Customer relationship management (CRM) is the most important business tool for managing interactions with customers and prospects. This allows businesses to increase customer engagement by providing customer insights, tracking communications, and automating routine tasks.
It’s still hard for many companies to invest in a CRM system, but thanks to the availability of free CRM platforms, companies can now enjoy the benefits of a powerful CRM system even with a limited budget. CRM platform designed to optimize communication and improve customer service.
They allow companies to organize customer data, including contact details, interactions, and purchasing behavior. With the right free CRM platform, businesses can easily track customer interactions and provide high-quality customer service. Consider such optional options!
Top 3 CRM Platforms
3. Zoho CRM
One of the most popular free CRM platforms is Zoho CRM. With an intuitive interface and easy-to-use configuration tools, Zoho CRM is a great choice for small businesses. Zoho CRM offers features such as:
- Sales automation;
- Project manager;
- Marketing manager;
- Performance monitoring;
- Analytics and sales channels.
The service allows you to configure your own security model, restrict access by IP, monitor user activity and create regular backups of data. You can extend the basic functionality of Zoho CRM through integrations with third-party applications: Google Drive, DocuSign, MailChimp, LinkedIn Sales Navigator, Google Ads and much more. The mobile application facilitates access to the necessary information, regardless of being in the workplace.
2. Hubspot CRM
Hubspot CRM is one of the most fully-featured free solutions on the C RM market Hubspot CRM allows you to:
- Maintain a database of contacts, organizations and transactions;
- Store any information on contacts, organizations and transactions by adding your own fields or using dozens of pre-configured fields (for each object, a Timeline is also maintained – an activity feed to which calls, emails, meetings, notes, etc.);
- For each contact, track where he came from to your site, and the entire history of his actions on the site (even if your site is made on WordPress or Bitrix);
- Conduct correspondence with clients; make appointments/calls with clients directly through the website;
- Create and post forms and pop-ups on the site to collect emails, contacts and other user data;
- Add a chat to the site and correspond with site visitors;
- To communicate via “shared emails”, for example – support@yourcompany.com or sales@yourcompany.com; receives customers’ requests (tickets) through the website, via chat on the website or manually added to the system.
Most importantly, Hubspot CRM integrates with hundreds of other systems. The open API system allows you to integrate your own system or with the help of a certified partner (especially for various online services), e-commerce, telephony, financial system, etc.
1. Bitrix24 CRM
Bitrix24 is a popular business management service. The special features of this CRM platform are:
- Easy to manage;
- Sales automation;
- Ability to create a personal messenger;
- Followers and reports;
- Project management in different modes;
- Convenient to get customers;
- Individuals rated the job as promising.
CRM in Bitrix24 helps to sell. CRM itself leads the client through the sales funnel from the cold call to the conclusion of the transaction. Saves all information in the client’s card and helps to avoid duplicates. All messages and requests get into the CRM and are sent to the manager.
Here you can automate your business using robots and triggers that can be configured to perform any process. The system itself will send letters to customers, a contract for approval, show advertising or set a task to the manager.
All the same, this CRM with an unlimited number of employees is more suitable for large companies or holding companies that need to control all internal processes.
