There are many factors to consider while selecting a free CRM for your organization.
Consider the nature of your business and your specific requirements.
If you have a small sales force and a small organization, you may not need all the bells and whistles that come with a full CRM. Ensure that the CRM you are evaluating supports sales automation and email tracking if you need these functions.
Another factor to evaluate is the CRM’s usability. You do not wish for your sales crew to squander time figuring out how to use the software. Look for a CRM with an intuitive, straightforward interface.
Finally, pay special attention to the CRM’s integrations. If you utilize other software applications, you should ensure that the CRM you select can integrate with them. This will facilitate the management of your connections and deals and eliminate the need for redundant data entry.
Important CRM free features include:
- Pipeline management
- Contact management
- Sales automation
- Email tracking
- Meeting scheduler
- Prospect tracking
Forbes Advisor analyzed hundreds of aspects while determining the finest available free CRM software, including functionality, customer service, usability, user experiences, and connectors.