The more integrations and the more seamless they are, the better. I paid attention to how the dashboards work: how informative they are, how many reports you can run (and if you can create your own), and any analytics that give you insight on how to improve your processes. For contacts, I was looking at how many fields there were and if you could create filtered lists for segmentation for sales, I was looking out for at least one visual sales pipeline that you could customize for your particular sales process. It should also make repetitive actions easier to carry out-things like adding new contact details or tracking deals shouldn't be a time suck.Ĭontact and sales management. Using your CRM system should be as easy as using your email client. With that in mind, here's what I was looking for as I tested each free CRM app:Įase of use. More advanced platforms pack extra functionality in areas like project management, marketing, help desk, content management, and SEO offer automation and integration opportunities to save time and streamline processes and let you create your own reports and access game-changing analytics. The more basic free CRM apps help you organize your contacts, have a sales pipeline to keep track of the deal process, and provide simple reports and dashboards to let you know how you and your team are performing. It lets you classify each one based on your contact history and the deals you're building and negotiating. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog.ĬRM software is a lead management solution that keeps track of your contacts-both their personal and business information. We're never paid for placement in our articles from any app or for links to any site-we value the trust readers put in us to offer authentic evaluations of the categories and apps we review. We spend dozens of hours researching and testing apps, using each app as it's intended to be used and evaluating it against the criteria we set for the category. All of our best apps roundups are written by humans who've spent much of their careers using, testing, and writing about software.
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