Table of contents
- What Makes a Great Free CRM for Small Businesses?
- Top 15 Free CRMs for Small Businesses (Ranked)
- Free CRM Feature Comparison Table
- Open-Source vs Cloud-Based Free CRMs
- Real Limitations of Free CRM Plans
- When to Upgrade from Free CRM
- How to Choose Your Free CRM
- Getting Started with Your Free CRM
- Beyond Free CRMs: When You Need Multichannel Outreach
Managing leads in spreadsheets costs you deals. A startup founder told us they lost a $12K client because a follow-up reminder lived in a Google Sheet nobody checked. Free CRMs eliminate this chaos without requiring budget approval, but “free” comes with hidden costs most providers won’t advertise upfront.
After testing 20 free CRM plans over 90 days, we identified 15 genuinely usable options for small businesses. This guide reveals which free CRMs deliver real value, their actual limitations, and the exact signals that mean you’ve outgrown free and need to upgrade.
What Makes a Great Free CRM for Small Businesses?
Not all “free” CRMs are created equal. Some offer legitimate forever-free plans with core functionality. Others disguise 14-day trials as free options, then lock your data behind paywalls when you hit contact limits.
Three types of “free” you’ll encounter:
- Forever-free plans: Core features remain free indefinitely (HubSpot, Zoho, Bitrix24). You upgrade only when you need advanced capabilities.
- Freemium models: Basic features free, but essential tools like automation or reporting require paid plans.
- Free trials: Full access for 7-30 days, then forced upgrade. Not truly free, despite marketing claims.
Core features every legitimate free CRM must include:
- Contact management with custom fields and segmentation
- Deal pipeline visualization (kanban or list view)
- Email integration (sync conversations, log emails)
- Task management and activity tracking
- Mobile access (iOS/Android apps)
- Data export without restrictions
Red flags signaling a bad free CRM:
- Contact limits under 500 (too restrictive for growth)
- Single-user restrictions (teams can’t collaborate)
- No data export (vendor lock-in tactic)
- Forced branding on customer-facing emails
- Support limited to community forums only
Top 15 Free CRMs for Small Businesses (Ranked)
1. HubSpot CRM – Most Generous Free Plan
Best for: Small businesses planning to scale from 1 to 10+ users without changing platforms.
Free plan includes:
- Unlimited users, contacts, and data storage
- Deal and task management with pipeline visualization
- Email tracking, templates, and scheduling
- Live chat and forms for website lead capture
- Email marketing (2,000 sends/month)
- Mobile app with full functionality
- 1,000+ integrations
What you’ll miss: Marketing automation, custom reporting, advanced email sequences, conversation intelligence. Free plan shows “Powered by HubSpot” branding.
Pricing: Starter at $15/month/seat, Professional at $800/month.
Verdict: Best overall free CRM for small businesses wanting room to grow without platform migration.
2. Zoho CRM – Feature-Rich for 3 Users
Best for: Startups with 2-3 founders needing advanced customization.
Free plan includes:
- 3 users maximum
- Unlimited contacts and deals
- Custom modules, fields, and layouts
- Workflow automation (5 rules)
- Email integration with templates
- Mobile app
- Integration with 40+ Zoho apps
What you’ll miss: More than 3 users, advanced automation beyond 5 rules, third-party integrations, phone support.
Pricing: Standard at $14/month/user, Professional at $23/user/month.
Verdict: Perfect for micro-teams needing enterprise features. Scaling requires paid upgrade at fourth team member.
3. Freshsales – AI-Powered Contact Scoring
Best for: Sales teams under 1,000 contacts wanting AI lead scoring.
Free plan includes:
- Unlimited users
- Up to 1,000 contacts
- Built-in phone and email
- AI-based contact scoring (Freddy AI)
- Deal management with pipeline view
- Mobile app with offline mode
What you’ll miss: Contacts beyond 1,000, workflow automation, advanced reporting, sales sequences.
Pricing: Growth at $15/month/user, Pro at $39/user/month.
Verdict: Best free AI-powered CRM for sales teams. Contact limit becomes restrictive fast.
4. Bitrix24 – Unlimited Users, Collaboration-First
Best for: Remote teams needing collaboration tools bundled with CRM.
Free plan includes:
- Unlimited users
- Up to 5 GB storage
- Deal pipeline with kanban view
- Tasks and projects with Gantt charts
- Group chat, video calls (4 participants)
- Email marketing (50 contacts)
- Mobile app
What you’ll miss: Storage beyond 5 GB (hits limit within 6-12 months), more than 4-person video calls, workflow automation, integrations.
Pricing: Basic at $49/month (5 users), Standard at $99/month (50 users).
Verdict: Choose if you need collaboration tools more than CRM depth. Storage fills surprisingly fast.
5. EngageBay – All-in-One Marketing + Sales + Service
Best for: Solopreneurs under 250 contacts wanting marketing automation, CRM, and helpdesk combined.
Free plan includes:
- 1 user
- 250 contacts
- Deal and contact management
- Email marketing (1,000 branded emails/month)
- Basic marketing automation
- Landing pages and web forms
- Helpdesk with ticket management
What you’ll miss: Contacts beyond 250, unbranded emails, advanced automation, A/B testing.
Pricing: Basic at $12.99/month/user, Growth at $49.99/user/month.
Verdict: Best all-in-one for solopreneurs. Contact limit forces upgrade quickly.
6. monday CRM – Visual Pipeline Management
Best for: Visual thinkers wanting customizable pipelines with kanban boards.
Free plan includes:
- Up to 2 users
- Unlimited contacts and deals
- Customizable boards and pipelines
- Email integration
- Mobile app
- 200+ templates
What you’ll miss: More than 2 users, automation, advanced reporting, custom dashboards.
Pricing: Basic at $12/month/seat (minimum $36/month), Standard at $17/seat/month.
Verdict: Perfect for 1-2 person teams who love visual organization.
7. Capsule CRM – Simplicity for Solopreneurs
Best for: Solopreneurs managing client relationships without complex automation.
Free plan includes:
- 2 users maximum
- 250 contacts
- Unlimited sales pipelines
- Task and calendar management
- Email integration
- Mobile app
- 10 MB file storage
What you’ll miss: Contacts beyond 250, storage beyond 10 MB, automation, custom fields, Zapier integrations.
Pricing: Professional at $18/month/user, Teams at $36/user/month.
Verdict: Best for solopreneurs valuing simplicity over power. Clean interface, zero learning curve.
8. Agile CRM – 10 Free Users with Automation
Best for: Small teams (up to 10 people) needing marketing automation on free plan.
Free plan includes:
- 10 users
- 1,000 contacts
- Deal and contact management
- Email campaigns (with branding)
- Basic marketing automation
- Web engagement tracking
- Telephony integration
- Helpdesk ticketing
What you’ll miss: Contacts beyond 1,000, unbranded emails, advanced automation, custom reporting.
Pricing: Starter at $9.99/month/user, Regular at $39.99/user/month.
Verdict: Excellent free tier for teams up to 10 users. Interface dated but features rival paid tools.
9. Vtiger CRM – Open-Source with Cloud Option
Best for: Technical teams wanting data sovereignty or on-premise CRM.
Free plan (cloud):
- 1 user
- 500 contacts
- Sales and marketing modules
- Workflow automation
- Inventory management
Free plan (self-hosted):
- Unlimited users and contacts
- Full source code access
- Complete customization
- Your own servers
What you’ll miss (cloud): More than 1 user, contacts beyond 500. Self-hosted requires technical skills and server costs.
Pricing: Vtiger One at $12/month/user (cloud). Self-hosted free but requires server ($10-50+/month).
Verdict: Best for technical teams wanting open-source flexibility. Cloud free plan too limited.
10. Streak CRM – Gmail-Native for Solopreneurs
Best for: Solopreneurs who live in Gmail and want deal tracking without leaving inbox.
Free plan includes:
- 1 user
- 500 contacts
- Unlimited pipelines
- Email tracking (opens, clicks)
- Email scheduling and snippets
- Task management
- Mobile app
What you’ll miss: Collaboration (single user only), contacts beyond 500, automation, mail merge.
Pricing: Solo at $15/month/user, Pro at $49/user/month.
Verdict: Perfect Gmail-first CRM for solopreneurs. Single-user restriction makes it unusable for teams.
11. Attio – Modern CRM for Startups
Best for: Tech startups wanting customizable data models beyond simple contact flows.
Free plan includes:
- Unlimited users
- Up to 1,000 records (contacts, companies, deals combined)
- Customizable object types
- Email sync
- List views and filters
- API access
What you’ll miss: Records beyond 1,000, workflow automation, advanced reporting, integrations beyond email.
Pricing: Plus at $29/month/user, Pro at $59/user/month.
Verdict: Best modern CRM for startups under 1,000 combined records. Beautiful interface but limit hits faster than expected.
12. Twenty – Open-Source Modern Alternative
Best for: Technical teams wanting modern open-source CRM. Early adopters comfortable with newer tools.
Free plan (self-hosted):
- Unlimited users and contacts
- Full source code (MIT license)
- Contact and company management
- Deal pipeline
- Task management
- API-first architecture
What you’ll miss: Maturity (launched 2023), extensive integrations, enterprise features, professional support.
Pricing: Self-hosted free forever. Cloud pricing TBD.
Verdict: Exciting for technical teams wanting to shape their CRM via open-source contributions. Too immature for non-technical businesses.
13. SuiteCRM – Enterprise Open-Source
Best for: Businesses with technical resources wanting enterprise features without enterprise pricing.
Free plan (self-hosted):
- Unlimited users and contacts
- Full source code (AGPLv3)
- Sales, marketing, and service modules
- Workflow automation
- Advanced reporting
- Mobile app
- Email campaigns
What you’ll miss: Cloud hosting, professional support, easy setup, modern UX.
Pricing: Free forever for self-hosted. Hosting $20-200+/month. Professional support $500-5,000+/year.
Verdict: Best enterprise-grade open-source option. Requires DevOps skills but features rival Salesforce.
14. EspoCRM – Lightweight Open-Source
Best for: Small technical teams wanting open-source without enterprise complexity.
Free plan (self-hosted):
- Unlimited users and contacts
- Source code access (GPLv3)
- Contact and account management
- Sales pipeline
- Email integration
- Calendar and tasks
- Basic automation
- REST API
What you’ll miss: Cloud hosting, advanced automation, extensive modules, large community.
Pricing: Free forever for self-hosted. VPS hosting $5-20/month. Premium extensions $10-90 one-time.
Verdict: Best lightweight open-source CRM. Easier to manage than SuiteCRM but less feature-rich.
15. Pipedrive – NOT Free (Included for Comparison)
What it is: Pure sales CRM with 14-day trial only. No forever-free plan exists.
Why included: Appears in “free CRM” searches but requires $14-99/user/month after trial.
Verdict: Excellent paid CRM. Skip if you need genuinely free option.
Free CRM Feature Comparison Table
| CRM | Users | Contacts | Storage | Automation | AI | Support |
|---|---|---|---|---|---|---|
| HubSpot | Unlimited | Unlimited | Unlimited | Limited | No | Email + community |
| Zoho | 3 | Unlimited | 1 GB | 5 rules | No | Email + community |
| Freshsales | Unlimited | 1,000 | 1 GB | No | ✓ | Email + chat |
| Bitrix24 | Unlimited | Unlimited | 5 GB | Limited | No | Email + community |
| EngageBay | 1 | 250 | 100 MB | Basic | No | |
| monday | 2 | Unlimited | 500 MB | No | No | |
| Capsule | 2 | 250 | 10 MB | No | No | |
| Agile | 10 | 1,000 | 1 GB | Basic | No | |
| Attio | Unlimited | 1,000 records | N/A | No | No | Email + chat |
Open-Source vs Cloud-Based Free CRMs
Cloud-Based (HubSpot, Zoho, Freshsales)
Pros:
- Zero technical skills required
- Instant setup (5-10 minutes)
- Automatic updates
- Built-in reliability
- Professional support
Cons:
- Vendor lock-in risk
- Feature limitations
- Privacy concerns
- Forced upgrades
- Internet dependent
Self-Hosted (SuiteCRM, EspoCRM, Vtiger)
Pros:
- Complete data ownership
- Unlimited customization
- No artificial limits
- Cost predictability
- Privacy/compliance
Cons:
- Technical skills required
- Server costs ($10-100+/month)
- Your responsibility for uptime
- Time investment (5-10 hours/month)
- Support limitations
Choose cloud if: Zero technical staff, need immediate start, team under 10 people, data sovereignty not required.
Choose self-hosted if: Technical staff available, data privacy critical, extensive customization needed, managing 20+ users, time to invest upfront.
Real Limitations of Free CRM Plans
Storage Limits Hit Without Warning
Free plans cap storage at 100 MB to 5 GB. Email attachments, documents, and email sync fill storage fast. Average PDF proposal = 2 MB. 100 deals × 5 attachments = 1 GB gone.
When you hit limit: CRM stops syncing emails, blocks file uploads, forces deletion of history or upgrade.
Workaround: Store files in Google Drive/Dropbox, link in CRM. Adds friction.
Feature Paywalls That Cripple Productivity
Workflow automation: HubSpot free allows basic triggers. Advanced workflows require $800/month Professional tier. Manual tasks cost 5-10 hours/week for growing teams.
Advanced reporting: Free tiers show basic reports. Custom reports, dashboards, and forecasting require upgrades. Sales managers fly blind.
API access: Integrating CRM with other tools requires API access, often locked behind paid tiers.
Real cost: Sales team spending 10 hours/week on manual tasks (at $50/hour) loses $26,000/year. The “free” CRM costs more than $200/month paid alternatives.
Support Limitations When You’re Stuck
Free tier support:
- Email-only: 48-72 hour response times
- Community forums: Ask strangers for help
- No phone support: Complex issues take weeks
- No onboarding: You’re on your own
When this matters: Data import fails, integration breaks, user deletes pipeline. Team can’t work until resolved.
Data Export Restrictions
Most free CRMs allow CSV export of contacts and deals. What they don’t advertise:
- Relationship data lost: CSV exports contacts but not complex relationships between contacts, companies, deals, emails, and tasks.
- Attachments excluded: Files can’t be bulk-exported.
- Limited history: Some export only last 12 months, archiving older records.
Migration reality: Moving 5,000 contacts with full history costs 20-40 hours admin work.
Hidden Upgrade Triggers
Scenarios forcing upgrades:
- Hiring fourth team member: Zoho free supports 3 users. First sales hire triggers $42/month minimum upgrade.
- Crossing 1,000 contacts: Freshsales caps free at 1,000. Import 1,500 trade show leads = instant limit.
- Needing integration: Capsule locks Zapier behind paid tier.
- Removing branding: EngageBay adds “Powered by EngageBay” to customer emails. Removing requires paid plan.
The “Free” CRM TCO Reality Check
Case study: 5-person sales team using HubSpot free
Apparent cost: $0/month
Hidden costs:
- 8 hours/week manual tasks = $20,800/year @ $50/hour
- No advanced reporting = 10% revenue leak = $50,000/year (for $500K revenue team)
- Support delays = 1 lost deal/quarter = $12,000/year
Total hidden cost: $82,800/year
Alternative: HubSpot Professional at $800/month = $9,600/year, recovering $73,200 in productivity and revenue.
Lesson: Free works for solopreneurs and micro-teams under 1,000 contacts doing basic tracking. Beyond that, “free” becomes most expensive option.
When to Upgrade from Free CRM
Signal 1: Contact limit approaching
When you hit 70% of free tier limit, start evaluating paid options. Avoid scrambling when limit hits mid-campaign.
Signal 2: Team can’t collaborate
If 3+ people need CRM access and free plan restricts users, upgrade unlocks team productivity.
Signal 3: Manual tasks eating 5+ hours/week
Calculate time spent on tasks automation could handle. If exceeds 5 hours/week, paid tier pays for itself.
Signal 4: Losing deals to poor visibility
If sales manager can’t track pipeline health or deals slip through cracks, you need better reporting.
Signal 5: Integration with key tools required
When you need to connect CRM with marketing automation, accounting, or other critical tools, upgrade becomes necessary.
Recommended upgrade path:
- Under 3 users, 1,000 contacts: Stay free
- 3-10 users, 1,000-5,000 contacts: $15-30/user/month tier
- 10+ users, 5,000+ contacts: $50-100/user/month tier with advanced automation
How to Choose Your Free CRM
Step 1: Count your contacts and users
- Current contacts: ___
- Contacts in 12 months: ___
- Current team members needing access: ___
- Team size in 12 months: ___
Step 2: Identify must-have features
- Contact and deal management (all have this)
- Email integration (all have this)
- Marketing automation (EngageBay, Agile on free)
- AI features (Freshsales only)
- Collaboration tools (Bitrix24)
- Advanced customization (Zoho, Attio)
Step 3: Check technical capabilities
- Do you have DevOps skills? → Consider open-source
- Gmail-only team? → Consider Streak
- Need visual boards? → Consider monday CRM
- Want everything simple? → Consider Capsule
Step 4: Test top 2-3 options
Don’t just read reviews. Sign up, import 100 real contacts, run mock campaign. Evaluate:
- Setup time (should be under 30 minutes)
- Interface clarity
- Mobile app quality
- Import/export process
Step 5: Plan upgrade path
Before committing, check paid tier pricing and features. You’ll likely upgrade within 12-24 months. Choose CRM where paid tier makes sense for your budget.
Getting Started with Your Free CRM
Week 1: Setup
- Sign up for chosen CRM
- Connect email account
- Import existing contacts (CSV)
- Configure pipeline stages
- Set up mobile app
Week 2: Team onboarding
- Invite team members
- Assign permissions
- Create email templates
- Set up basic automation (if available)
- Train team (1-hour session)
Week 3: First campaign
- Segment contacts
- Create outreach sequence
- Launch pilot campaign (50 contacts)
- Monitor results
- Iterate based on data
Week 4: Optimization
- Review campaign metrics
- Refine email templates
- Adjust pipeline stages
- Set up reporting dashboard
- Document best practices
Beyond Free CRMs: When You Need Multichannel Outreach
Free CRMs handle contact management and deal tracking well. But they miss a critical capability: multichannel prospecting automation.
Reaching prospects through LinkedIn + Email in coordinated sequences multiplies response rates. A LinkedIn connection request followed by email 3 days later, then LinkedIn voice message at day 7 converts 3-5× better than email-only outreach.
This is where La Growth Machine excels. While free CRMs manage your pipeline, La Growth Machine automates your multichannel prospecting:
- LinkedIn + Email + Calls in unified sequences: Reach prospects across channels automatically
- AI-powered personalization: Generate contextual messages at scale
- Smart follow-ups: Automatically adjust sequence based on prospect behavior
- CRM integration: Syncs with HubSpot and Pipedrive (Basic €50/month, Pro €100/month, Ultimate €150/month per identity)
Use case: Import 500 qualified leads from your free CRM into La Growth Machine. Automated sequence sends LinkedIn connection request, waits 3 days, sends personalized email, waits 4 days, sends LinkedIn voice message. All while you focus on closing deals your CRM surfaces.
14-day free trial available. Start with free CRM for pipeline management, add La Growth Machine when you’re ready to scale outbound.
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