If you are anything like me you are pretty specific about what you want when it comes to a CRM. I spent a lot of time researching and trialling different CRM’s. Ideally as I’m a small business I was looking for a cheap or free version, I tried many like Hubspot for instance but then I stumbled across Agile CRM and what a find it was.
Agile CRM offers a free version and with that free version you actually get quite a lot.
What you get;
- free for up to 10 users
- 50,000 contact & companies
- custom data fields
- lead scoring
- unlimited deals, tasks and documents
- appointment scheduling
- custom deal milestones
- email tracking
- 2 way email integration
- custom deal tracks
- 2 way telephony
In my experience the deals, email tracking and 2 way email integration are what I use the most. It just means if I send an email from my gsuite account it will also show up against the client in the CRM which makes it easy to track emails back and forth.
The deal tracking is great as you can see what your estimated sales are and it allows you to maintain a sales funnel, you can use this as a Kaban board view.
Agile CRM is a much needed addition to my list of programs that I use in my business.