Capsule - The Best Free CRM

Capsule's free CRM can be used across a wide range of sectors that cater to all types of customers–especially industries that can benefit from a good management system such as Professional Services, IT and Technology, Construction, Accountants, Hospitality, Real Estate and Travel Agency.

Capsule's features help to open up the full potential of businesses across sectors.

Small to medium size businesses need software that can help organize their growing customer base all while maintaining good relationships.

Capsule's free CRM can expand and scale based on your business size and needs. After all, managing customer relationships is essential no matter what size of business you are. It supports startups, small businesses, mid-size businesses, and large-scale growth businesses or enterprises.

A CRM may be a customer relationship management software that improves customer engagements and interactions, but it can also improve the productivity of your employees. Even in their most basic form CRMs can increase employee productivity, efficiency and security.

The best free CRM for your company will be the one that allows access to a wide range of the features for a small number of users. Having access will provide a good view of the CRM, enabling you to make an informed decision about whether the free or a paid version is a good fit for your business. Capsule's software is one of the best free CRMs that offers this.

Here's are a few features you should be able to access with our free CRM:

• Easily store all the data you need for each customer.
• Organize your contacts in a familiar way.
• Store email conversations.
• Customize and manage your sales pipeline.
• Integrate with important business software.
• Get one, full view of your conversion rate, sales pipeline milestones, and business forecasts
• Track conversion rate, sales pipeline milestones and forecast in one view
• Customer service support

It should be easy to connect your most important business software to your free CRM using integration platforms such as Zapier, Make or via the CRMs API. Depending on your own capabilities or the skills of your IT department, getting your CRM to work seamlessly with other productivity or financial software shouldn't be a chore.

If you're new to business software tools and just getting started with Capsule free online CRM, it's worth looking at the best free plans available for them too. If you work it right, you may be able to connect all your most essential software without spending a dime.

Our free CRM or our 14-day free trial for paid plans can both be your stepping stone to more wide-ranging CRM that can be used by colleagues right across your business. When the time is right, you always have the option to upgrade to one of our paid plans to continue growing your business, attracting and retaining customers and improving efficiency.

If you're looking to move on to a paid plan, be realistic with the number of free trials you can manage at one time. You may see five to ten different CRMs as a potential fit, but can you test five thoroughly in a short amount of time? All free CRMs have key, bulleted benefits and features on their websites. By reviewing how the software works and how it can assist your workflows, you may be able to narrow a choice down to one or two.

It's recommended to block out a few days or hours per week to assess the new CRM thoroughly. You'll need to import your data and test the functionality. Remember, as soon as you sign up, the setup emails will begin to guide you through the most critical steps. You'll get the most value if you follow the email sequence.

You'll only get a true feel for the CRM if you import real data and assess how the features work with the customer information you have available. Take a test drive before you select the one you like, as it's often difficult to gauge the effectiveness of a program unless you can get a hands-on feel for its capabilities.

Most CRMs will offer a degree of customization. Taking the time to test how easily this can be done during the trial will help set realistic expectations. The beauty of software is the ability to fine tune features to your liking. Everyone has an individual style and there's no right or wrong way to help you become more productive.

A CRM delivers the most significant value when it becomes the hub of your business making it easier to sync data with other apps. Each CRM will have a different way of displaying the data you pull in from an integration.

Your CRM is likely to be used by multiple people within your business all with different needs, so it's best to invite them to the trial. It's useful to invite the primary users of the CRM to discover how well it works for them too.

When you implement your free CRM, you may need a bit of help every now and again. During your trial, you should utilize the support portals, knowledge base, watch the videos and email the support team.