Free CRM Software

Free CRM Software

Customers are the lifeline of any business, no matter how big or small. CRM has come a long way from maintaining excel sheets with the client’s contact details. Today’s CRMs are extremely sophisticated and they help you add automated intelligence to your client contacts. Imagine finding out the best customers of last year who haven’t done much business with you this year. A free CRM software can create that report in a jiffy!

If you think your business in New Zealand can still grow with a spreadsheet contact list then you are limiting your opportunities. With CRM software you can increase your profits, makes client management easier, improve customer service, automate business processes, allow profit tracking, and create an effective sales campaign.

Here are some of the best free CRM software for your business.

SuiteCRM

SuiteCRM is a free and open source CRM software that provides business owners with actionable insights on critical business decisions and strategies. It is equipped with all the tools and functions to serve your company at the enterprise level. The software allows users to build their own business process models and develop automated actions that can be activated at any time. SuiteCRM not only simplifies and automates your business process but also provides the following benefits:

• Manages your finances
• Creates sales pipeline models
• Regulates pricing strategies
• Maintains contract renewals
• Assists your marketing efforts
• Monitors the progress of leads

HubSpot CRM

Hubspot CRM is a popular open source database and you can use the basic version for free. If you want to access additional features, you will need to upgrade to the paid version. What we like most about this software is that they are great at collecting data from your customers. It keeps a track of your customer’s online behavior when they visit your website so you get an insight on what engages your customers and what doesn’t interest them.

If you run a small to medium-sized business in New Zealand, this CRM software can be a useful tool. However, the free version has a lot of limitations such as the Outlook is not updated to the latest version unless you upgrade the account. Here are some core benefits of the tool:

• Easy contact management
• Gmail & Outlook integration
• Efficient management of company records
• Tracks customer interactions automatically
• View entire sales funnel
• Stores lead information in one place

CapsuleCRM

Capsule is a simple yet highly effective web-based CRM software you can use to efficiently run your business in New Zealand. It covers most of the basic features in the free version and allows the users to upgrade for advanced features. What we love about Capsule is that you can have your emails, documents, notes, conversations, and other business files all in one place.

CapsuleCRM allows businesses to keep a track of contacts and companies they do business with, sales opportunities, history of communication, and a list of tasks that need to be done. CapsuleCRM also offers the following benefits:

• Forecast potential sales revenues
• Generate reports using configurable filters

• Every hour backup of data
• Efficient sales management
• Easy contact management

• Keeps a track of bids, deals, and proposals
• Automatic online updates

While CapsuleCRM is no doubt a great free CRM tool, one downside is that that have only FAQs and online forms for customer support. You can’t talk to a real person if you have questions.

Insightly

Insightly is one of the most popular CRM software that offers its system free for two users. It allows up to 200 megabytes of storage, 10 custom fields, 2,500 records, and 10 emails per day. What differentiates Insightly from other CRM software out there is that it has a built-in email marketing system. Although the free version offers you a limited access, this free CRM software is easy to use and has an amazing database.

No matter which industry you belong to, Insightly helps you accelerate sales, build relationships, and deliver more projects. The one downside is that the customer support is not included in the free version and you need to pay to contact the service team.

Conclusion

If you are running a small business in New Zealand with less investment and looking to grow fast, free CRM tools are Godsend. While there are several CRM providers that claim to offer their services for free, there may be some caveats. So, make sure you do your research well and look for these six factors before selecting a CRM software – the number of users, customer support, record management, integrations, lead scoring, and mobility. Spending some time researching for a free CRM that suits your business will be worth your time in the long run!