Contact Management

Track Everything Instantly

Keep a single shared customer profile, company-wide. Know you're looking at the same up-to-date contact as service and marketing. Gain insight through a shared database system -- that's CRM.

Opportunity & Deal Tracking

Get all the details

Get all the details on all your team's deals – deal stage, products, competition, quotes and more. See where leads come from and stay connected to the people and information you need to close every sale.

Marketing Automation

Built in email marketing & more

Powerful marketing tools including email marketing campaigns with plain text or HTML emails and attachments or autoresponders. We also do print campaign and direct mail management and more.

Expert Support

We can get you kick started

Don't worry - we've got you covered! Our Professional editions come with expert service and support, we can also design a CRM business process customized for you. Our small business CRM starter package is a great way to kickoff. RPMC SoFi Software Ancell The University of British Columbia CardsMadeEasy Foyer

Companies & Contacts

It's easy to track leads and accounts in either B2B or B2C, whether you are in products or services, Free CRM easily tracks everything from the Company or Contact level. provides quick access to all critical account data, including key contacts, communication history, shared documents, partners in the account, and more. And get a complete picture of every contact, from social insights to campaign history to opportunities they're involved in.

Deals & Pipeline

Free CRM's Deal tracking tool gives you a current, comprehensive view of all your sales activities. Know where every customer is in the sales cycle, deal size, contact history, even competitor information to help craft more effective messaging. Reports & Dashboards provide an easy, accurate read of everything going on.

Calls & Voice

Free CRM has powerful call tracking and call scheduling and automation features that sets it apart from the rest. Most other systems do not have powerful call scripting, follow up and call reporting with detailed call center features. Our VoiceCRM product is powered by the latest WebRTC technology which lets you call any US phone number with just a click. Go ahead and try the Voice calling today.


With point-and-click convenience, our powerful document management and doc storage is a safe, secure place to centralize your electronic document assets. Your team can then quickly access contracts, sales and marketing literature, standardized forms, software, or any other type of file instantly from anywhere in the world.


Forms are question and answer surveys. Forms can also be call scripts where data can be answered and inputted by your sales or support staff. You can also distribute the forms to clients through a URL to a webpage to get customer feedback. Form and survey creation is easy with our form builder, creating "Wizard Forms" - multi-page forms that are easy to follow and complete. Once the form is completed, you will be given a web link to the form that you may distribute.


Our reporting features allow you to gauge the effectiveness of your software solution and how well your sales staff is completing the sales cycle. You can also run reports that track system usage for each of your team members, allowing you to see where additional training is needed or extra customization in the application so that your team can use the tool more efficiently and easily as it pertains to your normal business operation.

Marketing Campaigns

Develop targeted marketing campaigns based on customer profile and history. Execute email campaigns around time-sensitive promotions and opportunities. Track marketing expenditures in real-time Focus and improve the quality of your lead generation. Utilize our Promotions feature to track loyalty and give customers benefits.

Customer Support

Cases and Customer Support functionality can be used to streamline organization-wide Customer Support process and enable a better integration between Sales & Customer Support processes in a single integrated system. Integration between Sales and Post-sales support management helps organizations in resolving the customer-reported cases in less time thereby enhancing the customer satisfaction, cross-selling and up-selling opportunities in the future.

Import & Export

Free CRM can import and export data like any other program, so whether you use Excel or have an old ACT database to convert, it is easy to use our simple Importing feature to bring in your new data. Doing something complex, like importing custom relational data such as It's easy to migrate even enterprise data, can handle more than just importing your old Excel worksheets. Of course you can export data anytime from, simply designate the kind of file format and delimiter or native Excel or other formats are supported.

Print & SMS

Free CRM supports direct mail and mail merge campaigns using our advanced Microsoft Word integration, which lets you create custom Word templates and then do mass mailings or direct mail campaigns using the data in the CRM that gets merged with your Word templates. Want to extend your campaigns to SMS or need to send out messages to groups using SMS? It's easy with the Free CRM Professional edition, which includes SMS marketing campaigns options.

Alerts & Reminders

Our free crm can alert you of upcoming meetings and events either by email, SMS, or screen pop-ups. You can set alerts in many different ways and using different action rules, such as when new data is entered, edited, or deleted, your team members can get instant alerts and updates from the CRM. Using our rules-based alerts system can keep managers and salespeople abreast of the latest happenings in the system. Other powerful alerts and reminders, such as task ticklers or calendar reminders can alert you, the team, and even external contacts with the latest information.

Task & Event Tracking

Tracking tasks, issues, and sales gives you complete visibility into the time you and your team members are spending on any given Deal or Issue. Brings tasks into FreeCRM enables teamwork to better close deals and issues together. Management gets the visibility they need into quality, satisfaction and responsiveness, team members are more organized, from beginning to end, in closing business and managing customer support.

Group Calendar

The Free CRM group calendar is a great way to manage and see your schedule and your employees' daily, week, and monthly scheduled activities and customer meetings, calls, and everything else. You can track upcoming events, set reminders, create tasks and enter notes, attach files to calendar activities, associate calendar entries with one or more contacts and assign tasks to one or more co-workers.

Outlook Sync

For Pro edition customers we offer a Microsoft Outlook Sync tool, which is a true 2-way synchronization utility that updates contacts, calendars and tasks with the CRM and MS Outlook. Whenever you update a record in Outlook or in the CRM, the changes get updated and synchronized, keeping both systems uniform and giving you quick easy access to the same up to date information.

Backup & Security

Free CRM lets you export data anytime and you can always get a complete snapshot of all of your data anytime. Professional edition customers also have the 1-click convenience of a total backup function, which zips up all the data in your CRM in one easy file. We also have a 1-click backup feature for the document repository, so all of your important files and documents can be downloaded and backed up in one easy step. Free CRM also utilizes industry standard military-grade 128-bit SSL encryption and also has the most secure data centers in the world.

Mobile iOS & Android works great on phones and tablets straight out of the box. All you need to do is change the CRM skin to the most friendly mobile version and you can easily access all of the information in the CRM form Android, iPhone or any other device with your built-in browser. Make it easy by adding a mobile bookmark and you will always be able to access the CRM from anywhere on any device.