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10 Free Customer Management Software Of 2021

Want to manage your customers in an efficient manner? Try these best customer management software (free and paid) to expand your business and improve customer satisfaction.
Table of Content

     

    Customers are the foundation stone of any business. The choice to lay a strong or weak foundation is all up to you. Free Customer Management Software is a great way to forget about maintaining those long spreadsheets and contacts. Thus, your customers might be the drivers of your business but you are the one to tell the directions.

     

    How to generate leads? Ways to filter out organic leads? How to maintain lead data? What can be done to retain leads? How to keep the whole team on board?

     

    Yes, you are right! The answer to all these questions is CRM software.

     

    According to tech. co, 91% of companies use CRM software and the use of CRM can increase the conversion rate by 300%. Moreover, 41% of companies increase their revenue by the use of CRM applications whereas the productivity rate was increased by 50%.

     

    But CRM tools are expensive! Isn’t that what you are thinking? Well, don’t worry because in this article we have only covered the free CRM software for you. So, just focus on generating those leads.

     

    Before we get into the list of the free CRM tools, let’s first understand the need to have them.

     

    The need to have Free Customer Management Software

     

    CRM tools allow you to interact with your customers, gain information and generate leads in a much more effective way.

     

    No matter the size of your company, if you want to retain your customers it is necessary to use software that allows you to gain insights into your clients and divert sales.

     

    In a CRM tool, everything is right in front of you and you don’t have to jump from one application to another. Whether it is collaborating with your team or clients, you can do that all in a single software.

     

    According to Harvard Business Review:

    “On average, sales and marketing costs average from 15%-35% of total corporate costs. So, the effort to automate for more sales efficiency is essential. In cases reviewed, sales increase due to advanced CRM technology has ranged from 10% to more than 30%.”

     

    Sir Henry Ford says, “A business devoted to Customer Service Excellence will have only one worry about profits. They will be embarrassingly large.”

     

    Here is a list of the top 10 free CRM software to use in 2021!

     

    10 Free Customer Management Software

     

    1. nTask

     

    CRM Custom Field nTask

     

    nTask is an all-in-one free CRM software that gives you a chance to drive your sales the way you want. Customers are the engine of any business. However, finding organic customers and retaining them is hard. The good news is that nTask has made it all easy for you.

     

    With nTask you can handle your project management and CRM under one roof. Sounds great, right? Well, over the years nTask is consistently working to bring ease and comfort to its clients by providing them with the maximum digital marketing services. Now with the nTask CRM tool, you also hold a chance to retain your customers and generate more leads.

     

    Thus, you create a personalized CRM in nTask using Custom Fields and swirl to manage leads.

     

    Features 

    • Kanban Boards and Gantt Charts for better visualization
    • Reporting and meeting agendas
    • Meeting management and reminders by calendar sync with Google
    • Project budgeting and cost estimating
    • File sharing and attachment
    • Minutes of meeting and feedback management
    • Security

     

    Pricing

    • Basic Free plan
    • Paid subscription-$3 (starting)

     

    • App Logo
    • Create your own personalized CRM today.

      Manage documents, customers, projects, teams and contacts, all in one place. Sign up today!

     

    2. HubSpot CRM

     

    hubspot-CRM-for-efortless-sales

     

    HubSpot has been on top of its game over the years. Similarly, HubSpot CRM is one of the best free CRM tools for managing work remotely. With HubSpot, you don’t have to be on the radar 24/7. You can automate your sales and update reports remotely using the free CRM tool.

     

    The initial plan for HubSpot is free but most customers tend to subscribe to its paid plan once their needs grow with their business.

     

    Features

    • Reporting dashboards
    • Customer insight
    • Deal tracking
    • Pipeline management
    • Email tracking and notifications
    • Prospect tracking
    • Meeting schedule
    • Live chat

     

    Pricing

    • Basic free plan
    • Paid subscription starts at $45/month

     

    3. Capsule CRM

     

    Capsule CRM

     

    Capsule CRM is a free customer management software that allows you to have a bird’ eye view of everything about your customers. You no longer have to connect with your customer in an old-school manner. Capsule CRM helps you to interact with your customers in a much more effective way.

     

    Moreover, you might be a small-scale company and juggling where to allocate your resources. Well, Capsule has got you covered with its free plan and hundreds of integrations.

     

    Features 

    • Contact with your clients using Outlook, CSV, Google Contacts, Spreadsheet and vCard
    • Quick search to find information on any key client
    • Manage contacts in lists by filtering custom fields
    • Attach documents or files
    • Share contacts with the team and keep everyone up-to-date
    • Tasks and calendar to manage appointments or deadlines
    • Create email templates and save time
    • Insightful reports on all aspects of your sales cycle
    • Stay in the pipeline with a summary of every sales opportunity

     

    Pricing

    • Basic free plan
    • Paid subscription starts at $18 per user/per month

     

    4. Zoho CRM

     

    Zoho CRM

     

    Expand your reach and generate more leads with Zoho free CRM. Zoho CRM provides a wide variety of features for you to interact with your customers in a much more effective manner.

     

    With the help of Canva, it also allows you to redesign your interface as per your preferences. Thus, don’t let any lead go to waste with Zoho CRM.

     

    Features 

    • Connect with your clients via telephone, email, live chat, or social media
    • Real-time notifications each time a customer interacts
    • Increase your reach through the best channel
    • Automate sales routine
    • Analyze workflow performance
    • Zia for AI-powered sales assistant
    • Intelligent alerts and task reminders
    • Suggestions on the best times to contact your leads based on your past successful interactions

     

    Pricing

    • Basic free plan
    • Paid subscription starts at $14 per user/month

     

    Related: 

    25 Best Zoho Alternatives to Use in 2021

     

    5. Bitrix24

     

    bitrix 24

     

    Britix24 is a complete digital sales suite encompassing all the features one needs in an effective and free customer management software. Over the years 10,000,000+ organizations have chosen Bitrix24 for their CRM.

     

    Britix24 like all other free CRM software also has a paid plan with additional features and integrations. However, if you are a startup, you can take a hit at improving your CRM with its free plan first and see if it working out for you not.

     

    Features 

    • Communicate with your team via chats, worktime tracking video calls, and conferences
    • Communicate with your clients via telephony, live chats, and contact forums
    • Lead acquisition via multiple channels
    • Sales automation to save time and resources
    • Manage leads with an in-build scoring tool
    • Use the “get things done “tool to set tasks, receive work reports, and manage projects online
    • Template-based website builder to create custom websites, landing pages, and online stores

     

    Pricing 

    • Basic free plan
    • Paid subscription starts at $39/month

     

    6. ClickUp

     

    ClickUp App

     

    Scale your customer relationship with the best free customer management software. ClickUp allows you to generate organic leads and nurture lifelong relationships with your clients.

     

    The best part is that it is not only the highest-rated CRM tool but also a project management software. Thus, you can make full use of both software for expanding your reach and increasing ROI.

     

    Features

    • Kanban boards, tables to visualize your sales, orders, and clients
    • Build your mission on dashboards
    • Email management for better interaction
    • Organize customers via workspaces, spaces, lists, and folders
    • Database to Store and analyze customer data
    • Automate tasks
    • Analyze team’s performance via sales KPIs
    • Form view to capture the information you need
    • Assigned comments to turn comments into action items
    • Custome fields to add client info, score leads, and track orders

     

    Pricing

    • Basic free plan
    • Paid subscription starts at $5 per user/month

     

    Check this out: 

    What Is the Best Project Management Software? ClickUp vs Trello vs nTask

     

    7. Insightly

     

    Insightly CRM

     

    Loyal customers are all that you desire for your business. Insightly is a powerful free CRM tool to grow your business faster by building an everlasting relationship with your clients. It allows you to build a complete buyer’s persona to help you deliver exactly what they desire.

     

    Insightly believes that nowadays customers want relationships, not just transactions. People tend to return to a brand that they can trust and connect with. Thus, it encompasses a variety of features that help you achieve that goal.

     

    Features

    • Easy to use dashboards
    • Cloud-based deployment
    • Customer services
    • Lead management
    • Sales record and track contacts
    • Run campaigns with enterprise-grade reports and dashboards
    • Create custom emails and newsletters
    • Build and deploy custom applications
    • Real-time updating of the projects using the mobile app (android & iOS)

     

    Pricing

    • Basic free plan
    • Paid subscription starts at $29 per user/month

     

    8. Agile CRM

     

    Agile CRM

     

    Build specifically for SMBs and freelancers this free customer management software is one of the top software in terms of ease of use. It is an all-in-one platform to avoid any form of data leaks. Moreover, this cloud-based Saas free CRM software is user-friendly and mobile-ready.

     

    Agile CRM provides a trunk full of solutions to any inefficiencies and technical challenges that might occur in integrating sales or marketing. Like all other software, Agile CRM is also a free Customer Management Software.

     

    Features

    • Create events or sync them with google calendars to stay up-to-date
    • Keep your sales process and milestones on track
    • Document attachment
    • Drag and drop project management in CRM
    • Reporting for advanced analytics and metrics
    • Twilio, RingCentral and SIP accounts telephony integrations
    • Real-time alerts on your leads
    • Schedule appointments
    • Gamify sales for competition and collaboration

     

    Pricing

    • Basic free plan
    • Paid subscription starts at $8.99 per user/month

     

    9. Monday.com

     

    Monday

     

    Managing leads, sales pipeline or onboard customers, Monday.com has all of the CRM solutions for its users. It is a powerful free CRM tool to streamline your sales. CRM is the foundation of any business and generating organic leads is pivotal for success.

     

    Monday.com allows you to manage pre-sales and post-sales under one platform. Thus, centralize your customer data and visualize everything in one go with one of the best free Customer Management Software.

     

    Features

    • Sales management and lead generation
    • Customer management and customer onboarding
    • Customer projects and marketing activities
    • Assign team tasks and projects

     

    Pricing

    • Basic free plan
    • Paid subscription starts at $8 per user/month

     

    10. EngageBay

     

    Engagebay

     

    EnagageBay will allow you to build stronger relations and store tons of contacts in one place. With EngageBay you can divert sales, identify new opportunities and gain loyal customers.

     

    Like all other free CRM tools, EnagageBay also lets your team be onboard and interact under one roof. This free tool will allow you to stay organized and in sync with each other. Thus, bringing you a step closer to retaining your customers.

     

    Features 

    • Email Marketing
    • Marketing Automation
    • Email Template Builder
    • Landing Page Builder
    • Lead Generation tools
    • Social Suite

     

    Pricing

    • Basic free plan
    • Paid subscription starts at $10.79 per user/month

     

    Conclusion

     

    Voilà! This was our list of the best free customer management software to use in 2021. You can choose the one that best suits the needs of your business and increase your chances of diverting more leads and increasing your ROI. Moreover, once you find the best software for your business and expand your budget, you can always subscribe for their paid packages, to enjoy full-fledged features.

     

    Lastly, if you think we’ve missed any software or want to share your experience with any of this CRM software, feel free to write us at fwilson@ntaskmanager.com


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