Capsule offers a free CRM that you can use forever. It has all the basic features – access for 2 users, 250 contacts, and 50MB storage per account. If you want to try our paid plans, we offer a free CRM trial for 14 days. No credit card required. You can cancel anytime. For the entirety of the 14-day trial, you can enjoy all the features and benefits of our ultimate, advanced, growth and starter plans. Your credit card will be billed once the 14 day trial period is over and monthly thereafter unless you cancel or downgrade your account to the Free plan.
Capsule has been designed to be simple yet powerful to use. Our free online CRM is easy to set up and configure. It's a cloud application that you can access through a web browser, so you can use it right away and take advantage of all the free benefits we offer. Just choose your company's default browser supported by Capsule, and you are ready to go.
Complementing our free CRM software, we also provide free 24/7 support with our free CRM or throughout your 14-day free trial with our paid plans, regardless of your final decision to continue using our software or not. Our demos, user guides and informative blogs are free, but you can also contact us directly through our ticketing system, email, or social media.
Capsule has 99.99 percent uptime and automates backups in case of accidents or security threats. Our Support Team is always ready to answer your questions.
Online or Offline
Capsule Free CRM also functions online or offline–anywhere. You can already get access to our mobile app, including its iOS and Android compatibility, mobile offline support, caller ID support and tablet support, with our free CRM and 14 free-trial for our paid plans.
The best things in life are free - Why Choose Capsule
Free CRMs are perfect for a startup or small business owner with a small number of contacts and just a couple of CRM users. Most free plans limit the number of contacts and users, but they're a great place to start as they focus on the basics first. Much of the appeal in a CRM is the ability to customize the program to your company's personal preferences and specifications.
Get to know more about Capsule's free CRM below.
Capsule's free CRM can be used across a wide range of sectors that cater to all types of customers–especially industries that can benefit from a good management system such as Professional Services, IT and Technology, Construction, Accountants, Hospitality, Real Estate and Travel Agency.
Capsule's features help to open up the full potential of businesses across sectors.
Small to medium size businesses need software that can help organize their growing customer base all while maintaining good relationships.
Capsule's free CRM can expand and scale based on your business size and needs. After all, managing customer relationships is essential no matter what size of business you are. It supports startups, small businesses, mid-size businesses, and large-scale growth businesses or enterprises.
A CRM may be a customer relationship management software that improves customer engagements and interactions, but it can also improve the productivity of your employees. Even in their most basic form CRMs can increase employee productivity, efficiency and security.
The best free CRM for your company will be the one that allows access to a wide range of the features for a small number of users. Having access will provide a good view of the CRM, enabling you to make an informed decision about whether the free or a paid version is a good fit for your business. Capsule's software is one of the best free CRMs that offers this.
Here's are a few features you should be able to access with our free CRM:
- Easily store all the data you need for each customer.
- Organize your contacts in a familiar way.
- Store email conversations.
- Customize and manage your sales pipeline.
- Integrate with important business software.
- Get one, full view of your conversion rate, sales pipeline milestones, and business forecasts
- Track conversion rate, sales pipeline milestones and forecast in one view
- Customer service support
It should be easy to connect your most important business software to your free CRM using integration platforms such as Zapier, Make or via the CRMs API. Depending on your own capabilities or the skills of your IT department, getting your CRM to work seamlessly with other productivity or financial software shouldn't be a chore.
If you're new to business software tools and just getting started with Capsule free online CRM, it's worth looking at the best free plans available for them too. If you work it right, you may be able to connect all your most essential software without spending a dime.
Our free CRM or our 14-day free trial for paid plans can both be your stepping stone to more wide-ranging CRM that can be used by colleagues right across your business. When the time is right, you always have the option to upgrade to one of our paid plans to continue growing your business, attracting and retaining customers and improving efficiency.
Get the Most out of Capsule CRM
Here are some tips on how to get the most out of a basic CRM or a free CRM trial.
If you're looking to move on to a paid plan, be realistic with the number of free trials you can manage at one time. You may see five to ten different CRMs as a potential fit, but can you test five thoroughly in a short amount of time? All free CRMs have key, bulleted benefits and features on their websites. By reviewing how the software works and how it can assist your workflows, you may be able to narrow a choice down to one or two.
It's recommended to block out a few days or hours per week to assess the new CRM thoroughly. You'll need to import your data and test the functionality. Remember, as soon as you sign up, the setup emails will begin to guide you through the most critical steps. You'll get the most value if you follow the email sequence.
You'll only get a true feel for the CRM if you import real data and assess how the features work with the customer information you have available. Take a test drive before you select the one you like, as it's often difficult to gauge the effectiveness of a program unless you can get a hands-on feel for its capabilities.
Most CRMs will offer a degree of customization. Taking the time to test how easily this can be done during the trial will help set realistic expectations. The beauty of software is the ability to fine tune features to your liking. Everyone has an individual style and there's no right or wrong way to help you become more productive.
A CRM delivers the most significant value when it becomes the hub of your business making it easier to sync data with other apps. Each CRM will have a different way of displaying the data you pull in from an integration.
Your CRM is likely to be used by multiple people within your business all with different needs, so it's best to invite them to the trial. It's useful to invite the primary users of the CRM to discover how well it works for them too.
When you implement your free CRM, you may need a bit of help every now and again. During your trial, you should utilize the support portals, knowledge base, watch the videos and email the support team.
What does the free plan include?
When creating a short list for the best free CRMs, Capsule should be at the very top. In addition to our excellent support team, our free plan includes:
Access for 2 users
Up to 250 contacts
50MB storage per user
Unlimited customization to contact data
A fully customizable sales pipeline
Sales dashboard and activity reports
Unlimited bespoke workflows for opportunities or projects
Data segmentation tools - lists, filters and tags
Basic project management tools with Projects, tasks and calendar
Ability to sync your Capsule calendar with your own
Integration with Gmail and Mailchimp
Unlimited Zapier integrations
Choose the Right Free CRM for Your Business
Naturally, all free programs usually provide an option to expand your range of services as your business grows. Most software providers will offer two or three upgrade options, but be mindful that these could carry significant costs. Before you start the hunt for the best free CRM software, always analyze the free features and read the terms and conditions.
Make sure to choose the right free CRM for your business as to not waste time, effort and resources.
Free CRM: Frequently asked questions
Free CRM software offers small businesses essential CRM features like contact management, lead management, and deal management without the cost barrier. These free CRM tools help manage customer interactions, streamline sales processes, and improve sales performance, making them ideal for businesses with limited budgets.
Free CRM systems support the sales process by providing sales teams with tools for sales tracking, pipeline management, and sales forecasting. These features help in organizing and monitoring sales activities, enabling sales teams to track progress and forecast future sales more accurately.
Yes, some free CRM platforms, like HubSpot CRM and Zoho CRM, offer marketing automation and email marketing tools. These features allow marketing teams to create and manage marketing campaigns, automate repetitive tasks, and track the effectiveness of their marketing efforts.
Absolutely. Several free CRM solutions come equipped with project management features and workflow automation. These functionalities help in organizing projects, automating business processes, and ensuring that all your data is managed efficiently, which is crucial for maintaining streamlined operations.
Many free CRM software platforms, including Zoho CRM and Monday Sales CRM, offer mobile apps that provide on-the-go access to CRM data. These mobile apps enable sales and marketing teams to manage contacts, track sales, and stay updated with customer interactions, regardless of their location.
Some free CRM systems, like HubSpot CRM, do offer the capability to support unlimited users and unlimited contacts. This feature is particularly beneficial for small businesses or startups that need a scalable CRM solution without additional costs as their customer base and team size grow.
Free CRM tools can be quite effective in managing sales automation and inventory management, especially for small businesses. They help automate key sales processes, track inventory levels, and ensure that sales and marketing teams have all the necessary information to manage sales and customer relationships effectively.