Make sure to check out all of the features and capabilities for enterprise solutions- Pt III

Estimated read time 5 min read

How much does CRM cost exactly? We can confirm that it is really available for free and fully functional, although you may really benefit from using the freebies. We’ll explain in a bit why this can be a good decision.

Even though it is available for free, job card software is not simply a barebone version of the app as it is often the case with SaaS tools offered at no cost. In fact, even the free version gives its competitors in the CRM niche some tough competition (at the moment it’s used by 18,000 businesses worldwide). It is definitely a great way to introduce your sales teams to CRM tools with no initial costs involved. It will also work well if you want to get back to CRM basics after you got burned tinkering with sophisticated but difficult and expensive tools before.

So, let’s take a look at what features you’re really getting when you get free CRM.

What Features You Get For Free?

You will get all core hvac service software functionality with no expiry date for free. With these features you get to organize contacts, track deals, and manage your tasks. You also get to use other free tools such as email templates, call queue, and site tracker. Here’s a rundown of what you’re getting:

Users

ehs software supports unlimited users which is really unique among other solutions of this type. For example, CRM comes free for up to 10 users and Insightly for 2 users only, while many CRM solutions support unlimited users only during a limited trial period. With it you’ll no longer be stuck with a paid plan only because you happen have a few more employees than predicted by the free plan.

Aside from keeping basic information like contact details, ngo accounting software allows you to save pertinent information such as LinkedIn page, website, number of employees, annual revenue, and description in contacts. A record can be classified as a contact, company, or deal.

If you already have a list of contacts, you can easily import a CSV file. What’s nice is the app lets you edit columns and properties if you want to maintain the column heads on your list. Once uploaded, you can see the contacts in a tabular format, which makes it easy to sort the list by name, email, phone, or lead status.

This is obviously not an issue if you only use the field service management software module. Nevertheless, once you realize how much the CRM app speeds up your sales cycle, you’ll probably want to migrate to Marketing Pro for more contacts, and, eventually, conversions. If not, you can stick to the free CRM without any problems.

Deals

ERP Software gives you a basic sales pipeline you can easily customize to match your workflow. You can edit deal stages and properties, and set the default display. There’s also a filter for standard sorting like My Deals, Won Deals, and New Deals.

That’s one of the very convenient features. Let’s say you move a contact to a new stage. The deal automatically syncs the life cycle stage in the contacts database. It’s efficient and useful to ensure all records are up-to-date.

Tasks

CRM Software comes with a task scheduler that lets you assign and calendar tasks. A table format lets you track to-dos, calls, and emails across stages, defaulted at Not Started, In Progress, Waiting, and Completed. The columns are editable if you want to tag them differently. Likewise, with just one click you can view only specific users or all of them. Our estimates suggest the task interface works best for up to ten users; beyond that the tasks can get muddled a bit.

The system also gives you freebies available in manufacturing software and you will get to try for free a few paid features of Sales Pro (for a limited time, of course). Here are some of the free Sales tools you can check out:

Email notifications

By integrating with Gmail or Outlook, you can check the number of opened emails, clicks, and revisits after an email campaign. The statuses are laid down neatly in the Activity Stream.

The limit to sending daily emails depends on the email provider. If you’re not using neither Gmail nor Outlook, you can send up to 500 daily emails straight from the CRM. The good thing is, the emails you send through CRM are not counted toward the limit in ERPNext Marketing.

Email Templates

The free version allows for five templates only. For more templates you have to subscribe to Sales Pro. This is quite important, as flexible templates not only save you time from writing repetitive emails, but the CRM app can gauge which template is giving you more customers.

Even if you only have five free templates at your disposal, that’s usually enough to A/B test a first-touch email. Or, you can use the other half of free templates to test follow-up emails. It’s a great way to hack this free tool. Once your mailing list grows and you decide you need a larger number of templates, the Sales Pro plan will always be available.

Documents

CRM allows you to upload and track performance of up to five documents. It’s not much, but good enough to see the potential of this tool in online campaigns. You can measure shares, total visits, and length of visit per document. Documents are limited to presentations and PDFs, an area that the vendor can still improve on.

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