For example, you can add new EngageBay contacts to your email marketing tool or add new customers from your eCommerce site to EngageBay.īitrix24 isn't the only CRM in our list to provide unlimited users and contacts, but this combined with its other features makes it stand out. Stretch EngageBay's functionality even more by connecting it to Zapier. 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. I connected my Twitter account, and within a few seconds, my feed, mentions, and retweets popped up on the screen.įor basic support management, the service suite provides ticket creation, automated assignment, and a dashboard for tracking ticket priority, first response time, and ticket count. The social suite lets you add and monitor your Twitter, LinkedIn, Facebook, and Instagram accounts. 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. The marketing suite includes lead scoring, forms, pop-ups, email templates, landing pages, newsletters, and other tools to both capture and nurture contacts.
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Sales sequences, which let you create automated, personalized emails for following up with contacts and leads, is another feature usually not found in a free plan. Create multiple-one of the few to allow this option-customizable pipelines for different sales processes or products. 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.
The app comes with 1,000 contacts, and each contact record shows a 360-degree view. Not only that, the company makes upgrading to paid plans very affordable. EngageBay, a relatively new kid on the block, is one of the few gratis all-in-ones left. It's getting harder each year to find a free CRM that provides sales, service, and marketing functions. 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. Tracking deals is a must-have feature for any CRM, and those that provide a visual (e.g., Kanban) pipeline with the ability to customize stages based on your sales process are ideal. CRMs should make it relatively easy to perform repetitive actions (e.g., contact creation), input information, and provide a system with some customization options.ĭeal management. Also, a free app should provide room for at least several hundred contacts to get you started.Įase of use. Features like custom fields let you collect what info is important for your business. When creating contacts, you should have some flexibility in the type of information you can add. Here's how we evaluated the CRMs in our research:Ĭontact management.
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Another may seem stingy with their features but have inexpensive upgrade plans that make them more appealing as needs change. For example, an app that seems to have few limitations upfront may have expensive upgrade options. Though all the platforms we selected are top-notch in their own ways, there's no perfect free CRM. Fortunately, companies are still providing these entry-level apps to use "as-is" or as launching pads to better-equipped plans. In other words, features once included are now only available in paid versions. While new features are always being added, it's the free plans that usually experience the chopping block. What makes a great free CRM?ĬRM vendors change their plans every year.
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Learn how to get started with CRM integration and ways to add automation to help your team be even more productive in your system.
Integrating your CRM with other apps helps you get the most out of your investment.
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