Ahmed Mohamed Hassan

How to choose a free CRM and not regret it?

Sales, promotions and low prices fascinate us so much that we can ignore the level of quality. And this is not so scary when it comes to things bought, for example, for the season.

Cheap jeans or a shirt are unlikely to be very puzzling if they do not live up to our expectations. But when it comes to important tools and systems of work, is it possible to take this matter so lightly?

Pay for a CRM system or get a free one? If you are hesitant with the answer, ask yourself 6 questions that will help you decide.

1. WHY DO YOU CRM?

Consider what the system is for, what functions you are waiting for and what processes you want to optimize. Carefully study what functionality the free CRM system offers for free. And how much work you can do in it. Very often you will have to pay extra for “atypical” and additional functions.

Without calculating this in advance, you can go negative and it turns out that a paid CRM for your company would be cheaper.

If you are starting a business and you have up to 20 people, then how can you choose absolutely free CRM. Start with a Friday CRM. This is a great choice for Gmail.

2. HOW TO MAKE CHANGES TO THE SYSTEM?

Even if at this stage you thought well over and discussed with your colleagues all the functionality is not a fact that in a year or six months you will not have new requests and requirements. After all, your business is developing and does not stand still. And it may happen that only a developer can configure and supplement your free CRM. How expensive will it be for you to find it and pay for the services?

3. DOES FREE CRM HAVE TECHNICAL SUPPORT?

Some companies provide it. But do not forget that since you received the system for free, no one is obligated to you and does not provide any guarantees. But whether the desire of another specialist to understand this topic will be a question.

Before installing such a system, think about whether your employees and you can manage on your own when solving technical issues and fixing errors.

4. DO YOU NEED CRM SYNCHRONIZATION WITH OTHER SOFTWARE?

Most likely, you will not deny yourself the pleasure of combining all the databases in one place. And for this you need to synchronize CRM with different programs. But such a service is often paid, so check the price in advance, before installation.

5. DO I FREQUENTLY WORK OUTSIDE THE OFFICE?

Basically, those who want to optimize their work really value their time. Therefore, the ability to control processes while not in the office is very important. Free CRM will not always allow you to work with any device, while professional systems are ready to provide multi-platform.

6. BEAUTY WITHOUT VICTIMS. DO YOU LIKE WORKING WITH A PLEASANT INTERFACE?

The beauty and aesthetics of a CRM system may not be the most important moment in your work. But you must admit, after all, it will be much more pleasant for you and your employees to work with a program that is not annoying, but rather pleases the eye. Of course, no free CRM will allow you to choose an interface when others are ready to help adapt it to your team.

Remember that acquiring a free CRM system can cost you more than you think. If you still decide to pay for a high-quality CRM system, but have not yet decided on its choice, then take trial periods from popular products.

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