Free Open Source Crm Social Media Integration

If yous landed hither, you might be using Excel, Google Sheets, or the humble notebook to proceed rails of your sales, contacts, and even projects. If and then, your life is virtually to become a lot easier. With customer relationship direction (CRM) software, yous'll be more than organized and productive and meliorate able to serve your clients. And it won't cost you annihilation.

Heave your team'southward productivity

Dozens of companies offer gratuitous CRM plans in the hope that yous'll like using their production so much, you'll somewhen upgrade to a paid plan, or at the very least, recommend it to others.

We considered over 2 dozen free CRMs, and later on extensive testing, we narrowed the final list downwards to eight that volition serve a variety of businesses and utilise cases.

The best free CRM software

• EngageBay for all-in-one business concern capability

• Bitrix24 for businesses with a lot of users and contacts

• Zoho CRM for scaling your business

• HubSpot CRM for businesses wanting lots of integration options

• Insightly for projection direction

• Sheathing for an easy CRM

• Vtiger for inexpensive upgrade options

• Streak for managing contacts from a Gmail inbox

What makes a nifty free CRM?

How we evaluate and test apps

All of our best apps roundups are written by humans who've spent much of their careers using, testing, and writing about software. We spend dozens of hours researching and testing apps, using each app every bit it's intended to be used and evaluating it against the criteria nosotros fix for the category. Nosotros're never paid for placement in our articles from whatever app or for links to any site—nosotros value the trust readers put in us to offer authentic evaluations of the categories and apps we review. For more than details on our process, read the full rundown of how we select apps to characteristic on the Zapier blog.

The best CRM apps don't endeavor to reinvent the wheel—they just try to make information technology gyre a little smoother. This means keeping things similar the user experience fairly conventional and then that anyone—even if they've only ever operated an email inbox—can go upward to speed quickly. The costless CRM tools featured here are all relatively easy to operate for start-fourth dimension users and provide enough resources (support or cocky-help) to assist when and if issues arise.

And while the versions reviewed are all complimentary, each CRM awarding offers unlike levels of upgrade plans to accommodate businesses with evolving needs. These paid plans are affordable for most small and medium businesses, especially when the capabilities are expanded enough to take the place of additional standalone software such as marketing and support.

Below are the features we looked at when researching and evaluating complimentary CRMs. While non every one of our picks checked off all v boxes, the ones that didn't offered enough compelling features or highly specific use cases to make the last cut.

• Contact and sales management. When creating contacts, y'all should have some flexibility in the type of information you can add. Features like custom fields let y'all collect what info is of import for your business. Also, a free app should provide room for at least several hundred contacts to get you started. Tracking deals is a must-take characteristic for any customer management software, and those that provide a visual (e.1000., Kanban) pipeline with the ability to customize stages based on your sales procedure are platonic.

• Ease of use. Customer relationship management software should make it relatively easy to perform repetitive actions (e.g., contact cosmos), input information, and provide a system with some customization options. Nosotros also looked for features that aid automate actions such as performing tasks (emails, calls, etc.) every bit part of a sales process.

• Unique feature(due south). If a product included a unique (or atypical) feature not usually found in complimentary plans, we highlighted that in the review.

• Reporting and analytics. At the very least, you should have reporting to rails full pipeline, deals by rep, and activities such equally calls, emails, and meetings. Some of the apps we selected also had forecasting, leads past source, and boilerplate sales cycle elapsing.

• Integration with other apps. Nosotros valued CRMs that provide integrations with third-political party apps, whether natively or with Zapier, since a customer tracking app is merely one office of your concern's tech stack.

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Best free all-in-1 CRM software

EngageBay (Web, iOS, Android)

It's getting harder each twelvemonth to find a free CRM that provides sales, service, and marketing functions. Understandably and so. That's a lot to ask for a freemium app. EngageBay, a relatively new kid on the block, is ane of the few gratuitous all-in-ones left. Not simply that, the company makes upgrading to paid plans very affordable. If you lot're in the marketplace for HubSpot alternatives, this is dandy identify to commencement.

The app comes with 500 contacts, and each contact record shows a 360-degree view. Visible (when applicable) are activities, emails, deals, tasks, notes, workflows, chats, events, and other touchpoints that allow users to encounter how a contact has interacted with your visitor over time.

Create multiple—one of the few to permit this selection—customizable pipelines for different sales processes or products. Sales sequences, which let you lot create, schedule, and track a series of automatic, personalized emails for following up with contacts and leads, is another feature normally non institute in a gratis plan. Sequences are also institute nether the marketing module, with the same setup procedure and functionality.

The marketing suite includes lead scoring, forms, pop-ups, email templates, landing pages, newsletters, and other tools to both capture and nurture contacts. EngageBay offers a overnice selection of templates for these tools, or you can create your ain from scratch. I created a newsletter pop-up for my personal website using one of the templates and launched information technology by adding some code to the HTML.

While creating automated workflows is only available in the ii highest-tiered paid accounts, you can design and send emails and videos to your segmented lists. The social suite lets you lot add and monitor your Twitter, LinkedIn, Facebook, and Instagram accounts. I connected my Twitter account, and inside a few seconds, my feed, mentions, and retweets popped up on the screen. From here, you lot can also schedule posts for channels.

For basic back up management, the service suite provides ticket creation, automated assignment, and a dashboard for tracking ticket priority, get-go response time, and ticket count. With the alive chat feature, you can create an additional support or sales channel and and then track total chats, chat elapsing, and first response fourth dimension in the dashboard. I tested the chat tool on my site, and while information technology'due south fairly basic, for those new to chat and/or those running a small business concern, it should exist adequate.

Stretch EngageBay'southward functionality even more than by connecting it to Zapier. For example, you lot tin can add new EngageBay contacts to your email marketing tool or add together new customers from your eCommerce site to EngageBay.

EngageBay Price: Free for 15 users; all-in-1 paid plans from $10.79/month/user

Best free CRM software with unlimited users and contacts

Bitrix24 (Spider web, Windows, Mac, iOS, Android)

With about CRMs, especially free versions, y'all are limited to a certain number of users and contacts. Bitrix24 is the lone exception in our selection to offer unlimited for both (HubSpot offers unlimited users and one million contacts). This, combined with its other features, makes it stand out from the crowd—and makes information technology hard to find truthful Bitrix24 alternatives. Aside from contact and deal management, the app likewise has team collaboration tools such as workgroups, chat, internal activity streams, and polls.

Bitrix24's many features brand information technology feel a bit overwhelming at starting time, but you tin can hide, delete, and change the society of the diverse carte du jour items. So, from inside each carte item (due east.chiliad., CRM), you can configure the order of items (e.g., deals, contacts, companies, analytics). If y'all ever want to see everything at a glance, click the Sitemap icon toward the lesser-left of the menu.

With unlimited users, you can invite your unabridged team to use Bitrix24, slotting them into the app departments y'all create. One time your employees accept the invite, they'll be given access to their own customizable version of the app. Even so, you must upgrade to the paid versions to assign permissions to each user for viewing and making changes.

In a contact record, you lot can configure the menu to evidence just what's important to your visitor, and you tin add together fields or rearrange them while you're in a record just by dragging and dropping. For each record, you lot go all the details and functions (e-mail, telephone call, notes, etc.) at-a-glance with no demand to click around a record just to see activities. Clicking on the Profile tab toward the top of a record shows y'all diverse reports related to the contact, such as sales, calls, emails, and activities. The entirety of these activities is calculated equally a "advice load" or the number of activities per bargain that'south acceptable to your visitor. This can show you how specific customers like to communicate to better empathize them for time to come opportunities.

Within the Activity Stream, you can chat internally, assign tasks, pattern and distribute a company poll, and make announcements to your unabridged team. Clicking on Workgroups lets you create individual or public spaces to collaborate on work, assign tasks, share a calendar, and develop knowledge bases. Invite employees or external contacts to each group.

You could spend weeks learning all the bachelor features, so to make skilful use of your time, selection a few goals (east.thousand., get my team communicating only using Bitrix24), focus on these, become proficient, and movement on to a new set up of goals.

Bitrix24 Price: Free for unlimited users and unlimited contacts; paid plans from $34/calendar month for 5 users

Best free CRM software for scaling your business

Zoho CRM (Web, iOS, Android)

As your business grows, your technology needs usually change with it. And the company best equipped to handle this growth is Zoho. Starting with their free CRM, Zoho provides affordable, incremental upgrade paths, plus access to their other suite of business concern apps. There's very piddling an organization would need—marketing, eCommerce, finance, Hour—that Zoho doesn't provide an app for.

The CRM includes deal management, tasks, and room for 5,000 records, which they ascertain as contacts, accounts, deals, campaigns, and several other "modules." The records used can exist easily monitored and managed from Setup, then Information Administration and Storage, where recommendations are made for deleting untouched records. But note that yous must upgrade to a paid program to increase the modules limit.

Unfortunately, the free version now but integrates with one app: SalesIQ. This app provides live chat functionality and website visitor tracking by installing a code snippet in your website'southward source lawmaking. It's a squeamish tool to have in the box for sales, as information technology lets y'all answer initial visitor questions and enquire qualifying questions. So, if there'south enough involvement, you can schedule a telephone call from the chat. SalesIQ will score leads, track a chat visitor's activity on your site, and send notifications when the contact revisits.

If you're a solo operator, consider Zoho'due south little CRM sibling, Bigin. It's free for i user and can integrate with a handful of other Zoho products, Zoom, Gmail, and Zapier. If you need to upgrade from Bigin to any of Zoho CRM's paid plans in the hereafter to expand capabilities, it takes but a few clicks. See this comparison page to better empathize Zoho's and Bigin's features and limitations.

Past connecting Zoho or Bigin to Zapier, you'll be able to add new contacts to your CRM whenever yous have a new lead from an ad, a grade, an lodge, or anywhere else, or get a notification whenever you have a new deal.

Zoho CRM Cost: Free for three users; paid plans from $14/calendar month/user

Best costless CRM for businesses wanting lots of integration options

HubSpot CRM (Web, Mac, Windows, iOS, Android)

If you use multiple apps within your company and desire a CRM to integrate with them, there'southward no better choice than HubSpot CRM. The mammoth App Marketplace has over 900 integrations available to various levels of HubSpot plans (east.g., Marketing Hub) with CRM gratis users able to cull from over 800 apps in categories such every bit eCommerce, analytics, events, finance, project management, and customer success. Non just that, merely many of these 3rd-party apps provide free editions, which allows greater accessibility for small businesses with limited resource. And the new, included Operations Hub provides additional data sync features for a select group of apps.

The CRM is forever free and includes unlimited users and room for upward to one million contacts. Included are deal tracking, landing pages, live chat/chatbot, basic electronic mail marketing, and a ticketing characteristic for tracking service requests. All of these are designed to provide a taste of their meatier Sales, Marketing, and Service Hubs, which provide advanced features at tiered pricing.

For many, the CRM volition be all that's needed to rails deals and manage relationships, specially if you lot're integrating with other business apps in your stack. For case, a good offset step is to connect your Outlook 365 or Gmail account, and then you can e-mail directly from a contact record, rails conversations, and use the sales templates to speedily respond.

HubSpot makes managing relationships easy with a contact record showing all sales, ticketing, and website activity with a timeline of pages viewed if the tracking code is installed. It will too show activity from your integrations. For instance, if you apply Mailchimp for email campaigns, the contact record volition evidence sends, opens, clicks, and bounces. Similarly, an Eventbrite integration will show an consequence registration in the contact's timeline.

Connecting apps was straightforward for the scattering I continued, only if yous get stuck, each app's integration page has a setup guide and resources to aid. Also note that not all of the integration features volition be available to complimentary CRM users because they crave features from the advanced paid plans.

HubSpot's Operations Hub was released in Apr 2021 every bit a way to provide easier and cleaner data syncing between the CRM and third-political party apps. Currently, there are over 50 apps available for this new syncing feature. Equally a test, I connected my Zoho free account from the list of "data sync built by HubSpot" apps in the Marketplace. With a few clicks, both apps were continued. And so I chose how my contacts were to sync using the rule choice (there are dozens of filters) for only the contacts where I was the owner. The contact fields that are matched between the two apps defaulted to 16—to get custom field options, you lot demand to upgrade to a paid plan. Finally, I clicked the review button for a summary of the sync and so clicked relieve and sync to get-go the process. Within about twenty seconds, all my contacts were shared bi-directionally between the ii apps. So my HubSpot contacts synced with Zoho and vice versa. Any contacts I added or changes I fabricated in either app immediately appeared in the other. Bank check out HubSpot's Ultimate Guide to Operations Hub for more details.

Zapier creates thousands of additional integration options for HubSpot. For example, yous tin automatically add new leads or email marketing contacts to HubSpot as contacts. Learn nearly five of the almost popular ways to automate business operations in HubSpot.

HubSpot CRM Price: Gratis for unlimited users with gratuitous features from the Operations Hub included automatically; from $45/calendar month/Hub if you add together on the Marketing, Sales, or Service Hub. Operations Hub and CMS Hub plans start at $60/month and $23/calendar month, respectively.

All-time free CRM software for managing projects

Insightly (Web, iOS, Android)

I've used Insightly in two dissimilar roles over the years: sales and project management. For both, the platform performed well, and I knew I was but chipping the surface of what it could practice. And that's true even with their complimentary plan, which allows two users. So if you and a partner need to manage both relationships and projects, Insightly provides lots of potential to offset and to abound.

To get a handle on how Insightly is organized, starting time with the items on the left-side navigation bar. These—contacts, leads, opportunities, emails, and others—are called objects and comprise the records you tin can create. A record lives in an object with fields to be filled out, such every bit name, telephone, e-mail, or any data you want to rail. And you can create new fields, make them required, and customize the layout of fields on the page.

Once a record is created, you can perform actions for, say, a contact, such as changing them to a lead or adding a task, project, or activity gear up. An activity set is a group of automated tasks and events. For example, if you have a standard process for starting projects, you can create tasks for your colleague to e-mail a new client inside iii days of closing the sale, some other to set a offset coming together in v days, and then on. Activity sets can also be triggered during the different stages of a project.

If yous provide services, you can create pipelines and the accompanying stages to manage each one equally a separate projection and link information technology to a company, contact(s), and other projects. All of these relationships show up in the various records, so you always have a complete picture of what's going on. So if I'm talking to a client virtually some other project, I can easily run across the progress of their other outstanding projects.

One feature of Insightly that'southward non constitute in a lot of CRMs, peculiarly free plans, is the ability to rails your leads using a Kanban lath. Like to creating opportunities and project pipelines, you can create all the steps in your qualification process (e.yard., "first call attempt," "contacted," and "butterfingers"), and movement them along the lath past dragging and dropping into the next condition. Leads can exist created from whatever screen with the quick add button, from contacts, and past importing them.

Something to go on in mind is the 2,500-record limit with the free plan (records include contacts, leads, orgs, projects, tasks, emails, notes, reports, and comments). If y'all have a lot of moving pieces for sales and projects, this tin add together upwardly quickly. Yous tin check your records usage in the billing and business relationship section under your profile prototype.

To get the most out of Insightly, you can connect it to Zapier, which tin can automatically add or update records based on form submissions, calendar events, or other triggers in your favorite apps.

Insightly Cost: Free for ii users; paid plan from $29/user/month

Best free simple CRM software

Capsule (Spider web, iOS, Android)

Most CRMs practise more just managing contacts and deals, adding major functions such as marketing and helpdesk to their platforms. So far, Capsule has mostly resisted this tendency, which is nice if y'all want to keep relationship management straightforward.

Using this like shooting fish in a barrel CRM is a breath of fresh air if you've always worked in anything more involved than an email inbox. The user interface is uncomplicated and, in fact, provides little in the fashion of customization—you lot can change the colour scheme and add a logo, but that's it. Six pocket-size icons on the left provide access to the main features with business relationship settings on the far correct. On every screen is a dropdown to add people, organizations, opportunities, and cases. This means lots of white space in between.

Capsule provides customization options for the fields for people, organizations, and opportunities, which is handy to tailor information capture to your business organisation. In several minutes, I created a decision-maker checkbox field and a dropdown menu for customer types such as vendor, supplier, VAR, and end-user for people and opportunities.

Another squeamish feature is called Tracks. This lets you create a repeatable set of activity reminders for opportunities. For instance, a standard process for a new inbound pb might accept five steps for follow-up, spread over two weeks, using a combination of emails and calls. Tracks applied to these leads automatically populate the opportunity record as a listing of to-dos to be checked off.

If you're a Gmail or Outlook user, be sure to download Capsule's electronic mail improver. This lets yous add contacts, opportunities, and tasks right from your inbox with a few clicks. Information technology will also automatically save (unless you disable) all ongoing email threads into that contact'due south record. Missing, however, is the power to ship emails directly from a contact's record. This is a feature available in all of the other free CRMs reviewed hither.

Finally, if you're coming into Capsule with hundreds of contacts, you'll either need to do some scrubbing (usually a good idea) or look elsewhere because the free program merely allows 250. Upgrading to the first paid tier ($18/mo/user) bumps the contact limit to 50,000.

Zapier opens up more than opportunities to use Sheathing with other apps, such equally posting won opportunities in Slack and creating new sales opportunities in Capsule when they're entered in a spreadsheet.

Capsule Price: Free for ii users; paid plans from $18/month/user

Best free CRM with inexpensive upgrade options

Vtiger (Web, iOS, Android)

As a costless CRM for pocket-size business, Vtiger is loaded with features many small businesses will notice appealing: contact/deal management, support ticketing, email marketing, and a nice selection of reporting options, to name a few. It includes room for 10 users and up to 3,000 records. When yous add together the cheap upgrade paths—sales starting at $10/user or all-in-one starting at $30/user—Vtiger becomes a real bargain. Let'southward take a look at some of the highlights of the free version and what you can wait when y'all upgrade.

The navigation is a little different from other CRMs. To access any of the app's main functions, which Vtiger calls Modules, click on the hamburger at the top left. This displays a carte of all your apps with favorites at the top and the apps such as sales, marketing, and help desk-bound underneath on the left side. If you hover over an app, all of its functions will display to the right for access. For example, for sales, y'all'll see deals, e-mail sequences, leaderboard, and others. Just click and become. Information technology took me a bit to get used to information technology, merely in one case I did, it fabricated getting anywhere in the app speedy.

For contact records, you can calculate a Profile Score, which helps make up one's mind if a person falls inside your ideal buyer contour. Under settings, you can assign numerical values for championship, lead source, size of company, revenue, and industry. Equally long equally these values are picked when creating a contact and company (e.g., using the title CEO gets 10 points), you'll get a rating based on five stars appearing prominently at the top of a record. It gives your squad some idea whether a contact is a good potential fit—but non how engaged they are like traditional lead scoring. In Vtiger's paid plans, there's another scoring arrangement called Engagement Score, which tracks a contact's engagement level with your email campaigns.

With the marketing module, y'all can build custom landing pages to capture contacts, segment those contacts into lists, and then send 1-fourth dimension emails. You lot get 1,000 electronic mail credits (one email = i credit) a month and can buy additional send credits (eastward.1000., l,000 emails is $100) as needed.

I created a test campaign, and it was pretty smooth. You create your send list; gear up atmospheric condition for the list such equally lead source, last contacted date, idle leads, and dozens more; and create your email using the electronic mail campaigns feature (which offers dozens of templates). Once you're done, preview the e-mail for desktop and mobile and so transport yourself a examination email before sending it to your listing. Each campaign provides information for opens, clicks, bounces, and other metrics. Upgrading to paid plans provides significantly more email credits, campaign scheduling, and autoresponder campaigns that ship emails based on triggers.

To get more out of Vtiger, connect it with Zapier to practice things similar sending Facebook leads automatically to Vtiger or creating Vtiger leads whenever someone'southward added to your email list.

Vtiger Price: Free for 10 users. Paid plans first at $10/calendar month/user.

Best free CRM for Gmail users

Streak (Gmail, iOS, Android)

Streak is one of the few costless CRMs we could find that lives in your Gmail inbox, which means no dissever app to log in to. If you lot're a one-person operation wanting to manage contacts and deals from your inbox, Streak is worth a exam drive.

One time you download their extension, you'll see the orange icon in the top right corner of your inbox. Clicking on that volition bring up your settings, help, integrations, and other options. Ane thing to note is that you tin't share your pipelines with others with the costless programme (upgrade to the $49/month programme required), so this is ideally suited for ane person.

Though it's part of your Gmail, it does accept a fiddling getting used to because information technology doesn't conduct similar other CRMs that have their ain apps. It has a more Excel look and experience. That said, once you sympathise it, it's dainty to accept 1 place to manage contacts, deals, and fifty-fifty projects. Contacts tin can be added from emails to leads and pipelines with a few clicks. Once added, all subsequent emails with that contact will be color-labeled every bit a lead and/or deal, and all details (tasks, notes, activity, etc.) appear in a right-hand cavalcade. To open up up the contact's full record, click on their electronic mail address in the cavalcade sidebar. Here you lot can see your full email history with the contact and add tasks, notes, and other activities.

To create a pipeline, click on the Pipelines plus sign directly nether your Drafts folder. A Templates screen pops up, assuasive you to choice a number of sales, back up, 60 minutes, and other project-type pipelines, which tin can be customized with stages, stage colors, and fields (e.g., source, industry, priority).

One handy feature is email tracking. When a recipient opens your email, a pop-upward will announced on your screen notifying you. Streak volition then brandish the tracking history with that contact in the sidebar for any electronic mail thread, showing e-mail views by date and location. A light-green eye icon indicates the electronic mail has been read, while an heart with a line through it indicates it hasn't.

If you upgrade to a paid programme, you can integrate Streak with Zapier, which allows y'all to do things like create boxes in Streak from new spreadsheet rows or captured leads.

Streak Price: Gratis for 2 users; paid plans from $fifteen/month for 1 user

Originally published in December 2014 past Matthew Guay. The most recent review of apps was done in October 2021, and the article has since been updated for clarity.

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