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Top 8 Free Customer Management Software

August 20, 2019

Customer management software is a tool that maintains customer data and automates various customer-related tasks. It manages contacts of all your customers – both previous and prospective customers in a single database. This makes it easier to retrieve customer details when needed.

Probably you have a business and you find it hard to manage the ever-increasing number of customers. So why not to try some free customer management software to help manage your customer relationship better? The customer management software free plan usually enables a searchable database for you to search customer information and relevant documents with ease, and it is designed to automate various business processes such as creating templates and generating alerts or notifications. It also enables you to track performance or productivity of your business by analyzing activities logged in the system.

what is crm system

Here are comparisons and reviews about top 8 Free Customer Management Systems. You can check and select one to try.

Top 8 Free Customer Management Software

1. Zoho CRM

Zoho CRM is one of the best free customer management software designed for small teams of entrepreneurs. It allows you to integrate top social networks, manage workflow and attach files. Using this tool is advantageous since it smoothly integrates with other Zoho products such as Zoho Desk, Zoho SalesIQ, and Zoho Projects.

Zoho Features and Advantages

• Its customer management software free plan allows 3 free users with 1GB of storage.
• It offers various lead management features. It allows you to capture leads from your sit through web-to-lead forms.
• Sales activity tracking feature allows you to interact with prospects through social media and create basic workflow rules.
• Opportunity management feature gives you the ability to create notes, events, call logs and manage other tasks.

Zoho Disadvantages

• The interface is not so clean to use
• The integrated email platform with Zoho sometime detracted from the performance.
• You need to buy add-on products to get more functionality.

Pricings of Zoho CRM Paid Plan

• The standard plan costs $12/user per month.
• The Professional plan costs $20/user per month.
• The enterprise plan costs $35/user per month.

2. CloudCC CRM

CloudCC is another best free customer management software for stat-ups and small business. This CRM software is easier to use as compared to other tools in the market. It automates most tasks thus minimizing the amount of time you spend on your computer managing your to-do list. It reminds you about upcoming events and helps you make customer follow-ups with minimal effort. The tool can be configured to do automatic marketing which increases your sales within a short period of time.

CloudCC Features and Advantages

Free and Easy to Use

• The online customer management software free plan allows 3 users with unlimited companies and contacts. And its paid plan is quite affordable for small and medium business, which only starts from $6/user per month.
• It’s very easy to use for new users and you can also be trained via online customer management software free webinars, documentation or videos.

Powerful CRM Mobile App

• Unlike other CRM Mobile apps with limited features, ClouddCC Mobile App has multiple powerful features as many as its web version and even more.
• Manage your business anytime and anywhere only with your smartphone. The mobile app enables you to schedule your tasks, events, and calls easier, manage your business visits quickly by geo-locating leads or prospects nearby, scan and save business cards to your phone, approve the requests on the go.
• Manage your business anytime and anywhere only with your smartphone. The mobile app enables you to schedule your tasks, events, and calls easier, manage your business visits quickly by geo-locating leads or prospects nearby, scan and save business cards to your phone, approve the requests on the go.
• The customer management software free download for Mobile App is available in the CloudCC site and app stores. Click here to download it now.

All-in-one Management Tools for You Marketing, Sales and Service

Email Marketing
Create, design and send creative and responsive HTML emails for your audience. Track the number of times they open and click, drive successful email campaigns that result in better conversions and more sales.

Lead Management
You can find and manage your leads smarter and effectively through its powerful features including Web to Lead, Rules-Based Leading Scoring, Lead Assignment, Sales Funnel and Opportunity Analysis, etc.

Customer Serivce Management
Connect with customers over their preferred channel via phone, e-mail, online chat, QR codes, IoT, or the service portal. Auto-assign and escalate tickets to the right agents or groups, automatically prioritize tickets based on impact and urgency.

Collaborate with Teammates Easily

Live chat the support team can chat with each other in real-time to solve various issues. • File and Knowledge Collaboration - Organize the files and documents based on individuals or group's permissions. Allow the collaborator to work on files together.

Custom as You Prefer

Preference settings you can customize the page layouts, fields, user interface, search settings, reports forms, and other preference settings.
• This CRM allows you to customize the components of its CRM features. Those with little or no coding skills can also create custom links and buttons.

CloudCC Disadvantages

It will be more convenient to use if it integrates with more third-party tools.

Pricings of CloudCC Paid Plans

• Professional plan costs $6/user per month.
• The enterprise plan costs $19/user per month.
• The unlimited plan costs $79/user per month.

3. HubSpot CRM

HubSpot is another one of the most popular free customer management software. This software is user-friendly and good at marketing and sales automation with advanced data-gathering and analysis capability.

HubSpot Features and Advantages

• This online customer management software free plan allows unlimited users.
• Easy email templates and email scheduling.
• Lead scoring for customer segmentation.
• User-friendly interface.
• It offers HubSpot CRM, Marketing Hub, Sales Hub and Service Hub in one platform.

HubSpot Disadvantages

• The features in the free plan is quite limited.
• The paid plan is quite expensive.

Pricings of HubSpot Growth Suite

• Starter plan costs $113 per month.
• The Professional plan costs $1200 per month.
• The free plan costs $4,200 per month.

4. Agile CRM

Agile CRM is one of top free customer management software that offers you various features to manage a large number of customers. It also enables you to do marketing, manage sales and handle various helpdesk tasks. In addition, you can create custom landing pages for your business.

Agile Features and Advantages

• The CRM management software free plan supports 10 active users.
• Web analytics – it shows you the real-time performance of your system.
• Social media – you can integrate Twitter, Facebook, and other social networks.
• Email tracking – you can make client follow-ups through email and get repeat clients.
• It offers direct customer support.

Agile Disadvantages

The number of contacts and companies is limited to 1,000 in the free plan.

Pricings of Agile Paid Plans

• Starter plan costs $8.99 per month.
• The Regular plan costs $29.99 per month.
• The enterprise plan costs $47.99 per month.

5. Insightly CRM

Insightly CRM gives you the ability to create custom fields, web-to-lead forms, email templates, and voice memos. The customer service management software freeware allows you to organize customer contacts and vendors. This also allows you to build long-term relationships with your customers.

Insightly Features and Advantages

• The customer management software free plan supports 2 free users.
• It has a Gmail plug-in which allows you to add contacts to the system with ease.
• Task management feature allows startups to make follow-ups with ease.
• It allows you to send bulk emails and view your sales pipeline.
• It lets you link contact details to leads.

Insightly Disadvantages

• The free plan doesn’t support scan business cards.
• There is not so many automation features.
• The search feature is sometimes buggy.

Pricings of Insightly Paid Plans

• Plus plan costs $29/user per month.
• The Professional plan costs $49/user per month.
• The Enterprise plan costs $99/user per month.

6. Apptivo CRM

Agile CRM is another good free customer management software for small business. It has an inbuilt product catalog and it enables issue quotes. This CRM software is perfect for startups that need help desk, invoicing, work orders, project management, and basic sales tools.

Apptivo Features and Advantages

• 3 free users are allowed in the Apptivo free plan.
• The interface is simple to use and you can navigate by just clicking the components and customize the interface by mere drag-and-drop.
• Lead and contact management tool enables marketers to add or modify contact details. b) Opportunity management feature allows you to add tasks, notes and update deal status.
• Apptivo mobile app in the paid plan allows users to install in their devices and manage their businesses with ease.

Apptivo Disadvantages

• The CRM mobile app is only available in the paid plans.
• The free plan doesn’t allow you to filter data.

Pricings of Apptivo Paid Plans

• Premium plan costs $10/user per month.
• The Ultimate plan costs $25/user per month.
• Pricing of the Enterprise plan varies depending on the size of your business.

7. Capsule CRM

This free customer management software- Capsule is one of the easiest one to learn and use. The site is highly responsive with an intuitive user interface. Customer management software free plan supports a maximum of 2 users, 250 contacts and 10MB storage space.

Capsule Features and Advantages

• The CRM management software free plan allows to access for 2 users.
• It is easy to use and get started for new users.
• Integrates with dozens of marketing software, such as email marketing integrated with Mad Mimi, MailChimp, E-goih, and MPZ Mail.

Capsule Disadvantages

• The free plan only enables 250 contacts and 10MB of storage.
• Premium integrations are only available in paid plans.

Pricings of Capsule Paid Plans

• The Professional plan costs $18/user per month.
• Teams plan costs $36/user per month.

8. CRM

Raynet is also one of the best free customer management software for start –ups. This software is user-friendly and allows user to organize their customer contacts, gain control of the sales process and view the business reports in real time.

Raynet Features and Advantages

• The CRM management software free plan allows to access for 2 users.
• It allows you to track important emails in any email provider.
• The account card feature shows customer details and revenue generated.
• The paid plan offers large storage space.

Raynet Disadvantages

The free plan only offers 50MB storage and 150 user accounts.

Pricings of Raynet Paid Plan

The PROFI plan costs $19/user per month and offers 1TB storage space and up to 20,000 accounts.

*All the data about the companies mentioned in this article are referred from related websites as of July, 2019. Information and features are subjects to change. To report corrections, please contact us.

Conclusion 

Selecting a right customer management software can be a daunting task since there are dozens of them online. The top 8 customer management software mentioned above help you make a decision much easier. These free tools such as CloudCC will be very helpful for you to manage customer data effortlessly. They will enable you to make regular follow-ups with your clients and automatically generate more new leads. More leads increase conversion rates, and then it eventually increases your revenue.

Related Articles: 

What Is A CRM System: A Guide for the Beginners
8 Best CRM Platforms for Every Business