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Things to look for in choosing a free CRM software

Nov 19, 2020 | Posted by:  abi s

It is common that most of the business sees CRM as the storage area for customer contacts and data. But CRM is more than that and can do a lot for your business. A good CRM Software can act as a sales tool that can increase your sales and plays a major role in the growth of your business. Whether you are new to CRM Software and want to 
know what to look for in the free CRM Software, here is the list of things that you should consider while choosing the software.
CRM Software, being the most important thing to collect and store data. The storage space plays a major role in CRM software. All the data that is collected will be stored and managed, thus storage space plays a huge role while opting for CRM Software. 
With free CRM Software, the storage space may be limited. It is possible that the number of records that you can have may be limited. With limited storage space, you are limiting your records and your business growth. Therefore, do detailed research and pick the one with good or unlimited storage space.
It is important that the free CRM Software that you opt for should integrate with the software that you are already using. If not, it may lead to a lot of manual work and even cost more time and money. Check whether the system allows you to import all the data easily. Apart, also check for the export function too that may help you in later, if to try to move to different software.
Check whether the software you opt for has the customization feature. Every business is different and has different needs. Thus it is important to opt for the free CRM Software that allows customization. Check for in-depth customization since most provide basic customization features like name, email, phone, and address where a business needs more than that. Opt for the one that satisfies your needs.
Mobile Application:
With growing users, using mobile applications is one of the important things that a business should give priority to. CRM Software with the mobile application can be more comfortable than the one that has not. With the mobile application, you can be even more productive. Yes, think about the time that you spend at your office desk and out. Where you spend your time most, out most probably. In this case, having CRM Software with a mobile application will be more effective.