5 Affordable CRM Tools to Try (2023)

In the ever-evolving digital landscape, Customer Relationship Management (CRM) tools have become a cornerstone for businesses aiming to streamline their operations and foster stronger customer relationships.With a myriad of options available, finding a cost-effective solution that aligns with your business needs can be a daunting task. In this article, we delve into the world of CRM tools, focusing on the five cheapest yet effective solutions that can transform your business operations without breaking the bank.

Each of these tools brings unique features and benefits to the table, catering to different business needs. Whether you’re a small business owner looking for a basic setup or a large enterprise seeking advanced functionalities, we hope this guide will help you navigate your options and make an informed decision.

Key Takeaways

#1 Zendesk Zendesk offers a free 14-day trial. Price starts at $19 per user per month. Qualified startups may use it for free, for 6 months.
#2 Salesforce Salesforce offers a free trial for 30 days. Price starts at $25 per user per month.
#3 Zoho CRM Zoho CRM offers a free plan for up to 3 users. They also offer a 15-day free trial for their paid plans. Paid plans starts at $24 per user per month.
#4 Insightly CRM Insightly offers a free 14-day trial. Price starts at $29 per user per month.
#5 Vtiger CRM Its “Vtiger Free Cloud CRM” is free forever. Vtiger offers a 15-day free trial. Paid plan starts at $30 per user per month.

1. Zendesk

Zendesk CRM

Zendesk is recognized for its easy data visualization and is considered one of the best cheap CRM software systems. Here are some details about its features and pricing:

Features:
  • Data Visualization: Zendesk’s Team Plan is equipped with plenty of data and reporting tools, including preset and custom dashboards, as well as deal, lead, and recurring revenue reports. This makes it easy for businesses to visualize and understand their data.
  • Contact Management: It offers efficient contact management features including data import and export.
  • Marketing Tools: It houses useful marketing tools such as an email design editor, automated workflow, and visitor tracking.
  • AI-Powered Sales Assistant: Freshsales’ AI-powered sales assistant, Freddy AI, provides valuable insights into your contact list.
Pricing:
  • Zendesk offers a program where eligible startups can use their services for free, for a period of six months.
  • The Team Plan is priced at $19 per user per month.
  • It offers no user limit and 2GB of file storage per person.

While Zendesk’s Team Plan offers a range of features, it lacks some functionalities, such as marketing features and customer service tools.

Learn more about Zendesk

2. Salesforce

Salesforce CRM

Salesforce is a global leader in CRM software and is often used by medium and enterprise businesses. It offers a comprehensive suite of customer relationship tools, excellent integration, and unrivaled customization.

Features:
  • Comprehensive Functionality: Salesforce offers all-in-one functionality, with advanced customizable features, user-friendly design, and outstanding reporting tools.
  • Integration: Salesforce Sales Cloud, the main CRM core, can be integrated with Marketing Cloud for email automation or with Einstein Analytics for AI-powered business intelligence.
  • Advanced Customization: Salesforce offers advanced customization, including workflow approval and automation, which can automate standard business processes. Sales teams can designate the members of the team to work on individual deals.
  • Reporting and Prediction: Enterprise plans and above include advanced reporting and prediction, app development, full sandbox, sophisticated process automations, and external system integrations via web services APIs.
Pricing:
  • Salesforce pricing starts from $25 per user per month.
  • It’s worth noting that Salesforce can get expensive on the upper tiers as it is billed per each individual user.

While there is no free tier, Salesforce offers a 30-day free trial that is available without a credit card and does not require any software download.

Learn more about Salesforce

3. Zoho CRM

Zoho CRM

Zoho CRM is a standout tool in the extensive suite of SaaS business software offered by Zoho. It’s recognized for its comprehensive feature set that rivals even large-scale CRM systems like Salesforce.

Features:
  • AI-Powered Analytics: Zoho CRM includes Zia, an AI-powered analytics engine for spotting sales trends and anomalies. This can provide valuable insights for your business.
  • Customizable Interface: With Canvas, a drag-and-drop interface editor, you can customize the CRM to suit your specific needs and preferences.
  • Integration: If you’re already using other products in the Zoho portfolio, integrating Zoho CRM into your workflow can be seamless and straightforward.
  • Gamification Features: Zoho CRM includes integrated gamification features, which can help motivate your sales team and boost performance.
Pricing:
  • Zoho CRM is priced at $24 per user per month, billed annually.

Zoho CRM has a lot of cool features, but it might take some time to learn how to use them all. Keep in mind that the more sophisticated tools are only available if you go for the pricier packages.

Learn more about Zoho CRM

4. Insightly

Insightly CRM

Insightly CRM is a tool designed to help companies connect with prospects and customers, reduce manual work, streamline business activity, and ultimately, grow revenue and profitability.

Features:
  • Create Stronger Pipeline: Insightly CRM helps you build a strong customer relationship pipeline.
  • Sell from Anywhere: It allows you to sell from anywhere, on any device, providing flexibility and mobility.
  • Real-Time Sales Insights: Insightly provides real-time sales insights to help you make informed decisions.
  • Seamless Project Delivery: It ensures seamless project delivery with its efficient project management features.
  • Integrations: Insightly CRM integrates with the applications you use every day, enhancing productivity and efficiency.
  • Model and Automate Business Processes: It allows you to model and automate your business processes, reducing manual work and increasing efficiency.
Pricing:

Insightly offers different plans with varying features. The record limit ranges from 100,000 to unlimited, file storage from 10GB to unlimited, and records per import from 25,000 to 50,000. Mass email (emails per day) ranges from 2,500 to 10,000.

Here are its paid plans:

  • Plus: $29 per user per month
  • Professional: $40 per user per month
  • Enterprise: $99 per user per month

For specific pricing details, visit their official website.

Learn more about Insightly

5. Vtiger

Vtiger CRM

Vtiger CRM is a comprehensive CRM tool that combines contact management, calendaring, email marketing, internal chat integration, and marketing automation in a single platform.

Features:
  • Contact Management: Vtiger CRM offers features like contact and organization management, profile scoring, engagement score, touchpoints/contacts activity view, custom lists, tagging, and best time to contact.
  • Sales Process Management: It includes campaigns, deals, deal revenue line items, invoices, playbooks, leads, multiple pipelines, multiple currencies, quotes, round-robin lead assignment, sentiment tracking, sales pipeline, sales forecasting, sales quotas, and sales insights.
  • Support Management: It provides cases, work orders, internal tickets, knowledge base, email to case (ticket), round-robin case assignment, organization matching with email domain, assets, service contracts, and customer portal.
  • Marketing Automation: Vtiger CRM provides email campaigns, auto-responder campaigns, automatic email personalization, campaign scheduling, tracking opens, clicks, and bounces, subscriber list, list segmentation, and email opt-out.
  • Integrations: It integrates with Google Calendar, Google Contacts, Google Drive, Dropbox, One Drive, Digital Document Signing, Payment Systems, Shopping Cart, QuickBooks, Office 365, Xero, Mailchimp, Google Meet, MS Teams Meeting, MS Teams Channel & Bot Tab, Zoom Meet, Tally, and Exchange Connector.
Pricing:
  • Free: This tier, also known as Vtiger Free Cloud CRM is free and allows up to 10 users with a maximum of 3000 records. It includes basic features like contact management, task and calendar management, email functionality, and sales process management.
  • All-in-one Professional: This tier is priced at $30 per user per month (annual billing) or $42 per user per month (monthly billing). It offers unlimited users and records, and includes additional features like advanced contact management, sales insights, support insights, and marketing automation.
  • All-in-one Enterprise: This tier is priced at $42 per user per month (annual billing) or $58 per user per month (monthly billing). It offers unlimited users and records, and includes all features of the Professional tier, plus additional features like advanced sales insights, advanced support insights, and advanced marketing automation.

Learn more about Vtiger

Conclusion

In conclusion, choosing the right CRM tool is a crucial decision for any business. It’s not just about finding the cheapest option, but also about finding a tool that offers the right features to support your business growth. Zendesk, Zoho, Salesforce, Insightly, and Vtiger each offer unique features and pricing structures that cater to different needs and budgets.

Whether you’re looking for advanced customization, AI-powered analytics, or seamless project management, there’s a budget-friendly CRM tool out there for you.


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