Built-in task and project management with calendar sync.Up to 10 artificial intelligence (AI) content assists for getting help writing emails.Opportunity management with custom milestones, reasons-lost tracking, and stale opportunity alerts.Zapier integration to create dataflow automations.Unlimited tracks that create task sequences to oversee entire processes.Gmail and Outlook sync to use the email system in the CRM.Up to 250 contacts with tagging options and activity tracking.Similarly, ClickUp has unlimited “item” storage, which can be used for any type of record, including tasks, contacts, customers, leads, and deals. Alternatives: Bitrix24 comes with unlimited contact storage.Users can only store up to 250 contacts before they need to upgrade to the Starter plan for $18 per user, per month. You need more data record storage: Data capacity is one of the main issues with the freemium Capsule CRM.Alternatives: Certain products, such as HubSpot CRM, Bitrix24, and ClickUp, each offer unlimited user access on their free plan for larger teams.You have more than two team members: While a solid free-forever plan for its deal tracking, project management, email, and enrichment features, Capsule CRM only gives access for up to two users-tied for the lowest of any product on this list.Deal tracking on up to one sales pipeline.Lead and contact management with activity tracking.There’s also HubSpot CRM, Capsule CRM, and Insightly, which are excellent for no-cost email capabilities. Alternatives: Freshsales is a great option if you specifically want free telephone features in your CRM.Engaging contacts via a phone, email, live chat, or other channel requires a paid subscription. You want communication features included for free: The Free plan for Zoho is limited in that it mostly just provides data management features for storing accounts, leads, contacts, deals, and documents.Alternatives: Bitrix24, HubSpot CRM, and ClickUp are tremendous alternatives for user capacity that offer unlimited user capacity on the free plans.You need more than three free users: Zoho CRM’s freemium plan only allows access for up to three users-not ideal if you’re a startup team that exceeds that number.Contact center with web forms for collecting lead data and social media integrations to receive Facebook or Instagram messages. Client profile storage with activity planning and tracking plus task reminders.Online store management with ability to process up to 100 orders and set up self-service payments.Project management module with multi-view milestone tracking and task management.Live chat widget to engage with website visitors.Bitrix24.Sign tool for creating, sending, and getting digital signatures for documents.Unlimited deals management on up to one pipeline.Unlimited contacts storage with activity tracking and Google Maps location monitoring.Alternatives: HubSpot CRM and Freshsales are the two best free options in terms of overall product usability.Plus, there’s a solid learning curve required for the features. You need a simple free option for small business: With so many available modules in its CRM, many users find the interface bulky, overwhelming, and tricky to navigate.Alternative: Freshsales is the only CRM that provides no-cost access to its built-in phone system.Unfortunately, Bitrix24 requires you to be on the Basic plan for $49 per month for these capabilities.
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