20 Free Client Management Software Changing the Game in 2024

Managing clients can be tough, especially when running a small business or freelancing. Lost emails, missed deadlines, and forgotten client names are all too common. Luckily, free client management software (CRM) can make your life easier by organizing client information, tracking communication, and managing tasks – all without breaking the bank.

In this blog post, we'll explore the 20 best free client management software options, their price, pros and cons, and how they can help you stay on top of your work.

Pricing Comparison - Free Client Management Software

Note: Prices and features may vary. Check the provider's website for the latest details

Key Features

Check out key features to look for in a free client management software!

As the Harvard Business Review points out, using CRM software helps sales teams avoid errors and improve forecasting. Here's what to look for in a free client management software:

• User-Friendly Interface: Easy to use and understand, even for beginners. Everything is laid out clearly, so you can quickly find what you need and perform tasks without confusion.

• Contact Management: Efficiently store and organize all your client information in one place, including names, phone numbers, emails, and notes about each client. 

• Task and Project Tracking: Set deadlines, schedule appointments, and never miss a beat.

• Communication Integration: The software should connect with your email and calendar, so you can manage emails, schedule meetings, and track all client communication in one place.

• Reporting and Analytics: Get insights into your business performance and client behavior through reports. This helps you track important metrics, analyze trends, and make better decisions.

• Security Features: The worst nightmare for any sales team is losing or leaking their data, right? So the CRM software should have measures like encryption, secure login, and regular security updates. 

Choosing a free client management software with these functionalities can transform your workflow, making your operations more efficient and secure. 

 Let's check out the reviews on top 20+ best free client management software you could find in 2024

1/ EngageBay

💰 Pricing Plans

• Free plan 
• Paid plans start at $11.99/user/month. 

✅ Top Strength

EngageBay's live chat is the star of the show!

It connects seamlessly with the CRM, giving you a full picture of your customer interactions. With real-time chat, you can answer questions and solve problems instantly. Customizable widgets and unlimited installations help you reach more customers. Plus, you can easily email chat transcripts to customers, which they'll appreciate.

❌ Weakness

While EngageBay has many features, it might take a bit to get the hang of it. Some users have suggested a few improvements, like being able to paste screenshots in the chat for easier troubleshooting. It would also be handy if reports could be shared between team members without recreating them.

🛠️ Free Plan Features

• 250 Contacts & Companies
• Contact Management
• 360 Degree Contact View
• Deal and task management
• Email Tracking
• Appointment Scheduling
• Gsuite Integration
• Live Chat
• Overall Assessment:

EngageBay is a budget-friendly yet powerful solution for businesses seeking both live chat and CRM functionality. Its free plan offers a valuable starting point for testing the software.

2/ Bitrix24

💰 Pricing

• Free plan 
• Paid plans start at $61/month for 5 users.

✅ Top Strength

Bitrix24 is a one-stop shop for big teams with numerous users and contacts. 

It's got everything from CRM to project management, communication tools, document storage, and even website building. This makes it perfect for large teams who want to streamline their work and have all their tools in one place.

❌ Weakness

Bitrix24 has a ton of features, so it might take a bit to get used to. The interface isn't the most intuitive, and some project management features can be confusing, as one user on Capterra noted, “There is a lot of room in improvement of user experience. If developers can work on User Experience that would be great - Navigation is not that easy and is really confusing for project management features again this might be related to user experience.”

🛠️ Free Plan Features

Bitrix24's free plan is limited to 12 users and 5GB of storage. It includes features like:

• Unlimited deals and contacts
• Product catalog with unlimited items
• 100 published products on websites
• Basic contact center features 
• However, it lacks some essential CRM features like duplicate search.

Overall Assessment

Bitrix24 is a perfect fit for large teams seeking a comprehensive platform that combines multiple tools into one convenient package. But be prepared for a learning curve.

3/ Zoho CRM

💰 Pricing: 

• No free plan

• Free trial (15 days) 

• Paid plans start at $14/user/month (billed annually).

✅ Top Strength

Zoho CRM's greatest strength lies in its scalability and extensive feature set. 

Zoho CRM is a feature-rich, all-in-one solution for customer relationship management, sales, marketing, and customer support. It works seamlessly with other Zoho products and apps you might already be using. 

Plus, the higher-tier plans include cool AI-powered features for data enhancement, sales predictions, personalized recommendations, customer feedback analysis, and more.

❌ Weakness

The abundance of features can overwhelm new users. Some folks have also mentioned that customer support can be a little slow to respond. But hey, they do offer a 15-day free trial, so you can test it out and see if it's a good fit for you!

Overall Assessment

Overall, Zoho CRM is a great option if your business is growing and you need a CRM that can keep up. Just be prepared to spend a bit of time learning and training.

4/ HubSpot CRM

💰 Pricing

• Free plan
• Paid plans start at $15/user/month (billed annually).

✅ Top Strength

HubSpot CRM is a champ when it comes to connecting with other apps you already use. 

It works seamlessly with over 1,000 popular apps like Gmail, Outlook, Slack, and Zoom. This means you can keep all your work in one place and streamline your workflow without jumping between different tools. If your business relies on a lot of software, HubSpot CRM is the perfect way to bring everything together.

❌ Weakness

The free plan is awesome for the basics, but it doesn't have some of the fancy features like calculated properties, 1:1 video messaging, automatic lead rotation, workflow extensions, and sales analytics.

🛠️ Free Plan Features

This free client management software has many great features to help you manage your clients effectively.

• Contact management
• Deal tracking
• Task and activity management
• Email tracking and scheduling
• Meeting scheduling
• Live chat and conversational bots
• Forms
• Mobile app

Overall Assessment

HubSpot CRM is a fantastic choice for businesses that want a free, easy-to-use CRM that works seamlessly with their existing apps.

5/ Capsule CRM

💰 Pricing

• Free plan
• Free trial (14 days) 
• Paid plans start at $18/user/month (billed annually).

✅ Top Strength

Capsule CRM is perfect for beginners and small teams who want a simple, easy-to-use CRM.

It's also powerful, with tools for managing contacts, sales, and projects. Plus, it integrates with Zapier, which connects with 1000+ other apps to automate your work.

❌ Weakness

Capsule CRM lacks some advanced features that larger businesses might require, like in-depth sales analytics, marketing automation, and complex reporting. 

Also, its project management tools are helpful but not as strong as dedicated project management software.

🛠️ Free Plan Features

• 2 users
• 250 contacts
• 1 sales pipeline
• 1 project board
• 25 custom fields
• 10 AI content assists
• Email sending

Overall Assessment

Capsule CRM is a great option if you're looking for a user-friendly CRM that's easy to learn and use, and that has all the core features you need to get started. 

6/ Vtiger

💰 Pricing:

• Free plan
• Free trial (15 days) 
• Paid plans start at $20/user/month (billed annually).

✅ Top Strength: 

Vtiger CRM stands out for its robust feature set, even in its lower-priced plans.

It offers everything from contact management to email marketing and project management, making it a great value for businesses looking for a full-featured CRM without breaking the bank.

❌ Weakness

Some users have had trouble with duplicate contacts because the system is case-sensitive. Also, the interface isn't the most modern, and some users would like it to work better with Google Sheets.

🛠️ Free Plan Features

This free client management software is a good starting point for small businesses. It includes:

• Up to 10 users
• 3,000 records
• 3 GB Storage
• 1000 Emails/month
• Email Campaign Reports
• Google + O365 Add-ins
• Basic sales and marketing tools

Overall Assessment

Vtiger CRM is a great choice for businesses looking for a full-featured, affordable CRM. It offers excellent value, especially for small and medium-sized companies.

7/ Snov.io

💰 Pricing

• Free plan

• Paid plans start at $30/month (billed annually).

✅ Top Strength

Snov.io is your one-stop shop for finding and connecting with potential customers. 

It includes tools for finding email addresses, verifying them, sending personalized email campaigns, and tracking results. This makes it easy to find and engage new leads.

❌ Weakness

Snov.io needs to be improved when managing your customer relationships and advanced features for tracking sales deals and creating detailed reports.

🛠️ Free Plan Features

• 50 email finder credits/month
• 50 email verifier credits/month
• Unlimited email tracker for one mailbox
• AI-generated email content
• Freemail support
• 10,000 deals

Overall Assessment

Snov.io is a valuable tool for businesses looking to find and connect with new customers. While its CRM capabilities are limited, Snov.io is a great choice for boosting your outreach efforts.

8/ Streak

💰 Pricing

• Free plan
• Free trial (14 days) 
• Paid plans start at $49/user/month (billed annually).

✅ Top Strength

Streak's biggest plus is how easily it works with Gmail. 

It transforms your inbox into a CRM, so you don't have to switch between apps. You can manage contacts, track sales, and handle projects - all from your Gmail.

❌ Weakness

Streak mainly works within Gmail, which might not be enough for those who want a separate CRM with more features and connections to other apps.

🛠️ Free Plan Features

Streak's free plan gives you the basics of CRM right in Gmail. This includes:

• Creating simple pipelines for deals or projects
• Tracking if emails have been opened
• Sending personalized mass emails
• Saving and reusing common email replies
• Setting tasks and reminders

Overall Assessment

Streak is a fantastic choice if you're an individual or a small team who wants a CRM that's easy to use and lives right in your Gmail inbox. But, if you need a CRM with tons of integrations, it might not be the best fit for you.

9/ eWay-CRM

💰 Pricing

• Free plan
• Paid plans start at $20/user/month (billed annually).

✅ Top Strength

eWay-CRM is a dream come true for Outlook users. It turns your Outlook inbox into a powerful CRM tool, allowing you to manage contacts, track deals, and organize projects without ever leaving Outlook. This is a major time-saver for those who rely heavily on Outlook.

❌ Weakness

If you're not an Outlook fan or need a more powerful CRM, eWay-CRM might not be the best fit. The free plan is also a bit limited, so it's not ideal for larger teams.

🛠️ Free Plan Features: 

• Email management (manual saving, converting emails to contacts/tasks/deals)
• Calendar syncing with Outlook (1 calendar)
• Basic workflow configurations
• 200 MB storage
• Integrations with Zapier, PowerBI, WordPress

Overall Assessment

eWay-CRM is perfect for individuals or small teams who love using Outlook and want a simple CRM solution.

10/ Zapier

Pricing

• Free plan
• Paid plans start at $19.99/month (billed annually).

✅ Top Strength

Zapier is super flexible and lets you customize your CRM exactly how you want it.  Zapier lets you connect tons of apps and automate tasks ("Zaps") to create a CRM that fits your needs perfectly. You're not stuck with pre-made features.

❌ Weakness

Zapier can be challenging to learn if you're not tech-savvy. Building your own CRM takes time to understand how different apps work together.

🛠️ Free Plan Features

This free client management software provides

• Unlimited two-step Zaps
• Basic app integrations
• AI power-ups
• Custom workflow building

Overall Assessment

Zapier is perfect for businesses that want a highly customized CRM. It's powerful but requires some effort to set up.

11/ Insightly

Pricing

• Free plan
• Free trial (14 days) 
• Paid plans start at $29/user/month (billed annually).

✅ Top Strength

Insightly shines when it comes to managing sales opportunities and pipelines. 

You can easily track leads, see what's happening in your sales process, and predict future revenue. It's easy to understand and use, making it perfect for sales-focused teams.

❌ Weakness

Insightly's marketing tools aren't as strong as some other CRMs. Some users also find it a bit tricky to learn, and customer service could be better.

🛠️ Free Plan Features

• Up to 2 users
• Up to 2,500 records
• 5 email templates
• 10 emails per day
• Ability to customize fields and page layouts

Overall Assessment

Insightly is a good consumer relationship management software for businesses that prioritize closing deals. 

12/ Agile CRM

💰 Pricing

• Free plan
• Paid plans start at $8.99/user/month (billed annually).

✅ Top Strength

Agile CRM shines with its seamless marketing tools. 

 It offers everything you need to attract and engage customers, including robust email marketing automation, landing pages, web forms, and more. This makes it an excellent choice for businesses looking to manage their entire customer journey in one place.

❌ Weakness:

Agile CRM packs a lot of features, which can make the interface feel overwhelming for newcomers. It might take some time to get used to, especially if you're new to CRM software. Some users have also reported occasional glitches and slow loading times.

🛠️ Free Plan

• Up to 10 users
• 1,000 contacts
• Email tracking, marketing, and automation
• Landing page builder
• Web forms
• Appointment scheduling
• Basic reports

Overall Assessment

Agile CRM is a powerful and affordable all-in-one solution for businesses seeking to streamline their marketing. 

13/ FreshSales

💰 Pricing

• Free plan
• Paid plans start at $9/user/month (billed annually).

✅ Top Strength

Freshsales stands out with its extensive features. 

You get a complete view of your customers, communicate across various channels (email, SMS, phone, chat), and boost sales with AI-powered insights. Plus, it's easy to use, even for those new to CRM software.

❌ Weakness

Customer support can be a bit slow, especially for free plan users.

🛠️ Free Plan Features

• Kanban View for Contacts, Accounts, and Deals
• Contact Lifecycle Stages
• Built-in Chat, Email, & Phone
• Basic Workflows
• Curated Reports
• 1 CPQ license (configure, price, quote)
• Mobile App
• 24x5 Support

Overall Assessment

The home support could be faster, Freshsales would be a valuable tool for managing customer relationships and boosting sales.

14/ Pipefy 

💰 Pricing

• Free plan
• Paid plans start at $29/user/month (billed annually).

✅ Top Strength

Pipefy's best feature is its easy-to-use visual interface for creating and managing workflows. 

 Even if you're not tech-savvy, you can easily design and automate complex processes using drag-and-drop. This makes it a great way for businesses to become more efficient.

❌ Weakness

Its built-in tools for managing customer relationships are basic. If you need advanced CRM features like sales tracking or detailed customer profiles, you'll need to use another free client management software.

🛠️ Free Plan Features

• Up to 5 processes
• Add 10 users
• Basic automation
• Plug-n-play process templates
• Simple tool for tracking requests.

Overall Assessment

Although its CRM features are limited, it's an excellent tool for automating tasks and boosting productivity.

15/ Microsoft Dynamics 365

💰 Pricing

• No free plan
• Free trial (30 days) 
• Paid plans are customizable but generally expensive

Microsoft Dynamics 365 offers various modules and licensing options, with pricing tailored to the specific needs and size of each business. 

✅ Top Strength

This CRM is packed with features. It works seamlessly with other Microsoft products like Outlook and Teams, making it easy to manage customers, sales, marketing, and operations all in one place. 

❌ Weakness

It is complex and overwhelming for small businesses or those new to CRMs. Requires technical skills and may be too costly for tight budgets.

Overall Assessment

Microsoft Dynamics 365 is a powerful CRM for large companies with the resources to handle its complexity and cost.

16/ Salesforce Sales Cloud 

💰 Pricing

• No free plan
• Free trial (30 days) 
• Paid plans start at $25/user/month (billed annually).

✅ Top Strength

Salesforce is the leading CRM in the market, packed with features for contact management, lead generation, sales forecasting, and more. It's highly customizable and integrates with many other apps, making it perfect for streamlining complex sales processes.

❌ Weakness

Complex and costly, requiring technical expertise and a larger budget. Not ideal for small businesses.

Overall Assessment

Salesforce Sales Cloud is the top choice for large enterprises needing a powerful and customizable CRM. 

17/ ClickUp

💰 Pricing

• Free plan

• Paid plans start at $7/user/month (billed annually).

✅ Top Strength

ClickUp helps you manage tasks, documents, goals, and even team communication all in one place. Plus, you can customize it to fit exactly how you work best (List, Board, Gantt, Calendar, etc.)

❌ Weakness

ClickUp has so many features that you need to take time to learn and set up, so it might not be the best for people who want something super simple.

🛠️ Free Plan Features

• 100MB of storage
• Unlimited tasks and team members
• Security features like two-factor authentication
• Collaborative documents and whiteboards
• Different ways to view your work (list, board, calendar, etc.)
• Chat, Kanban boards, sprint management, time tracking, and more
• 24/7 support

Overall Assessment

This tool is great for teams who want to customize their workflow and work more efficiently. Be ready to invest time in learning how to use it.

18/ Pipedrive

💰 Pricing

• No free plan
• Free trial (14 days) 
• Paid plans start at $12/user/month (billed annually).

✅ Top Strength

Pipedrive makes it super easy to see and manage your sales pipeline. 

You can drag and drop deals, clearly see your sales process, and customize everything to fit your needs. It's perfect for sales teams focused on closing deals quickly.

❌ Weakness

Pipedrive focuses mainly on sales and lacks strong features for marketing and customer service.

Overall Assessment

If closing deals is your top priority, Pipedrive is a great choice. It's simple and visual, but if you need more marketing or customer service features, you might want to look elsewhere.

19/ Copper

💰 Pricing

• No free plan
• Free trial (14 days) 
• Paid plans start at $9/user/month (billed annually).

✅ Top Strength

Copper integrates seamlessly with Google Workspace. 

If your business uses Gmail, Google Calendar, and Google Drive a lot, Copper is a great choice. It automatically captures emails, events, and files, making it perfect for businesses already using Google services.

❌ Weakness

Copper's features are limited outside of Google Workspace. It lacks advanced marketing automation and doesn't integrate as well with other apps.

Overall Assessment

Copper is a great fit for companies that heavily use Google Workspace. It's simple to use and streamlines your workflow, but it is not be the best if you need lots of integrations or advanced marketing tools.

20/ Apptivo

💰 Pricing

• No free plan
• Free trial (30 days) 
• Paid plans start at $15/user/month (billed annually)

✅ Top Strength

Apptivo's main strength is its flexibility.  

Apptivo is flexible and offers many apps for CRM, project management, invoicing, and more. You can select the ones you need and only pay for those you use. It's also packed with features and can be accessed from your phone.

❌ Weakness

Apptivo can be a challenge to learn, especially for creating email templates and customizing documents. Integrating different apps can also be a hassle.

Overall Assessment

Apptivo is a powerful and adaptable CRM solution, ideal for businesses with unique requirements. It's not the easiest to learn, but it's worth considering if you want a CRM that can grow with your business.

Our Recommendation

If you're still unsure which free CRM is right for you, consider your business needs. Do you need a CRM for sales, marketing, or both? How many users? What are your most important features? Once you know what you need, you can easily find the perfect fit.

Ref: Zapier | Forbes