Free sales contact management software

A contact management platform is, essentially, an address book on steroids. It provides the basic foundation contact information that you need to build up sales and marketing strategies and drive customer retention.

True CRM, meanwhile, are more full-featured, handling leads, deals, and offering extended tools for sales, marketing, service, and support. However, the overwhelming majority of CRMs incorporate contact management as a key component of their business suite.

This information will make a crucial difference when it comes to determining what product or service to offer them for cross-selling and up-selling, the tone of your next interaction, and how best to interact with similar customers later.

With all-in-one contact management, customer service agents can deliver better performance with less effort. All this contributes to improved customer experience, reduced churn, and customer loyalty. Contact information comes to you across many different channels, like social media, live chat, phone calls, your company website, face-to-face convos, web form capture, purchase records, and more.

A contact management platform assimilates all this information into one business contact record—including address book and phone numbers—so you can access it from one place. A centralized contact record gives everyone in your business more visibility and makes your organization smarter and more transparent. Team members can consult individual case files worked on by other staff in real-time, reducing the need for real-life meetings.

This eliminates tasks, hand-off mistakes, and redundant work, plus encourages transparent collaboration. Reporting and analytics tools mine your customer data, providing insights into your audience, what kind of mdarketing campaigns you should be running, and your overall business needs. Intelligent lead management and segmentation tools can identify the right clients to focus resources on.

Segmentation tools sort contacts by industry, geography, place in the customer lifecycle, and other attributes. Identifying customer profiles helps personalize your customer experience, and lets you find out which demographic provides the greatest opportunities. Wherever you may be, you can gain immediate access via mobile device to contact lists and key information, then act on it for sales, support, customer service, and marketing tasks.

Assign tasks to specific team members, give everyone full visibility on who is doing what, and set deadlines with reminder notifications. Cloud-based SaaS contact management tools, when operating as part of CRM, put all your work processes in one place and let you deal with task and workflow processes on-the-fly.

Automate your customer data entry, eliminating mundane admin tasks and freeing up time for the more important work. Automated data recording can, in turn, be used to run email marketing automation, sales automation, and more. Contact management and sales pipeline platform tailored for small businesses, freelancers and self-employed individuals, and e-commerce.

Lets you build a robust lead database by importing spreadsheets, scanning business cards, and shifting contacts from other CRM. Beyond lead generation, it allows you to customize fields and contact info for your specific business processes.

Keap has many features, which ups the learning curve. The number of integrations with other apps is small. Learn More. The Daylite set of tools are divided into CRM features and project management tools.

The idea here was to break down the old division between customer-facing tasks and internal ones. Other great assets are the Daylite Mail Assistant, which integrates directly with Apple Mail something very few platforms do. Daylite offers loads of customization options.

These include a variety of ways to categorize and tag contacts, tasks, projects, deals, etc. It allows you to create custom and flexible reports, as well as administrative team and user permissions. Daylite only has one plan. Pricing varies depending on region. Daylite offers a day free trial. It also includes a complimentary minute onboarding call to help new users get started.

Learn more. Simple yet sophisticated. An easy-to-use CRM with marketing automation, contact management for clients, vendors, suppliers, and leads. Features sales force automation and customer satisfaction-inducing customer service tools. Really Simple Systems also offers advanced data security and encryption traits that make this CRM a favorite of government and financial organizations. Generating a report is a bit more complex than it probably needs to be.

Email templates for marketing campaigns are a little basic. This is a great tool for managing your customers as it lets you view their estimates, invoices, and payments in one place. Method:CRM works well for small businesses and is especially powerful for verticals such as construction, field service, manufacturing, accounting. To get any of the sales pipeline management tools you need the Pro edition.

It has highly-detailed customer management with custom fields, for more degree contact views. With InfoFlo, you can choose whether it runs on the cloud or on-premise for added data security. Lastly, there is very competitive pricing if you go for the desktop version.

InfoFlo does have a ton of useful tools. One drawback, though, is you should be prepared to put in the time mastering them all. Regarding subscription downsides, the cloud requires a minimum of 3 users which is not great for companies that only need 1 or 2 users. All plans are basic with the option to select add-ons. For example, the Cloud Starter gets you 3 add-ons, while the Cloud Advanced gets you 5 add-ons.

Additional add-ons can be purchased. The platform provides multi-channel listening, aggregating contact info from across all your customer touchpoints. Track contact activity, web activity, email response, open and click rates, and more. Zapier, SendGrid, Mailgun, Xero, and Mandrill integrations allow you to connect your CRM with your other business processes and further streamline your operations.

Could use more native integrations with third-party apps. Email template options are limited in number and simplistic in style. They offer an all-inclusive, single price package for task management, keeping tabs on contacts, tracking leads, making sure follow-ups are sent out.

Emails written and received outside a CRM platform can be logged inside LACRM, which provides every user with a unique email logging address for which you create a contact with whatever email provider you use. The app sends out notifications by SMS or email, but not in-app. The platform captures calls, emails, and meetings with contacts, leaving them easy-to-access anytime you need to. Once your contacts are in your system, and in your sales pipeline, you can track sales progress easily with colorful, graphical views, including Kanban, maps, timeline, files, charts, and calendar.

Customer relationship management software is a powerful tool that helps businesses organize and manage their customer relationships on a centralized and easy-to-use platform. By tracking leads and building a full database of customer activity, businesses have clear insight into where they stand with each customer in the buying process. This makes it easy to optimize and personalize your campaigns and processes with data from your CRM, which leads to more powerful and impactful work from your teams — and a much better experience for your customers.

Learn more about Sales Hub features and general pricing info here. Whether you're a one-person business or a large-scale enterprise, HubSpot's CRM platform scales with your needs.

You can start for free or request a demo to learn more about HubSpot's premium features for enterprise businesses. Get free CRM. Get full visibility into your sales pipeline in real time. Get an up-to-the-minute view of your entire sales pipeline on a clean, visual dashboard. Free features you'll love Reporting dashboard Company insights Deal tracking Pipeline management. Looking for advanced CRM features? Learn more. The ability to customize properties has been a huge benefit to both my sales team and our reporting.

Stop letting leads slip through the cracks with an easy-to-use sales CRM. Free features you'll love Contact management Call tracking Company insights Pipeline management. Get notified the second a lead opens your email — and follow up flawlessly. Take HubSpot with you wherever you are, and get the competitive edge you need to win more deals.

Capture more new leads, and grow your database. Free features you'll love Form builder Ad management Lead generation Landing page builder. Create and send bulk email for free. Then analyze what works. Free features you'll love Email marketing Contact website activity Reporting dashboard.

Create more personalized customer experiences with CRM marketing. Take your campaigns to the next level with a CRM-driven marketing approach. With HubSpot CRM's free marketing tools, we can easily learn which page visitors convert on — allowing us to do on-site page optimization, find out which blog posts are converting best, and learn which topics to write about.

Michael Harf Owner Aquapresso. Manage all your customer communications from one universal inbox. Help customers faster with tickets, productivity tools, and reports.

Free features you'll love Ticketing Email templates Tickets closed reports Time-to-close reports. HubSpot CRM for Operations Managers Enable your sales and marketing teams with free tools to elevate their productivity — and get all the tracking, reporting, and third-party integrations you need.

Set your teams up for success with easy-to-use tools and integrations. Free features you'll love Data sync Productivity tools Forms Prospect tracking. Automate contact management, and track activity and performance. Zoho CRM for scaling your business. HubSpot CRM for businesses wanting lots of integration options. Insightly for project management.

Capsule for an easy-to-use free CRM. Vtiger for inexpensive upgrade options. Streak for managing contacts from a Gmail inbox. Integrating your CRM with other apps helps you get the most out of your investment. Learn how to get started with CRM integration and ways to add automation to help your team be even more productive in your system. 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 as it's intended to be used and evaluating it against the criteria we set for the category. We're never paid for placement in our articles from any app or for links to any site—we value the trust readers put in us to offer authentic evaluations of the categories and apps we review. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog.

The best CRM companies don't try to reinvent the wheel—they just try to make it roll a little smoother. This means keeping things like the user experience fairly conventional so that anyone—even if they've only ever operated an email inbox—can get up to speed quickly. The CRMs featured here are all relatively easy to operate for first-time users and provide enough resources support or self-help to assist when and if issues arise.

And while the versions reviewed are all free, each company offers different 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 free CRMs.

While not every one of our picks checked off all five boxes, the ones that didn't offered enough compelling features or highly specific use cases to make the final cut.

Contact and sales management. When creating contacts, you should have some flexibility in the type of information you can add. Features like custom fields let you collect what info is important 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-have feature for any CRM, and those that provide a visual e. Ease of use. CRMs should make it relatively easy to perform repetitive actions e. We also looked for features that help automate actions such as performing tasks emails, calls, etc. Unique feature s. If a product included a unique or atypical feature not usually found in free plans, we highlighted that in the review. Reporting and analytics. At the very least, you should have reporting to track total pipeline, deals by rep, and activities such as calls, emails, and meetings.

Some of the apps we selected also had forecasting, leads by source, and average sales cycle duration. Integration with other apps. We valued CRMs that provide integrations with third-party apps, whether natively or with Zapier, since a CRM is just one part of your business's tech stack. It's getting harder each year to find a free CRM that provides sales, service, and marketing functions.

Understandably so. That's a lot to ask for a freemium app. EngageBay , a relatively new kid on the block, is one of the few gratis all-in-ones left. Not only that, the company makes upgrading to paid plans very affordable.

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

Create multiple—one of the few to allow this option—customizable pipelines for different sales processes or products. Sales sequences, which let you create, schedule, and track a series of automated, personalized emails for following up with contacts and leads, is another feature usually not found in a free plan.

Sequences are also found under the marketing module, with the same setup process 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 nice selection of templates for these tools, or you can create your own from scratch.

I created a newsletter pop-up for my personal website using one of the templates and launched it by adding some code to the HTML. While creating automated workflows is only available in the two highest-tiered paid accounts, you can design and send emails and videos to your segmented lists.

I connected my Twitter account, and within a few seconds, my feed, mentions, and retweets popped up on the screen. From here, you can also schedule posts for channels.

For basic support management, the service suite provides ticket creation, automated assignment, and a dashboard for tracking ticket priority, first response time, and ticket count. With the live chat feature, you can create an additional support or sales channel and then track total chats, chat duration, and first response time in the dashboard. Stretch EngageBay's functionality even more by connecting it to Zapier. For example, you can add new EngageBay contacts to your email marketing tool or add new customers from your eCommerce site to EngageBay.

With most CRMs, especially free versions, you 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 1 million contacts. This, combined with its other features, makes it stand out from the crowd. Aside from contact and deal management, the app also has team collaboration tools such as workgroups, chat, internal activity streams, and polls.

Bitrix24's many features make it feel a bit overwhelming at first, but you can hide, delete, and change the order of the various menu items.

Then, from inside each menu item e. If you ever want to see everything at a glance, click the Sitemap icon toward the bottom-left of the menu. With unlimited users, you can invite your entire team to use Bitrix24, slotting them into the app departments you create.

Once your employees accept the invite, they'll be given access to their own customizable version of the app. However, you must upgrade to the paid versions to assign permissions to each user for viewing and making changes. In a contact record, you can configure the menu to show only what's important to your company, and you can add fields or rearrange them while you're in a record just by dragging and dropping. For each record, you get all the details and functions email, call, notes, etc.

Clicking on the Profile tab toward the top of a record shows you various reports related to the contact, such as sales, calls, emails, and activities. The entirety of these activities is calculated as a "communication load" or the number of activities per deal that's acceptable to your company. This can show you how specific customers like to communicate to better understand them for future opportunities. Within the Activity Stream , you can chat internally, assign tasks, design and distribute a company poll, and make announcements to your entire team.

Clicking on Workgroups lets you create private 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 available features, so to make good use of your time, pick a few goals e. 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 apps. There's very little an organization would need—marketing, eCommerce, finance, HR—that Zoho doesn't provide an app for.

The CRM includes deal management, tasks, and room for 5, records, which they define as contacts, accounts, deals, campaigns, and several other "modules. But note that you must upgrade to a paid plan to increase the modules limit. Unfortunately, the free version now only integrates with one app: SalesIQ. This app provides live chat functionality and website visitor tracking by installing a code snippet in your website's source code. It's a nice tool to have in the box for sales, as it lets you answer initial visitor questions and ask qualifying questions.

Then, if there's enough interest, you can schedule a call from the chat.