Free and low-cost customer relationship management (CRM) solutions for your business

Contrary to popular belief, customer relationship management (CRM) is not just another type of business management software; it is a business strategy to acquire, grow and retain profitable customer relationships. This distinction is important. CRM can only succeed if the CRM technology supports a truly customer-focused strategy and fits your unique requirements.

How does CRM help?

CRM brings together information about customers, sales and marketing from across your organization. As a result, CRM can help you:

• retain existing customers by improving customer service
• sell more to existing customers by uncovering opportunities
• automate marketing and sales processes
• better track and manage business performance
• close deals faster by centrally tracking key information
• streamline account management by tracking all interactions with each customer
• enhance pipeline management by tracking performance against sales quotas
• save time by improving team communication and
• empower your field sales force with information on their mobile devices.

What does CRM software do?

CRM software captures and organizes information from current and prospective customers in an integrated system. All employees gain a single view of prospects and customers, allowing them to better cooperate and coordinate activities.

Free and low-cost CRM tools

CRM solutions fall into different categories, from online solutions to complex multi-site implementations. If you are looking for a low-cost or free solution, you may want to consider the following. (SaaS refers to “software as a service.”)

• 1CRM
• ACT!
• Copper
• e-soft MasterSales
• The Fish Tank
• Freshsales
• HubSpot CRM
• InfoFlo
• Insightly
• Less Annoying CRM
• Nimble
• Nutshell
• PipelineDeals
• Prophet CRM
• Sage CRM
• Salesboom
• Salesforce
• SalesNow

This table lists applications alphabetically and isn’t exhaustive. Hyperlinks to external sites do not constitute an endorsement by Aaron Wealth Management of those websites or any information, opinions, products or services expressed or described on them.

Furthermore, the list is only a starting point and excludes applications that are neither low cost nor free. When assessing CRM solutions for your organization, you will probably consider many other factors.