The best simple customer relationship management (CRM) software systems offer an intuitive user interface that novice CRM users can adopt quickly. The top CRM solutions also have native and third-party integrations with other software tools businesses commonly use, such as marketing, service, and accounting programs. Furthermore, simple CRMs also have clear, affordable pricing plans as well as robust customer service to make it easy to get support when users need it.
8 best simple CRM services of 2024
| Provider | Best for | Cheapest paid plan & price | Learn more |
|---|---|---|---|
| Freshsales | Best for teams that need a user-friendly interface |
$11 per user, per month | See details |
| HubSpot | Best for teams that need many integrations |
$20 per user, per month | View offer at HubSpot |
| Zoho CRM | Best for customization options | $20 per user, per month | See details |
| Agile CRM | Best for sales, marketing, and service teams |
$14.99 per user, per month | See details |
| Pipedrive | Best for user-friendly workflow automations |
$24 per user, per month | See details |
| Copper CRM | Best for Google Workspace users | $12 per user, per month | See details |
| Monday.com | Best for small teams needing project management features |
$12 per user, per month | See details |
| Bitrix24 | Best free simple plan for unlimited users |
$61 for up to five users monthly | See details |
| Freshsales | See details |
|---|---|
| Best for teams that need a user-friendly interface |
|
| $11 per user, per month | |
| HubSpot | View offer at HubSpot |
| Best for teams that need many integrations |
|
| $20 per user, per month | |
| Zoho CRM | See details |
| Best for customization options | |
| $20 per user, per month | |
| Agile CRM | See details |
| Best for sales, marketing, and service teams |
|
| $14.99 per user, per month | |
| Pipedrive | See details |
| Best for user-friendly workflow automations |
|
| $24 per user, per month | |
| Copper CRM | See details |
| Best for Google Workspace users | |
| $12 per user, per month | |
| Monday.com | See details |
| Best for small teams needing project management features |
|
| $12 per user, per month | |
| Bitrix24 | See details |
| Best free simple plan for unlimited users |
|
| $61 for up to five users monthly |
Freshsales: Best for teams that need a user-friendly interface
Freshsales came into the CRM market in 2016 and was the fourth product the company (Freshworks) launched because its leaders sought a way to store their sales contacts. Overall, Freshworks supports over 67,000 customers, with about 6,400 using Freshsales as a CRM solution.
Freshsales
| Base price: | $11 per user, per month |
| Free trial length: | 21 days |
| Free plan available?: | Yes, for up to three users
|
Why we like it
Freshsales is an excellent simple CRM system because it is well-known for having easy-to-implement features, even for less tech-savvy users. It also boasts robust artificial intelligence (AI) tools, which can put many sales functions on autopilot so team members can work on building personalized sales relationships. Some of the most popular features Freshsales offers include:
- Two-way email sync
- Workflow automation
- Omnichannel customer communication channels
- Lead scoring
- Sales forecasting
- Sales reporting and dashboards
- Custom sales activities
Furthermore, Freshsales offers comprehensive customer support. The provider gives users 24/5 access to customer support through phone, live chat, and email. They also provide a robust knowledge base filled with how-to support articles and frequently asked questions (FAQs).
Explore our in-depth Freshsales review to learn more about this popular CRM tool.
Freshsales pricing and plans
Freshsales delivers three plans that accommodate the needs of small startups as well as growing enterprises with many users. Customers pay on a per-user basis and have the option to choose from standard Freshsales products or can enhance their capabilities with AI and multichannel tools offered through the Freshsales Suite or Freshmarketer platforms.
| Plans | Free Trial or plan available? | Features | Pricing |
|---|---|---|---|
| Free | Yes | Account and contact management Deal management Built-in phone and live chat |
$0 |
| Growth | Yes | Visual sales pipeline Integration with short message service (SMS), WhatsApp, Facebook Messenger, and Google Business messages 20 basic workflows |
$11 per user, per month |
| Pro | Yes | 10 sales pipelines 50 basic workflows and 50 advanced workflows Access to Freddy AI insights |
$47 per user, per month |
| Enterprise | Yes | AI-powered forecasting insights 10 custom modules Profiles automatically enriched with public information |
$71 per user, per month |
| Free | |
|---|---|
| Yes | |
| Account and contact management Deal management Built-in phone and live chat |
|
| $0 | |
| Growth | |
| Yes | |
| Visual sales pipeline Integration with short message service (SMS), WhatsApp, Facebook Messenger, and Google Business messages 20 basic workflows |
|
| $11 per user, per month | |
| Pro | |
| Yes | |
| 10 sales pipelines 50 basic workflows and 50 advanced workflows Access to Freddy AI insights |
|
| $47 per user, per month | |
| Enterprise | |
| Yes | |
| AI-powered forecasting insights 10 custom modules Profiles automatically enriched with public information |
|
| $71 per user, per month |
HubSpot: Best for teams that need many integrations
HubSpot is sales and marketing software developed by Massachusetts Institute of Technology (MIT) graduate students in 2006. The company has a large team that spans 12 offices worldwide and supports 216,000-plus customers with over 7,600 employees.
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HubSpot
| Base price: | $20 per user, per month
|
| Free trial length: | None |
| Free plan available?: | Yes, for up to five users |
Pros
- Supports up to one million sales products and 5,000 documents
- Live chat and Facebook Messenger integration
- Up to 5,000 email templates
Cons
- Limited to one shared inbox
- Limited to one HubSpot-provided phone number
- Lacks automated sequences or workflows until higher-priced plans
“HubSpot has many workflows we can set up, which ensures no lead falls through the cracks,” says Ultan O’Callaghan, CEO at Thooja. “For example, if someone contacts us through our website, we can easily set up a workflow to ensure they are contacted by sales rep.”
HubSpot’s Sales Hub Starter Plan offers email support and a comprehensive knowledge base, HubSpot Academy to learn about its rich feature set, and HubSpot Community to learn from other users. Professional Plan users gain access to phone support.
View Offer
at HubSpot
Why we like it
HubSpot is known for offering comprehensive sales, marketing, and service tools designed for small to enterprise-sized teams. While many HubSpot subscribers love that the software has seemingly endless integrations to customize the platform for a business’ specific use case, it is also praised for ease of use, making it an excellent simple CRM. Plus, the free plan supports up to five users, making it a great budget-friendly option. Some of HubSpot’s top CRM benefits include:
- Hundreds of native and built-in app integrations for platform customization
- Digital signatures
- Multiple currency support and payment processing
- Marketing and customer service tools
- Simple automation features
- Live chat
- Email scheduling
HubSpot provides exceptional customer support to ensure users have a great experience via live chat, phone, and email (though only Professional plan users get phone support). Plus, the provider offers HubSpot Academy learning courses, a knowledge base, and a user community to learn from other subscribers.
Dive into HubSpot’s feature offerings in our comprehensive HubSpot CRM review.
HubSpot pricing and plans
HubSpot’s Sales Hub Starter offers a basic version of the more comprehensive Sales Hub Professional, at a price that is four to five times lower. Like most others we’ve reviewed, the platform charges customers on a per-user basis.
| Plans | Free trial | Features | Pricing |
|---|---|---|---|
| Free | N/A | Contact management Deal pipeline Meeting scheduling Shared inbox Conversational bots Email scheduling Email reply tracking Gmail, Outlook, and Microsoft integrations |
$0 (up to five users) |
| Sales Starter | 14 days | All features on HubSpot Free plus: Sales automation Sales content analytics Automated task queues Team performance measurements HubSpot-provided phone numbers Digital signatures Conversation routing Multicurrency support Task and deal notifications Task calendar sync Payments |
$20 per month, per seat |
| Sales Professional | 14 days | All Sales Starter features plus: Prospecting and lead management Sales forecasting Custom reporting and analytics Customizable playbooks Call transcriptions Coaching playlists Account-based marketing (ABM) tools and automation Contact scoring Video messaging Workflow extensions Automated sequences (outreaches, follow-ups, and tasks) |
$100 per month, per seat |
| Sales Enterprise | 14 days | All Sales Enterprise features plus: Predictive lead scoring Recurring revenue tracking Deal journey analytics Lead form routing Advanced permissions Single sign-on (SSO) Field-level and advanced permissions Conversation intelligence (insights on customer calls) |
$150 per month, per seat |
| Free | |
|---|---|
| N/A | |
| Contact management Deal pipeline Meeting scheduling Shared inbox Conversational bots Email scheduling Email reply tracking Gmail, Outlook, and Microsoft integrations |
|
| $0 (up to five users) | |
| Sales Starter | |
| 14 days | |
| All features on HubSpot Free plus: Sales automation Sales content analytics Automated task queues Team performance measurements HubSpot-provided phone numbers Digital signatures Conversation routing Multicurrency support Task and deal notifications Task calendar sync Payments |
|
| $20 per month, per seat | |
| Sales Professional | |
| 14 days | |
| All Sales Starter features plus: Prospecting and lead management Sales forecasting Custom reporting and analytics Customizable playbooks Call transcriptions Coaching playlists Account-based marketing (ABM) tools and automation Contact scoring Video messaging Workflow extensions Automated sequences (outreaches, follow-ups, and tasks) |
|
| $100 per month, per seat | |
| Sales Enterprise | |
| 14 days | |
| All Sales Enterprise features plus: Predictive lead scoring Recurring revenue tracking Deal journey analytics Lead form routing Advanced permissions Single sign-on (SSO) Field-level and advanced permissions Conversation intelligence (insights on customer calls) |
|
| $150 per month, per seat |
Zoho CRM: Best for customization options
Zoho was founded in 2005 as a work program that offered an alternative to college education. The company morphed into CRM software organization and now supports over 100 million customers in 150-plus countries supported by more than 15,000 employees.
Zoho CRM
| Base price: | $20 per user, per month* |
| Free trial length: | 15 days |
| Free plan available?: | Yes* |
Why we like it
Zoho CRM offers a broad range of customization options with several plans to choose from for novice to experienced CRM users. They also have a simple, inexpensive plan called Bigin by Zoho CRM that’s focused on basic contact and pipeline management. Some of Zoho’s most-liked features outside of contact and deal management include:
- iOS and Android mobile apps
- Workflow automation
- Sales process builder
- Omnichannel customer communication
- Reporting and analytics
- Google Workspace and Microsoft Office 365 integration
- Territory management
- Sales gamification tools
Zoho CRM provides excellent customer support through live chat, phone, and onboarding sessions. Phone support is offered eight hours per day on weekdays. Plus, Zoho has a robust knowledge base where subscribers can find answers to typical questions.
Learn more about this provider’s standout features in our full Zoho CRM review.
Zoho CRM pricing and plans
Zoho provides a range of CRM plans in addition to a free option, catering to everyone from budding entrepreneurs to large enterprise operations. Each plan is billed on a per-user basis.
| Plans | Pricing | Free Trial or Plan Available? | Features |
|---|---|---|---|
| Free plan | Free for up to three users | Yes | 3 organization emails Sales and marketing automation tools Document library Standard reports 10 custom email templates 1GB file storage for the organization |
| Standard plan | $20 per user, per month | Yes; 15 days | 50 organization emails Supports up to five currencies Email integration Up to 10 custom lead scoring rules Up to 100 custom reports 10 custom dashboards Up to 250 mass emails per day 100 custom email templates Zoho Meetings integration Google calendar integration Up to 5 CRM Marketplace extensions |
| Professional plan | $35 per user, per month | Yes; 15 days | 75 organization emails Supports up to 10 currencies Up to 20 custom lead scoring rules Motivator tool for sales gamification Unlimited custom reports Unlimited custom dashboards Up to 500 mass emails per day Unlimited custom email templates Inventory management tools Customer service tools Up to 10 CRM Marketplace extensions |
| Enterprise plan | $50 per user, per month | Yes, 15 days | 500 organization emails Sales territory forecasting Supports up to 25 currencies Up to 30 custom lead scoring rules Anomaly detector Up to 1,000 mass emails per day ZIA AI tool for scoring, recommendations, and email and call summaries Up to 20 CRM Marketplace extensions |
| Ultimate plan | $65 per user, per month | Yes; 15 days | 500 organization emails Supports up to 50 currencies Up to 50 custom lead scoring rules Up to 2,000 mass emails per day ZIA AI tool for scoring, recommendations, and email and call summaries Up to 50 CRM Marketplace extensions |
| Free plan | |
|---|---|
| Free for up to three users | |
| Yes | |
| 3 organization emails Sales and marketing automation tools Document library Standard reports 10 custom email templates 1GB file storage for the organization |
|
| Standard plan | |
| $20 per user, per month | |
| Yes; 15 days | |
| 50 organization emails Supports up to five currencies Email integration Up to 10 custom lead scoring rules Up to 100 custom reports 10 custom dashboards Up to 250 mass emails per day 100 custom email templates Zoho Meetings integration Google calendar integration Up to 5 CRM Marketplace extensions |
|
| Professional plan | |
| $35 per user, per month | |
| Yes; 15 days | |
| 75 organization emails Supports up to 10 currencies Up to 20 custom lead scoring rules Motivator tool for sales gamification Unlimited custom reports Unlimited custom dashboards Up to 500 mass emails per day Unlimited custom email templates Inventory management tools Customer service tools Up to 10 CRM Marketplace extensions |
|
| Enterprise plan | |
| $50 per user, per month | |
| Yes, 15 days | |
| 500 organization emails Sales territory forecasting Supports up to 25 currencies Up to 30 custom lead scoring rules Anomaly detector Up to 1,000 mass emails per day ZIA AI tool for scoring, recommendations, and email and call summaries Up to 20 CRM Marketplace extensions |
|
| Ultimate plan | |
| $65 per user, per month | |
| Yes; 15 days | |
| 500 organization emails Supports up to 50 currencies Up to 50 custom lead scoring rules Up to 2,000 mass emails per day ZIA AI tool for scoring, recommendations, and email and call summaries Up to 50 CRM Marketplace extensions |
Agile CRM: Best for combined sales, marketing, and service teams
Agile CRM is a comprehensive software-as-a-service (SaaS) solution that hit the market in 2013. The provider has 20,000 customers across the globe and over 290 employees.
Agile CRM
| Base price: | $14.99 per user, per month |
| Free trial length: | none |
| Free plan available?: | Yes, for up to 10 users
|
Why we like it
Agile CRM is a good simple CRM choice because it offers user-friendly tools that combine native sales, marketing, and customer service solutions for teams that don’t want to integrate many third-party software into the platform. It’s also affordable for small teams and even has a free-forever plan for up to 10 users. Some of the Agile CRM’s best features include:
- 360-degree contact view
- Google calendar sync
- Advanced reporting metrics
- Lead scoring
- Appointment scheduling
- Landing page builder for marketing campaigns
- Mobile marketing tools
- Help desk ticketing tools
While this provider doesn’t have live chat support, Agile CRM offers 24/5 email and phone support to paid plan subscribers. Free plan subscribers have access to email support and a knowledge base to find answers to commonly asked questions.
Dive into this provider’s comprehensive sales management features in our Agile CRM review.
Agile CRM pricing and plans
In addition to its free plan for up to 10 users, Agile CRM offers three paid plans. The pricing for these plans is calculated per user, with monthly billing.
| Plans | Free trial or plan available? | Features | Pricing per user, per month |
|---|---|---|---|
| Free | Yes | Unlimited deals, tasks, and documents Appointment scheduling Lead scoring |
$0 |
| Starter | No | Email campaigns Marketing automation Landing page builder |
$14.99 per user |
| Regular | No | Helpdesk Canned responses Create service groups |
$49.99 per user |
| Enterprise | No | 50-plus integrations Syncs with Stripe, Shopify, and Google Basic reports |
$79.99 per user |
| Free | |
|---|---|
| Yes | |
| Unlimited deals, tasks, and documents Appointment scheduling Lead scoring |
|
| $0 | |
| Starter | |
| No | |
| Email campaigns Marketing automation Landing page builder |
|
| $14.99 per user | |
| Regular | |
| No | |
| Helpdesk Canned responses Create service groups |
|
| $49.99 per user | |
| Enterprise | |
| No | |
| 50-plus integrations Syncs with Stripe, Shopify, and Google Basic reports |
|
| $79.99 per user |
Pipedrive: Best for user-friendly workflow automations
In 2010, Pipedrive was born as a startup in an Estonian garage. Today, the CRM software company serves over 100,000 organizations with 850-plus employees in eight countries.
Pipedrive
| Base price: | $24 per user, per month |
| Free trial length: | 14 days |
| Free plan available? | No |
Why we like it
Pipedrive users love the CRM platform because it’s easy to implement with an intuitive user interface (UI) that offers sales optimization through well-designed automations and 400-plus marketplace app integrations. The software makes it easy to automate nearly any part of the sales cycle from scheduling sales calls to sending email campaigns.
Learn more about how this software can supercharge sales processes in our full Pipedrive review.
Pipedrive pricing and plans
Pipedrive offers four different pricing plans, catering to a range of businesses from startups to large enterprises. Plans can be billed monthly or annually, and pricing is determined by the number of users on the account.
| Plans | Pricing | Free Trial or Plan Available? | Features |
|---|---|---|---|
| Essential | $24 per user, per month | 14-day free trial | Up to 3,000 open deals 30 custom fields per company 15 reports per user Customizable pipelines Products catalog Data import and export Mentions and comments feature Calendar view and activity management tools Sales Assistant One customized visual dashboard Native Android and iOS apps Chrome extension for Gmail Calendar sync with Google and Microsoft Automatic call logging |
| Advanced | $39 per user, per month | 14-day free trial | Up to 10,000 open deals 100 custom fields per company 30 reports per user 30 active automations One email sync per user Customizable email templates and signatures Email open and click tracking Email scheduling Meeting scheduler Web to-mobile-calling |
| Professional | $64 per user, per month | 14-day free trial | Up to 100,000 open deals 300 custom fields per company 150 reports per user 60 active automations Two email syncs per user Three teams per company Custom visibility and permission groups Deal card customization Unlimited scheduling links Free Smart Docs add-on with e-signatures AI-powered Sales Assistant Unlimited visual dashboards Custom field reports |
| Power | $79 per user, per month | 14-day free trial | Up to 200,000 open deals 500 custom fields per company 250 reports per user 90 active automations Three email syncs per user 15 teams per company Free projects add-on 24/7 live chat support |
| Essential | |
|---|---|
| $24 per user, per month | |
| 14-day free trial | |
| Up to 3,000 open deals 30 custom fields per company 15 reports per user Customizable pipelines Products catalog Data import and export Mentions and comments feature Calendar view and activity management tools Sales Assistant One customized visual dashboard Native Android and iOS apps Chrome extension for Gmail Calendar sync with Google and Microsoft Automatic call logging |
|
| Advanced | |
| $39 per user, per month | |
| 14-day free trial | |
| Up to 10,000 open deals 100 custom fields per company 30 reports per user 30 active automations One email sync per user Customizable email templates and signatures Email open and click tracking Email scheduling Meeting scheduler Web to-mobile-calling |
|
| Professional | |
| $64 per user, per month | |
| 14-day free trial | |
| Up to 100,000 open deals 300 custom fields per company 150 reports per user 60 active automations Two email syncs per user Three teams per company Custom visibility and permission groups Deal card customization Unlimited scheduling links Free Smart Docs add-on with e-signatures AI-powered Sales Assistant Unlimited visual dashboards Custom field reports |
|
| Power | |
| $79 per user, per month | |
| 14-day free trial | |
| Up to 200,000 open deals 500 custom fields per company 250 reports per user 90 active automations Three email syncs per user 15 teams per company Free projects add-on 24/7 live chat support |
Copper CRM: Best for Google Workspace users
Copper CRM (formerly Prosperworks CRM) was founded in 2012. Its team supports over 30,000 customers in 100-plus countries.
Copper CRM
| Base price: | $12 per user, per month |
| Free trial length: | 14 days |
| Free plan available? | No |
Why we like it
While Copper CRM isn’t one of the most recognized names in the CRM scene, it’s a quickly growing CRM provider for good reason. As more organizations adopt Google Workspace, Copper’s tight integration with Google tools makes it incredibly simple for Google Workspace teams to adopt because it can be used right within the Gmail inbox.
As a sales professional who implemented Copper CRM at an early startup as my first CRM, I had much to learn. I was impressed with the level of personalized customer support the company provides. Copper CRM offers live chat, a help center, a user community, dedicated office hours, how-to webinars, and personalized onboarding for Professional and Business plan subscribers.
Copper CRM pricing and plans
Copper CRM offers four paid plans ranging from $12 to $134 per user, per month, making it a solid option for teams of all sizes. Each plan has a 14-day free trial, and organizations can save up to 26% with an annual subscription.
| Plans | Pricing | Free Trial or Plan Available? | Features |
|---|---|---|---|
| Starter | $12 per user, per month |
14 days | 1,000 contacts Pipeline management 10 custom fields Google Workspace integrations Team collaboration File uploading Email templates Contact forms Data import and export |
| Basic | $29 per user, per month |
14 days | 2,500 contacts Pipeline and project management 25 custom fields Task automation Customizable sales pipelines |
| Professional | $69 per user, per month |
14 days | 15,000 contacts 50 custom fields Workflow automation VoIP integrations Bulk email Email tracking and automation Revenue tracking Reporting tools Team permissions |
| Business | $134 per user, per month |
14 days | Unlimited contacts Unlimited custom fields Email series Custom analytics Multi-currency support Premium support and onboarding |
| Starter | |
|---|---|
| $12 per user, per month |
|
| 14 days | |
| 1,000 contacts Pipeline management 10 custom fields Google Workspace integrations Team collaboration File uploading Email templates Contact forms Data import and export |
|
| Basic | |
| $29 per user, per month |
|
| 14 days | |
| 2,500 contacts Pipeline and project management 25 custom fields Task automation Customizable sales pipelines |
|
| Professional | |
| $69 per user, per month |
|
| 14 days | |
| 15,000 contacts 50 custom fields Workflow automation VoIP integrations Bulk email Email tracking and automation Revenue tracking Reporting tools Team permissions |
|
| Business | |
| $134 per user, per month |
|
| 14 days | |
| Unlimited contacts Unlimited custom fields Email series Custom analytics Multi-currency support Premium support and onboarding |
monday.com: Best for small teams needing project management features
monday.com is a project management software solution that was launched in 2014. The company expanded to include a sales management CRM and has over 1,900 employees that support more than 225,000 customers in over 200 countries.
monday.com
| Base price: | $15 per user, per month |
| Free trial length: | 14 days |
| Free plan available? | Yes, for up to two users |
Why we like it
monday.com was originally known as a user-friendly project management tool, but the company added a dedicated sales CRM as more customers started using the project management features for sales functions. The software includes unlimited pipelines, and simple, scalable pricing options. Some of its top features include:
- Email sync and tracking
- Mass email campaigns
- Artificial intelligence features, including an AI email generator
- Activity management
- Quotes and invoices
- Unlimited contacts, boards, and documents
- Custom CRM integrations and automations
- Email integration with Gmail and Outlook
monday.com provides access to support via a community forum and online learning center. The provider also offers 24/7 support through live chat, email, and phone. Subscribers can also get help from a certified monday.com Partner for an additional cost.
Discover how this project helps sales organizations thrive in our dedicated monday.com review.
monday.com pricing and plans
The CRM platform from monday.com offers a basic free plan for up to two users as well as three paid plans, along with an enterprise version that requires a custom quote. Unlike most other companies on our list, all paid plans require a minimum of three users.
| Plans | Free trial or plan available? | Features | Pricing, per seat per month (minimum of 3 seats) |
|---|---|---|---|
| Basic | Yes, 14 days | Unlimited custom pipelines Unlimited contacts Unlimited boards |
$15 |
| Standard | Yes, 14 days | AI email generator 250 custom CRM automations per month Quotes and invoices |
$20 |
| Pro | Yes, 14 days | Sales forecasting Sales analytics 25,000 custom CRM automations per month |
$33 |
| Enterprise | No | Lead scoring Team goals HIPAA compliance |
Custom pricing |
| Basic | |
|---|---|
| Yes, 14 days | |
| Unlimited custom pipelines Unlimited contacts Unlimited boards |
|
| $15 | |
| Standard | |
| Yes, 14 days | |
| AI email generator 250 custom CRM automations per month Quotes and invoices |
|
| $20 | |
| Pro | |
| Yes, 14 days | |
| Sales forecasting Sales analytics 25,000 custom CRM automations per month |
|
| $33 | |
| Enterprise | |
| No | |
| Lead scoring Team goals HIPAA compliance |
|
| Custom pricing |
Bitrix24: Best free simple plan for unlimited users
In 2012, Bitrix24 released its CRM and project management platform. The organization now serves over 15 million users worldwide with 17 data centers and 6,000 servers.
Bitrix24
| Base price: | $61 monthly for up to five users |
| Free trial length: | 15 days |
| Free plan available?: | Yes, with limited features |
Pros
- Unlimited built-in phone calls, including video calls
- Competitive pricing for small teams
- Store an unlimited number of deals
Cons
- Basic plan only supports up to five users
- Only 24GB of storage for the organization
- Lacks custom fields in tasks and projects
Bitrix24 offers excellent customer support for all paid plan subscribers. Support avenues include online training via built-in tooltips throughout the platform, video tutorials, webinars, and live chat. However, phone support is not available.
Why we like it
Bitrix24 is a solid CRM choice for teams that need simple CRM software because most users find it easy to use immediately without prior experience using a CRM system. Furthermore, the free plan with basic features and supports unlimited users, making it an excellent option for startups on a limited budget. Some of Bitrix24’s best features include:
- Collaboration tools
- Website builder
- Tasks and projects
- Document e-signatures
- Contact center
- Online product store
- Company social network
- Live chat
While Bitrix24 has an excellent free plan, the company doesn’t offer comprehensive customer support when compared to other providers that made our list. It has live chat support for paid subscribers. All users can access webinars and video tutorials.
Read our Bitrix24 review to learn how this software solution helps sales organizations increase revenue.
Bitrix24 pricing and plans
While Bitrix24 might have a higher monthly fee than some alternatives, its pricing approach can benefit companies with frequently changing team sizes. At a fixed price, users can opt for a plan that accommodates up to five, 50, 100, or more members, with no cost increase until they surpass the next user tier.
| Plans | Free Trial or Plan Available? | Features | Pricing |
|---|---|---|---|
| Basic | Yes; 15-day free trial and free forever plan | 24GB Includes 5 users 1 account administrators Collaboration, tasks and projects, CRM, Bitrix24 sign, drive, contact center, website builder, and online store |
$49 per organization, per month |
| Standard | Yes; 15-day free trial and free forever plan | 100GB Includes 50 users 5 account administrators Everything in Basic plan plus; segment-based email marketing, online documents, and administration |
$99 per organization, per month |
| Professional | Yes; 15-day free trial and free forever plan | 1,024GB Includes 100 users 10 account administrators Everything in Standard plus sales intelligence, workflow automation, and human resources (HR) |
$199 per organization, per month |
| Enterprise | Yes; 15-day free trial and free forever plan | 3TB Includes 250 users 25 account administrators Everything in Professional plus unlimited branch accounts, high-performance enterprise cluster, and encryption at rest. |
$399 per organization, per month |
| Basic | |
|---|---|
| Yes; 15-day free trial and free forever plan | |
| 24GB Includes 5 users 1 account administrators Collaboration, tasks and projects, CRM, Bitrix24 sign, drive, contact center, website builder, and online store |
|
| $49 per organization, per month | |
| Standard | |
| Yes; 15-day free trial and free forever plan | |
| 100GB Includes 50 users 5 account administrators Everything in Basic plan plus; segment-based email marketing, online documents, and administration |
|
| $99 per organization, per month | |
| Professional | |
| Yes; 15-day free trial and free forever plan | |
| 1,024GB Includes 100 users 10 account administrators Everything in Standard plus sales intelligence, workflow automation, and human resources (HR) |
|
| $199 per organization, per month | |
| Enterprise | |
| Yes; 15-day free trial and free forever plan | |
| 3TB Includes 250 users 25 account administrators Everything in Professional plus unlimited branch accounts, high-performance enterprise cluster, and encryption at rest. |
|
| $399 per organization, per month |
What is a CRM?
Customer relationship management (CRM) systems are made for sales teams to manage contacts and deals, automate manual sales processes with workflow automations, and collaborate and team members to support prospects and current customers. Many of the top CRM solutions on the market also include a plethora of native and third-party app integrations to customize the CRM for specific use cases. Some of the most popular CRM integrations include marketing, customer service, accounting, and billing tools.
How to choose the best simple CRM service
Choosing a simple CRM tool requires teams to decide which features are crucial to their sales process and anticipate what needs they will have as they grow. When choosing a simple CRM, evaluate the following:
- Budget constraints, such as if a free plan is needed
- How many users the CRM needs to support
- What built-in or third-party integrations the CRM tool must offer
- Free trial options to test the CRM solution
- Customer service offerings, such as personalized onboarding support
Furthermore, we don’t recommend buying a yearly subscription to the first CRM the team tests. Try several free trials from different providers and ask for feedback from team members. Once you narrow it down to a few options, survey CRM users to learn what the team likes best, which encourages buy-in and CRM adoption for the long term. Finally, start with a monthly billing plan and then commit to a yearly plan for a discount if the team has a great user experience.
| Pro tip: Compile a CRM adoption team that represents employees from various departments to assess the organization’s CRM needs fully. Ensure the team creates a feature need list with features that are “must-haves” along with features that would be nice to have. |
The takeaway
The top simple CRM software solutions empower sales organizations with easy-to-use tools and an excellent user experience. Choose a CRM tool that lets businesses get started immediately after signing up even without proper CRM experience. Finally, consider your business budget and the customer support your team needs and test out several providers before committing to the software.
Our methodology
To determine the best simple CRM, the Fortune Recommends team largely relied on personal experience with these platforms and relayed their experiences. We narrowed down the list by comparing more than 20 CRM providers available in the U.S. and used specific categories to score each platform:
- Annual cost: Our scoring took into account both monthly and annual pricing as well as the number of team members that can use the plan level.
- General features: We considered features that any CRM worth its salt should include, such as reporting tools, document management, and third-party integrations.
- Pipeline management: A crucial part of closing any deal, your chosen CRM should support managing customers in the sales pipeline and call attention to points in the journey where you should reach out to them.
- Dashboard customization: Every team works a bit differently, and a solid CRM should enable you to adjust the platform to work well for your team by offering customization options that keep work flowing smoothly.
- Additional features: This category encompasses less common features such as task delegation and automation, which are nice to have but are not necessarily essential for everyday processes.
- Customer support: We took a look at how many ways users can contact customer support, what types of self-service options are available, and what hours you can reach a human in case of an emergency.
- Free trial length: Extra points were awarded for longer free trials that allow you to get a strong sense of whether the system will work for your needs.
- Free plan availability: Bonus points were awarded to companies that offer free plans with limited functionality but no expiration date.
Frequently asked questions
What is the simplest CRM to use?
Many CRM providers offer a range of plans with free or cheap plans with the most basic, simple features. Some of the top CRM solutions with great basic plans include HubSpot, Zoho CRM, and Freshsales.
Is there a free simple CRM on the market?
Many CRMs offer free plans for a limited number of users (typically up to 10) with basic contact and deal management tools. Some providers have a free-forever CRM for unlimited users, such as Bitrix24.
What is a good CRM for beginners?
We recommend using a free or low-cost plan that has core CRM features like pipeline and opportunity management before diving into customizations and automations. This allows teams to master the basics of customer relationship management first. Top beginner CRM tools for novice users include HubSpot, Pipedrive, and Freshsales.
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