Top Free CRMs in 2018: Looking Ahead at the Trends
The year is drawing to an end. For many companies, CRM predictions for the New Year seem pointless because of the various reasons starting from the long technology development cycles to businesses’ obsession with one or two big ideas over the course of multiple years. However, thanks to the rapid technological innovations and hyper-development in CRM industry driven by AL, mobile and the cloud, you can finally see the interesting changes that take shape and fuel the organizations with new opportunities.
In the past, the business owners focus on using CRM systems as a selling tool. To be more specific, the platforms served as the optional instruments to help keep track of customers and manage sales. Nowadays, you try to find a solution with the robust functionality to become more strategic and less tactical in regards to sales, marketing, automation and business process. So, let’s take a look at 3 top free CRMs in 2018 that can easily satisfy your business requirements and fit your budget:
It is a leader among the reasonable and comprehensive software since the system offers the efficient capabilities and it is free forever. The fully-featured CRM kit makes the platform popular in the SBM arena. The smart and easy-to-use solution provides you with the customizable interface, helps to create the detailed company and contact profiles, as well as assign and track all of your deals.
Besides, you can simply control the performance of the team members for each task, and organize all corporate activity on a single dashboard that everyone can see and contribute to. HubSpot CRM is optimized for mobile usage so that you can access data on all devices to collaborate with your team from everywhere and close deals on the go.
The CRM is a simple and intuitive solution that is free for up to 2 users. The platform is a great fit for the small and mid-sized companies and well-known for its big picture visibility that lets you drill down to details. The system stands out for the compelling contact and opportunity management, workflow automation, as well as task and events management. Also, Insightly is famous for the robust reporting tools that are divided into 2 categories:
- Advanced. Build the custom tabular reports with charts based on fields and parameters that you select. These reports can be saved and shared between the team members and departments.
- Legacy. Get a quick path to build the opportunity and activity reports, as well as filter options to select them. Every report includes the links to filter records by commonly used date ranges, field values, etc.
It is a comprehensive solution that includes a free edition for up to 10 users. The platform is designed for the organizations of small and medium sizes, yet its functionality can fit the enterprises as well. You can take advantage not only of the practical lead and contact management, but also compelling sales pipeline functionality and purchase control. It is an ideal solution if you want to simplify the company processes, get deep insights into running your business, and engage customers in whatever medium across multiple channels.
Moreover, the platform stands out for the inventory management and focus on retail businesses looking to improve their sales automation and lead management workflows. The system also offers a suite for account regulation and supports mobile access.
First and last, the top free CRMs in 2018 mentioned-above are robust and cost-free. In this case, your task is to choose the one to fit your business demands that can bring your company prosperity in the next year. After that, it is recommended to find a right and secure mode to move all your records to the desired platform. Lately, a lot of companies use the automated tools to perform the information import.
So, you can take advantage of the automated migration service Trujay to transfer your items without any programming skills and benefit from the following functionality:
- assurance of treating the CRM data privately;
- fields and users mapping to satisfy the company requirements;
- free Demo Migration to explore if the SaaS works properly;
- no interruptions of the business processes during the transfer;
- Migration Insurance to perform the import over in case you want to make any changes.
Now, when you are certain about your future CRM and migration tool, run the migration by taking the several easy steps:
- Visit app.trujay.com and sign in.
- Specify the current and destination CRMs’ access credentials.
- Pick out the records you want to migrate, map the modules and launch a free Demo Migration.
- If you are happy with the test outcomes, you can start the full CRM data Migration.
The Final Slice
By and large, all top free CRMs in 2018 are worth your attention for enhancing the company workflow and improving the team performance. Thus, take all the hacks above into consideration, take a one step ahead to the company success and reveal the new business opportunities in the future year!