selecting free crm

How to choose a FREE CRM

The Ultimate Guide

Customers are now more aware than ever before. They expect you to respond to them at the touch points and channels where they are in, not force them to interact in channels that you have control over. It doesn’t matter if your CRM is free or costs you millions of dollars, it should serve your business goals. In today’s ultra-competitive business environment, if your CRM doesn’t empower you to listen and respond to customers you are wasting your time and money.

Vtiger CRM has been at the forefront of building solutions for Small and Medium businesses. We have been offering a truly Open Source solution for the past fifteen years and cloud options for over a decade. As a part of the Re:boot offerings to assist businesses impacted by the pandemic, we now offer a forever free cloud based Pilot edition as well.

We have a deep understanding of the challenges and advantages of free software in both gratis and libre. This eBook gives you an overview of what options you have when it comes to FREE CRM solutions and what pitfalls you should look out for and is an essential read for small business owners and those looking to avoid costly mistakes while designing their Martech/Salestech stacks.

Table of Contents

  • What is a CRM?
  • What is a Social CRM?
  • Major Benefits of a CRM
  • What is FREE?
  • Freemium vs Open Source: Pros and Cons
  • 10 Dimensions of Software Fit you should look out for

Download the eBook, for free!

free crm guide

Who is this eBook for

Small Business Owners

Understand the reality of what the FREE that software vendors talk about really means. Get an overview of the potential pitfalls that might trip you up and blow your budget out of the water.

CRM/Martech Administrators

For CRM and Martech/Salestech administrators who are looking for the right CRM to fit their technology stack, this is an essential primer to understand the nuances of where FREE offerings are the right choice and where it is not. Decide if Freemium Cloud based offerings or Open Source is the right option for you.