Free hosted crm software

Insightly is a full-stack CRM offering lead routing, workflow automation, customer management, and sales pipeline tools. You can also build custom apps and data visualizations to track key metrics without knowing any developer stuff; just click through options and drag-and-drop elements into place.

You can manage organizational security for specific modules, contact records, etc. The free version of the CRM is capped at two users and has no data backup system, as well as mass emailing daily limits and limits on custom fields per record. In a similar vein, you need to get a paid plan to get access to more detailed, useful lead assignment modules.

Learn More: Insightly. They dish out their starter version free of charge for up to three users. It integrates with CRM, project supervision, invoicing, and every other app in the Apptivo universe, meaning all pertinent information is always available to team members. The free version of Apptivo has no marketing tools and does not support third-party integrations, limiting is usefulness.

Learn More: Apptivo. SuiteCRM offers a free, open source solution that covers sales, service, support, and marketing functions. It has a relatively low learning curve and short set-up time, making it one of the most popular pieces of open source software on the market.

If you have an IT department or.. The ability to customize, and the large number of add-ons available on the web, allow SuiteCRM to deal with applications at pretty much all complexity levels.

It also works on basically any OS imaginable, i. Helpdesk support comes from the SuiteCRM community, which can make getting answers somewhat slow. As one might expect, the free version is limited in some respects: integrations and features are less robust than in the paid versions of the product. Customer ticketing for support teams offers feedback forms, helpdesk, knowledge database, and everything else you need to keep churn down and boost the customer experience.

Integrations with RingCentral and Twilio enhance the built-in telephony features of Agile CRM, ensuring conversation tracking, call recording, and deal-making over the phone lines is organized and super effective. You can automate upcoming voice calls and follow-ups by putting your appointment calendar online.

You can also attach documents in-app within the deal process, company and contact profiles, and emails.

This feels somewhat unfair, and it creates a notable financial obstacle for using the platform as your business scales. Customization options are limited. A non-traditional, lightweight CRM with a very on-point design aesthetic and breezy ease of use. You can put 1, records in each base, with each base having an attachment data cap of 2 GB. Importing and exporting data from. CSV is a cinch. Probably the main reason people love Airtable is the fact its software puts a premium on creativity and personalization.

The drag-and-drop dashboard allows you to generate custom fields, and populate them with everything from attachments, run-on long-form text notes, checkboxes, links to records in other tables, and yes, even barcodes. This makes it a viable choice for teams that require a mix of analytic, organizational, and communications features.

This shows in its overall lightweight CRM features. More complicated work processes and task management will probably be too much for the platform to handle.

Flowlu is a cloud-based collaborative CRM with best project management software and knowledge base features. The free version of the product, capped at 2 users, gives you 1 TB of storage data. Build and store knowledge bases, keep track of project expenses and revenue, and handle finance and records management. With Flowlu, you can quickly put together personalized invoices, auto-inserting CRM data into them and then sending them out in-app.

You can do quotation estimates too, and generate leads with custom web forms and invite customers to upcoming events and surveys. Leads can be created from any screen with the quick add button, from contacts, and by importing them. Something to keep in mind is the 2,record limit with the free plan records include contacts, leads, orgs, projects, tasks, emails, notes, reports, and comments.

If you have a lot of moving pieces for sales and projects, this can add up quickly. You can check your records usage in the billing and account section under your profile image. To get the most out of Insightly, you can connect it to Zapier , which can automatically add or update records based on form submissions, calendar events, or other triggers in your favorite apps. Capsule Web, iOS, Android. Most CRMs do more than just managing contacts and deals, adding major functions such as marketing and helpdesk to their platforms.

So far, Capsule has mostly resisted this trend, which is nice if you want to keep relationship management straightforward.

Using Capsule is a breath of fresh air if you've ever worked in anything more involved than an email inbox. The user interface is uncomplicated and, in fact, provides little in the way of customization—you can change the color scheme and add a logo, but that's it. Six small icons on the left provide access to the main features with account settings on the far right. On every screen is a dropdown to add people, organizations, opportunities, and cases.

This means lots of white space in between. Capsule provides customization options for the fields for people, organizations, and opportunities, which is handy to tailor data capture to your business. In several minutes, I created a decision-maker checkbox field and a dropdown menu for customer types such as vendor, supplier, VAR, and end-user for people and opportunities.

Another nice feature is called Tracks. This lets you create a repeatable set of activity reminders for opportunities. For example, a standard process for a new inbound lead might have five steps for follow-up, spread over two weeks, using a combination of emails and calls. Tracks applied to these leads automatically populate the opportunity record as a list of to-dos to be checked off. If you're a Gmail or Outlook user, be sure to download Capsule's email add-on.

This lets you add contacts, opportunities, and tasks right from your inbox with a few clicks. It will also automatically save unless you disable all ongoing email threads into that contact's record. Missing, however, is the ability to send emails directly from a contact's record. This is a feature available in all of the other free CRMs reviewed here.

Finally, if you're coming into Capsule with hundreds of contacts, you'll either need to do some scrubbing usually a good idea or look elsewhere because the free plan only allows Zapier opens up more opportunities to use Capsule with other apps, such as posting won opportunities in Slack and creating new sales opportunities in Capsule when they're entered in a spreadsheet.

Vtiger Web, iOS, Android. It includes room for 10 users and up to 3, records. Let's take a look at some of the highlights of the free version and what you can expect when you upgrade. The navigation is a little different from other CRMs. To access any of the app's main functions, which Vtiger calls Modules, click on the hamburger at the top left. This displays a menu of all your apps with favorites at the top and the apps such as sales, marketing, and help desk underneath on the left side.

If you hover over an app, all of its functions will display to the right for access. For example, for sales, you'll see deals, email sequences, leaderboard, and others. Just click and go. It took me a bit to get used to it, but once I did, it made getting anywhere in the app speedy. For contact records, you can calculate a Profile Score, which helps determine if a person falls within your ideal buyer profile. Under settings, you can assign numerical values for title, lead source, size of company, revenue, and industry.

As long as these values are picked when creating a contact and company e. It gives your team some idea whether a contact is a good potential fit—but not how engaged they are like traditional lead scoring. In Vtiger's paid plans, there's another scoring system called Engagement Score, which tracks a contact's engagement level with your email campaigns. With the marketing module, you can build custom landing pages to capture contacts, segment those contacts into lists, and then send one-time emails.

I created a test campaign, and it was pretty smooth. You create your send list; set conditions for the list such as lead source, last contacted date, idle leads, and dozens more; and create your email using the email campaigns feature which offers dozens of templates. Once you're done, preview the email for desktop and mobile and then send yourself a test email before sending it to your list. Each campaign provides data for opens, clicks, bounces, and other metrics. Upgrading to paid plans provides significantly more email credits, campaign scheduling, and autoresponder campaigns that send emails based on triggers.

To get more out of Vtiger, connect it with Zapier to do things like sending Facebook leads automatically to Vtiger or creating Vtiger leads whenever someone's added to your email list. Vtiger Price : Free for 10 users. Streak Gmail, iOS, Android. Streak is one of the few free CRMs we could find that lives in your Gmail inbox, which means no separate app to log in to. If you're a one-person operation wanting to manage contacts and deals from your inbox, Streak is worth a test drive.

Once you download their extension, you'll see the orange icon in the top right corner of your inbox. Clicking on that will bring up your settings, help, integrations, and other options. Though it's part of your Gmail, it does take a little getting used to because it doesn't behave like other CRMs that have their own apps. It has a more Excel look and feel. That said, once you understand it, it's nice to have one place to manage contacts, deals, and even projects. Contacts can be added from emails to leads and pipelines with a few clicks.

To open up the contact's full record, click on their email address in the column sidebar. Here you can see your full email history with the contact and add tasks, notes, and other activities. To create a pipeline, click on the Pipelines plus sign directly under your Drafts folder. A Templates screen pops up, allowing you to pick a number of sales, support, HR, and other project-type pipelines, which can be customized with stages, stage colors, and fields e. Now, check out the main features of this self-hosted CRM software.

It is another good self hosted CRM software that offers many essential CRM features through which users can improve customer relationship. Joget is another free self hosted CRM software for Windows. It is also an open source software. By default, it comes with a Customer Relationship Management App through which you can manage contacts and other important information of all existing and possible customers. It is a simple to use self hosted CRM software that users can customize according to their business requirements.

Dolibarr is another free self-hosted CRM software for Windows. Italia Italiano. India English. Indonesia Bahasa Indonesia. Malaysia Bahasa Melayu. Unlimited users free. Open source code editions available. Register free. Use Cases. After you add a client to your CRM, the database will update automatically each time you get in touch with this person. Besides, Bitrix24 will generate insightful reports that will help you to optimize your workflow.