you've ever worked in anything more involved than an email inbox. The user interface is uncomplicated and, in fact, provides little in the way of customization—you can change the color scheme and add a logo, but that's it.

Six small icons on the left provide access to the main features with account settings on the far right. On every screen is a dropdown to add people, organizations, opportunities, and cases.

This means lots of white space in between. Capsule provides customization options for the fields for people, organizations, and opportunities, which is handy to tailor data capture to your business. In several minutes, I created a decision-maker checkbox field and a dropdown menu for customer types such as vendor, supplier, VAR, and end-user for people and opportunities.

Another nice feature is called Tracks. This lets you create a repeatable set of activity reminders for opportunities. For example, a standard process for a new inbound lead might have five steps for follow-up, spread over two weeks, using a combination of emails and calls.

Tracks applied to these leads automatically populate the opportunity record as a list of to-dos to be checked off. If you're a Gmail or Outlook user, be sure to download Capsule's email add-on. This lets you add contacts, opportunities, and tasks right from your inbox with a few clicks. It will also automatically save unless you disable all ongoing email threads into that contact's record.

Missing, however, is the ability to send emails directly from a contact's record. This is a feature available in all of the other free CRMs reviewed here.

Finally, if you're coming into Capsule with hundreds of contacts, you'll either need to do some scrubbing usually a good idea or look elsewhere because the free plan only allows Zapier opens up more opportunities to use Capsule with other apps, such as posting won opportunities in Slack and creating new sales opportunities in Capsule when they're entered in a spreadsheet.

Vtiger Web, iOS, Android. It includes room for 10 users and up to 3, records. Let's take a look at some of the highlights of the free version and what you can expect when you upgrade.

The navigation is a little different from other CRMs. To access any of the app's main functions, which Vtiger calls Modules, click on the hamburger at the top left. This displays a menu of all your apps with favorites at the top and the apps such as sales, marketing, and help desk underneath on the left side. If you hover over an app, all of its functions will display to the right for access. For example, for sales, you'll see deals, email sequences, leaderboard, and others.

Just click and go. It took me a bit to get used to it, but once I did, it made getting anywhere in the app speedy. For contact records, you can calculate a Profile Score, which helps determine if a person falls within your ideal buyer profile. Under settings, you can assign numerical values for title, lead source, size of company, revenue, and industry. As long as these values are picked when creating a contact and company e.

It gives your team some idea whether a contact is a good potential fit—but not how engaged they are like traditional lead scoring. In Vtiger's paid plans, there's another scoring system called Engagement Score, which tracks a contact's engagement level with your email campaigns. With the marketing module, you can build custom landing pages to capture contacts, segment those contacts into lists, and then send one-time emails. I created a test campaign, and it was pretty smooth.

You create your send list; set conditions for the list such as lead source, last contacted date, idle leads, and dozens more; and create your email using the email campaigns feature which offers dozens of templates. Once you're done, preview the email for desktop and mobile and then send yourself a test email before sending it to your list. Each campaign provides data for opens, clicks, bounces, and other metrics. Upgrading to paid plans provides significantly more email credits, campaign scheduling, and autoresponder campaigns that send emails based on triggers.

To get more out of Vtiger, connect it with Zapier to do things like sending Facebook leads automatically to Vtiger or creating Vtiger leads whenever someone's added to your email list. Vtiger Price : Free for 10 users. Streak Gmail, iOS, Android. Streak is one of the few free CRMs we could find that lives in your Gmail inbox, which means no separate app to log in to.

If you're a one-person operation wanting to manage contacts and deals from your inbox, Streak is worth a test drive. Once you download their extension, you'll see the orange icon in the top right corner of your inbox.

Clicking on that will bring up your settings, help, integrations, and other options. Though it's part of your Gmail, it does take a little getting used to because it doesn't behave like other CRMs that have their own apps. It has a more Excel look and feel. That said, once you understand it, it's nice to have one place to manage contacts, deals, and even projects. Contacts can be added from emails to leads and pipelines with a few clicks. To open up the contact's full record, click on their email address in the column sidebar.

Here you can see your full email history with the contact and add tasks, notes, and other activities. To create a pipeline, click on the Pipelines plus sign directly under your Drafts folder.

A Templates screen pops up, allowing you to pick a number of sales, support, HR, and other project-type pipelines, which can be customized with stages, stage colors, and fields e. One handy feature is email tracking. When a recipient opens your email, a pop-up will appear on your screen notifying you. Streak will then display the tracking history with that contact in the sidebar for any email thread, showing email views by date and location. A green eye icon indicates the email has been read, while an eye with a line through it indicates it hasn't.

If you upgrade to a paid plan, you can integrate Streak with Zapier , which allows you to do things like create boxes in Streak from new spreadsheet rows or captured leads. Originally published in December , this post is regularly updated with new selections and descriptions. Attract more visitors to your site with free ad management tools, and grow your database with free forms and landing pages that convert visitors into qualified leads.

HubSpot CRM will automatically organize, enrich, and track each contact in a tidy timeline. Connect with and convert visitors in real time using live chat, and scale your one-to-one chat conversations with chatbots — no coding required. Nurture your leads with bulk email that is easy to create and automatically optimized for different devices. Built-in analytics make it easy to learn which emails, pages, offers, and traffic sources are driving the most conversions.

Determine how often leads visit before they buy, spot trends in how visitors navigate your site, and use those insights to drive even more conversions. With HubSpot, your free marketing tools are tightly integrated with free CRM tools, allowing you to create truly personalized customer experiences across channels, and throughout their customer journey.

Leverage the data in your CRM to personalize emails, live chat conversations, and more to create delightful, customer-first experiences. Simple tools that organize communication and keep your whole team focused on the customer. Connect with and support your customers using free customer management software, plus tools for ticketing, live chat, and shared team email.

Each customer contact record is easily accessible right inside the inbox, so you have a crystal clear view of every interaction and the context you need to craft the most helpful response. Your customers want answers and solutions quickly. Improve your response time with time-saving productivity and customer relationship tools. Then create templates and canned responses for your most common support questions so you never draft the same email or live chat response twice.

And with in-depth reports that show ticket volume, category, response time, and customer wait time, you'll have all the data you need to improve your customer service. Review contact details, brush up on past conversations, and review open tickets to personalize your communication and help customers more quickly.

And with every interaction automatically tracked in the CRM, your whole business will have a unified view of each customer interaction.

Enable your sales and marketing teams with free tools to elevate their productivity — and get all the tracking, reporting, and third-party integrations you need. Not to mention unlimited users, data, and up to 1,, contacts. You want technology that makes your teams more efficient — not gets in their way. Easily build and customize forms so your marketing team can generate leads for free, and arm your salespeople with time-saving productivity and prospecting tools.

Then watch as they sell more, and work less. And with over integrations available, you can connect your existing tech stack for free, automatically sync data between HubSpot and dozens of popular apps, and get even more out of the apps and tools your team uses every day. Build views and automate actions to easily manage your contacts and data. Then sit back as contact records are automatically populated with form data and website activity — and enriched with information from over 20 million businesses.