Free CRM: What To Look For in a Free CRM?

First of all, What is CRM?

CRM meaning is Customer Relationship Management.

Customer Relationship Management (CRM) software was originally improved to help businesses for building and managing relationships with new and existing customers. Since then, CRM software has transformed from a simple contact management software into a tool that helps users deal with sales, marketing, point-of-sale transactions, accounting, and other types of operational data as an accessible all-in-one solution. This content will be a nice guide on what to look for in a Free CRM.

free crm

CRM is a kind of solution that helps you find leads, follow up with possibilities and nourish them through the sales pipeline. CRM is also used to maintain customer loyalty by keeping the key information to increase sales – for instance, by personalizing the experience and providing excellent customer support.

How Much Does CRM Software Cost?

The cost of CRM Software varies enormously. Vendors typically use a subscription-based pricing model. Pricing depends on a few different factors, such as the number of users and the features that are included in the plan. Mostly, you pay a set per-user, per-month fee. Pricing can range from $10 per user, per month to thousands of dollars per month, depending on what your business needs.

Don’t you have a budget for CRM Software? Or you are not sure that CRM Software is useful for your business, but you are curious to see what kind of features it has included. Many vendors offer free trials of their software such as Prosoftly. There are also free versions of popular CRM software; some include all features but a limited number of users, while others offer only the bare minimum capabilities.

What features should you look for in Free CRM Software?

CRM doesn’t just keep your contacts organized, it offers lots of tools to help you boost sales and generate more effective marketing campaigns.

Ease of Use and Integration

The thing that you should look for in a CRM is ease-of-use. If your employees can’t figure out how to use a software quickly, simply they won’t use it.CRM adaption is a widespread problem because employees either don’t know how to use theirs properly or they see it as an inconvenience. Even if a CRM is simple enough to use, it still needs to integrate smoothly with the processes your company has in place or you will need to create new processes.

The most important benefit of Prosoftly is how easy it is to use and adapt.

Remote and Mobile Access

Businesses need flexibility in the digital age. A CRM that doesn’t let you remote or mobile access is not a good option for companies, such as those who have employees working in different locations.

Without remote access, you can’t add the data easily while in a meeting, client’s office, or anywhere. This may not be a deal-breaker for some companies, but it will not be a good first impression for clients.

Security

After a while, your CRM will be the house of a great deal of valuable information and become one of your core assets.

Because of this, you need CRM Software that has security against cyber attacks and prevents data loss. It should also provide reliable access and recovery of your data at the moment of attack.

Customization Options

There is no one-size-fits-all CRM Software for all businesses or companies.

Every business has differences from each other, so it is important that the CRM that you choose is customizable and flexible. If a CRM doesn’t support your company’s processes, you won’t get the value of your money.

Reports

Most of the CRM Software includes some reporting functionality. Make sure any exporting or importing needs you have (for instance transferring information to Excel) are compatible with a system that you choose.

Also, you can find best CRM for small business here.

Conclusion

Before you decide which CRM your business will use, consider for the future. Make sure that you select a CRM that can grow with your company, based on your performance and goals.

Your business might be not big now, but based on your goals, it may not remain that way for a long time.

The best CRM will be a partner for you in the long-run. Once you select one and your team gets used to working with it, it will be harder and harder to switch to another software after a few years.