In short, it provides you with a range of good-to-have tools, including email marketing, lead management and more! Whatever you want to do, eWay-CRM has a way to do it. The system is very easy to use as it can be customized for your specific needs.
You can customize the user fields, the workflows, and design form layouts in a way that helps your productivity and efficiency. In short, eWay-CRM is a top pick if you're looking to improve your sales and customer connections—especially if you're a Microsoft Office user. Smaller companies that need a CRM integrated with Microsoft Outlook will want to give this software a try. The free plan is quite limited while the paid plans might be high-priced for small and medium-sized companies. Considering the plugin is integrated into Outlook, there's no option to download it onto a Mac.
Luckily, there's a web-based version Mac users can use. The good news is that eWay-CRM comes with a free plan that you can use for an unlimited period of time. The drawback is that it only supports one user and comes with MB Cloud Storage. The other great news is you can opt to pay for the software on a subscription basis cloud version or purchase a lifetime license host it on your own server.
HubSpot is one of the biggest vendors out there up there with Salesforce , and they offer a free CRM for unlimited users with basic features. The free HubSpot CRM allows you to assign and track leads, manage the sales process, manage workflows for better management, and record customer interactions across every channel in one place. It also has pretty comprehensive email marketing, as well as inbound marketing tools the latter is quite useful for getting search engine hits for blog posts.
The platform works with G Suite and Microsoft Office, making implementation and data syncing seamless. Integration with Zapier facilitates easy information sharing and task management across apps like Google Sheets, Facebook Lead Ads, Slack, and more. The non-free, paid add-on packages for HubSpot CRM boost data storage, generate more sophisticated reports, and incorporate new AI and advanced automation tech.
Customizability is limited, which might make the CRM hard for certain niche small businesses to tweak and meaningfully implement. Based on number of users, Bitrix24 is one of the most popular free CRM in the world. Features-wise, it provides largely the same range as paid plans, albeit scaled-down. Everything you need is there: pipeline management, lead management, sales tracking, reporting, task automation, and more.
The user interface helps make Bitrix24 easy to use the Kanban view is especially good. The app can lag sometimes. Streak provides a fully integrated Gmail CRM built into your inbox.
Piggybacking off this familiar everyday software tool, the app makes CRM adoption easy for new users. The free version of Streak, intended for personal use i. Email templates allow you to personalize emails and send them out at high volume, a far more effective alternative to generic mass-blast email marketing.
Email tracking gives you a heads up on who read your email, and where on earth they read it thanks to a handy map view , as well as how many times.
Call logs and meeting notes, meanwhile, help keep an easy-to-find record of your non-inbox interactions, organized chronologically and by type. Given that Streak is a lightweight CRM, it might not work for more complex business processes. The freebie gives you a pretty good bang for your no bucks, with project supervision features and contact records all accessible within a cleanly designed user interface. Training videos are available that explain features in an easy-to-digest way, which eases the learning curve and implementation time.
Insightly is a full-stack CRM offering lead routing, workflow automation, customer management, and sales pipeline tools. You can also build custom apps and data visualizations to track key metrics without knowing any developer stuff; just click through options and drag-and-drop elements into place.
You can manage organizational security for specific modules, contact records, etc. The free version of the CRM is capped at two users and has no data backup system, as well as mass emailing daily limits and limits on custom fields per record.
In a similar vein, you need to get a paid plan to get access to more detailed, useful lead assignment modules. Learn More: Insightly. They dish out their starter version free of charge for up to three users. It integrates with CRM, project supervision, invoicing, and every other app in the Apptivo universe, meaning all pertinent information is always available to team members. The free version of Apptivo has no marketing tools and does not support third-party integrations, limiting is usefulness.
Learn More: Apptivo. SuiteCRM offers a free, open source solution that covers sales, service, support, and marketing functions. It has a relatively low learning curve and short set-up time, making it one of the most popular pieces of open source software on the market.
If you have an IT department or.. The ability to customize, and the large number of add-ons available on the web, allow SuiteCRM to deal with applications at pretty much all complexity levels.
It also works on basically any OS imaginable, i. Helpdesk support comes from the SuiteCRM community, which can make getting answers somewhat slow. As one might expect, the free version is limited in some respects: integrations and features are less robust than in the paid versions of the product. Customer ticketing for support teams offers feedback forms, helpdesk, knowledge database, and everything else you need to keep churn down and boost the customer experience.
Integrations with RingCentral and Twilio enhance the built-in telephony features of Agile CRM, ensuring conversation tracking, call recording, and deal-making over the phone lines is organized and super effective.
You can automate upcoming voice calls and follow-ups by putting your appointment calendar online. You can also attach documents in-app within the deal process, company and contact profiles, and emails. This feels somewhat unfair, and it creates a notable financial obstacle for using the platform as your business scales.
Customization options are limited. A non-traditional, lightweight CRM with a very on-point design aesthetic and breezy ease of use. You can put 1, records in each base, with each base having an attachment data cap of 2 GB.
Importing and exporting data from. CSV is a cinch. Probably the main reason people love Airtable is the fact its software puts a premium on creativity and personalization.
The drag-and-drop dashboard allows you to generate custom fields, and populate them with everything from attachments, run-on long-form text notes, checkboxes, links to records in other tables, and yes, even barcodes. This makes it a viable choice for teams that require a mix of analytic, organizational, and communications features. This shows in its overall lightweight CRM features.
More complicated work processes and task management will probably be too much for the platform to handle. Flowlu is a cloud-based collaborative CRM with best project management software and knowledge base features. The free version of the product, capped at 2 users, gives you 1 TB of storage data.
Build and store knowledge bases, keep track of project expenses and revenue, and handle finance and records management. With Flowlu, you can quickly put together personalized invoices, auto-inserting CRM data into them and then sending them out in-app. You can do quotation estimates too, and generate leads with custom web forms and invite customers to upcoming events and surveys. The free version includes an Agile Scrum component that allows you to implement scrum strategies like sprints on a visual task management board.
Keep on top of issues and bug reports, track and prioritize product requirements, and streamline your workflows with flexible project tools. Financial reporting features are likewise somewhat lightweight and might not be robust enough for companies with more complex business processes. In the end, CRM makes running several different departments of a growing business easier, faster, and possibly more fun.
So long as one never forgets the ultimate aim is to have better engagements with customers, both prospects and paying. Those customers are people after all, not mere datasets. Of course, metrics are good too: insights based on data help you act with the best information possible, rather than just following gut instinct alone.
Business intelligence, machine learning, AI, and advanced automation are all becoming increasingly more cheap, user-friendly, and useful. They say starting is the hardest part. Thank you for subscribing. You will receive an email confirmation shortly. This compensation may impact how and where products appear on this site including, for example, the order in which they appear. Build lasting relationships, boost your revenue and remain on top of your game with the free EspoCRM!
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Toggle navigation. Download Try Demo Change the Way You Provide Customer Experience Sophisticated functionality makes it easy to organize your business data, plan work activities and close more deals. Welcome on board! Check your email to know more. File Size Checksum SHA What to do next? Read the Documentation that includes tons of helpful articles! Follow our website and our Twitter feed to stay informed about recent updates! Build strong relationships with customers, get powerful insights into sales and marketing analytics, automate business processes and improve the sales performance today!
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Release Notes See release notes on GitHub. If you like our product, please leave a review EspoCRM review. Total rating. Your overall rating. Add your own review. Average user rating 4. An excellent CRM system which goes to show you don't have to spend thousands with the big boys. When I first downloaded and started using it I was a bit sceptical that it could be any good if it was free and over the next few days and weeks got to know it better.
It is very good indeed, and the possiblities to make it your own are far ranging. For example we are using the calendar for meeting room bookings for our clients on the CRM; and of course you can add your logo and customise the colours etc. Support has been first class too, even though we don't have a hosted version. Well done guys in Ukraine. Good job! The past two-years have been totally problem-free. It is simple to update via SSH command-line and the system has never crashed or hung on me.
It just works You simply can't go wrong with this system. The EspoCRM is one of the best and flexible business software you can get no matter the budget.
Awesome work from the guys from Ukraine! Rundan Patre. Easy to install, rasy to upgrade, reasonable price for plug-inns, very stable platform , really value for money! One of a kind! I highly reccomend this software. Auf Mist wurde verzichtet. Sehr intelligent durchdacht! Sehr gut programmiert! Weiter so! Thought I'd write an updated review. After 1. The software is rock solid. It does everything we ask of it and more.
I couldn't be more satisfied. The advanced pack add-ons make this crm sizzle! Great software, great community, great support. A very good product, I really recommend, I have tested many others and this one is really better, good job espocrm, keep it up! No procedure for backup and restore in windows.
Upgrading is problematic when upgrade has new columns for existing tables, software looks for the new columns in existing version and stops with error when not found instead of creating them.
Finding paid support for this is difficult. Trying to import a large data set back into espocrm creates problems with phpmyadmin, and mysql workbench does not play nice with this database throwing all kinds of errors and warnings.
Can't do a simple export import with workbench without having to solve incompatibility errors. Bottom line, probably best to stick to Linux on an implementation with this one, and skip it if you plan to use Windows. Simon Pearce. What a fantastic product, flexible, lightweight and what a CRM should be. Well done ESPO. Just started 'playing' with Espo having looked at lots of different CRMs over the last year. What's great about it, apart from it being very fast to load, is that it is not weighed down with lots of unnecessary bits and pieces that you get on other systems, bit they are there to purchase as add-ons if you want.
When starting out with CRM you want it nice and simple - Espo delivers this really well and it works really well. Half the features offered by others you just don't need. Espo is just perfect.
Very intuitive and user friendly. Ruben Errex. Its simple, straightforward, customization friendly and with loads of configuration options. I am very excited to see where this company goes.
Congratulation on such a fine work! I have been developing with proprietary CRM's for a number of years now, and have recently delved into the open-source space. I am very impressed with the quality of this CRM and plan to use this in a number of projects going forward.
However, as comparing to other CRMS available on the market, this seems still needs more work and maturity when it comes to in-built modules and integrations. I hope the dashboards, dashlets and report would be more intuitive and pleasantly appealing. Bulk Email should be open to more integration aside from mailchimp such as sendgrid, elasticemail with the ability to monitor and track bounce and read emails. Overall, this has a lot of potential but for it succeed in the CRM space, it has to catch up with common and above basic functionalities.
Festline Mush. Thanawat Laohadtanaphorn. I have adopted EspoCRM into my company for 3 years now. It has become one of the core application in my company since then. My IT team loves working with it.
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