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.
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.
Powerful e-mail, SMS, and print 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.
Works on any device – just fire up your mobile browser and connect to our secure website. Bookmark Free CRM so you can have quick access every time; over 20% of our users are on mobile tablets and smartphones.
It's easy to track leads and accounts in either B2B or B2C, whether you are in products or services, FreeCRM.com easily tracks everything from the Company or Contact level. Free CRM provides quick access to all critical account data, including key contacts, communication history, shared documents, partners in the account, and more.
Our deal tracking tool and sales pipeline dashboard give 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 CRM messaging. Reports & Dashboards provide a smooth, accurate read of everything happening.
FreeCRM.com has powerful call tracking and call scheduling and automation features that set it apart from the rest. Most other CRM systems do not have robust call scripting; follow up, scheduling and call reporting with detailed call center features.
Forms are questionnaire and 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 natural with our form builder, creating "Wizard Forms" - multi-page forms that are easy to follow and complete. After completing the form, customers 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 use 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 quickly as it pertains to your normal business operation.
You can develop targeted marketing campaigns based on customer profile and history. Execute email campaigns around time-sensitive promotions and opportunities with unlimited email. Track marketing in real-time, focus and improve the quality of your lead generation. Print, SMS, calling and email campaigns are all included.
Tracking tasks, issues, and sales give you complete visibility into the time you and your team members are spending on any given Deal or Issue. Brings tasks into Free CRM enables teamwork to better close deals and issues together. Management gets the visibility they need into quality, satisfaction, and responsiveness, teams are more organized, from beginning to end.
FreeCRM.com 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 information. Doing something complex, like importing custom relational data such as Salesforce.com? It's easy to migrate even enterprise systems; Free CRM can handle more than just importing your old Excel worksheets.
FreeCRM.com 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 Free CRM with SMS marketing campaigns options.
FreeCRM.com can alert you to upcoming meetings and events either by email, SMS, or screen pop-ups. You can set alerts in many different ways and with different rules, such as when entering new data, editing, or delete, your team members can get instant alerts and updates from the CRM. 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.
FreeCRM.com works great on phones and tablets straight out of the box. All you need to do is fire up your browser and go, with no app to download. FreeCRM works great on tablets, too. Make it easy by adding a bookmark or shortcut, and you will always be able to access the CRM from anywhere on any device.
FreeCRM 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.
With point-and-click convenience, our robust 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.
FreeCRM 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. FreeCRM also utilizes industry standard military-grade 128-bit SSL encryption and also has the most secure data centers in the world.
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.