What are the features of free CRM software? how to choose?

There are only a handful of CRM software that can be permanently free and easy to use. The reason is that the operation of the CRM system requires a lot of manpower and material resources. Is there any completely free sales CRM software on the market? The following detailed explanation of free CRM software is worth reading carefully.

1. Types of Free CRM Software

There are currently two free versions of customer management systems on the market, one is the open source CRM system, and the other is the free version of the cloud service model.

Open source means that businesses can take ownership. Personalized customized software allows enterprises to feel in control of the software without relying on technology vendors. In fact, for small and medium-sized enterprises, open source CRM software does not mean that it can be free. Customizing the CRM system requires a professional development team, and the maintenance of the software requires additional dedicated personnel to take care of it.

The free version of the CRM software in the cloud service model can be completely free, and the customization fees and software maintenance fees required by open source CRM can be saved. The only disadvantage is that the technology provider will only retain some functions or limit the number of users.

2. What are the free CRM software?

The free version of Zoho CRM is mainly for start-up teams and small and micro enterprises, supports 3 permanent free users, and provides common functions such as lead management, business opportunity management, contact management, task and activity management. The free version supports manual creation or batch import, allowing enterprise customer data to be quickly migrated to the software. At the same time, business personnel can create and send emails through CRM software to easily carry out email marketing.

3. Features of Free CRM Software

We take the free version of Zoho CRM as an example, which retains core functions such as lead management, business opportunity management, contact management, customer management, and workflow automation to help companies expand customers. Secondly, it has the sales channel function to help enterprises track each transaction. It also supports mobile applications to help salespeople in the field plan customer visit routes, locate and check in, and update customer information.

Overall, free CRM software exists, it just doesn't have the full functionality of the flagship versions. It is also a benefit for small and micro enterprises. For large-scale and well-funded enterprises, the payment type is recommended.

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Origin blog.csdn.net/weixin_43103873/article/details/131653187