Free CRM: Why Your Business Need a Free CRM?


Free CRM Software, is it possible? When was the last time that you turned down something free? Probably, It has been a while, and it does not occur frequently. After all, who doesn’t love free stuff? As long as, it’s of high quality (or at least average), there’s no downside to acquiring free products. But that’s just the problem with free things; they aren’t always quality. Before starting to talk about free CRM, let’s take a look at what is Customer Relationship Management, what's the meaning of CRM?

What is CRM?

Even if you have never used a CRM before, you have probably heard the term associated with your industry. As you know, many companies(including yours) are using CRM because it saves time and helps to drive sales. You can find some CRM Examples here.

What is CRM Software?

Customer relationship management is a kind of business software that helps people to manage their customer communications and sales.

CRM is not a kind of address book that just includes your customer’s information. CRM is a system that empowers your team to build strong relationships more effectively and provide the best customer from beginning to end.

Many years ago, just large companies could work with the CRM system because of the prices. Nowadays, all kinds of businesses have access to affordable CRM software options.

What Do We Expect From CRM ?

When you run a very small business, tracking customers by sheets or address books makes sense. But after a while, your company will start to grow. That means more customers, more sales, etc. This is also an opportunity to change how you run your business. At the moment:

  • Sheets are complicated, hard to update, hard to keep in sync with your team
  • Notes get lost
  • Customer communication is inconsistent between your team and your customers.

You are looking for a solution to manage your customers and sales easily right now. This is where CRM software comes into the game.

What are The Benefits of CRM?

1.Gather all your data into one location which is easy-to-access for everyone.

  1. CRM software keeps all your customer's information so that everyone at your company can access all the information that they need in a moment.
  2. Contact Information
  3. Find easily your customer’s phone numbers, e-mail addresses, websites, and so on.
  4. Communication history
  5. Track all the interactions with your customer through email, phone calls.
  6. Customer History
  7. Reference the shape of customer relations, sales history, and how customers find your business.

2.Growth the sales

Manual data entry is one of the biggest handicaps for sales representatives. CRM software automates all the repeatable tasks so that your team can spend more time on selling not typing.

CRM also helps you to set up a sales process that is systematized. That process gives your team a guide that includes a roadmap about what they should do in every step.


By using a sales process you can:

Persistently improve your sales methods.

Sales processes provide the data you need to identify the root cause of stalled deals, take steps to address the problems, and ensure that your team focuses its efforts on the activities that generate the most revenue.

Predict Your Sales

By using the sales process, your representatives can forecast the number of sales and in this way, you can set realistic goals. Setting goals is a strong incentive power to succeed. Moreover, with this power, you can gain perspective that will improve your performance. To set goals and track them, you can use the OKR system so that you can achieve a certain target within a specific period of time.

Get new hires up to speed quickly

A systematized sales process makes training sales reps faster. And it shows salespeople what they need to do at every stage of the sale. Even a beginner seller can make an immediate impact once they learn the basic steps in your sales process.

3.Stay Focused On Your Customers

By having access to information about customer interests and behaviors, your sales representatives can show the right opportunities at right time. Selling becomes more personalized that focuses on the customer.

Now, let’s get back to our main topic Free CRM.


What should a Free CRM do?

A CRM (Customer Relationship Management) is a very effective technology that is very important for every business. As I mentioned above, this a kind of software that enables you to run your business smoothly. With built-in tools for contact management, marketing, sales, and customer support all in one place, you will be able to track all this information and processes in one place.

There are many CRM software on the market, and if you are just getting started, you should look for a free CRM. This is obviously true if you run a small size of business. In this way, you will have an opportunity to get familiarize yourself with the software and discover the features since every software works a bit differently and may include a different set of tools as we serve.

What Kind of Features Should be Included in Free CRM ?

As I mentioned above, there are lots of software in the market which include a lot of different features. At that point, you need to consider what type of functionality is the best for you and for your team.

Here is the list of the features that a CRM software should include:

  • Collect and manage leads as they are captured
  • View lead tracking data so you can understand which sources bring your most valuable leads
  • Show you an overview of how your sales funnel functions
  • Manage your sales from start to finish
  • Provide an effective customer profile
  • Generate reports to see about your activities that you can reach your KPIs or not
  • Set appointments, meeting and manage your calendar
  • Assign customer follow-ups to specific sales or customer success employees
  • Keep company documents like contracts, proposals, invoices, and more
  • Import and export data through a CSV or other file format
  • Provide remote access through mobile CRM apps for information
  • Integrate with your email service and offer email automation
  • Create auto-reminders for contacting customers or following up about situations
  • Include a system for invoicing and billing

How Does Free CRM Software Works?

Customer management software helps businesses to run more effectively by combining a set of core business applications into an all-in-one platform. By combining these components such as OKR, Strategic Management, Marketing, and tech support, this type of software streamlines data collection so sales, marketing, and customer service teams can provide customers with an excellent, personalized experience.

Customer relationship management software, as it’s also known (CRM), serves as a solution for dealing with all customer lifecycle. It starts with collecting data about customers and allows you to record all of these data and interactions so that you can refer these data to them anytime and from anywhere. As the customer moves through your sales process, you can target them with appropriate marketing messages and the most relevant offers.

Businesses of all sizes and in every type of industry can improve their bottom line using customer relationship management. By recording all of your data in one place, you are able to slice and dice information to find new business opportunities that might have been undiscovered previously. This can help to improve your conversions and rates and increase the volume of customers while decreasing the sales costs. The best customer relationship management (CRM) will also help you to make processes systematical related to such as marketing, payment, and communication.

Integrating powerful customer relationship management software with your company will simplify and modernize the way that you run your business. When all of your business processes, tools, customer information are combined with one service, many of the most time-consuming and repetitive tasks can be automated and with this extra time, your team can focus on reaching more potential customers and that will make your company’s growth rate bigger.

What can a Free Customer Relationship Management Software do for your small business?

When you run a small business, every moment is valuable. There is too much to do: finding new customers, ensuring that customers are happy, sending out contracts, dealing with invoices and bills, promoting new products, and of course, actually working on projects. Whether you are alone or have a small team behind you, the way you keep track of client information can have a real impact on your company and lead to either a bigger business or one that is where it starts. You can find some suggestions about Best CRM Softwares for Small Businesses


At many companies, employees start to look for a customer’s contact information or purchase history. The search reveals a list of three names that look nearly identical except for one misplaced letter. When the employee investigates the entries, they find that each has a different set of notes, tags, and purchases but all of them have the same phone number and billing information. A small mistake can cost you hundreds or thousands of dollars. Also, you can miss out an chance to reward customers for their repeat business. When we add scheduling mistakes, poor connection with leads, disorganized reports, the result will be unhappy customers and or at least some unprofessional moments.

While these kinds of mistakes are somehow unpredictable, you do not have to set up for manually doing every business task. Instead, you can maximize the overall efforts of your small business by using customer relationship management software(CRM). This type of solution can positively affect your business by automating repetitive tasks, saving countless hours on administrative interactions that do not generate any useful results.

Get the Most Out of Your Free CRM Software

No matter what kind of solutions you served, integrating with customer relationship management software can do most of the tasks of your small business. These solutions are usually designed to collect data and record them. Make sure that you use that data for analysis.

Customer Relationship Management software provides you with the flexibility to use all the features offered or just the ones that your business need. Your teams are going to stay more organized and you will see a rapid boost in your productivity by making sales processes and marketing campaigns systematical. The result will be increased profits, hours of saved time, and happier customers. If you use CRM software within all potential, it will transform every aspect of your business operations.

Is a free CRM software system right for your business?

The answer is yes! Take a look at your business and speak with your team about the tasks which are the most time consuming because these are the things that reduce productivity.

A free CRM software system is an excellent starting point for any business no matters what kind of industry you work in. If the free CRM that you select includes enough features for you and for your business, you won’t need to look for a new solution until your business grows much more. Also if you selected a free CRM that also offers paid features, it will be so easy to upgrade it in the future.


Customer relationship management is as I mentioned above is a very effective technology. This type of solution will help you to run your businesses smoothly. If you have the idea of integrating your company with Customer Relationship Management (CRM) software, it is a good begin to use Free CRM software. At that point, you should try to choose the free CRM which includes the best features and your company’s needs. After implementing your business with CRM, you will notice the effects of CRM on your business. When all of your business processes, tools, customer information are combined with one service, many of the most time-consuming and repetitive tasks can be systematical and you can use this extra time for searching for new customers.

What is Next?

Now that you know what kind of values CRM brings to your business and if your business is ready to adopt CRM software, it’s time to start evaluating your options and learn if Prosoftly is a good option.

Try Prosoftly free forever up to 3 users, or use our contact form to reach us. We’ll be happy to answer any questions about how Prosoftly could drive the growth of your business.