Cloud Companies & Contacts

Import data from a CSV or EXCEL file or enter your contacts and leads. You can customize the CRM system easily for any business by adding as many custom fields as possible. Contacts are people in the CRM system - customers, vendors, organization members - any people you want to keep track of and all of your activities in our simple CRM. If you are making business-to-consumer sales in products or services, you will probably spend all of your time working in the Contacts section. Group your contacts into relationships with companies, which can be any organization and helps in B2B and can also help manage other kinds of relationships.

Contact management with a real-time, 360-degree view. FreeCRM.com lets your team automatically share and report on contact- and customer-related activities, tasks, and calendar events in real time. Everyone automatically gets a complete and current picture of all customer records— no painful and unreliable synchronization is required. This capability puts FreeCRM.com in a class: client management software tools can't match its complete customer view or easy team collaboration. With information-rich contact management profiles that are always available, accessible, and up to date, FreeCRM.com delivers benefits that conventional software lacks: Complete management visibility into contact and customer histories. Higher productivity. Better and faster collaboration. Minimal chance of leads falling through the cracks. Fewer manual processes; less reliance on paper and spreadsheets.

Dashboard & Sales Pipeline

Our deal tracking tool and sales pipeline dashboard give you a comprehensive view of your sales activities. Know where every customer is in the sales cycle, deal size, contact history, and competitor information to help craft more effective CRM messaging. Reports & Dashboards provide an easy, accurate read of everything happening.

The CRM Dashboard is customizable and configurable so that you can see all of your important tasks, events, meetings, and more in real time on the main home page of the system. When you log on, the dashboard provides a customizable view of your sales lead and customer service information, marketing, and more. You can customize the CRM dashboard to include email campaigns, schedule views, task views, and your call list.

Marketing Campaigns

You can develop targeted marketing campaigns based on customer profiles and history. Execute email campaigns around time-sensitive promotions and opportunities with unlimited email. Track marketing in real-time, focus, and improve the quality of your lead generation. Print, SMS, calling, and email campaigns are all included. Utilize our Promotions feature to track loyalty and give customers benefits.

Task & Event Tracking

Tracking tasks, issues, and sales give you complete visibility into the time you and your team members spend on any deal or Issue. Bringing work items into Free CRM enables teams to close deals and issues better. Management gets the visibility they need into quality, satisfaction, and responsiveness, and your group is more organized, closing business and managing customer support from beginning to end.

Deals & Sales Pipeline

Our deal tracking tool and sales pipeline dashboard give you a comprehensive view of all your sales activities. Know where every customer is in the sales cycle, deal size, contact history, and competitor information to help craft more effective CRM messaging. Reports & Dashboards provide an easy, accurate read of everything happening.

Calls & Voice

Free CRM has robust call tracking, call scheduling, and automation features that set it apart. Most other CRM systems do not have powerful call scripting, follow-up, scheduling, and reporting with detailed call center features.

Print & SMS Texting

Free CRM supports direct mail and mail merge campaigns using our advanced Microsoft Word integration, which lets you create custom Word templates and then do mass mailings or direct mail campaigns using the data in the CRM that gets merged with your Word templates. Want to extend your campaigns to SMS, or do you need to send out messages to groups using SMS? It's easy with Free CRM with SMS marketing campaign options.

Alerts & Reminders

Free CRM can alert you to upcoming meetings and events via email, SMS, or screen pop-ups. You can set alerts in many different ways using different action rules, such as when new data is entered, edited, or deleted; your team members can get instant alerts and updates from the CRM. Using our rules-based alerts system can keep managers and salespeople abreast of the latest happenings in the CRM system. Other powerful alerts and reminders, such as task ticklers or calendar reminders, can alert you, the team, and even external contacts with the latest information.

Forms

Forms are questionnaires and answer surveys and can also be call scripts where data can be explained and inputted by your sales or support staff. You can also distribute the forms to clients through a URL to a webpage to get customer feedback. Form and survey creation is natural with our form builder, creating "Wizard Forms" - multi-page forms that are easy to follow and complete.

Import & Export

Free CRM can import and export data like any other program, so whether you use Excel or have an old ACT database to convert, it is easy to use our simple Importing feature to bring in your new information. Are you doing something complex, like importing custom relational data like Salesforce.com? It's easy to migrate even enterprise systems; Free CRM can handle more than just importing your old Excel worksheets. Of course, you can export anytime from Free CRM; merely designate the kind of file format and delimiter or your file parameters.

Reports

Our reporting features allow you to gauge the effectiveness of your software solution and how well your sales staff is completing the sales cycle. You can also run reports that track system use for each of your team members, allowing you to see where additional training is needed or extra customization in the application so that your team can use the tool more efficiently and smoothly as it pertains to your regular business operation.

Backup & Security

Free CRM lets you export data anytime, and you can get a complete snapshot of all your data anytime. Professional edition customers also have the 1-click convenience of a full backup function, which zips up all the data in your CRM in one easy file. We also have a 1-click backup feature for the document repository, so all your essential files and documents can be downloaded and backed up in one easy step. Free CRM also utilizes industry-standard military-grade 128-bit SSL encryption and has the world's most secure data centers.

Mobile iOS & Android

Free CRM works great on phones and tablets straight out of the box, but we recommend downloading the Free CRM Apps. All you need to do is fire up your App Store and find Cogmento. Free CRM works great on tablets, too. Make it easy by adding a mobile phone bookmark or shortcut, and you can always access the CRM from anywhere on any device.

Group Calendar

A free CRM group calendar is a great way to manage and see your schedule and your employees' daily, weekly, and monthly scheduled activities and customer meetings, calls, and everything else. You can track upcoming events, set reminders, create tasks and enter notes, attach files to calendar activities, associate calendar entries with one or more contacts, and assign tasks to one or more co-workers.