18 Best FREE CRM Software Tools (2025)

best crm software tools

Small business owners tend to be at the receiving end of numerous tasks and duties, which leaves them little time to focus on their company’s finances. However, small business owners with good CRM software can save themselves from handling these tasks.

CRM stores customer contact information like names, addresses, mobile numbers, etc. It also helps you keep track of customer activity, like website visits, phone calls, email, messages, and more.

After thoroughly researching 45+ best free CRM software tools over 80+ hours, I have crafted a well-researched and insightful guide. My unbiased list includes the best free and paid CRM software, highlighting key features, pros and cons, and pricing. This trusted resource will help you uncover the ultimate CRM tool for your business. Do not miss out on these credible and exclusive insights—read the full article now.
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Top CRM Software Tools

  Zoho Salesforce Pipedrive HubSpot CRM
Name Zoho Salesforce Pipedrive HubSpot CRM
Features ✔️ Functional Cloud CRM
✔️ Effective communication tools
✔️ Offers easy follow-ups on key contacts and leads.
✔️ Helps you to monitor and manage your business.
✔️ You can get deals from your web forms and chatbot.
✔️ Leads data can be easily imported from a spreadsheet.
✔️ You can arrange client meetings effortlessly.
✔️ HubSpot offers a dashboard to view all reports.
Free Trial 15-Day Free Trial (No credit card required) 30 Day Free Trial (No Credit Card Required) 30 Day Free Trial (No Credit Card Required) Free Forever
Review/Rating 4.7 Star Rating 4.7 4.6 Star Rating 4.6 4.5 Star Rating 4.5 4.4 Star Rating 4.4
Link Learn More Learn More Learn More Learn More

1) Zoho

Best for start-ups looking to use social media as a marketing tool

I reviewed Zoho, and it helped me organize my contacts, tasks, and deals within one platform. I could access my customers’ address book with ease, and my sales team had access to it from a central hub. As per my research, it is the best CRM for start-ups, especially for tracking key metrics, pipelines, and monthly targets.

#1 Top Pick
Zoho CRM
5.0

Email Automation: Yes

Integration: Google, Zapier, GitHub, Dropbox.

Free Trial: 14 Day Free Trial

Visit Zoho CRM

Features:

  • Customizable Automation: You can customize automation features to streamline customer support and boost efficiency. In fact, I found this helpful for improving task management.
  • Cloud Functionality: The functional cloud CRM allowed me to manage customer data across all platforms effortlessly.
  • Communication Tools: Its effective communication tools aim to provide seamless interaction with customers and team members.
  • Lead Conversion: I could easily convert live chats into potential leads, thus helping you expand your client base.
  • Task and Deal Management: The CRM allowed me to manage tasks and deals efficiently by keeping everything well-organized.

Pros

  • I observed that it is one of the easiest ways to manage business contacts quickly
  • Zoho CRM tool enables you to manage your tasks and deals efficiently
  • It offers helpdesk, email and social media marketing, surveys, and analytics built around your CRM

Cons

  • I found the customer support to be lacking
  • The learning process seemed unnecessarily challenging to me

👉 How to Get Zoho for Free?

  • Go to Zoho
  • Press the “GET STARTED” button to create your account and begin your 15-day free trial today.

Visit Zoho >>

15-Day Free Trial


2) Salesforce CRM

Salesforce CRM has been one of the best tools for managing sales processes. I liked its fully customizable dashboards and reports, which allowed me to streamline my pipeline view. It is best for working on multiple devices, such as Windows, Android, Mac, and iPhone. Its cloud deployment made my remote access easy for modern business management.

#2
Salesforce
4.9

Email Automation: Yes

Integrations: Google Workspace, Slack, Quickbooks, etc.

Free Trial: 30 Days

Visit Salesforce

Features:

  • Lead Follow-up Management: It provides easy ways to follow up with contacts and leads, thus improving overall client engagement.
  • Transaction Intelligence: I noticed that it adds personalization and intelligence to each transaction. This helped me build stronger relationships with customers.
  • Inbox Integration: You can sync and collect vital information from your inbox directly. Therefore, I could avoid any chances of losing important details.
  • Boost in Sales Productivity: It increases sales productivity by up to 36% since it focuses on easy lead and contact management tools.
  • Mobile Accessibility: The Salesforce mobile app allows data updates and access from anywhere to help maintain workflow continuity. I used it to stay productive on the go.

Pros

  • It automatically tracks emails, calls, and meetings
  • I could save time as it speeds up sales processes effectively
  • You get a mobile app for managing tasks wherever you are

Cons

  • I was dissatisfied with its limited system integrations

👉 How to Get Salesforce CRM for Free?

  • Go to Salesforce CRM
  • Select “TRY FOR FREE” to register and activate your 30-day free trial with no credit card needed.

Visit Salesforce >>

30-Day Free Trial


3) Pipedrive

Pipedrive has made closing deals easier for me by improving how I manage my sales activities. I could adjust the dashboard to meet my needs and measure progress. It tracks my communication history and forecasts performance. Additionally, its deployment type is cloud-based.

#3
Pipedrive
4.8

Email Automation: Yes

Integration: Zapier, Google Meet, Microsoft Teams, Pipechat, HubSpot, etc.

Free Trial: 30 Day Free Trial (No Credit Card Required)

Visit Pipedrive

Features:

  • Custom Deal Creation: It provides deals from web forms and chatbots that can be customized to suit your products and business activities.
  • Lead Data Integration: This feature allows lead data to be easily imported via spreadsheets, thus making data handling simple and efficient.
  • App Connection: It helped me integrate with 150+ apps, hence enabling more efficient and cohesive operations across platforms.
  • Inbox-Based Sales Management: I could manage sales conversations from any inbox, which made my communication efficient and flexible. 
  • Comprehensive Language Support: It supports JavaScript, HTML, CSS, Google Analytics, and Microdata, providing developers with powerful customization options.
  • Cross-Platform Compatibility: I found it compatible with multiple operating systems such as Linux, Windows, Android, iPhone, Mac, and Web-Based environments.

Pros

  • It let me create unlimited custom fields to collect every detail of customer information
  • You can track custom reports and have revenue estimates and recurring revenue
  • Activity reports can track individual sales calls, emails, demos, and events

Cons

  • I was disappointed that the automation feature did not allow me to generate customized reports
  • Extra features like email, phones, etc., are not included in the standard version

👉 How to Get Pipedrive for Free?

  • Go to Pipedrive
  • Tap “Try it free” to create an account and enjoy a 30-day free trial without the need for a credit card.

Visit Pipedrive >>

30-Day Free Trial (No Credit Card Required)


4) HubSpot CRM

During my research, I tried out HubSpot CRM  and noticed that it helped our sales team work seamlessly without needing to adjust our operations. It also provided clear, real-time insights, making it great for managing the sales pipeline.

#4
HubSpot
4.7

Email Automation: Yes

Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc.

Free Trial: Free Forever

Visit HubSpot

Features:

  • Scheduling Client Meetings: HubSpot provides an effortless way to schedule meetings with clients, saving you considerable time. It is one of the best tools I have used to keep my meeting schedule organized.
  • Efficient Contact Management: The CRM helps you manage contacts efficiently, thus making sure that client information is always up to date.
  • Seamless Integrations: HubSpot includes more than 300 integrations, which is helpful in extending the platform’s functionality.
  • Email Monitoring: It allowed me to track email deliveries. This provided insights into open and click rates for better campaign tracking.
  • Cross-Platform Support: The software is compatible with Linux, Windows, Android, iPhone, Mac, and Web-based systems.

Pros

  • It enables you to manage the pipeline with total visibility
  • Offers an excellent feature for searching for companies
  • I took advantage of its support for Gmail, Google Drive, and Calendar to manage my tasks efficiently

Cons

  • I was unhappy with the free version as it lacks many useful CRM features

👉 How to Get HubSpot CRM for Free?

  • Go to HubSpot CRM
  • Click “Get free CRM” to register and set up your free account; no credit card is needed.

Visit HubSpot >>

Free Forever


5) Creatio

According to my review of Creatio, it is great for improving workflows and accelerating processes. It provided me with apps that made my work easier and let me manage contacts efficiently. Its map view is an advanced feature for organizing addresses.

Creatio CRM

Features:

  • Quicker Process Changes: It allows you to modify customer-facing and operational processes faster to make sure the business operations run smoothly.
  • Smart CRM Data Handling: You can manage CRM data faster with minimal effort, and I find this automation helpful for streamlining tasks.
  • App Development Acceleration: It accelerates the creation and deployment of business apps, hence offering an effective way to meet business goals.
  • Cloud & On-Premise Deployment: I found out that it is available for both cloud-based and on-premises deployment. Thus allowing businesses to select their preferred option.
  • Multi-Platform Support: I could use it on Linux, Windows, Android, iPhone, Mac, and web-based systems.

Pros

  • It supports data integration with Social media accounts
  • Offers sales management for business growth and knowledge management library
  • It allowed me to benefit from phenomenal data and marketing automation solutions

Cons

  • The number of connectors can be increased
  • I was disappointed with the lack of a user-friendly dashboard

👉 How to Get Creatio for Free?

  • Go to Creatio
  • Click “Try it free” to register and activate your free account instantly.

Visit Creatio >>


6) Capsule CRM

I reviewed Capsule CRM and found out that it helps you organize customer data efficiently. This CRM for small businesses gave me a clear view of my sales performance. It allowed me to track how my marketing efforts performed.

Capsule CRM

Features:

  • Email, Notes, and Documents Addition: You can add emails, notes, and documents to each contact for organized information management. I often attach important notes to keep everything neatly organized in one place.
  • Audience Segmentation: I could easily segment my audience into different groups, thus allowing me to target them more effectively.
  • Contact Import from Other Platforms: It lets you transfer contacts from Gmail, Outlook, and CSV files seamlessly for an easier transition to the new system.
  • Sales Summary: Capsule provides an overview of all your sales, thus helping you track performance and progress easily. According to my needs, Capsule gave me clear insights into my overall sales performance.
  • Sales Task Management: It helps you create and complete sales tasks on the go. This offered me flexibility in managing your workflow.

Pros

  • Contact lists can be imported from Gmail, Outlook, and your CSV spreadsheet and database files
  • I liked its easy integration with Zapier, G Suite, Zendesk, Twitter, and Mailchimp
  • It let me access more than 13 detailed sales reports, helping me keep track of sales progress

Cons

  • The free plan of this CRM is capped at 250 contacts
  • I found it lacking when compared to other CRM software that offers more advanced features

👉 How to Get Capsule CRM for Free?

  • Go to Capsule CRM
  • Click “Try Free” to create your free account; no credit card is required to get started.

Link: https://capsulecrm.com/


7) Nextiva

Nextiva CRM allowed me to manage interactions in a way that was both effective and simple. I was able to customize customer experiences without adding to my workload. This is great for fast-paced environments.

Nextiva CRM

Features:

  • Manage Sales and Customer Support: I could manage both sales and customer support tasks efficiently in one system for streamlined operations. I find managing sales and support from one place to be a great option for keeping things organized.
  • Customer Journey Tracking: You can track the entire customer journey from initial contact to sales completion, improving insights. In fact, its customer journey tracking has helped me pay attention to key touchpoints along the way.
  • Real-Time Suggestions: You get instant, real-time suggestions to make informed decisions that enhance your sales and customer interactions.
  • Automated Actions Setup: It helped me set up automatic actions like follow-ups and reminders, thus helping me avoid missing critical tasks.

Pros

  • It offers unlimited calling within the US and Canada
  • I was able to enjoy video calling on all plans, which made collaboration smoother
  • It offers impressive customer service tools, such as call analytics and voicemail transcription, along with a service ticket system

Cons

  • I struggled with the commitment required for the lowest-price plan since it only comes with a three-year contract

👉 How to Get Nextiva for Free?

  • Go to Nextiva
  • Click “Get started” to Get a (free) live demo

Link: https://www.nextiva.com/products.html


8) OnePageCRM

OnePageCRM offers a great way to simplify sales for small businesses. It turns complex sales into a list of tasks, which is easy to manage. It helped me reach my goals faster. I personally recommend it to anyone who needs a no-fuss sales solution.

OnePageCRM

Features:

  • Business Goals Tracking: You can easily track your business goals to measure progress and make sure that they align with your long-term objectives.
  • Contact Organization: This tool helps you organize your contacts efficiently, hence providing easy access to crucial information.
  • Plan Visualization: It enables you to visualize your plan better and allows you to execute tasks with a clearer strategy. According to my experience, visualizing plans has greatly improved the clarity of my workflow.
  • Task Focus: It lets you focus on specific tasks to help avoid distractions and maintain productivity. Hence, I could stay focused on key tasks to achieve my daily goals.

Pros

  • In my experience, it offers a great way to keep tabs on deals in progress, helping me stay organized
  • Allows dialing and emailing directly from the software
  • Streak CRM also includes an email scheduler that lets you stay on top of tasks as they occur

Cons

  • It is difficult to upgrade email templates
  • I noticed that there were many bugs and technical difficulties, which made it difficult to work efficiently

👉 How to Get OnePageCRM for Free?

  • Go to OnePageCRM
  • Click “Try Free” to register and kick off your 21-day free trial with no credit card required.

Link: https://www.onepagecrm.com/


9) Agile CRM

Agile CRM allowed me to automate my marketing, sales, and customer service tasks. I discovered that its contact management system helps close deals more quickly. Additionally, I liked its online calendar-sharing feature.

Agile CRM

Features:

  • Voicemail Automation and Contact Data View: Agile CRM offers voicemail automation and allows you to view client data like calls, notes, and conversations.
  • Google Calendar Sync: I could sync my Agile CRM data with Google Calendar to make sure I receive timely notifications about meetings.
  • Buyer’s Journey Insights: This CRM tool tracks the buyer’s journey, thus helping me refine strategies for better conversion rates.
  • Advanced Analytics and Reports: You can generate insightful reports and access advanced analytics to monitor performance and identify areas for improvement. 

Pros

  • It helped me manage up to 50,000 contacts and companies with ease, which is ideal for scaling businesses
  • I could score leads, manage projects, schedule appointments, and integrate email accounts
  • You can customize data fields to suit the needs of your business

Cons

  • I was not satisfied with the lack of on-premise deployment, which would have provided more control over data management
  • Customer support is available only in English

👉 How to Get Agile CRM for Free?

  • Go to Agile CRM
  • Click “GET STARTED” to sign up for your FREE Agile CRM account with no credit card needed.

Link: https://www.agilecrm.com/


10) ActiveCampaign

ActiveCampaign is perfect for automating sales tasks like lead and contact management. I could easily integrate it with Gmail and Outlook, which helped me communicate better. I also found out that it allows users more time to sell. 

ActiveCampaign

Features:

  • Automatic Contact Updates and Lead History: I could automatically update contact details and view complete lead history for seamless tracking and effective management. It is a great option for me to keep updated contact information and track lead interactions easily.
  • Lead Focus Selection: This helps you determine which leads to prioritize and when it is best to engage or wait for better timing.
  • Task Management and Communication: I could check contact information, create and manage tasks, make calls, and update deals efficiently from one platform. In my experience, managing tasks and communicating from one place has streamlined my daily work.
  • Conversation Pickup Across Platforms: It lets you continue conversations through webchat, email, or Facebook Messenger, offering uninterrupted communication with your clients.

Pros

  • It gave me the benefit of extremely powerful automation, which allowed me to save time on repetitive tasks
  • Allows you to integrate sales and marketing platforms for your business

Cons

  • I found that the learning curve was a bit too steep for beginners

👉 How to Get ActiveCampaign for Free?

  • Go to ActiveCampaign
  • Click “Free Trial” to create your account and begin your 14-day free trial; no credit card is needed.

Link: https://www.activecampaign.com/platform/sales-crm


11) Insightly CRM

Insightly CRM allowed me to keep all my client data in one place, thus making it easier to manage my team’s workflow. It helped us strengthen our client relationships by managing all interactions efficiently. 

Insightly CRM

Features:

  • Deal Conversion and Custom Applications: It helped me convert deals into projects seamlessly and build custom applications designed to meet my business requirements. Hence, it is a great way to turn deals into actionable projects for my business needs.
  • Integration with Popular Tools: You can integrate this CRM with platforms like MailChimp, Google Drive, and Gmail for a more connected workflow.
  • Lead Tracking and Business Process Creation: This powerful Insightly CRM allowed me to track all relevant lead information and create a multi-step business process. Organizing lead information helped me stay on top of potential opportunities.
  • Business Process Streamlining: It streamlines your business processes and helps improve efficiency and boost overall productivity.
  • Customizable Dashboard Design: I could easily design and customize the CRM dashboard to suit my workflow and improve task management.

Pros

  • I discovered that the relationship-linking feature helped me maintain better contact management
  • CRM reports break down your sales and marketing data to help you to understand better and analyze leads
  • Its integrations provide a more comprehensive range of marketing tools to use within your system

Cons

  • I was not pleased with the absence of live chat support and the lack of on-premise deployment

👉 How to Get Insightly CRM for Free?

  • Go to Insightly CRM
  • Click “Try CRM Free” to create your account and get started with your free plan.

Link: https://www.insightly.com/crm/


12) Copper

Copper CRM gave me a clear and easy way to store all my contact details and emails. I could access them when needed, and it also helped me add leads, update deals, and create events on Google Calendar. 

Copper CRM

Features:

  • Google Integration: Copper helps you integrate with Google Calendar, Gmail Contacts, Google Docs, and more for better productivity. Integrating with these tools allowed me to keep my workflow efficient and connected.
  • Sales Dashboard & Currency Conversions: It provides a dashboard showing the sales amount you need to achieve and offers real-time currency conversions. As per my experience, the sales dashboard helped me track my progress toward the goals.
  • Customizable Contact Management: Copper lets you manage your contacts by customizing contact types based on business relationships for better organization.
  • Automated Reminders: I could manage calls, emails, and meetings with automatic reminders and easily send bulk emails using templates.

Pros

  • It can pull data and customer interactions from anywhere
  • Integrates with HubSpot, Mailchimp, Docusign, Quickbooks, and more
  • I could quickly get started as Copper launches automatically, making the initial experience easier

Cons

  • I noticed that Copper is only practical if you plan to use Google tools exclusively

👉 How to Get Copper for Free?

  • Go to Copper
  • Click “Try free” to register and begin your 14-day free trial; no credit card is required.

Link: https://www.copper.com/manage-contacts


13) Nimble CRM

Nimble CRM gave me the ability to manage client contacts through segmented lists, which helped my team stay organized. I used my dashboard to track appointments and tasks. Moreover, its notes feature allowed me to keep track of deal status. 

Nimble CRM

Features:

  • Appointment Management: The dashboard helps you manage appointments and tasks, thus giving you an organized view of events.
  • Full Event Overview: I received a complete view of all upcoming events and meetings. This makes sure that I remain on top of tasks.
  • Note Management: This feature enables you to add notes for deal statuses and organize contacts using notes and custom tags.
  • App Integration & Segmentation: It combines contacts and social media from over 160 apps, allowing you to segment for bulk emails.
  • Cross-Platform Availability: It is available as a browser widget, mobile app, and more, ensuring seamless use across devices.
  • Device Support: I found it compatible with iPhone, Mac, and web-based systems.

Pros

  • Allows you to set reminders and can extend nimble with more tools
  • Provides exemplary customer contact management for a multi-environment with social listening and engagement
  • It helped me track and report on the sales pipeline with greater accuracy, which allowed me to stay on top of opportunities

Cons

  • I was frustrated by Agile’s email editor since it is not user-friendly 
  • It comes with only one pipeline

👉 How to Get Nimble CRM for Free?

  • Go to Nimble CRM
  • Click “Try Nimble Free” to create your free account with no credit card needed.

Link: https://www.nimble.com/


14) SuiteCRM

SuiteCRM is a web-based tool that helped me automate sales, marketing, and customer support. I could track my sales pipeline and analyze revenue, thus allowing me to make better business decisions. I personally recommend this tool for small and large teams alike.

SuiteCRM

Features:

  • Marketing Streamlining: It helps you streamline marketing activities, thus making it easier to manage multiple campaigns efficiently.
  • Sales Pipeline Monitoring: This allowed me to monitor my sales pipeline and keep track of progress toward achieving my sales goals.
  • Team Collaboration: This software helps you collaborate with your team. Hence improving communication and project management.
  • Client History Overview: It allowed me to view detailed client histories, including contact details, purchases, and company information.
  • Sales Target Achievement: SuiteCRM helped me achieve my sales targets through effective pipeline management.
  • Platform Support: It is supported on Windows, Android, and iOS.

Pros

  • Allows us to add custom fields and change practically every screen and view
  • Easy contact management and lead management
  • I observed that its tracking email correspondence is seamless; hence, I got better control over my communications

Cons

  • I was not happy with the complicated process of deleting files to free up space
  • The dashboard isn’t customizable or valuable 

👉 How to Get SuiteCRM for Free?

  • Go to SuiteCRM
  • Click “Try for Free” to register and kick off your 30-day free trial.

Link: https://suitecrm.com/


15) Apptivo

I evaluated Apptivo and found it excellent for small businesses. It helped me close deals efficiently and create contracts easily. Apptivo is a re;iable solution for business management.

Apptivo CRM

Features:

  • Custom Layout Options: The app’s layouts can be customized, thus allowing me to design a workspace that suits my workflow.
  • Data Tracking & Reports: I could generate comprehensive reports and track customer data. This offered me a helpful solution for business analytics.
  • Invoice PDF Generation: It helps generate PDF versions of your invoices, thus offering a convenient solution for handling billing processes.
  • G Suite Collaboration: You can integrate Apptivo with G Suite. This allowed me to collaborate more smoothly and improve project management.
  • Lead Data Clean-Up: It helps you resolve and prevent duplicate lead data. Thus ensuring accurate and streamlined customer information.

Pros

  • Comprehensive feature set with various customization options
  • I could rely on its remarkable security controls and 24-hour support whenever needed
  •  It supports the customization of fields 

Cons

  • I struggled with the performance sometimes, as it can feel slow during heavier loads

👉 How to Get Apptivo for Free?

  • Go to Apptivo
  • Click “Try For Free” to create your account and enjoy a 30-day free trial.

Link: https://www.apptivo.com/applications/leads/


16) NetHunt CRM

Over the course of my review, I found NetHunt CRM great for automating customer management in small businesses. It helps you focus on business growth by syncing Google Contacts without any manual input. 

NetHunt CRM

Features:

  • Synchronization: NetHunt’s automatic contact synchronization with CRM is one of the best ways to manage data smoothly.
  • Conversation Sharing: I could easily share my conversation history with my team. Hence helping us keep communication transparent.
  • Email Personalization: NetHunt allowed me to personalize my emails with client details, thus making campaigns more effective.
  • Task Automation: Automating routine tasks is easy with NetHunt. This helped me avoid repetitive work and focus on priorities.
  • Data Management: Data import and export in NetHunt are effortless with NetHunt, thus making it one of the easiest tools for data management.

Pros

  • I liked how it is fully integrated with Gmail, and its multi-language platform makes it highly adaptable
  • Highly customizable and scalable app

Cons

  • I found it disappointing that it does not offer Linux compatibility
  • Ticket customer support is not available

👉 How to Get NetHunt CRM for Free?

  • Go to NetHunt CRM
  • Click “Start free trial” to register and begin your 14-day trial at no cost.

Link: https://nethunt.com/


17) CompanyHub CRM

While reviewing CompanyHub CRM, I noticed that it lets you create leads and contacts with ease. Its automation helps you add notes and track tasks and conversations quickly.

CompanyHub CRM

Features:

  • Effortless Lead Creation: You can create new leads or contacts within seconds. Hence, I received a smooth and fast sales process.
  • Notifications and Reminders: Its alerts notify managers, and reminders assist salespeople in improving team coordination and task management.
  • Automating Workflows: I could automate essential workflows like duplicate checking, thus reducing manual work and improving accuracy.
  • Flexible Data Management: It helped me manage and organize any type of data or process, thus expanding CRM functionality beyond traditional lead tracking.

Pros

  • It helps you add notes, tasks, and conversations
  • It allows you to send reminders and emails to clients, making it a top choice for client management

Cons

  • I wish it had better customer service availability, as it was hard to reach them due to their limited hours based on time zones

👉 How to Get CompanyHub CRM for Free?

  • Go to CompanyHub CRM
  • Click “Sign Up” to create your account and start your 14-day free trial; no credit card is needed.

Link: https://companyhub.com/


18) ConvergeHub

I tested ConvergeHub, and it allowed me to manage sales, marketing, and service in one place. It is a remarkable tool for keeping everything organized and boosting business growth.

ConvergeHub CRM

Features:

  • Marketing Insights: I received accurate information about marketing performance, which allowed my business to make data-driven decisions and improve overall outcomes.
  • Manage Leads and Deals: It helps you manage leads, accounts, contacts, and deals efficiently in one place.
  • Improved Customer Support: It makes sure that you can offer a personalized customer experience, thus enhancing the client support of your business.
  • Automate Repetitive Work: I could automate redundant tasks and increase efficiency, freeing up time for important work.
  • Efficient Billing Automation: It automates billing steps, thus helping your business save time and improve billing accuracy.

Pros

  • It let me attract leads, manage campaigns, and nurture prospects, making closing sales easier
  • You can use ConvergeHub to accomplish all customer-related activities through every stage

Cons

  • I was frustrated by the lack of integration with other applications

👉 How to Get ConvergeHub for Free?

  • Go to ConvergeHub
  • Click “TRY FOR FREE” to register and begin your 14-day free trial with no credit card required.

Link: https://www.convergehub.com/

What is CRM?

CRM stands for Customer Relationship Management. CRM is a software that helps businesses manage their customers, prospects, and other essential contacts. It consists of various tools that help you make better decisions about your company’s strategy, sales, and marketing plans or find new opportunities. CRM can also help with things like customer service or marketing automation

How Did We Choose Best CRM Software Tools?

choose best crm software

At Guru99, we prioritize credibility by ensuring accurate, relevant, and objective content through rigorous research and review. After 80+ hours of examining 45+ best free CRM software tools, I crafted a well-researched guide that highlights top free and paid options, along with key features, pros, cons, and pricing. This trusted resource aims to help you find the ideal CRM tool for your business. Choosing the right software is vital, so we focused on user-friendly, reliable tools for efficient customer relationship management.

  • Ease of Use: It is essential that CRM tools are easy to navigate and user-friendly.
  • Integration Capabilities: The best way to enhance workflows is through smooth integration with existing tools.
  • Customization: Consider CRM systems that allow you to adapt to your business needs.
  • Read reviews: You should read reviews about CRM tools. This helps you gain more insight into how individual solutions perform in the real world rather than reading about them on the vendors’ websites.
  • Test your top choices: At this point, you can try free trials of CRMs to find the best option for your business before committing to a permanent solution.
  • Customer Support: It is also good to choose tools with responsive customer service for timely assistance.
  • Pricing: Make sure you find the perfect solution that offers value for your budget.

What is CRM Dashboard?

CRM dashboard is the interface that helps users gain quick access to all the features and get a complete overview of the key stats collected.

» Check here our list of the Best Lead Management Software

How does CRM work?

CRM system is a centralized location where organizations can store customer and prospect data. It allows organizations to analyze the data and opportunities of their sales force. Additionally, it helps you track customer interactions and share that information inside your company.

Why use a CRM for Small Businesses?

Here are some of the major benefits that I came across while trying out a CRM tool for small businesses:

  • You can streamline your sales and boost revenue using a CRM tool.
  • CRM tool helps you to improve the workflow of the entire organization.
  • CRM solution provides the most accurate and trustworthy reports of customers.
  • Improved messaging with automation.
  • It helps you to simplify the business collaboration of the organization.
  • Automated all the repeated processes that you need to do regularly.

Verdict

While exploring various CRM tools, I realized that selecting the right one is very important for any business that wants to streamline its operations and enhance customer relationships. Each tool above offers unique features, however, the following tools stood out to me during my research process:

  • Zoho is a highly reliable solution that provides a customizable and cost-effective platform with robust automation features.
  • Salesforce CRM stands out as an excellent choice for those who are looking for comprehensive sales process management with a user-friendly interface.
  • Pipedrive offers a secure and customizable CRM experience, thus making it a great choice for those who value simplicity and performance tracking.