What You Need to Look for in a Free CRM

What You Need to Look for in a Free CRM


There comes a time where every company should expect to use a CRM. This may be when they have too many sales leads to manage via spreadsheets, or when they have too many disparate sales and marketing programs that they are using. In such cases, a CRM is usually the go-to tool for companies to adopt to streamline their operations and house all of their contacts in a singular piece of software. When most companies adopt a CRM, they typically look through the best free CRM options available and focus more on the price than anything else. However, not all free CRMs are created equal, and any company looking to adopt a free CRM needs to do research into what features a free CRM has available. With that in mind, here’s what you need to look for when adopting a free CRM.

Software Integration Options

When adopting a free CRM, you need to make sure that the solution you choose is compatible with current software that your company currently uses. This include project management and email marketing tools, as well as communication tools and accountancy software. Depending on what software you are currently using, you want to make sure that any free CRM that you choose can at the minimum integrate with tools such as Mailchimp, GSuite, Slack, and Trello.

Being Able to Import Data

One of the most important aspects of selecting the best free CRM for your needs is finding one that can import sales, business, and customer data quickly and effortlessly. To do so, look around at different free CRM options and see what sort of data import features are available. At the minimum, you are going to want to find a free CRM that can store email and import email conversations, organize your contacts in a way that makes sense for your business, and help to import data that is relevant to your sales pipeline.

Superior Customer Support

Although you cannot expect 24/7 customer support from a free CRM, many free CRMs have a paid option that can allow you to add better customer support options. However, you are going to want to use your free trial to see what type of content the support portal has available. Take a look through what the free CRM provider has on offer, and see if the video and article content look as though it will solve many common problems. Otherwise, you may find that as soon as you sign up for a free CRM and have a problem, you’ll have to update into the paid option to get any help in resolving that problem.

In Conclusion

Finding the best free CRM takes some effort, and you need to make sure you do proper research and look into various options. However, once you find that your business needs a CRM, a free version is a perfect way to try out the solution and see if it is the right one for your business. If you consider the above factors in your search, then you are likely to find the best free CRM for your needs.


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