Here is a list of best free cloud CRM software. All of these are CRM software which are provided with Software as a Service license. They can work on various platforms as they only need a web browser and active internet to work.
Through these software, you can manage various customer relationship aspects of a business or company. Some of the main aspects that you can manage through these software are Opportunities, Leads, Deals, Sales, Orders, and Customers Information. To simplify CRM activities, these software divide CRM tasks into separate modules. In most modules, you can perform three basic tasks namely add, edit, and delete module-specific information or record. However, some modules also let you gain critical information about a business like weekly sales, current trends, employees’ performance, top-grossing product or service, etc.
In these software, you can also add multiple users to divide management responsibilities between users. The administrator of these services can assign CRM tasks to users and also track their progress. A Report section is also present in some software through which you can generate reports like payment, sales, revenue, etc. Plus, some cloud based CRM software let you save reports and other CRM statistics in CSV and Excel formats. For a quick CRM activities overview, you can use Dashboard that you can find in most of these cloud CRM software. Go through the list to know more about these cloud based CRM software.
My Favorite Cloud CRM Software:
Composity is my favorite software because it lets you manage almost all CRM aspects of a company. Plus, it lets you generate and save reports of individual modules in CSV and Excel formats.
Composity
Composity is a free cloud CRM software. It is mainly an online business management software that includes all the CRM, ERP, eCommerce, and Point of Sales features. To manage the CRM aspect of a business, it offers multiple modules namely Accounts, Sales, Invoices, Expenses, Payments, and Reports. Let’s take a brief look at the main CRM modules of this software.
Main Features:
- Accounts: Using it, you can add and manage accounts of individual customers and companies. In each account, you can add and edit information like name, email address, billing data, VAT information, and more. Plus, an option to view all the activities of an account is also present in it.
- Sales: Use it to add new sales by specifying the customer name, product name, product description, product quantity, product price, and payment method. Plus, it lets you generate invoice, view previous sales, track sales transferred to delivery, etc. In the end, you can export all the sales data in CSV and Excel formats.
- Invoices: As its names suggest, it is used to view previous invoices, search invoices, and create new invoices.
- Expenses: From here you can add new company expenses, view previous expenses, edit expenses, and export expense data in CSV and Excel formats.
- Payments: It is another important module through which you can add and track all types of received and transferred payments. In addition to that, you can view the date, description, and method of payment for every received payment.
- Reports: Use it to generate various reports such as payment, sale revenue, account receivables, inventory tree, etc. You can save all the generated reports in CSV and Excel formats.
- Dashboard: From its dashboard, you can easily track various important aspects (invoice, invoice amount, sales, orders, etc.) in the form of graphs and statistics.
Additional Features:
- In it, you can find many additional features through which you can manage finances, inventory, projects, etc.
Limitations:
- In this free version of this software, you can only add up to 3 users, 50 records per month, and 200 CRM contacts. Plus, cloud storage of only 100 MB is available in it.
Final Thoughts:
It is a capable cloud based CRM software that offers many useful features to manage and improve the business-customer relationship.
RAYNET CRM
RAYNET CRM is another free cloud CRM software. You can also use it in multiple operating systems as it is an online software that needs a web browser and internet connection to work. Using it, you can manage almost all the aspects of the CRM such as deals, reporting, leads, email tracking, analytics, and more. Plus, you can add up to two users to help you perform customer relationship management activities. Now, check out the main features of this software.
Main Features:
- Deals: Using it, you can add deals, close deals, specify the price of deals, track the status of deals, divide deals into multiple categories, and view the name of deal handling employee.
- Quotes: Use it to make and manage quotes for deals along with their prices.
- Products: Through this feature, you can add new products, description of products, specify standard prices of products, and manage existing products.
- Analysis: It offers multiple analysis tools that you can use to analyze business pipeline, sales estimates, sales development, sales by product, product performance, salesman success rate, deal profit, etc.
- Activities: Through this module, you can add and manage tasks, meetings, events, calls, customer emails, and letters.
- Contacts: It is another important module through which you can add and manage contact information of potential clients, contacts of existing clients, and accounts associated with clients.
Additional Features:
- In this cloud based CRM software, you can also upload and manage documents associated with deals, events, bills, etc.
- A useful Business board is also present in this software that helps you can track newly initiated deals, ongoing deals, and expired deals.
Limitations:
- This free version of RAYNET CRM imposes some limitations such as limited users (only 2), accounts (150), and cloud storage (only 50 MB).
Final Thoughts:
It is another feature-rich cloud based CRM software through which you can manage all CRM aspects of a company or business.
Bitrix 24
Bitrix 24 is yet another free cloud CRM software. It is primarily an online CRM service that lets you and your employees manage many CRM aspects of a business. In it, you can easily add one or more employees to help you manage CRM activities like Contacts, Companies, Leads, CRM analytics, Orders, etc. In addition to that, it also offers Chat and Call features to communicate with other employees. Now, check out the main features of this cloud based CRM software.
Main Features:
- Deals: Using it, you can add new deals, money involve in deals, client information, etc. Plus, it also lets you view and manage the status of deals. In the case of deal finalization, you can also generate invoices for deals from here.
- Analytics: Using it, you can track the sales of last week and months, view trends (sales, companies, and contact), compare current sales to previous months, track employees performance, view top grossing employees, etc.
- Sales Centre: It is an important section that lets employees communicate with customers and receive payments through Chats and SMS.
- Contact & Companies: These sections lets you manage all the essential information about existing contacts and companies like profile, address, contact number, address, client path, etc. Plus, it also shows the name of employees responsible for handling a company or client.
- Orders: Here you can view all the received orders, accepted orders, paid orders, and completed orders.
- Tasks: Using it, you can create new tasks and assign tasks to one or more employees.
Additional Features:
- Online Store: Using it, you can create your own online store by using various predefined templates and adding products over the online store.
- Calendar: It helps you view and manage tasks, schedules, invites, task deadlines, and other important time-specific activities.
Limitations:
- In this free version of Bitrix 24, you don’t get some important features like CRM Marketing, Sales Intelligence, Sales Centre, etc.
Final Thoughts:
It is a feature rich cloud based CRM software that offers a good set of CRM features that helps you and your employees share their duties and manage different aspects of CRM of your business.
Corteza
Corteza is a free open source cloud CRM software. It is also online software that you can use in various operating systems with the help of a web browser. In it, you can find many modules such as Messaging, Low Code, CRM, Google Maps, etc. You only need its CRM module to perform necessary CRM activities such as leads management, account management, opportunities, contacts, quotes creation, campaign, and more. Let’s take a brief look at the main features of this software.
Main Features:
- Leads: In it, you can view and manage your leads and leads generated by other employees.
- Accounts: In it, you can manually create and edit existing accounts. Plus, you can also import existing accounts in the form of CSV or JSON file format.
- Opportunities: It is another handy section in which you can add new opportunities by specifying the opportunity name, amount, account name, and opportunity owner. It also shows the data of previous opportunities.
- Contacts: Through this feature, you can add and manage contacts of all customers and associated companies. It also lets you Import and Export contacts in CSV and JSON formats.
- Campaigns: Use it to view and add information campaigns such as campaign name, parent campaign, type of campaign (direct mail, email blast, radio advertisement, etc.)
Additional Features:
- Through this software, you can also manage products, their prices, description, and quantity information.
- A separate messaging module is also offered by it through which you can perform both the group and private chats with other users.
- A Google maps module to view and target business according to their geographical location is also present in it.
Final Thoughts:
It is another good cloud based CRM software that lets you manage various CRM aspects of a business or company.
Odoo
Odoo is one more free cloud based CRM software on this list. Like other similar cloud CRM software, it is also online software that works on various platforms. Plus, an Odoo app for Android and iOS platforms are also available.
It is primarily a business management software that covers most aspects of the business. However, it does not natively come with most of its features. Thus, you need to manually install business management modules (CRM, ERP, etc.) by going to its internal Apps store. However, in this free version of Odoo, you can only add one app for free. To perform customer relationship management, you need to add the CRM app to this software. Now, check out the main features of this CRM app.
Main Features:
- Sales: In it, you can create and manage sales projects, leads, customer contacts, view project pipes, deadlines of team members, and track sales opportunities of current and previous months.
- Reporting: In this module, you can view statistics and graphs that shows opportunities, average deal size, expected revenue, profit/loss ratio, project time range, days to assign, and more. You can save all the generated graphs in the PNG image format.
- Configuration: Through this module, you can add employees, create teams, and specify the types of activities (email, call, meeting, upload document, etc.).
Additional Features:
- This software also offers an inbuilt chat feature through which employees can communicate with each other.
Limitations:
- In this community version of Odoo, you can only add one app for free.
Final Thoughts:
It is a simple and cleanly designed cloud based CRM software that offers a good set of CRM features.
Prosoftly
Prosoftly is the next free cloud CRM software. It is primarily an all in one online business management software. However, in this free version of Prosoftly, you only get a basic CRM, KPI, and Task Management features. Now, check out the main CRM features of this cloud based CRM software.
Main Features:
- Customers: In it, you can add new customers by entering their details such as name, job title, company name, sector (accounting, aviation, animation, arts, etc.), website, etc. Besides this, you can also use it to retrieve customers by their names.
- Deals: Use it to track and edit various information about existing deals such as deal name, deal stage, deal amount, CRM owner, associated customers, date of deal creation, etc. New deals can also be added from here.
- Contacts: It is a dedicated module to add and manage the contact information of both partner companies and customers.
- My Tasks: Here, you can schedule tasks for yourself and track existing personal tasks.
Additional Features:
- In this software, you can also manually add and manage products, product names, products description, product prices, etc.
- A company dashboard is also present in it that gives an overview of sales, deal stages, deal forecast, etc., in the form of graphs.
Limitations:
- Most features of this software are locked in this free version of Prosoftly. To unlock all its features, you need to purchase its Enterprise plan.
Final Thoughts:
It is a basic cloud CRM software through which you can manage some important CRM aspects of a business.