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Automating basic processes in customer service is a huge time-saver, which makes being able to do more with the paid plans really attractive. I wish they let you do more, because the workflow builder is such a breeze.
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I’m focusing on the customer service aspect of Agile CRM, but I’d be remiss not to mention the really great sales and marketing features, like:īear in mind that in terms of automation, the free version is limited to a single campaign workflow with five nodes and one trigger. Really, the only customer service feature that doesn’t come with the free version of Agile CRM is Knowledge Base, which helps you create and share customer support documentation. Thus, agents can deliver accurate information in less time, which cuts down on ticket backlogs and reduces stress during peak service hours. Teams can draft pre-formatted replies to common questions.

They can quickly view tickets based on a range of status indicators, like date received, priority, service-level agreement, and more.Īnother time saving feature are the canned responses. I really like the performance reporting features that help everyone can stay on track and manage queues together. They can also put customers in different groups depending on their needs, which means that tickets are automatically forwarded to the most appropriate agent. Customer support can assign labels to organize and prioritize tickets.
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There’s a full helpdesk ticketing system. It will definitely work for sales and marketing because it comes with the core CRM tools in those areas, but the depth of their customer service features really stands apart. #2 – Agile CRM Review - Best Free Customer Service CRMĪgile CRM provides one of the few free forever options that can accommodate an entire team. Any user who only needs to use HubSpot CRM will remain free forever. The last bit of good news? When companies move up to a paid HubSpot plan, they only have to pay for users who use the paid plan features. HubSpot continues to grow, so they are doing something right. In this case, they are providing a free CRM that will work across an organization. As pioneers of inbound marketing, they really believe in helping people discover their business by providing great content. HubSpot isn’t crazy, they just practice what they preach. There’s also a rich App Marketplace full of ready-to-go solutions built for common business use. There are so many more marketing tools, including:īear in mind that this list of features doesn’t include anything that comes with the free sales, marketing, or customer service toolkits. You can automate follow-up emails whenever someone fills out a form or responds to a pop-up, building out your list with zero effort. There’s also a drag-and-drop editor to create great email campaigns. HubSpot integrates with G Suite, Gmail, and many versions of Outlook. HubSpot ties into all your marketing efforts-email, forms, landing pages, ads, chat, Facebook Messenger-and delivers clear information about what channels and strategies are driving performance. Instead you are stuck pulling reports about individual parts of your overall outreach strategy. With a lot of free CRMs, you don’t even get dashboards. The reporting dashboards in Hubspot are really well developed. I’m calling it the top pick for marketing because that’s where HubSpot really outshines the field, but it’s solid all around.
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These are all relatively deep platforms, offering live chat, ad management, ticketing, and more, plus access to a best-in-class interface for managing contacts. On top of the free CRM software, HubSpot provides free forever versions of their sales, marketing, and customer service tools.
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HubSpot CRM has to be the most generous free CRM software out there. #1 – HubSpot Review - Best Free Marketing CRM After my in-depth reviews, I’ll walk you through the important considerations for picking the right free CRM software on the first try. There’s no cost, but your time is valuable. Chances are, one of these options is going to work much better for you than the others. I’ve reviewed the top five free CRM software products on the market. These zero-dollar-per-month platforms are packed with great features.

I hope you’re sitting down, because there’s more shocking news.
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I’m not talking about a free trial you have to start paying for in two weeks.

Interested in customer relationship management (CRM) software that’s free forever? You’ve got options. Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission.
