15 Finest Free CRM Software program in 2024

As a salesman in a small enterprise, you juggle limitless spreadsheets, a flooded inbox, and fixed strain from management and purchasers alike. Plus, your funds stays tiny. The end result? Missed alternatives, wasted time, and burnout.

Buyer relationship administration (CRM) software program provides a lifeline by centralizing related data, automating duties, and serving to you higher perceive purchasers so you possibly can shut offers sooner. 

CRM platforms have a tendency towards the difficult, and committing to a paid plan with out testing the waters might be not the best thought when cash’s tight. That is why we suggest beginning with free CRM software program. You may experiment with completely different options, decide your group’s wants, and make an knowledgeable determination earlier than investing in a premium plan.

If all that sounds interesting, then this information is for you. It has every thing you might want to discover the proper free CRM utility to supercharge your gross sales efforts.

How did we choose and consider the very best free CRM software program?

At G2, we rank software program options utilizing a proprietary algorithm that considers buyer satisfaction and market presence primarily based on genuine consumer critiques. Our market analysis analysts and writers spend weeks testing options in opposition to a number of standards set for a software program class. We offer you unbiased software program evaluations – that is the G2 distinction! We didn’t settle for cost or alternate hyperlinks for product placements on this listing. Please learn our G2 Analysis Scoring Methodology for extra particulars.

The15 finest free CRM software program options of 2024

The free CRM instruments listing under reveals you actual consumer critiques from the very best free CRM software program class web page. Please be aware that within the context of this listing, software program that requires cost after a free trial is taken into account free. 

To be included on this class, an answer should:

• Present a bounded set of sales-related capabilities
• Have lead, contact, account, and alternative administration capabilities
• Consolidate buyer historical past and transactions right into a single interface
• Observe prospects and contacts all through the gross sales pipeline
• Facilitate communication in any respect phases of the client lifecycle
• Observe gross sales efficiency with reporting options
• Automate duties to hurry up gross sales processes

This knowledge was pulled from G2 in 2024. Some critiques could have been edited for readability. 

Salesforce Gross sales Cloud automates gross sales processes for companies of all sizes. It provides options like lead and make contact with administration, alternative administration, workflow automation, reporting and dashboards, and a cellular utility. 

Salesforce Gross sales Cloud provides a 30-day free trial. 

What customers like finest:

“Salesforce Gross sales Cloud is a strong instrument that has helped us handle our gross sales actions higher. It may possibly observe what we have achieved, assist us handle buyer accounts, and inform us what to anticipate sooner or later. It additionally reminds us to comply with up with our potential clients, which saves us time and lets us give attention to promoting. This instrument has improved our gross sales productiveness and helped us construct higher buyer relationships, resulting in extra income for our firm. Total, the platform has been a game-changer for our gross sales operations, making them extra environment friendly and efficient.”

– Salesforce Gross sales Cloud Evaluation, Mohd A. 

What customers dislike:

“The feel and appear are from 2015; extra trendy options are on the market. Should you use the default reporting and dashboarding performance and never Tableau/Einstein, the dashboards may be restricted and exhausting to make use of. With out a devoted technical implementation group and, ideally, a number of admins, it is virtually inconceivable to set it up and use it out of the field. For smaller or new startups, it isn’t an possibility with out making a large funding into setup and upkeep.”

– Salesforce Gross sales Cloud Evaluation, Gabor F. 

HubSpot Gross sales Hub focuses on inbound gross sales, and combines the free HubSpot CRM with advertising and marketing automation for a holistic method. It excels at e-mail monitoring, assembly scheduling, and dwell chat.

HubSpot Gross sales Hub provides a free plan that features primary CRM, e-mail monitoring, assembly scheduling, and reporting, with upgrades for superior options.

What customers like finest:

“HubSpot gross sales is easy to make use of. It’s intuitive and helps information you thru the setup and studying course of. There are superb sources to discover ways to make the most of the programs, that are versatile with customizable choices. Which suggests it matches how I do my enterprise processes. You don’t have to vary the way you do enterprise to match the software program. The factor I like finest is the reliability of the search outcomes – I can rely on the information in as many view codecs as I need.”

– HubSpot Gross sales Hub Evaluation, Kelly O. 

What customers dislike:

“Generally, for no matter purpose, sequences are paused, and contacts stay in that sequence, which blocks them from being put into different traces. A variety of the time, this is because of deactivated customers. I want there have been a function that robotically unenrolled deactivated customers.”

– HubSpot Gross sales Hub Evaluation, Julia W. 

ActiveCampaign works as a advertising and marketing automation platform, but it surely has CRM capabilities specializing in e-mail advertising and marketing and lead nurturing. It provides functionalities like context on contacts, computerized motion triggers primarily based on conduct and engagement, and pipeline administration.

ActiveCampaign provides a 14-day free trial.

What customers like finest:

“I resisted utilizing an e-mail advertising and marketing instrument for a very long time and tried a number of different suppliers earlier than discovering ActiveCampaign. As somebody who struggles with expertise, I discovered AC to be well-designed and principally self-explanatory. The automation is extremely versatile, providing quite a few filter choices that permit me to maintain my clients well-informed. I additionally respect how straightforward it’s to carry out fast buyer evaluation utilizing tags and segments. Moreover, I actually just like the pricing plan, which relies on the variety of subscribers slightly than the variety of emails despatched.”

– ActiveCampaign Evaluation, Andrea B.

What customers dislike:

“When creating automation, the system solely helps simplified choices. For absolutely custom-made or extra advanced automation, you’d want to make use of a extra superior utility. Typically, it’s a must to create helper automation to make sure others operate correctly. Regardless of this, it is a wonderful place to begin for first-time customers. I do want there was an choice to have somebody construct the automations for you. We ended up hiring assist as a result of it turned too advanced for us to handle on our personal. The group gives recommendation, however so far as I do know, they do not construct the automation for you.”

– ActiveCampaign Evaluation, Meagan F.

Zoho CRM gives instruments for contact administration, lead era, gross sales pipeline administration, and gross sales forecasting. It integrates with different Zoho functions so companies can handle advertising and marketing, buyer assist, and different operations from one platform. 

Zoho CRM provides a free plan that helps as much as three customers.

What customers like finest:

“Zoho CRM provides many options, together with lead and make contact with administration, gross sales forecasting, e-mail advertising and marketing, and social media integration. The platform permits for in depth customization of fields, layouts, and automation guidelines, so you possibly can tailor the system to satisfy the distinctive wants of your small business. The answer provides quite a lot of pricing plans to suit the wants and funds of any enterprise, from small startups to bigger enterprises. It additionally integrates with a variety of third-party functions.”

– Zoho CRM Evaluation, Shankar S. 

What customers dislike:

“I do not like that Free Zoho CRM will not be all the time user-friendly for many who do not know customise the interface. It may be tough to obtain and accumulate knowledge and lead distribution, which is not all the time clear when a switch fails, or an issue is resolved. Though this function saves time in some methods as soon as it is resolved, it does not make up for its generally clumsy operational structure.”

– Zoho CRM Evaluation, Chris B.

Pipedrive makes use of visible gross sales pipeline administration to assist groups see the gross sales course of from lead era to closing offers. The platform’s give attention to activity-based promoting encourages gross sales reps to prioritize offers with the very best potential by counting on options like e-mail integration, name monitoring, and customizable gross sales pipelines. 

Pipedrive doesn’t provide a free plan, however you possibly can discover it is options with the 14-day free trial.

What customers like finest:

“It is simple to make use of and perceive, making it nice for firms that do not want one thing as advanced as Salesforce. When used accurately, Pipedrive provides vital worth for gross sales groups, particularly for newcomers. The assist group is useful, although the time distinction could be a problem for me in Australia. Their chatbot can be fairly helpful. There are various integrations obtainable that, whereas primary, successfully join completely different platforms. As an illustration, we use Qwilr for proposals, however the token operate is the one strategy to hyperlink a proposal to a deal, which appears to be extra of a difficulty with Qwilr than Pipedrive.”

– Pipedrive Evaluation, Brighley D.

What customers dislike:

“I used Pipedrive for 2 years, and it was essentially the most problematic instrument in my software program stack. Whereas their options sound promising, they usually don’t work as marketed. I confronted points with e-mail deliverability and their doc importing and e-signing function, which had formatting errors that rendered it unusable. Regardless of acknowledging it as a bug, they haven’t fastened it in over two months, but proceed to promote and cost for it – one thing I discover unacceptable.

Their abroad customer support group is disconnected from administration, making it tough to resolve points, resulting in expensive delays. In the end, the bugs, downtime, and lack of accountability value me actual cash. For my part, they’re charging for companies they don’t successfully present.”

– Pipedrive Evaluation, Codie S.

ClickUp combines CRM with undertaking administration to carry companies clearer perception into buyer conduct and help with managing initiatives, budgets, and sources. It provides milestone monitoring and gross sales pipeline administration to observe the client lifecycle. 

ClickUp provides a free plan that provides limitless customers, 100 MB storage, primary undertaking administration, and restricted CRM performance.

What customers like finest:

“Among the finest components about it’s that we are able to absolutely customise just about something with its unimaginable views, customized fields, hierarchy construction, and standing options. With ClickUp, we are able to simply modify the inner monitoring of initiatives to suit distinctive wants. We additionally love that we are able to condense the variety of instruments we use inside our enterprise. Varieties, time monitoring, paperwork – we are able to seamlessly add all of that to our workspace and embed different instruments if wanted.”

– ClickUp Evaluation, Taylor M. 

What customers dislike:

“It may be overwhelming for customers new to undertaking administration instruments or those that want less complicated interfaces. It could possibly be higher by bettering onboarding; they may provide extra guided excursions or tutorials to assist new customers perceive the varied options and functionalities. It could possibly be extra interactive and fascinating, permitting customers to study at their very own tempo.”

– ClickUp Evaluation, Mohammad F. 

Shut’s cloud-based CRM is particularly tailor-made for high-volume gross sales groups. It excels at boosting gross sales productiveness via options like a built-in energy dialer, sensible name scripting, and automatic lead administration. The software program provides in-depth name analytics, enabling gross sales reps to research name efficiency and optimize their method

Shut provides a 14-day free trial.

What customers like finest:

“Shut CRM is a game-changer for any gross sales group seeking to increase effectivity and streamline their gross sales course of. It has helped my group increase their gross sales by greater than 80%. It’s full of highly effective options, an intuitive interface, and stellar buyer assist. Shut CRM makes managing gross sales a breeze for me and my group. We use it virtually day-after-day and it’s built-in into our telephones and work laptops. It’s also straightforward to study and implement.”

– Shut Evaluation, Manya M.

What customers dislike:

“Shut is lacking a number of key options that might tremendously improve its usability. The inner automation instruments are primary, permitting for emails, SMS, and name scheduling, however lack extra superior automation that ould scale back the necessity for Zapier. Bulk modifying instruments are additionally restricted, making it difficult to reorganize knowledge effectively, which could tempt an entire restart when taking up an present setup. Lastly, whereas the reporting is highly effective, it doesn’t permit for detailed insights into customized fields inside Customized Actions, an important function for superior organizations.”

– Shut Evaluation, Tim B.

Keap is a complete CRM and advertising and marketing automation instrument designed for small companies. It combines gross sales and advertising and marketing efforts to supply e-mail advertising and marketing, touchdown pages, and gross sales pipeline administration. Its finest options embody automation guidelines, contact administration, and built-in cost processing.

Keap provides a 14-day free trial.

What customers like finest:

“I take advantage of Keap day-after-day, and its automation and e-mail options have met all my company’s advertising and marketing wants for the previous six years. The corporate has constantly labored to enhance its choices. For duties it doesn’t deal with natively, I can use integrations like Zapier or Plusthis, which work nicely collectively. Buyer assist has been very useful, even recording movies to help me. Moreover, contact and firm information are absolutely customizable, permitting for a lot of prospects.”

– Keap Evaluation, Jacob S.

What customers dislike:

“Whereas chat assist is a helpful function, the responders usually have solely primary information of the software program. I normally have to clarify my questions a number of occasions earlier than they perceive. Some functionalities in Keap want enchancment, like the flexibility to manually create invoices that embody each a product and a subscription. Moreover, if a guide subscription-only bill is distributed, the unique cost technique ought to be used for future billing, but it surely is not, resulting in pointless guide checks. Issues like these are sometimes escalated to the event group, however I by no means know if they really see or repair the solutions.”

– Keap Evaluation, Rachel S.

Freshsales focuses on breaking down inner silos and empowering gross sales and advertising and marketing groups to ship personalised buyer messages. An AI-powered system, the CRM provides insights that assist companies have interaction with clients at every touchpoint.

Freshsales provides a free plan that helps as much as three customers.

What customers like finest:

“What I like most about Freshsales is its ease of use and intuitive interface. We are able to simply replace our buyer data with just some clicks, saving us time on guide knowledge entry.

The power to rapidly manage experiences offers me extra perception into every deal. Higher visibility of general gross sales efficiency from one system was additionally important in selecting Freshsales over different CRM choices for my enterprise. I additionally discover it useful that we’re notified when somebody updates or adjustments a report. This fashion, I am all the time updated with what is going on on throughout the groups.”

– Freshsales Evaluation, Kai Ok. 

What customers dislike:

“Whenever you’re on annual billing, any add-ons you want have to be paid yearly, even in the event you solely plan to make use of them for a month or two. This is applicable to e-mail advertising and marketing limits, customers, and workflows, which may be fairly irritating. Whereas the annual plan provides a reduction, it may possibly find yourself costing you extra in the event you want an additional seat or further workflows for only a quick interval.”

– Freshsales Evaluation, Scott M.

Copper helps rising companies handle their growing variety of leads, alternatives, and clients. This instrument lets them construct lasting relationships with consumers that in the end assist their enterprise scale.

Shut doesn’t provide a free plan, however you possibly can discover it is options with the 14-day free trial.

What customers like finest:

“Copper has been nice with our monetary and insurance coverage enterprise. The CRM permits us to successfully construct and develop our enterprise by sustaining and monitoring purchasers and initiatives. It’s easy to make use of and straightforward to speak with our group. Copper is priced competitively – glorious worth for the cash. The customer support is quick to reply, as nicely.”

– Copper Evaluation, Monica G. 

What customers dislike:

“A problem of Copper is its Gmail integration. This may generally trigger page-loading or connectivity points and is much less user-friendly than the web-based app. The exporting/re-importing knowledge can generally be messy in case your group will not be educated in among the quirks of Copper, like how tags export vs. how tags are imported.” 

– Copper Evaluation, Adriana R.

Nutshell focuses on offering a easy, efficient platform for managing gross sales pipelines and buyer relationships. With its clear interface and intuitive options, Nutshell helps gross sales groups keep organized and environment friendly. Key strengths embody straightforward contact administration, customizable pipelines, e-mail integration, and built-in reporting. 

Nutshell provides a 14-day free trial.

What customers like finest:

“This CRM is simple to arrange and use. What I like most is its cost-effectiveness and the customizable e-mail templates, which permit for including objects and placeholders. I respect having an up-to-date report of our leads and the flexibility to generate and filter experiences. It has been very useful for bettering give attention to gross sales and lead retention.”

– Nutshell Evaluation, Tetiana R.

What customers dislike:

“It may be glitchy at occasions, and it doesn’t save unfinished knowledge if you change tabs in your browser. For instance, in the event you’re getting into a shopper’s tackle and you turn tabs, it’s a must to click on again on the tackle to proceed including particulars just like the zip code or metropolis. It is not an enormous situation, but it surely’s irritating.”

– Nutshell Evaluation, T. H.

Nimble CRM brings collectively contacts from varied sources, reminiscent of e-mail, social media, and tackle books. It is very best for companies that depend on social promoting. Its finest options embody social media integration, contact enrichment, and e-mail monitoring.

Nimble CRM provides a 14-day free trial.

What customers like finest:

“Nimble is improbable for integrating my buyer relationship administration with social media, serving to me have interaction and observe my on-line connections. The sidebar lets me discover contacts and simply add, tag, or edit their data. It’s very efficient for social media customers, permitting me to recollect contacts and see their posts on completely different platforms.”

– Nimble CRM Evaluation, Parveen M.

What customers dislike:

“We consider it is important to replace sure points of the system to higher go well with our group’s wants and improve our work expertise. Adjusting the interface for larger consolation and usefulness would assist make Nimble our go-to program. We’re significantly all in favour of implementing updates that permit for extra customization. Moreover, the present collection of e-mail advertising and marketing templates is proscribed, they usually do not provide the flexibleness we have to tailor our messages successfully. It will be very best to have the flexibility to change these templates after preliminary creation to higher meet our communication necessities.”

– Nimble CRM Evaluation, Angelica B.

Pipeline CRM, particularly designed for gross sales groups, focuses on managing pipelines and shutting offers. Its clear interface contains important gross sales instruments like deal monitoring, gross sales forecasting, and e-mail integration.

Pipeline CRM provides a 14-day free trial.

What customers like finest:

“The structure of the pages within the Individuals and Deal sections of the software program permits for seamless compatibility when accessing and managing shopper data.”

– Pipeline CRM Evaluation, Jason B.

What customers dislike:

“It is difficult to set circumstances for e-mail notifications and triggers, and the dashboard may be exhausting to navigate on account of misclicks. The consumer interface might use enchancment and there are points with system integrity.”

– Pipeline CRM Evaluation, Shenoy M.

Insightly CRM is a flexible CRM that caters to gross sales, undertaking administration, and customer support. It provides a great steadiness of options for rising companies. Its finest options embody undertaking administration instruments, customizable fields, and integration capabilities.

Insightly provides a free plan that helps as much as two customers.

What customers like finest:

“As an integration specialist and gross sales assist group member for a corporation serving to nonprofits increase cash, I discover Insightly to be a game-changer. Its CRM integrates seamlessly with our instruments, streamlining our workflow. With options like customizable pipelines, objects, and detailed reporting, Insightly helps us handle shopper relationships effectively. The duty and workflow automation boosts our productiveness, permitting us to give attention to impactful fundraising. Insightly’s distinctive assist from our Buyer Success Supervisor, who gives personalised steering and fast responses, actually units it aside and makes it a necessary instrument for our mission.”

– Insightly CRM Evaluation, Courtney H.

What customers dislike:

“It usually provides logos and pictures from emails saved within the CRM to the recordsdata part, even once I’ve turned off the ’embody attachments’ possibility. I’d like a strategy to mass delete recordsdata, however I’ve to take away photographs one after the other, which I do not do. Moreover, I want there have been a extra seamless strategy to log telephone calls and hyperlink them to a corporation, as an alternative of simply to a person.”

– Insightly CRM Evaluation, Doug B.

monday CRM is a flexible work administration platform that provides CRM capabilities as a part of its suite of instruments. It empowers gross sales groups by offering a customizable workspace to handle contacts, offers, and gross sales pipelines. Its distinctive power lies in its flexibility, permitting groups to tailor the CRM to suit their particular gross sales processes. With options like automation, integrations, and real-time collaboration, monday CRM  helps gross sales groups align workflows and enhance general gross sales efficiency.

Monday provides a free plan that helps as much as two customers.

What customers like finest:

“monday is a superb platform that means that you can observe and handle all of your leads rapidly. The CRM and platform are absolutely customizable, so you possibly can mould them to suit your wants and makes use of. Emails, conferences, telephone calls, and all different contact is tracked and simply viewable, making it straightforward to trace your prospects at each step of the gross sales cycle from result in conversion.”

– monday CRM Evaluation, Connor W. 

What customers dislike:

“The factor that I dislike about monday is you get notifications for each little factor. You may’t flip off particular person notifications. The opposite factor is that once I set it as much as notify me to comply with up with somebody, it says, ‘Comply with up with this individual,’ but it surely does not inform me who it’s, so I’ve to click on the hyperlink to open it. I would prefer to know who I would like to speak to at a look! I would additionally like to make use of a number of accounts with a single e-mail tackle for the enterprise.”

– monday CRM Evaluation, Kristen M

Free CRM software program usually has limitations, reminiscent of consumer caps, storage restrictions, fewer superior options, and primary assist. If the free variations don’t meet your wants, you possibly can discover paid CRM software program options. 

Q. How do I select the best free CRM software program?

To decide on the best free CRM, establish your particular necessities, examine options in opposition to limitations, take into account usability and integrations, and browse consumer critiques. 

Q. What different sources can complement free CRM software program options? 

You should use instruments like e-mail advertising and marketing, social media administration, buyer assist, gross sales automation, or undertaking administration to reinforce CRM capabilities.

Your clients will thanks (and your CRM).

Through the use of free CRM software program, you simplify your small business operations and enhance the client expertise to construct robust, loyal relationships. We hope this listing takes you a step nearer to getting the platform you might want to hold your purchasers coming again.

Do not let outdated instruments maintain your gross sales group again. Unlock their full potential with gross sales enablement software program.

Edited by Aisha West