What CRM System? Is Free CRM a Good Choice?

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hmonower921
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Joined: Thu Dec 26, 2024 6:24 am

What CRM System? Is Free CRM a Good Choice?

Post by hmonower921 »

We can choose from tools available in two basic categories: Freemium and Open .

The first are tools that are free , but with limited access, number of users, records, and a limited portfolio of functionalities. A great solution for really small projects with a relatively short list of requirements.

The second one, due to its open source nature , offers practically unlimited access to the database and functionality. The catch in this case, however, is the need to have a developer or a versatile IT person on board. The flexibility of the solution usually entails the need for its installation and/or configuration and subsequent support.

Awareness of the CRM category we have chosen is very important. However, knowledge of the functionalities it provides is critical. As manufacturers (creators) try to stand out from the competition, we are currently observing a tendency to enrich systems with 'digital' functions, such as modules for sending e- mails , SMS, functionalities for creating landing pages and pop-ups.

There are many CRM solutions nowadays, just as the entire MarTech is developing rapidly.

CRM Touchpoints
CRM Touchpoints
CRM for free? Is it worth choosing? Free CRM in Polish or English version
When deciding on a specific solution, it is important australia whatsapp data to remember that the market trend in the selection of a CRM system is not always the best advisor. And an increasingly important note in the light of the inevitably approaching GDPR - each time we choose an 'online' work model, we must remember that our data may become available to others.

Below is a brief comparison of the basic parameters of CRM systems available in both the Freemium and Open categories.

In building the assumptions for comparison and trying to develop them on an ongoing basis, we have adopted certain principles that allow us to standardize our approach.

6 Reasons to Choose a Free CRM System
First, the 'ease' of using the platform/application. We pay attention to how the solution is configured, managed and maintained.
Secondly, evaluation of functionalities that automate and optimize business processes and internal processes of the organization/company.
Thirdly, the level and efficiency of the solution within the mobile access. Evaluation of the database area and functions dedicated to managing contacts and profiles of leads and customers.
Fourthly, management of sales activities and ongoing monitoring of campaign effectiveness in individual channels.
Fifthly, the ability to define KPIs and metrics, as well as functions enabling their effective use.
Finally, the sixth reason is the affordability of upgrades , including the price ranges of paid plans and the customer service models and dedicated support.
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