Workforce automation and customizable dashboards are usually offered in the midtier plan. Zendesk Sales’ basic plan is lean on features but does allow users to track emails, text messages and calls in up to two sales pipelines. Companies such as Freshsales allow users to automate basic workflows, including welcome emails, renewals and reengagement outreach. However, most include only the essential functions of customer relationship management. Its forever free plan has an unlimited number of users, which is almost unheard of, as well as unlimited support, a mobile app and the maintenance of leads, customers and deals leads.Įach company’s basic plan varies. Freshsales might have one of the best free plans of any CRM software platform. Zoho CRM’s more robust free plan includes leads, standard reports, contact automation, account automation and a document library for up to three users. For example, limits its free plan to two users, three boards and only a Kanban view. While many of the CRM software companies offer a free plan, those plans are typically limited to a small number of users, limited number of contacts and bare minimum features.
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