It may sound basic, but in reality few free CRMs really allow it. The tool also proposes to distinguish between companies and contacts with the appropriate links between the two.A trick traditionally reserved for “Enterprise” plans with prohibitive prices for small structures You can manage who has access to which group of contacts very easily and in a very precise way.and create groups for each of these categories. You can categorize your contacts as investors, friends, suppliers, employees, journalists, competitors, etc.The history of all exchanges is available to everyone and the prospect file can be customized as desired.īut the intelligence of Folk is to have added all the complexity needed for small agile teams, without adding unnecessary complexity: Each team member imports all his contacts from his mailbox, and we get a very rich interface to organize them at the organization level. The software offers a contact-first approach, with very deep integration with G-suite. If you’re looking for a CRM that puts user experience and personalization first, Folk App is a great option.
New age, contact centred CRM with a great free plan If, on the other hand, you are a large team and have a lot of collaboration needs, but not much in the way of “pure” CRM features, solutions like Trello or Notion (presented below in this article) will surely be more suitable. You can access all the functional sets of one of the most comprehensive CRM software on the market, but the usage and collaboration on the tool is a bit limited. In short, if you are a small team, there is no question. Hubspot’s online appointment scheduling tool is also included. You can connect your emails, but you can only connect one mailbox. The free plan allows you to create up to 3 dashboards, with 10 reports per dashboard, but is limited to a single business pipeline. Hubspot has all the necessary features of any good CRM.
Marketing automation, social media campaign, reporting, very strong support etc. Hubspot is now very well established in the CRM world. One of the leading CRM solutions with a great free plan
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