We’re pleased to share our latest product with you — free CRM software to manage your deals with SendPulse. Our CRM is designed for users with limited or no CRM experience who are ready to make the jump from a spreadsheet to dedicated centralized software.
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Now you can collect and nurture leads with the help of chatbots, emails, and landing pages, accept payments, and manage sales from the first touchpoint to closing a deal — on a single platform. So, let’s take a look at a breakdown of our free CRM’s features.
Dec 15, 2020 CRM software isn't just about tracking and maintaining contact information. While most look to CRM software as primarily a sales tool, it's moved beyond that space. Marketing and customer service. 1 day ago Customer relationship management software help sales and marketing teams to log communications, manage leads and sometimes build marketing campaigns. It is a tech solution that helps your business to maintain and build a relationship with your customers and other businesses. CRM software offers a convenient way to store information and track.
View your sales pipeline
Our free CRM allows you to organize and keep track of your sales workflow using a Kanban board. The Kanban view shows all your deals as cards arranged in different columns according to their stage in the sales pipeline.
You can create specific stages tailored to your business, for example:
- Prospect identified.
- Initial contact made.
- Solution defined.
- Contract signed.
- Deal closed.
To move a deal through your pipeline stages, simply drag it from one column and drop it into another. You can also switch your stages around or transfer them in the same way — dragging and dropping them in the desired location.
If you find it more comfortable to view deals as lists, you can change the display mode of your deals:
Manage your deals and contacts manually or automatically
You can create a deal manually or automatically.
When creating a deal manually, you have two options:
- Create a regular deal card by clicking Add Deal and filling in all the fields with additional information about the deal.
- Add a quick deal directly at the desired stage of the Kanban board and then fill in the fields. This is a convenient way to create a deal while a sales rep is communicating with a prospect.
If a contact is already on your contact list, their information will automatically be pulled up when you search for their name. You can select them for this deal while creating both a regular or quick deal.
Our free CRM lets you automatically create deals whenever a specific event or action occurs in chatbot flows or automated email flows created with SendPulse. Now, there is a special element you can add to your chatbot and email flows to transfer data to your CRM.
For example, imagine that a customer interacts with your chatbot and clicks on the “Buy” button. This action results in a new deal — with that prospect’s contact details — being automatically created in your CRM system. This allows you to seamlessly keep track of leads by making a quick change to your existing marketing flows.
A deal card stores all the information about a deal: when it was created, how it was created (manually or automatically), who is responsible for it, its movements through the pipeline stages, and the customer’s contact information. You can also edit the deal and add any useful notes to it.
You can edit your deal card as necessary and add or delete fields in it. This will allow you to find deals faster by filtering them by contact details, assigned team members, the source of the deal, and any other information. For example, you can pull up all the deals with a $10,000 value closed in March 2020 managed by a certain person on your team.
All of your lead and customer contact details are accumulated in a separate section. You can work with contact cards in the same way as with deals — create, edit, delete, and filter them.
Another useful feature for your contacts is tags. They are labels that you stick to a contact for easy identification and segmentation. Similarly, tags can be associated with your expenses or expense reports for easy identification and classification.
Launch autoflows right from your CRM
Ready for the cherry on top for those who launch marketing campaigns with SendPulse? You can configure specific triggers to launch email and chatbot flows right from your CRM. Actions with your deals represent triggers — you created a new deal or moved it to another stage.
Add teammates for team collaboration
Using our free CRM, you can work together with your team. Invite required teammates and collaborate inside of a single account. Your whole team can access your contact database and list of deals, while access to the rest of SendPulse’s services will be limited based on the user access level you assign.
Among the invited users, you can choose a team member that will be responsible for newly created deals by default.
Remember to check out our Knowledge Base for some useful guides on using our free CRM:
Also, of course, do not forget about related posts on our blog and glossary:
Our free CRM is available on any subscription level. Start creating your deals, build your own pipeline, and integrate other SendPulse tools to improve your marketing.
Zoho CRM empowers a global network of over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. Transform your business with the world’s favorite customer relationship management software.
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Gartner MQ - Visionary in CRM Lead Management
Zoho CRM has been named a visionary for our robust solution, exceptional customer experience, and increased market presence.
Winner of PCMag's Business Choice Awards for CRM
According to the PCMag survey, Zoho is the most recommended CRM and the only one with a positive NPS score among other leading CRM vendors.
Keep up the sales pace with
remote-ready features
Learn moreConduct sales meetings and presentations
Conduct presentations and meetings from within your CRM. Organize webinars, convert attendees to leads, and get webinar reports, all within your CRM.
Stay ahead of the numbers
Never lose track of sales and performance metrics, even while you are away. From dedicated mobile apps, to blended dashboards, our powerful AI tools ensure you are always ahead of the curve.
Collaborate with your team
Collaborate with your team through common feeds. Share insights, answer each other's questions, and send lead or deal updates to keep everyone on the same page.
Connect with your customers wherever they are
Read more about Omnichannel communication- Reach customers across every channel: telephone, email, live chat, and social media
- Get real-time notifications when customers interact with your business
- Measure the effectiveness of your customer communication and find the best time and channel to reach out to your customers
Save more time with automation
- Automate every aspect of your business and cut out time-intensive, repetitive tasks
- Streamline your lead nurturing process and make the most of every incoming lead
- Trigger instant actions, stay on top of activities, and follow up better with workflows
New to CRM? Get started with our “What is CRM?” guide.
Get real-time reports and insights
More about analytics- Make smarter business decisions with powerful, real-time analytics
- Measure and manage your organization’s territory-wide sales performance
- Track key performance indicators, including current trends and future predictions
Conversational AI for smarter selling
- Find any information you need from your CRM data, instantly with the help of Zia, your AI-powered sales assistant
- Get advanced lead and deal predictions from Zia so that you can identify the leads that are likely to convert and ultimately close more deals
- Receive intelligent alerts, task reminders, and suggestions for the best times to contact your leads based on your past successful interactions
Join 150,000+ businesses who sell smarter, better and faster with Zoho CRM
Why choose Zoho CRM?
Read more- Simple, straightforward user interface with a minimal learning curve
- Flexible, month-to-month contracts supported by transparent pricing plans
- Deployment, consultation, onboarding, and training programs to help you get started smoothly
- Migration wizard to easily import data from spreadsheets or other CRM systems
- Fully extensible developer platform that facilitates tighter integration of CRM with external systems and applications
- Sell on the go with our award-winning CRM apps for both iOS and Android
How a leading global franchise development company scaled faster with the help of Zoho CRM
Brent Dowling, CEO, RainTree
Highly rated by
both critics and users
Constellation Research - Best Enterprise Software Vendor
Crozdesk - Most Trusted Vendor
Gartner Peer Insights - Best CRM Lead Management Software
G2Crowd - Leader in Enterprise and Mid-Market Segment
4.50/5
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Tightly integrated with the business apps you use every day
Learn moreTestimonials from the#ZohoCRMFamily
More Case StudiesMore TestimonialsReduced lead to real prospect time by 60%
$1 million to $20 million in just two years
An increase of repeat sales from 20% up to 40%
With Zoho CRM, we experienced a 65% increase in our sales pipeline. We also managed to reduce our lead to real prospect time by 60%, which is huge. I would definitely recommend Zoho CRM to companies that are experiencing complexity with sales and marketing and witnessing rapid growth.
Since switching to Zoho CRM, JusCollege has effectively managed the large volume of contacts flowing through the sales pipeline and has already increased its sales from $1 million to $20 million in just two years. We attribute this to Zoho – being organized, getting more visibility, seeing where the problem points are, and restructuring our business.
Zoho had all of the functionality that we could ever need, at a fraction of the cost of Salesforce. It felt much more intuitive, and I was sure we would be very happy moving forward with Zoho. In less than a year, The NetMen Corp has witnessed an increase of repeat customer sales from 20 percent up to 40 percent, as well as an overall increase in net income.
More Case StudiesMore TestimonialsImproved Sales.
Lasting Relationships.
Faster Growth.
What is CRM software?
CRM software is a technology that helps businesses build, maintain, and scale their relationships with their current and future customers. At its core, CRM holds all your customer data in one place and acts as an indispensable source of information for your entire organization. Starting from the point when a lead discovers your product or service to the moment that you close them as a deal, CRM brings greater visibility into an organization's processes and plays a vital role in offering a unified experience to your customers.
Why do I need a CRM software?
Without a CRM, your business will find it tough to manage customer information and offer support when they need it. The success of your business lies in winning repeat customers, and CRM systems play a huge role in achieving that. By helping your brand become more customer-centric, a CRM has a direct impact on your organization's growth and revenue, while drastically cutting down time spent on repetitive data entry and management.
Who uses a CRM?
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CRM systems are generally used by sales, marketing, customer support, and service teams in an organization. A good CRM tool usually integrates well with external systems that the other teams in your organization may use. For example, the visibility of important data such as revenue, orders, and purchase information should ideally be shared by both the sales and finance teams in your organization. This avoids manual data entry across different platforms, and allows you to have contextual customer information available whenever they interact with you.
Why shouldn't I use spreadsheets to manage my customer relationships?
Spreadsheets are not designed to do CRM work. When more and more businesses are going digital, you don't want your sales and support teams to be moving backwards in their tech. While spreadsheets can certainly help you with basic information organization, the expectations of customers and the complexity of a growing business make spreadsheets less productive for everyday work. By exclusively using spreadsheets, your organization will miss out on all the important tools that a sales rep or customer service agent needs for success. Features like sales automation or integrations for email and phone have become the norm in business, and for good reason. Spreadsheets simply cannot compare.
How do I evaluate a CRM?
In order to make an investment toward a CRM, it is crucial for businesses to have a CRM evaluation method (or CRM metrics) in place. The prime concern of a CRM system is to improve relationships with customers and generate higher revenue. Therefore, it is necessary to identify if a prospective CRM is intended to track the efficiency of your sales and marketing teams, or to build a stronger relationship with your customers. Getting answers to questions like this will help determine your approach when acquiring a new CRM.
How do I choose a CRM?
Here are some key points that you should consider when choosing a CRM system:
Mapping your key requirements
Now that your organization is on the lookout for a new CRM, it would be good to start with a deep understanding of your current requirements and what exactly you need from a CRM software. If you are unsure about evaluating the product yourself, talk to a product expert, tell them your needs, and let them suggest the best possible solution for your business.
No hidden costs
The true hallmark of any good business software is that it shouldn't force you to pay extra with hidden charges and costly add-ons. Make sure that the vendor's complete pricing information is published online and that you are fully aware of what you are going to be paying upfront.
Ease of use
A CRM software is only as good as the people using it. This is where many CRM investments can go wrong. If your CRM isn't easy to understand out of the box, your team members may examine alternate ways to store data.
Flexiblity
No two businesses are the same, and neither are their requirements. Make sure the CRM that you choose is fully customizable and integrates with the other applications that you use every day.
Read online reviews
This is a great resource for learning the current experience of a product's users. Product reviews can help you in understanding everything about a CRM solution, from the best to the worst. You should also check if the vendor is active on social media and if they are responsive to customer questions.
Secure and compliant
This should go without saying—choose a vendor that puts security and privacy at the heart of their business. Your CRM should be fully compliant with all the latest security standards and regulations, such as GDPR.
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What are the key features of a CRM system?
Here are some of the key features that should be a necessity for any CRM system you choose:
Sales force automation
A CRM software should help you streamline your critical sales functions, such as managing your leads, deals, activities, and forecasts. Perform tasks much faster and more accurately with easy-to-create workflows.
Process management
Your CRM should capture every step of your business process—from identifying a prospective buyer to closing a deal. Convert your offline process, map it into your CRM system, and execute complex business functions with ease.
Performance management
Every sale counts. Give your reps the necessary tools that will help them outperform themselves every single time. Get a better understanding of your territory-wise sales performance, future revenue projections, and lead predictions–all within your CRM.
Analytics
The ability to generate insights from sales data, spot trends, and track key metrics allows you to make data-driven decisions. These capabilities are key for any good CRM software.
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Omnichannel communication
Your customers and prospects should be able to contact you using any channel that they prefer. A good CRM enables your business to receive, manage, and respond to messages from phone, email, social media, and online chat, all in one centralized place.
Team collaboration
Every member of your team should be able to have a unified communication platform to help them stay connected and work together, wherever they are.
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Predictive sales and intelligence
AI is no longer just a buzzword, but an essential component of any CRM that you buy. Having an AI assistant in your CRM can help sales reps by providing contextual information, identifying anomalies, and providing proactive suggestions that can positively impact their closing rates.
Customization
Every business is unique. Make sure that the CRM you end up choosing is fully and easily customizable, integrates with other applications that you use every day, and reflects your business processes.
What are the different types of CRM software?
Based on type
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Based on Industry
Based on size
Which is the best CRM software?
We might be a little biased here, but the fact remains that Zoho CRM is used to great success by more than 150,000 businesses of all sizes and types around the world. With more than two decades of delivering world-class software technology to the global business community, Zoho has been the winner of major awards in the CRM tech space and is consistently rated highly by both critics and users. We think Zoho CRM can be the perfect solution for your business, regardless of size and industry. Sign up for a free trial and start your CRM journey today with the world's favorite CRM solution.