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CRM Best Practices: How to Choose the Best Free CRM System

A good CRM is without a doubt a must-have for all growing businesses. 

There comes a time with all the businesses when managing the information about existing customers becomes difficult. Sifting through spreadsheets, hopping from one document to another, reaching out to colleagues in search of some customer data no longer remain feasible methods of acquiring or handling customer information. In such a scenario, a free CRM system comes in extremely handy. 

However, with so many options to choose from, picking the right free CRM system becomes a tricky task. Let’s look at some essential considerations for you to make before finalizing a free CRM system for your business!

Cloud-Based Deployment

While both on-premise and cloud-based deployments have pros and cons, when choosing a free CRM software, the idea should be to select a cloud-based solution. 

This is simply because you won’t require any internal technical team to take care of and manage the various intricacies of the software. All you’ll need to do is log in to the free CRM dashboard using your browser, and you’ll be ready to start using the tool. Any information you require on your customers will be available on your screen, while it will be residing at a centralized location on the vendor’s server. 

Cloud-based CRM software helps in reducing costs and efforts that would otherwise go into understanding, managing, and operating the CRM solution. The best free CRM software for you should therefore be deployable on the cloud. 

Features and Functionalities

Your business is unique in terms of how it operates, the customer base, and the overall growth dynamics. So, the free CRM software you select should be able to cater to your specific requirements. There’s no point in having functionalities and features that aren’t relevant to your cause. Instead of that, you’d rather want to have a few specific features if they completely align with your growth strategy and business vision. Bonus points if the free CRM software offers scalability to cater to the evolving needs of your business. 

Your requirements will evolve alongside your business and customer base – so, you’d want the free CRM software to be easily upgradable to the next version. Further, different departments in your organization might require different functionality. For instance, the sales team might need the CRM to be easily accessible on their phones and offer advanced sales capabilities, while the communication team might look for only the marketing-related features. 

A CRM software is not a one-size-fits-all solution. The idea is to select a free CRM software with diverse enough functionalities to meet the needs of most (if not all) of the teams that’ll be using the tool. 

Integration with Other Systems

The free CRM software you opt for will be an add-on over all the other tools and software you’ve already been using for your processes. For a holistic experience, the CRM system must be easily integrable with other internal systems and processes you are following. After all, the purpose of using a CRM is not to just add another tool to your processes but to find ways of streamlining and improving your overall business operations. 

That’s why it’s essential that the free CRM software easily fits in with other tools in your arsenals. Mind you, we’re not talking about just the tools like GSuite or Office365. Think ERP software, accounting software, HR software, company website, and other similar items, and check if the CRM software easily fits in with your stack or not. 

Similarly, you should also be able to migrate all of the customer data that you’d have stored elsewhere onto your free CRM system. Check whether the CRM software offers this capability or not and look at whether or not there’s a provision to export data and contacts from your CRM system. 

Availability of Customization and Training 

As we mentioned earlier, your business is unique in its own way. Customizability is, therefore, an important aspect to consider while opting for a free CRM software. There should be a provision for you to add or modify features according to your specific requirements. A free CRM software should reflect your sales processes while complementing your business goals and visions, your contact management routines, and your customer service initiatives. The system should therefore be easily customizable and configurable as per your requirements. 

Further, the CRM software should be intuitive to use and should come with some sort of training or guide to help your team quickly get up and running with the tool. A free CRM software that’s not usable by your team is of no use to your business. So, it would be best to consider the usability aspect of a CRM system while making a selection, along with the training or support aspect. 

In conclusion

The importance of using a free CRM system for organizing and managing customer information and automating most of the customer service tasks can’t be overstated. With so many free CRM software available, making the final choice might get tricky. However, if you follow the pointers mentioned above, you’ll be on your way to selecting just the right free CRM software for your cause. 

If you have any questions regarding the article, please drop us a comment below. If you want to set up a CRM software for your organization – hit us up!

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