Contact Management

TRACK EVERYTHING INSTANTLY

Keep a single shared customer profile company-wide.

Deal Pipeline

SALES PIPELINE DASHBOARD

With graphs and charts detailing sales and forecasts, get your finger on the pulse of your entire business.

Marketing Automation

UNLIMITED CAMPAIGNS

Track conversions end to end with personalized email, direct mail, voice, and print using a personalized touch.

Get Mobile

ANY DEVICE

Works on any device – fire up your mobile browser; no app required. Mobile bookmark Free CRM for quick access.

Companies & Contacts

Our deal tracking tool and sales pipeline dashboard give you a current, comprehensive view of all your sales activities. Know where every customer is in the sales cycle, deal size, contact history, even competitor information to help craft more effective CRM messaging. Reports & Dashboards provide a smooth, accurate read of everything happening.

Deals & Sales Pipeline

Our deal tracking tool and sales pipeline dashboard give you a current, comprehensive view of all your sales activities. Know where every customer is in the sales cycle, deal size, contact history, even competitor information to help craft more effective CRM messaging. Reports & Dashboards provide an easy, accurate read of everything happening.

Calls & Voice

Free CRM has robust call tracking and calls scheduling and automation features that set it apart from the rest. Most other CRM systems do not have strong call scripting, follow-up, scheduling, and call reporting with detailed call center features.

Forms

Forms are questionnaires and answer surveys and can also be call scripts where data can be explained and inputted by your sales or support staff. You can also distribute the forms to clients through a URL to a webpage to get customer feedback. Form and survey creation is natural with our form builder, creating "Wizard Forms" - multi-page forms that are easy to follow and complete.

Reports

Our reporting features allow you to gauge the effectiveness of your software solution and how well your sales staff is completing the sales cycle. You can also run reports that track system use for each of your team members, allowing you to see where additional training is needed or extra customization in the application so that your team can use the tool more efficiently and smoothly as it pertains to your normal business operation.

Marketing Campaigns

You can develop targeted marketing campaigns based on customer profiles and history. Execute email campaigns around time-sensitive promotions and opportunities with unlimited email. Track marketing in real-time, focus, and improve the quality of your lead generation. Print, SMS, calling, and email campaigns are all included. Utilize our Promotions feature to track loyalty and give customers benefits.

Task & Event Tracking

Tracking tasks, issues, and sales give you complete visibility into the time you and your team members spend on any given Deal or Issue. Bringing work items into Free CRM enables teams to close deals and issues together. Management gets the visibility they need into quality, satisfaction, and responsiveness, and your group is more organized, from beginning to end, closing business and managing customer support.

Import & Export

Free CRM can import and export data like any other program, so whether you use Excel or have an old ACT database to convert, it is easy to use our simple Importing feature to bring in your new information. Are you doing something complex, like importing custom relational data like Salesforce.com? It's easy to migrate even enterprise systems; Free CRM can handle more than import your old Excel worksheets. Of course, you can export anytime from Free CRM; merely designate the kind of file format and delimiter or your file parameters.

Print & SMS

Free CRM supports direct mail and mail merge campaigns using our advanced Microsoft Word integration, which lets you create custom Word templates and then do mass mailings or direct mail campaigns using the data in the CRM that gets merged with your Word templates. Want to extend your campaigns to SMS or need to send out messages to groups using SMS? It's easy with Free CRM with SMS marketing campaigns options.

Alerts & Reminders

Free CRM can alert you to upcoming meetings and events by email, SMS, or screen pop-ups. You can set alerts in different ways using different action rules, such as when new data is entered, edited, or deleted; your team members can get instant alerts and updates from the CRM. Using our rules-based alerts system can keep managers and salespeople abreast of the latest happenings in the CRM system. Other powerful alerts and reminders, such as task ticklers or calendar reminders, can alert you, the team, and even external contacts with the latest information.

Mobile iOS & Android

Free CRM works great on phones and tablets straight out of the box. All you need to do is fire up your browser and go, with no app to download. Free CRM works great on tablets, too. Make it easy by adding a mobile phone bookmark or shortcut, and you will always be able to access the CRM from anywhere on any device.

Group Calendar

Free CRM group calendar is a great way to manage and see your schedule and your employees' daily, week, and monthly scheduled activities and customer meetings, calls, and everything else. You can track upcoming events, set reminders, create tasks and enter notes, attach files to calendar activities, associate calendar entries with contacts, and assign tasks to one or more co-workers.

Documents

Our robust document management and doc storage are a safe, secure place to centralize your electronic document assets with point-and-click convenience. Your team can then quickly access contracts, sales and marketing literature, standardized forms, software, or any other type of file instantly from anywhere in the world.

Backup & Security

Free CRM lets you export data anytime, and you can always get a complete snapshot of all of your data anytime. Professional edition customers also have the 1-click convenience of a full backup function, which zips up all the data in your CRM in one easy file. We also have a 1-click backup feature for the document repository, so all of your important files and documents can be downloaded and backed up in one easy step. Free CRM also utilizes industry-standard military-grade 128-bit SSL encryption and has the most secure data centers globally.

Customer Support

Streamline organization-wide Customer Support process and enable better integration between Sales & Customer Support processes in a single integrated system. Integration between Sales and Post-sales support management helps organizations resolve customer-reported cases in less time, thereby enhancing customer satisfaction, cross-selling and up-selling opportunities in the future.