10 лучших БЕСПЛАТНЫХ программных инструментов CRM (2025)

лучшие программные инструменты CRM

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. Are you struggling to pick the right tool to manage your customers and daily operations? Choosing poorly can do more harm than good. The wrong CRM solution often leads to lost leads, inaccurate data, frustrated teams, wasted money, weak customer relationships, and missed sales opportunities. Many also come with hidden costs, poor integration, security risks, and limited scalability, which only add to the frustration. False promises and unverified tools can make things even worse by creating confusion instead of clarity. The right, well-tested apps simplify workflows, strengthen client interactions, and give your business a true competitive edge.

After spending 135+ hours carefully reviewing over 40 CRM software, I have built this guide with firsthand, hands-on experience. This backed-by research covers лучших FREE CRM Software Tools, highlighting their key features, pros and cons, and pricing. Read the full article to make an informed choice confidently.
Подробнее ...

Выбор редакции
Zoho CRM

Zoho — это инструмент CRM для продаж, который помогает вам повысить производительность команд с помощью проектов, которые являются точными решениями для бизнес-деятельности. Это один из лучших CRM для стартапов, предоставляющий простой способ мониторинга ключевых показателей и управления ежемесячными целями.

Посетите Zoho CRM

Лучшие программные инструменты CRM

Zoho CRM Monday.com Salesforce HubSpot CRM
Имя Zoho CRM Monday.com Salesforce HubSpot CRM
Особенности ✔️ Функциональная облачная CRM
✔️ Эффективные инструменты коммуникации
✔️ Управляйте всем в одном рабочем пространстве
✔️ Настройка за считанные минуты
✔️ Предлагает легкое отслеживание ключевых контактов и потенциальных клиентов.
✔️ Помогает вам контролировать и управлять вашим бизнесом.
✔️ Вы сможете без труда организовывать встречи с клиентами.
✔️ HubSpot предлагает панель управления для просмотра всех отчетов.
Попробуйте! 15-дневная бесплатная пробная версия (кредитная карта не требуется) Базовая бесплатная версия 30-дневная бесплатная пробная версия (кредитная карта не требуется) Свободный навсегда
Revпросмотр/рейтинг 4.7 Star Rating 4.7 4.6 Star Rating 4.6 4.5 Star Rating 4.5 4.4 Star Rating 4.4
Ссылка Подробнее Подробнее Подробнее Подробнее

1) Zoho CRM

лучше всего для стартапы, желающие использовать социальные сети в качестве маркетингового инструмента

Zoho CRM - это free sales CRM tool designed to improve team productivity and simplify everyday business activities. It helps track contacts, deals, pipelines, and monthly targets, making it ideal for start-ups that need to organize and grow efficiently. The platform integrates with popular apps like Google and Dropbox, making it versatile and practical.

I have personally tested Zoho CRM, and I was impressed with how easily it centralized customer data and tasks for my team. In one real use case, I managed multiple live chats and quickly converted them into qualified leads, which helped me maintain a steady sales pipeline. This experience made me value Zoho as one of the best бесплатные инструменты CRM for start-ups.

№1 Лучший выбор
Zoho CRM
5.0

Автоматизация электронной почты: Да

Интеграция: Гугл, Запир, Гитхаб, Dropbox.

Бесплатная пробная версия: Бесплатная пробная версия 15

Посетите Zoho CRM

Требования:

  • Portals for Self-Service Engagement: It offers dedicated portals where customers, partners, or vendors interact on their own terms. You can tailor access levels and collaboration flows. I’ve seen businesses cut support load significantly. It also keeps interactions neatly organized for teams.
  • Интеграция приложений: This feature lets you connect Zoho CRM with over 1,000+ apps, ensuring a smooth workflow across tools. You can easily integrate email, calendar, and accounting apps. I recommend using Zoho Marketplace to discover industry-specific add-ons that simplify processes.
  • Mobile CRM Access: Zoho CRM’s mobile app ensures you manage leads, contacts, and reports on the go. It’s especially useful for sales teams in the field. I often recommend enabling offline access, so data entry continues without connectivity issues.
  • Легкая миграция: You can migrate smoothly from spreadsheets or other CRMs into Zoho CRM. It also offers a Jumpstart service for onboarding and setup. I’ve seen teams benefit by preparing data cleanup beforehand, saving time during transition.
  • Отраслевые решения: Zoho CRM offers tailored solutions for industries like retail, real estate, and healthcare. You can also request a personalized demo to explore custom workflows. This flexibility helps small businesses adopt processes specific to their niche.
  • Автоматизация рабочего процесса: You can automate repetitive tasks like follow-up emails, deal assignments, and reminders. This reduces manual errors and boosts productivity. I’ve seen small teams save hours weekly by setting up smart workflow rules.
  • Расширенная аналитика: Zoho CRM provides in-depth reporting and dashboards for tracking KPIs. You can filter by sales rep, pipeline stage, or campaign. The analytics feature helps decision-makers identify bottlenecks and act quickly on performance gaps.
  • Centralized Admin & Smart Search: It consolidates user access, licensing, and search across apps in one console. You can manage permissions within clicks. I found it saves hours compared to juggling separate tools. It also makes finding records lightning-fast and intuitive.

Плюсы

  • Я заметил, что это один из самых простых способов быстро управлять деловыми контактами.
  • Инструмент Zoho CRM позволяет вам эффективно управлять своими задачами и сделками
  • It offers helpdesk, email, and social media marketing, surveys, and analytics built around your CRM

Минусы

  • Я обнаружил, что поддержка клиентов недостаточна.
  • The learning process can be challenging, especially for beginners

👉 Как получить Zoho бесплатно?

  • Перейдите на Zoho CRM
  • Нажмите кнопку «НАЧАТЬ», чтобы создать учетную запись и начать 15-дневную бесплатную пробную версию уже сегодня.

Посетите Zoho CRM >>

Бесплатная пробная версия 15 дней


2) Monday.com

Monday.com - это free CRM solution that brings together task management, customer tracking, and workflow organization on one simple, visual platform. Its customizable workspaces and collaboration features make it especially useful for small teams and start-ups aiming to streamline daily operations.

Когда я исследовал Monday.com, I found its drag-and-drop boards intuitive and efficient. In one situation, I used its forms feature to collect customer data, which instantly generated leads within the system. This seamless automation gave me more time to focus on customer interactions. For teams seeking a бесплатный CRM-инструмент that combines clarity with ease of use, Monday.com это отличный выбор.

#2
Monday CRM
4.9

Автоматизация электронной почты: Да

Интеграция: Microsoft Teams, Dropbox, Slack, Запьер, Google Drive, и т.д.

Бесплатная пробная версия: Бесплатный план навсегда

Войти Monday CRM

Требования:

  • Настраиваемые рабочие пространства: This feature lets you create up to three boards to manage projects and clients. You can adapt each board for sales, support, or marketing. I recommend keeping naming conventions consistent across boards, as it simplifies collaboration and avoids confusion.
  • Сотрудничество и общение: You can @mention team members directly within tasks, making communication seamless. Conversations stay tied to context, avoiding lost email threads. I’ve found that setting task ownership early keeps accountability clear and reduces project delays.
  • Управление файлами и обмен ими: With 500MB of storage and a Files View, documents remain centralized. You can attach contracts, proposals, or briefs to tasks for quick access. Keeping version history updated is essential, as it avoids duplication and maintains accuracy across teams.
  • Формы для сбора лидов: Monday.com lets you collect leads via customizable forms, which automatically populate into your board. This saves time on manual entry. I suggest tailoring form fields to capture qualifying data upfront, making lead prioritization much easier later.
  • Базовые отчеты и отслеживание CRM: It provides search and filter tools for tracking customer data and tasks. While reports are simple, they give quick visibility into activity. I often advise combining filters with status updates for a lightweight pipeline view that’s easy to review.
  • Интеграция сторонних приложений: Monday.com connects with external apps through its marketplace, extending CRM functionality. You can integrate tools like Slack, Zoom, or email providers. I recommend starting with integrations you already use daily, as too many add-ons can complicate workflows unnecessarily.

Плюсы

  • Удобный интерфейс с функцией перетаскивания
  • Доски Kanban и рабочие документы помогают эффективно управлять взаимодействием с клиентами
  • Хорошие инструменты для совместной работы в небольших командах, включая упоминания и обмен файлами.

Минусы

  • В бесплатной версии нет встроенной функции генерации счетов или автоматизации.

👉 Как получить Monday.com бесплатно?

  • Войти Monday.com
  • Нажмите кнопку «Начать», чтобы воспользоваться пожизненным бесплатным базовым планом для 2 мест (кредитная карта не требуется).

Войти Monday.com >>

Бесплатный план навсегда


3) Salesforce CRM

Salesforce CRM is one of the most widely recognized tools for managing customer relationships and sales processes. It offers настраиваемые информационные панели, lead tracking, and cloud deployment, making it ideal for teams working across multiple devices and locations. Its AI-driven insights also add intelligence to transactions, helping businesses engage more effectively.

While testing Salesforce, I found its mobile accessibility particularly valuable for staying productive on the go. In one instance, I managed follow-ups and updated leads directly from my phone, which kept my pipeline active even while traveling. This experience reinforced why Salesforce stands out as a free CRM trial tool that truly supports modern business management.

#3
Salesforce
4.8

Автоматизация электронной почты: Да

Интеграции: Google Workspace, Slack, Quickbooks и т. д.

Бесплатная пробная версия: 30 дней

Посетите Salesforce

Требования:

  • Ведущее последующее управление: This feature helps you manage follow-ups with precision. Salesforce automatically reminds you about pending contacts, ensuring no prospect slips away. You can also set sequences for calls and emails. My tip would be to always personalize follow-ups for stronger engagement and conversion rates.
  • Аналитика транзакций: It enhances every deal with AI-driven insights, guiding you toward better customer interactions. The system suggests the next steps based on buyer behavior. I found this particularly helpful in predicting client needs. It’s like having a virtual sales coach by your side.
  • Интеграция с почтовым ящиком: Salesforce lets you connect your Gmail or Outlook inbox for centralized tracking. Every email, note, or meeting syncs seamlessly into the CRM. I recommend using templates here to save time. This feature avoids duplicate entries and improves overall communication accuracy.
  • Повышение производительности продаж: It boosts productivity by automating routine processes like data entry and follow-up reminders. Salesforce reports indicate a 36% improvement in sales efficiency. I once saved hours weekly by setting up automation for recurring client updates. You should always leverage these automations.
  • Прогнозирование на основе ИИ: Salesforce’s Einstein AI predicts sales outcomes using historical data. It highlights at-risk deals and high-probability opportunities. I often rely on it for quarterly planning. For small teams, this means you can forecast with confidence and allocate resources smartly.
  • Настраиваемые информационные панели: This feature allows you to design dashboards with the KPIs that matter most. You can track revenue, lead stages, or campaign results in one place. I always advise keeping dashboards simple and role-based for better clarity and decision-making.

Плюсы

  • Он автоматически отслеживает электронную почту, звонки и встречи.
  • Я мог бы сэкономить время, поскольку это эффективно ускоряет процессы продаж.
  • Вы получаете мобильное приложение для управления задачами, где бы вы ни находились

Минусы

  • Я был недоволен его ограниченной системной интеграцией.

👉 Как получить Salesforce CRM бесплатно?

  • Перейдите на Salesforce CRM
  • Выберите «ПОПРОБОВАТЬ БЕСПЛАТНО», чтобы зарегистрироваться и активировать 30-дневную бесплатную пробную версию без необходимости использования кредитной карты.

Посетите Salesforce >>

Бесплатная пробная версия 30 дней


4) HubSpot CRM

HubSpot CRM is a free and beginner-friendly tool that keeps customer interactions organized and easy to manage. I found it particularly helpful in giving real-time pipeline visibility and simplifying sales tracking. With over Интеграция 300 and smooth scheduling options, it feels like everything I need is in one place.

I used it during a client outreach campaign, and its мониторинг электронной почты made it effortless to track open and click rates. This gave me quick feedback to refine follow-ups. HubSpot CRM is perfect for anyone who wants a free, reliable, and scalable way to manage contacts and sales activities.

#4
HubSpot
4.7

Автоматизация электронной почты: Да

Интеграция: Microsoft Teams, Dropbox, Slack, Запьер, Google Drive, и т.д.

Бесплатная пробная версия: Свободный навсегда

Посетите HubSpot

Требования:

  • Планирование встреч с клиентами: HubSpot makes client scheduling seamless with built-in meeting links. This feature syncs with calendars to reduce double-booking risks. It saves time by letting clients pick available slots themselves. I recommend using buffer times between meetings for smoother productivity.
  • Эффективное управление контактами: This CRM centralizes all client data for easy tracking and retrieval. You can maintain accurate contact records across the team without duplicate entries. It ensures your sales pipeline always has updated information. I often advise tagging contacts by industry for sharper segmentation.
  • Полная интеграция: HubSpot integrates with 300+ apps like Slack, Запир и Google Drive. These integrations extend CRM power beyond customer tracking. You can connect marketing, sales, and support workflows effortlessly. I recommend starting with email and calendar syncs to unlock quick wins.
  • Мониторинг электронной почты: This feature tracks email opens and link clicks in real-time. It helps you measure campaign effectiveness with actionable insights. You can identify high-engagement leads and prioritize follow-ups faster. In my experience, using A/B subject line testing improves response rates significantly.
  • Кросс-платформенная поддержка: HubSpot works across Windows, Mac, Linux, iOS и Android. It ensures remote teams stay connected without compatibility issues. You can manage deals, update records, or check dashboards on the go. This flexibility is especially valuable for businesses with hybrid work setups.
  • Управление трубопроводом: HubSpot provides a visual sales pipeline with drag-and-drop stages. This makes deal tracking simple and transparent for all team members. It highlights bottlenecks instantly and helps prioritize high-value opportunities. I suggest reviewing the pipeline weekly to spot stalled deals.

Плюсы

  • It helps you offer live bots for the visitors to engage easily
  • Предлагает отличную функцию для поиска компаний
  • Я воспользовался его поддержкой Gmail, Google Driveи Календарь для эффективного управления задачами

Минусы

  • Я был недоволен бесплатной версией, так как в ней отсутствуют многие полезные функции CRM.

👉 Как получить HubSpot CRM бесплатно?

  • Перейдите на HubSpot CRM
  • Нажмите «Получить бесплатную CRM», чтобы зарегистрироваться и создать бесплатную учетную запись; кредитная карта не требуется.

Посетите HubSpot >>

Свободный навсегда


5) Pipedrive

Pipedrive is designed to make closing deals more efficient by keeping the sales pipeline crystal clear. I liked how I could fully customize the dashboard, track communications, and even forecast performance with ease. Its cloud-based setup means it’s flexible for remote use.

When I managed multiple client leads, I relied on its inbox-based sales management to keep conversations structured. This simple yet powerful approach saved time and helped me avoid missed follow-ups. Pipedrive is ideal for those who want a visual, intuitive, and flexible CRM that enhances daily sales workflows.

#5
Pipedrive
4.6

Автоматизация электронной почты: Да

Интеграция: Запир, Google Meet, Microsoft Teams, Pipechat, HubSpot и т. д.

Бесплатная пробная версия: 30-дневная бесплатная пробная версия (кредитная карта не требуется)

Подробнее

Требования:

  • Создание индивидуальной сделки: This feature lets you create deals directly from web forms or chatbots. You can tailor each deal to fit your unique products or sales process. It simplifies lead capture and reduces manual entry. I recommend linking forms to targeted campaigns for better lead quality.
  • Интеграция потенциальных данных: You can easily import lead data through spreadsheets or connected sources. This makes bulk migration smoother for businesses switching CRMs. I’ve found that regular data cleanup keeps records accurate. Use field mapping carefully to avoid duplicate contacts.
  • Подключение приложения: It integrates seamlessly with over 150+ apps, helping your team stay connected across platforms. From marketing automation to accounting, these integrations reduce workflow silos. I suggest prioritizing integrations with communication tools like Slack or Teams for faster collaboration.
  • Управление продажами на основе входящих сообщений: This feature allows you to manage sales conversations directly from your email inbox. It keeps interactions organized and traceable within your CRM. I’ve found it valuable to link all client conversations here. Doing so prevents missed follow-ups and strengthens relationships.
  • Комплексная языковая поддержка: Pipedrive supports JavaScript, HTML, CSS, Google Analytics, and Microdata for advanced customization. Developers can extend its functionality for unique use cases. Businesses without in-house coders can still benefit by using marketplace add-ons. It’s wise to test customizations before deployment.
  • Прогноз продаж: Pipedrive forecasts revenue based on your pipeline data. It uses weighted probabilities to help you predict future income. Small businesses can use these forecasts for planning budgets. Reviewing them weekly helps align goals with performance trends.
  • Отчетность и аналитика: Pipedrive generates detailed reports on sales activities, deals, and revenue. These insights help track team performance and optimize workflows. I often use custom reports for specific campaigns. Start small with basic metrics, then scale into advanced analytics.

Плюсы

  • It lets me create unlimited custom fields to collect every detail of customer information
  • Вы можете отслеживать пользовательские отчеты и получать оценки доходов и повторяющиеся доходы.
  • Отчеты о деятельности могут отслеживать отдельные звонки по продажам, электронные письма, демонстрации и события.

Минусы

  • Я был разочарован тем, что функция автоматизации не позволяла мне создавать индивидуальные отчеты.
  • Дополнительные функции, такие как электронная почта, телефоны и т. д., не включены в стандартную версию.

👉 Как получить Pipedrive бесплатно?

  • Перейдите на Pipedrive
  • Нажмите «Попробовать бесплатно», чтобы создать учетную запись и воспользоваться 30-дневной бесплатной пробной версией без необходимости использования кредитной карты.

Посетите Пайпдрайв >>

30-дневная бесплатная пробная версия (кредитная карта не требуется)


6) OnePageCRM

OnePageCRM is designed to make sales workflows менее подавляющий by turning them into a clear, actionable to-do list. I found this approach refreshing because it kept me focused on completing one task at a time. The tool also makes it easy to visualize business goals and see how daily actions contribute to long-term growth.

In one use case, I tracked a series of follow-ups using its task-focused system and noticed a major improvement in productivity. That hands-on experience showed me why OnePageCRM is great for small teams that want a no-fuss, free CRM tool with strong organizational benefits.

OnePageCRM

Требования:

  • Task Management Workflow: This feature keeps sales tasks action-oriented and organized. You can assign priorities, set reminders, and follow up systematically. I found this especially useful to avoid cluttered pipelines. You must always link tasks to deals for smoother tracking.
  • Sales Pipeline Visualization: OnePageCRM offers a clean drag-and-drop pipeline. It makes opportunity stages crystal clear and easy to update. I’ve seen small teams benefit greatly from its simplicity. You can also customize stages to mirror your unique sales process.
  • Управление контактами: You can centralize all customer details in one place. It syncs across devices instantly, so updates never get lost. I liked how notes and interactions are tied to each contact. A tip: always log calls immediately to build a reliable history.
  • Интеграция с электронной почтой: This feature lets you send and track emails directly from the CRM. Templates help save time on repetitive replies. I appreciated the ability to see open and click rates. It’s useful for spotting engaged leads without switching platforms.
  • Мобильная доступность: OnePageCRM syncs seamlessly across laptop, tablet, and phone. It ensures sales reps stay productive on the move. I once closed a deal using only the mobile app. For teams, this mobility reduces missed updates or forgotten tasks.
  • Инструменты для совместной работы: You can share contacts, deals, and notes across your team. It helps everyone stay aligned on progress and deadlines. I found the shared activity feed very effective. It eliminates confusion about who’s handling which prospect.

Плюсы

  • По моему опыту, это отличный способ следить за текущими сделками, помогая мне оставаться организованным.
  • Позволяет совершать звонки и отправлять электронные письма непосредственно из программного обеспечения
  • Streak CRM также включает в себя планировщик электронной почты, который позволяет вам быть в курсе задач по мере их возникновения.

Минусы

  • Сложно обновлять шаблоны электронной почты
  • Я заметил, что было много ошибок и технических проблем, которые мешали эффективно работать.

👉 Как получить OnePageCRM бесплатно?

  • Перейдите на OnePageCRM
  • Нажмите «Попробовать бесплатно», чтобы зарегистрироваться и начать 21-дневную бесплатную пробную версию без необходимости использования кредитной карты.

Посетите OnePageCRM >>


7) Agile CRM

Agile CRM является мощным бесплатное программное обеспечение CRM that automates marketing, sales, and customer service in one platform. It supports up to Контакты 50,000, lead scoring, project tracking, appointment scheduling, and email integration, making it ideal for growing businesses. I personally liked how its contact management and calendar-sharing features made collaboration effortless.

Я тестировал Agile CRM in a campaign workflow, where automated follow-ups were triggered at the right time without extra manual input. The system’s buyer journey tracking and advanced analytics helped me refine strategies and spot drop-offs quickly. This makes it an excellent option for anyone wanting to accelerate deal closures with smart automation.

Agile CRM

Требования:

  • 360° Contact View: It offers a complete view of contact data and activities. You can see emails, calls, notes, and even social profiles. I’ve used it before outreach to personalize conversations. Always check here to avoid redundant messages and improve relevance.
  • Сроки: It displays every contact interaction in chronological order on one page. You can understand the buyer’s journey instantly without switching views. I’ve used it to plan follow-ups at ideal times. Always review it before outreach to avoid duplicate messaging.
  • Подсчет очков: It prioritizes leads based on behavior and demographics. You can adjust scoring models to match your sales process. I’ve depended on it to focus energy on hot prospects. Review scoring monthly to refine criteria and maintain accuracy in prioritization.
  • Calendar & Events: It syncs with Google Calendar and supports event scheduling in CRM. You can book demos, calls, and reminders effortlessly. I’ve avoided double-booking by using auto-sync daily. Always enable reminders to reduce no-shows and improve appointment follow-through consistently.
  • Запись на прием: It lets prospects self-book meetings using shared calendars online. You can eliminate back-and-forth emails easily. I tested it and halved my scheduling time. Add buffer times between meetings to prevent fatigue and ensure smoother follow-up conversations.
  • Геймификация: It motivates sales teams with leaderboards and activity rewards. You can track progress and foster healthy competition. I’ve seen this raise call volumes by 30%. Monitor leaderboards regularly to ensure competition stays balanced and morale remains consistently high.

Плюсы

  • Это помогло мне с легкостью управлять до 50,000 XNUMX контактов и компаний, что идеально подходит для масштабирования бизнеса.
  • Я мог бы набирать лиды, управлять проектами, планировать встречи и интегрировать учетные записи электронной почты.
  • Вы можете настроить поля данных в соответствии с потребностями вашего бизнеса.

Минусы

  • Меня не удовлетворило отсутствие возможности локального развертывания, которое обеспечило бы больший контроль над управлением данными.
  • Поддержка клиентов доступна только на английском языке.

👉 Как получить Agile CRM бесплатно?

  • Перейдите на Agile CRM
  • Нажмите «НАЧАТЬ», чтобы зарегистрироваться на БЕСПЛАТНУЮ Agile CRM счет без необходимости использования кредитной карты.

Войти Agile CRM >>


8) Проницательный CRM

Проницательный CRM выделяется своей способностью convert deals into actionable projects and centralize client data in one system. I found its dashboard customization useful for aligning workflows with specific business goals. Integrations with Google Drive, Gmail и Mailшимпанзе further enhanced collaboration and kept processes connected.

During testing, I streamlined a lead-tracking process where Insightly’s multi-step business workflows ensured that no opportunity was missed. The relationship-linking feature gave me a clearer view of how contacts connected across projects, improving my follow-up strategy. For businesses needing a CRM that balances project management with sales tracking, Insightly is a strong choice.

Проницательный CRM

Требования:

  • Build and Convert Sales Pipeline: This feature helps you organize leads into structured pipelines with ease. You can track progress across stages and avoid missed opportunities. I find it helpful to set automated follow-ups. A clear pipeline ensures consistency and improves deal closure rates significantly.
  • Build Lasting Customer Relationships: It centralizes customer interactions, giving you a complete history at a glance. This makes communication more personalized and impactful. I suggest using tags for segmentation. Doing so helps prioritize outreach better. Strong relationships here lead to repeat business and increased trust.
  • Seamless App Integrations: Insightly integrates smoothly with tools like Gmail, Outlook и Slack. This reduces switching between apps and keeps data aligned. I recommend syncing calendars for better scheduling. Integrations ensure teams stay connected and improve workflow without added complexity.
  • Get Real-Time Performance Insights: This feature delivers visual dashboards that highlight team performance instantly. You can identify bottlenecks and adjust strategies quickly. I like to monitor lead conversion trends weekly. Doing this helps improve resource allocation. Real-time insights are key to sustaining growth in competitive markets.
  • Автоматизированное управление рабочим процессом: You can set rules to automate repetitive tasks such as follow-ups or reminders. This saves valuable time and reduces manual effort. I often use workflows for lead nurturing sequences. Automation increases productivity and prevents small tasks from being overlooked.
  • Mobile CRM Access: Insightly offers a mobile-friendly app for on-the-go updates. You can manage contacts, log calls, and track opportunities remotely. I find it useful when traveling. Real-time mobile access ensures responsiveness and keeps business operations seamless anytime, anywhere.

Плюсы

  • The relationship-linking feature helped me maintain better contact management
  • CRM reports break down your sales and marketing data to help you better understand and analyze leads
  • Интеграции предоставляют более полный спектр маркетинговых инструментов для использования в вашей системе.

Минусы

  • Меня не устроило отсутствие поддержки в чате и отсутствие возможности локального развертывания.

👉 Как получить Insightly CRM бесплатно?

  • Перейдите на Проницательный CRM
  • Нажмите «Попробовать CRM бесплатно», чтобы создать учетную запись и начать работу с бесплатным планом.

Посетите Insightly CRM >>


9) Медь

Медный CRM предназначен для бесперебойной работы с Google Workspace, making it easy to manage contacts, emails, and tasks without switching apps. It lets me track leads, update deals, and set calendar events directly from Gmail. The integration with Google Docs and Sheets keeps workflows connected and efficient.

I personally tested Copper, and I liked how its sales dashboard gave me a clear view of targets with real-time updates. In one case, I used its automated reminders to stay on top of client follow-ups, which made deal management more consistent. This makes Copper a reliable free CRM option for small teams already using Google tools.

Медный CRM

Требования:

  • Organize Every Relationship: It supports managing freelancers, vendors, clients, and more in one system. You can categorize them easily for quick access. This feature really helps small businesses keep external relationships professional and well-documented.
  • Избранные: You can star critical contacts or accounts, ensuring updates never get missed. It’s especially useful for high-value clients or active deals. I use this feature personally to prioritize my weekly follow-ups without sifting through long contact lists.
  • Email Click Tracking: It shows when leads click links in your emails, helping you time follow-ups perfectly. This feature is crucial for sales acceleration. I suggest using it to build nurture campaigns with more context-driven outreach.
  • Auto-enriched Profiles: Copper enriches profiles with company information, social accounts, and other data automatically. It’s highly reliable for building fuller contact records. Always cross-check key details, though, as auto-data sometimes needs validation.
  • LinkedIn Chrome Extension: This feature allows you to add or update contacts directly from LinkedIn without switching tabs. It’s particularly useful for salespeople who prospect daily. I could combine it with notes to capture context from LinkedIn conversations.
  • Two-way Google Contacts Sync: Any update in Copper reflects in Google Contacts, and vice versa. This ensures consistency across systems. For businesses that rely heavily on mobile, this sync helps keep everything aligned without manual updates.

Плюсы

  • Он может получать данные и информацию о взаимодействии с клиентами из любой точки мира.
  • Интегрируется с HubSpot, Mailchimp, DocuSign, QuickBooks, and more
  • Я смог быстро приступить к работе, поскольку Copper запускается автоматически, что упрощает первоначальный опыт.

Минусы

  • Я заметил, что Copper практичен только в том случае, если вы планируете использовать исключительно инструменты Google.

👉 Как получить медь бесплатно?

  • Перейдите на Медь
  • Нажмите «Попробовать бесплатно», чтобы зарегистрироваться и начать 14-дневную бесплатную пробную версию; кредитная карта не требуется.

Посетите Медь >>


10) Шустрый CRM

Шустрый CRM helps me organize customer relationships with segmented lists, appointment tracking, and notes for deal progress. Its dashboard gives a complete view of tasks and upcoming meetings. The ability to integrate with 160+ apps and pull contacts from social media adds real depth to its contact management.

I found it particularly useful when I used segmentation to run bulk email campaigns from one place. Having reminders in place kept me consistent with follow-ups and pipeline updates. In my experience, Nimble is one of the best free CRM software tools when you need strong social listening and contact organization in a simple, accessible setup.

Шустрый CRM

Требования:

  • Управление назначениями: This feature lets you manage appointments directly from the dashboard. It ensures meetings and calls stay visible, avoiding missed opportunities. I recommend using color-coded tags for different meeting types, which keeps your calendar structured and easier to prioritize.
  • Полный обзор мероприятия: You get a complete timeline of upcoming tasks, events, and follow-ups. It helps teams avoid overlaps and maintain accountability. I often sync this with external calendars like Google or Outlook, ensuring seamless scheduling across platforms without duplicate reminders.
  • Примечание Управление: Nimble allows you to log notes on contacts and deals, keeping key details in one place. This supports contextual communication later. From experience, I suggest adding quick action tags, like “needs follow-up,” which streamline how notes turn into tasks.
  • Unified Contact Profiles: You can consolidate contacts from email, social, and apps into a single view. This eliminates duplicate records and enhances context. It’s best practice to enrich these profiles regularly with LinkedIn data, ensuring your outreach is personalized.
  • Pipeline & Deal Tracking: Nimble’s visual pipeline management helps track deal stages effectively. This view simplifies forecasting revenue and identifying bottlenecks. A tip I rely on is customizing stages to match real sales cycles instead of using generic defaults.
  • Отслеживание электронной почты и шаблоны: Nimble tracks email opens and clicks, giving you campaign insights. You can also use pre-built templates to speed up communication. I suggest A/B testing templates inside Nimble for improved response rates, especially for cold outreach

Плюсы

  • Allows you to set reminders and can extend Nimble with more tools
  • Обеспечивает образцовое управление контактами с клиентами для многопрофильной среды с социальным прослушиванием и вовлечением
  • Это помогло мне отслеживать и составлять отчеты по воронке продаж с большей точностью, что позволило мне оставаться в курсе возможностей.

Минусы

  • Меня разочаровал редактор электронной почты Agile, поскольку он неудобен для пользователя.
  • Он поставляется только с одним трубопроводом

👉 Как получить Nimble CRM бесплатно?

  • Перейдите на Шустрый CRM
  • Нажмите «Попробовать Nimble бесплатно», чтобы создать бесплатную учетную запись без необходимости использования кредитной карты.

Посетите Nimble CRM >>

Что такое CRM?

Взаимоотношения с Клиентами (CRM) is both a strategy and a software system designed to help businesses manage interactions with prospects and customers. At its core, CRM centralizes customer data—contacts, communication history, purchase records, and support tickets—so teams across sales, marketing, and service can work from a single source of truth. This improves collaboration, streamlines processes, and ensures more personalized customer experiences. Modern CRMs go beyond record-keeping, offering automation, analytics, and integration with other business tools. The ultimate goal of CRM is to build stronger relationships, increase customer satisfaction, and drive revenue growth through data-driven decision-making.

Как мы выбирали лучшие программные инструменты CRM?

Выберите лучшее программное обеспечение CRM

At Guru99, we prioritize credibility by ensuring accurate, relevant, and objective content through rigorous research and review. After 135+ hours of examining over 40 лучшие бесплатные инструменты программного обеспечения CRM, 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. Here’s a glance at how we chose the best CRM software:

  • Ease of Use Across the Team: Adoption was our non-negotiable. We tested how quickly new users could add contacts, log deals, and pull reports. If it required weeks of training or constant help, we knew the tool would collect dust.
  • Интеграция с существующими инструментами: The CRM had to play nice with our stack—email, marketing automation, accounting, and support tools. If it couldn’t become the hub, it risked becoming yet another silo.
  • Масштабируемость и гибкость: We looked at today’s needs but planned for tomorrow’s growth. The right CRM had to scale with team size, add advanced features when needed, and allow customization without a developer army.
  • Reporting & Analytics That Drive Action: Reports had to do more than spit out numbers. We prioritized CRMs that made it easy for managers to track pipeline health, forecast accurately, and coach reps without needing a data analyst.
  • Поддержка клиентов и сообщество: A slick sales pitch is useless if support disappears post-purchase. We tested vendor response times and leaned on community forums to gauge how active and helpful the ecosystem really was.
  • Business Fit Over Feature Bloat: We didn’t chase the longest feature list—we matched capabilities to our actual workflows. A CRM that looks impressive on paper but doesn’t fit sales, marketing, or service needs is just expensive shelfware.
  • Общая стоимость собственности: Price tags can be deceiving. We factored in setup fees, mandatory add-ons, contract terms, and training costs. Some “cheap” CRMs turned out to be the most expensive in the long run.

Что такое панель управления CRM?

A CRM dashboard is the central control panel of customer relationship management software, giving teams a real-time snapshot of business performance. It consolidates key metrics—like sales pipeline status, lead activity, revenue forecasts, and customer interactions—into a single, visual view. Instead of digging through reports, managers and reps can quickly spot trends, track progress toward targets, and prioritize actions. Good CRM dashboards are customizable, letting users focus on what matters most to their role, whether it’s closing deals, improving service, or monitoring campaigns. In short, it’s the cockpit where data becomes insight and insight drives smarter decisions.

» Ознакомьтесь с нашим списком лучшее программное обеспечение для управления лидами

Зачем малому бизнесу использовать CRM?

Вот некоторые из основных преимуществ, которые я обнаружил, опробовав CRM-инструмент для малого бизнеса:

  • Вы можете оптимизировать свои продажи и увеличить доход с помощью CRM-инструмента.
  • Инструмент CRM поможет вам улучшить рабочий процесс всей организации.
  • CRM-решение обеспечивает максимально точные и достоверные отчеты о клиентах.
  • Улучшенный обмен сообщениями с автоматизацией.
  • Это поможет вам упростить деловое сотрудничество организации.
  • Автоматизированы все повторяющиеся процессы, которые нужно делать регулярно.

Часто задаваемые вопросы

Yes. By organizing customer data and automating follow-ups, CRMs help sales teams close deals faster and more consistently.

No. CRMs primarily manage customer relationships and sales pipelines, while marketing automation focuses on email campaigns, lead nurturing, and digital marketing tasks. Many CRMs integrate with marketing automation tools.

No. Most CRMs are user-friendly and designed for non-technical users, though advanced customization might require some setup help.

Yes. Cloud-based CRMs are generally easier to set up, more affordable, and accessible from anywhere. On-premise CRMs are typically chosen by enterprises with strict security or customization needs.

Yes. CRMs allow businesses to track customer preferences, schedule reminders for follow-ups, and provide personalized service that improves retention.

Вердикт

While exploring a wide range of CRM platforms, I quickly realized one undeniable truth: choosing the right CRM isn’t just about features—it’s about finding a solution that aligns with your team’s size, goals, and long-term growth plans. A well-chosen CRM can transform how businesses manage leads, nurture customer relationships, and streamline daily operations. Among the many contenders, three tools stood out to me not only for their strong functionality but also for their adaptability across different business types and budgets.

  • Зохо CRM: This CRM tool offers extensive customization options, allowing businesses to tailor workflows, dashboards, and reports to fit their specific needs. Its robust automation tools help teams save valuable time by reducing repetitive tasks, while features like AI-driven sales forecasting and pipeline management keep teams ahead of the curve.
  • Monday.com: It takes a fresh approach by blending project management and CRM functionality into one easy-to-use platform. What’s particularly appealing is its generous free plan, making it a standout option for startups and small teams. Its highly visual interface, customizable workflows, and automation rules make it easy to adapt as a team grows.
  • Salesforce CRM: When it comes to enterprise-level CRM solutions, Salesforce CRM has long been the gold standard—and for good reason. It offers a comprehensive suite of features designed to handle every stage of the sales process, from lead generation to customer retention. The platform stands out for its scalability, user-friendly design, and powerful ecosystem of integrations and add-ons.