Reporting and analytics.
Your CRM is not worth much if you cannot track your CRM insights and the progress you made with it. Choose the CRM with the best dashboards that are informative, can run many reports at once, and give you actionable insights.
Contact management.
Since all CRM is customer-centric, it should have a variety customer mobile number data base focused features. Look for features that allow you to make filtered customer lists and segment them accordingly. Plus, make sure you can create and customize sales pipelines since this CRM function is very important for sales teams.
Integrations.
The good free CRM is the one that can seamlessly send and receive data from multiple apps. Our is to look for rich integration capabilities advice because they will make the information retrieval, and overall CRM procedures much smoother. On the other hand, most free CRM versions offer basic integration capabilities, and you may need to upgrade your plan to get the most out of it.
What other functions do you need in your free CRM system?
When choosing a CRM system for your business, make sure you check what advanced features they offer free of charge.
Look for a CRM that can be customized to fit your business processes, including custom fields, sales stages, reports, and dashboards. Customization allows you to tailor the software to your specific requirements.
Don't expect much, since most advanced features like automations and AI-powered lead targeting is only available with paid plans.
But you can surely get project management functions, traffic analytics, and team collaboration features in a free CRM package.
