Freeware customer management

Archive 1 free OCR simple software can recognize incoming documents and extract from them The Insight suite of customer intelligence platform provides a dynamic set of real-time tools for gathering, tracking and analyzing customer responses. More than ever before, organizations need The invoice template Sort freeware by: relevance title downloads rating date. NolaPro Free Accounting 5.

Save freeware Download Details. KWHotel Free 0. Free Restaurant POS 4. Free Retail POS 4. ServiceDesk Lite With the help of this freeware you can manage solutions and cases, forms, surveys, contacts, opportunities, accounts, and leads. By using this freeware you can also handle support services demanded by your customers. SaasLight CRM permits customers to follow and open cases, and search for answers for general problems.

ChannelCRM is a free and handy customer relationship management software. With the help of this freeware medium and large size businesses will streamline their call center and marketing promotions.

Its main features are sales process automation. It lets you keep a close eye on information of customers. PikaCRM is a free and handy customer relationship management software. EspoCRM is a free customer relationship management software. With the help of this freeware you can calculate, input and view your relationships with the company regardless of opportunities, projects, companies and people. It is used in insurance, medicine, real estate, tourism, education, manufacturing, call centers, banking, e-commerce, and retail and wholesale trade.

With the help of this freeware you can keep a eye on your appointments, meetings, events, exchange information and manage contacts. This freeware will improve your productivity. Eusoft Manager is a free customer relationship management software. With the help of this freeware you can increase relations with your business associates and valuable customers. This freeware is specially designed for those users who are in a day to day touch with their business associates and customers.

Its main features are document manager, task manager, note manager, account manager etc. CRMLogix is a free customer relationship management tool. It lets you connect to your customers easily and also manages the operations process of an organization. Its main features are user defined reporting, cost control, order generation, quotations generation, automation of sales force.

CRMLogix is a lightweight application and a handy customer relationship management software. SugarCRM is a free and handy customer relationship management software for your organization.

With the help of this freeware you can mechanize your marketing processes, customer service and core sales. It gives special attention to customers. If you are looking for a free and useful CRM application for managing your sales and customers then you will find this freeware very useful.

Vtiger CRM is a handy, free and powerful customer relationship management software for your business organization. This freeware lets marketing, support and sales teams to collaborate and organize for increasing outcome of the business and enhance customer experience. Its main features are project management, inventory and email management etc. If you are looking for a free and powerful CRM software for your organization then you will find this freeware quite useful.

With the help of this freeware you keep track of and are also able to record the details of your customers. Visible when applicable are activities, emails, deals, tasks, notes, workflows, chats, events, and other touchpoints that allow users to see how a contact has interacted with your company over time.

Create multiple—one of the few to allow this option—customizable pipelines for different sales processes or products. Sales sequences, which let you create, schedule, and track a series of automated, personalized emails for following up with contacts and leads, is another feature usually not found in a free plan. Sequences are also found under the marketing module, with the same setup process and functionality. The marketing suite includes lead scoring, forms, pop-ups, email templates, landing pages, newsletters, and other tools to both capture and nurture contacts.

EngageBay offers a nice selection of templates for these tools, or you can create your own from scratch. I created a newsletter pop-up for my personal website using one of the templates and launched it by adding some code to the HTML.

While creating automated workflows is only available in the two highest-tiered paid accounts, you can design and send emails and videos to your segmented lists. I connected my Twitter account, and within a few seconds, my feed, mentions, and retweets popped up on the screen. From here, you can also schedule posts for channels. For basic support management, the service suite provides ticket creation, automated assignment, and a dashboard for tracking ticket priority, first response time, and ticket count.

With the live chat feature, you can create an additional support or sales channel and then track total chats, chat duration, and first response time in the dashboard. Stretch EngageBay's functionality even more by connecting it to Zapier. For example, you can add new EngageBay contacts to your email marketing tool or add new customers from your eCommerce site to EngageBay.

With most CRMs, especially free versions, you are limited to a certain number of users and contacts. 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. For both, the platform performed well, and I knew I was just chipping the surface of what it could do. And that's true even with their free plan, which allows two users. So if you and a partner need to manage both relationships and projects, Insightly provides lots of potential to start and to grow. To get a handle on how Insightly is organized, start with the items on the left-side navigation bar.

These—contacts, leads, opportunities, emails, and others—are called objects and comprise the records you can create. A record lives in an object with fields to be filled out, such as name, phone, email, or any data you want to track. And you can create new fields, make them required, and customize the layout of fields on the page.