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Stay on top of events and to-dos in easy-to-use calendar and agenda formats. Makes a great real estate crm. The app provides every user with a unique email logging address. You can create a contact with whatever email provider you use.

There are minimal app integrations, which might be a significant limitation, depending on your needs. The app sends out notifications by SMS or email, but not in-app, which feels a bit retro. Zoho CRM provides a small business-friendly platform with a simple user interface, customizable modules, pragmatic automation, and social media features.

The platform will allow you to build up and define specific workflow, manage leads, and start rationalizing day-to-day operations. Once you outgrow the free CRM, you can upgrade to the reasonably priced Standard version of Zoho, which pumps up the usability factor with robust sales forecasting and KPI tracking.

Zoho has no email tracking or individual lead notifications, which might be a problem if one-on-one, long-term engagement with specific users is integral to your business. UI can be a bit laggy. Paying for Zoho add-on modules to give the CRM more mileage can shoot up operational costs quickly. The free version lacks mass emailing features and overall the CRM has pretty limited customizability. This is especially handy for companies with distributed offices and remote workforces.

While they have paid-for versions, their free option is more than just a temporary trial offer for companies up to two users, so budding businesses and solo entrepreneurial ventures can use the CRM without watching the calendar.

It allows for unlimited contacts and up to MBs of document storage. The free version includes many of the core features including sales automation and customer service. Free users will be able to access distinct management tools for both contacts, which updates in real time all relevant info and related tasks for contacts, vendors and suppliers; and leads, which aims to convert contacts into eventual sales.

RSS also does reporting their own way, dividing up the action in two parts. Generating reports is probably more complex than it needs to be. Opportunities system can be a bit clunky to use.

Email marketing could be better; the email templates are fairly basic. The platform provides multi-channel listening, aggregating contact info from across all your customer touchpoints. Track contact activity, web activity, email response, open and click rates, and more. Zapier, SendGrid, Mailgun, Xero, and Mandrill integrations allow you to connect your CRM with your other business processes and further streamline your operations.

Could use more native integrations with third-party apps. Email template options are limited in number and simplistic in style. Learn more. Capsule works to bump not just your customer relationships, but all your business relationships, to the next level. And this it does ever so simply, with a clean user interface and zero learning curve. Rather than piling on extended features, Capsule quite simply hones in on being really good at managing daily work. It also makes it easy to find key information—contact lists can be imported from Gmail, Outlook, and your CSV spreadsheet and database files.

The Professional version features Zapier, G Suite, Zendesk, Twitter, and Mailchimp integration, helping you collect information and capture leads from across your apps. The free plan is capped at contacts, so you may find yourself suddenly hitting a glass ceiling and having to commit to a paid plan.

The sales automation features manage your pipeline and help win more successful conversions. It also offers very detailed analytics and reporting. Teams with more than 5 people will need to take a more expensive plan. It's embedded right into Microsoft Outlook, which is a great plus for those teams who want to work in a familiar environment. This CRM has a lot of great features that make it highly effective for any small or medium-sized business.

In short, it provides you with a range of good-to-have tools, including email marketing, lead management and more! Whatever you want to do, eWay-CRM has a way to do it. Keep track of contacts and connections with ease. Access on any device for free. Collect applications from prospective students online. Streamline the admissions process for your school. A construction CRM to keep record of leads, customers and contractors with all their relevant data, to manage interactions, easily assign team members to tasks and a handy way to track service details.

Collect and manage client information and appointments for your massage business. Free digital CRM platform. Easy to customize, download, and share online. Track clients, quotes, proposals, and work progress online. Not sure what CRM to use? HubSpot CRM takes minutes to learn not months , and new contacts to your database are automatically enriched with data from over 20 million businesses. Organize and sort deals in your own pipeline, then create tasks to remind yourself of important deadlines.

Get alerted the instant a prospect opens your email for timely follow-up with the hottest leads. Then quickly draft an email by adding your personal touch to one of your saved templates, or place a call directly inside the CRM. Send a scheduling link that syncs with your calendar, cutting out the time-consuming back and forth of meeting scheduling. Scan business cards, get detailed caller ID information, and stay on top of your conversations with integrated live chat.

Then create tasks, notes, reminders, and deals with ease so you never drop the ball. Who says a CRM is just for Sales? HubSpot CRM comes with free tools for lead generation and email marketing, so you can actually grow and nurture your database — not just organize it.

Attract more visitors to your site with free ad management tools, and grow your database with free forms and landing pages that convert visitors into qualified leads. HubSpot CRM will automatically organize, enrich, and track each contact in a tidy timeline. Connect with and convert visitors in real time using live chat, and scale your one-to-one chat conversations with chatbots — no coding required.

Nurture your leads with bulk email that is easy to create and automatically optimized for different devices. Built-in analytics make it easy to learn which emails, pages, offers, and traffic sources are driving the most conversions.

Determine how often leads visit before they buy, spot trends in how visitors navigate your site, and use those insights to drive even more conversions. With HubSpot, your free marketing tools are tightly integrated with free CRM tools, allowing you to create truly personalized customer experiences across channels, and throughout their customer journey.

Leverage the data in your CRM to personalize emails, live chat conversations, and more to create delightful, customer-first experiences. Simple tools that organize communication and keep your whole team focused on the customer.

Connect with and support your customers using free customer management software, plus tools for ticketing, live chat, and shared team email. Each customer contact record is easily accessible right inside the inbox, so you have a crystal clear view of every interaction and the context you need to craft the most helpful response. Your customers want answers and solutions quickly. Improve your response time with time-saving productivity and customer relationship tools. Then create templates and canned responses for your most common support questions so you never draft the same email or live chat response twice.

And with in-depth reports that show ticket volume, category, response time, and customer wait time, you'll have all the data you need to improve your customer service. Review contact details, brush up on past conversations, and review open tickets to personalize your communication and help customers more quickly. And with every interaction automatically tracked in the CRM, your whole business will have a unified view of each customer interaction.

Enable your sales and marketing teams with free tools to elevate their productivity — and get all the tracking, reporting, and third-party integrations you need. Not to mention unlimited users, data, and up to 1,, contacts.

You want technology that makes your teams more efficient — not gets in their way. Bitrix24 is the lone exception in our selection to offer unlimited for both HubSpot offers unlimited users and 1 million contacts.

This, combined with its other features, makes it stand out from the crowd. Aside from contact and deal management, the app also has team collaboration tools such as workgroups, chat, internal activity streams, and polls.

Bitrix24's many features make it feel a bit overwhelming at first, but you can hide, delete, and change the order of the various menu items. Then, from inside each menu item e. If you ever want to see everything at a glance, click the Sitemap icon toward the bottom-left of the menu. With unlimited users, you can invite your entire team to use Bitrix24, slotting them into the app departments you create.

Once your employees accept the invite, they'll be given access to their own customizable version of the app. However, you must upgrade to the paid versions to assign permissions to each user for viewing and making changes.

In a contact record, you can configure the menu to show only what's important to your company, and you can add fields or rearrange them while you're in a record just by dragging and dropping.

For each record, you get all the details and functions email, call, notes, etc. Clicking on the Profile tab toward the top of a record shows you various reports related to the contact, such as sales, calls, emails, and activities. The entirety of these activities is calculated as a "communication load" or the number of activities per deal that's acceptable to your company.

This can show you how specific customers like to communicate to better understand them for future opportunities. Within the Activity Stream , you can chat internally, assign tasks, design and distribute a company poll, and make announcements to your entire team.

Clicking on Workgroups lets you create private or public spaces to collaborate on work, assign tasks, share a calendar, and develop knowledge bases. Invite employees or external contacts to each group. You could spend weeks learning all the available features, so to make good use of your time, pick a few goals e.

As your business grows, your technology needs usually change with it. And the company best equipped to handle this growth is Zoho. Starting with their free CRM, Zoho provides affordable, incremental upgrade paths, plus access to their other suite of business apps. There's very little an organization would need—marketing, eCommerce, finance, HR—that Zoho doesn't provide an app for. The CRM includes deal management, tasks, and room for 5, records, which they define as contacts, accounts, deals, campaigns, and several other "modules.

But note that you must upgrade to a paid plan to increase the modules limit. Unfortunately, the free version now only integrates with one app: SalesIQ. This app provides live chat functionality and website visitor tracking by installing a code snippet in your website's source code.

It's a nice tool to have in the box for sales, as it lets you answer initial visitor questions and ask qualifying questions. Then, if there's enough interest, you can schedule a call from the chat. SalesIQ will score leads, track a chat visitor's activity on your site, and send notifications when the contact revisits. It's free for one user and can integrate with a handful of other Zoho products, Zoom, Gmail, and Zapier.

If you need to upgrade from Bigin to any of Zoho CRM's paid plans in the future to expand capabilities, it takes just a few clicks.

See this comparison page to better understand Zoho's and Bigin's features and limitations. By connecting Zoho or Bigin to Zapier , you'll be able to add new contacts to your CRM whenever you have a new lead from an ad, a form, an order, or anywhere else, or get a notification whenever you have a new deal. The mammoth App Marketplace has over integrations available to various levels of HubSpot plans e.

Not only that, but many of these third-party apps provide free editions, which allows greater accessibility for small businesses with limited resources.

And the new, included Operations Hub provides additional data sync features for a select group of apps. The CRM is forever free and includes unlimited users and room for up to one million contacts. All of these are designed to provide a taste of their meatier Sales, Marketing, and Service Hubs, which provide advanced features at tiered pricing.

For many, the CRM will be all that's needed to track deals and manage relationships, especially if you're integrating with other business apps in your stack. For example, a good first step is to connect your Outlook or Gmail account, so you can email directly from a contact record, track conversations, and use the sales templates to quickly respond.

HubSpot makes managing relationships easy with a contact record showing all sales, ticketing, and website activity with a timeline of pages viewed if the tracking code is installed.

It will also show activity from your integrations. For instance, if you use Mailchimp for email campaigns, the contact record will show sends, opens, clicks, and bounces. Similarly, an Eventbrite integration will show an event registration in the contact's timeline. Connecting apps was straightforward for the handful I connected, but if you get stuck, each app's integration page has a setup guide and resources to help.

Also note that not all of the integration features will be available to free CRM users because they require features from the advanced paid plans. HubSpot's Operations Hub was released in April as a way to provide easier and cleaner data syncing between the CRM and third-party apps.

Currently, there are over 50 apps available for this new syncing feature. As a test, I connected my Zoho free account from the list of "data sync built by HubSpot" apps in the Marketplace.

With a few clicks, both apps were connected. Then I chose how my contacts were to sync using the rule option there are dozens of filters for only the contacts where I was the owner. The contact fields that are matched between the two apps defaulted to 16—to get custom field options, you need to upgrade to a paid plan. Finally, I clicked the review button for a summary of the sync and then clicked save and sync to start the process. Within about 20 seconds, all my contacts were shared bi-directionally between the two apps.

So my HubSpot contacts synced with Zoho and vice versa. Any contacts I added or changes I made in either app immediately appeared in the other.

Zapier creates thousands of additional integration options for HubSpot. For example, you can automatically add new leads or email marketing contacts to HubSpot as contacts. Learn about five of the most popular ways to automate business operations in HubSpot. Insightly Web, iOS, Android. I've used Insightly in two different roles over the years: sales and project management.



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