If you are looking to utilize a CRM software product to boost your business, you’d be glad to know that many vendors offer freemium versions. This article looks at the freemium version of five popular CRM applications, what they offer, and what they lack compared to the paid version. In most cases you do not need a credit card to register for the free trial. Simply provide the required information to get started. The five applications we review are:
Xpenditure
PHC FX
InfoFlo
Highrise CRM
Apptivo
Do you have a B2B product you’d like to add to our listing? If you are a vendor and have an interesting B2B product that hasn’t yet been listed on our review platform feel free to let us know about it. You can add your product to the listing here. Our experts will be happy to preapre a detailed review of your product free of charge. Here’s an example of a CRM software review by us.
1. Xpenditure
Main Use: Expenses management software Xpenditure is a mobile and web-based expense management application that automates the expense management process from receipt to accounting. It also makes expense reporting much easier. Xpenditure uses intelligent scanning to allow users with a webcam, smartphone, or tablet to digitize, store, and manage receipts. It is ideal for small business owners and freelancers who do not have the time to track business expenses and receipts. The Xpenditure free trial offers:
No credit card needed
Cancel anytime
Help of customer support
What You’re Missing Xpenditure’s paid plans offer premium features including:
Advances and mileage
Approval module
Credit card statement scanning and transaction matching
Groups and role management
Integration with business software (API toolkit) – optional
Mobile applications to scan receipts
Multi-currency accounts and automatic currency conversion
Online expenses and receipt library
Receipt scanning (date, merchant, amount and currency) and business cards
Rules and alerts
Secured data storage for at least 10 years
Smart reports (Exports to PDF and accounting software)
Time tracking
Travel
Trips
Xpenditure SmartScore and Customer Satisfaction Our B2B experts reviewed Xpenditure features, user experience, customer support and other key elements of the service. Final results as summarized by the SmartScore system gave Xpenditure a score of 7.1/10, while the results provided by the Customer Satisfaction Algorithm place the overall user satisfaction rating at 100%.
2. PHC FX
Main Use: Complete business solution PHC FX is a complete business solution that provides a wide range of features at an affordable cost. It comprises different modules and allows users to customize the best solution for their needs. PHC FX is cloud-based and 100% online. The tool can be used to run paperless invoicing and track cash inflows and outflows. The application’s CRM module can be utilized to provide special treatment to customers and make them feel happy. The PHC FX free trial offers:
Free usage for 12 days
No commitments
Ready to use. No need to install software
What You’re Missing PHC FX’s paid plans offer strong features such as:
500 MB database
Datacenter host
Independent training
Interactive manuals
Knowledge base
Security and backups
Simultaneous users
Unlimited traffic
Upgrades
PHC FX SmartScore and Customer Satisfaction Our B2B experts reviewed PHC FX functionalities, user experience, customer support and other key elements of the service. Final results as summarized by the SmartScore system gave PHC FX a score of 6.6/10, while the results provided by the Customer Satisfaction Algorithm place the overall user satisfaction rating at 99%.
3. InfoFlo
Main Use: Affordable CRM software InfoFlo is a robust CRM software application that helps companies to manage business relationships with their customers, and boost productivity. This powerful tool lets users fully integrate and manage business relationships and contacts. It enables users to efficiently track leads and create their own business sales process. InfoFlo is also a capable collaboration solution that enables project members to work together. The InfoFlo free trial offers:
Free usage for 30 days
More than 40 integrated features
Trial package includes InfoFlo Core + InfoFlo CRM Add-ons
Easily organize and manage all your office activities
Installation is quick and simple
What You’re Missing You do not miss anything as the free trial offers all the features of InfoFlo Core + InfoFlo CRM Add-ons, but only for a period of 30 days.
InfoFlo SmartScore and Customer Satisfaction Our B2B experts created a full review of InfoFlo features, user experience, customer support and other key elements of the service. Final results as summarized by the SmartScore system gave InfoFlo a score of 7.5/10, while the results provided by the Customer Satisfaction Algorithm place the overall user satisfaction rating at 100%.
4. Highrise CRM
Main Use: Tracks tasks, contacts, and note Highrise CRM helps users manage their contacts and customers. It is an ideal tool for freelancers, nonprofit organizations, and small businesses. Highrise CRM offers a central database where users can store information about customers as well as emails and notes. Users can save and organize email conversations and notes of up to 30,000 contacts and customers. The application also helps to track business proposals and deals. The Highrise CRM free plan offers:
2 users
250 contacts
No files
What You’re Missing The most expensive Highrise CRM plan offers:
75GB storage
50,000 contacts
Unlimited users
Unlimited deals
Highrise CRM SmartScore and Customer Satisfaction Our B2B experts came up with a detailed review of Highrise CRM features, user experience, customer support and other key elements of the service. Final results as summarized by the SmartScore system gave Highrise CRM a score of 6.5/10, while the results provided by the Customer Satisfaction Algorithm place the overall user satisfaction rating at 99%.
5. Apptivo
Main Use: Affordable business software suite Apptivo helps users to build and manage client accounts for their business. Each customer account can be linked with various records including Opportunities and Contacts. Users can create a customer account, and enter and store customer or group account information including contact info, market, number of employees, address, website, and annual revenue for easy retrieval. Users can also communicate directly with their clients from within the application. Apptivo’s free Starter plan offers:
3 users
More than 40 standard business apps
Online technical support
What You’re Missing Apptivo’s paid plans offer additional features such as:
Pay per user
Added premium business apps
Phone support
Role based access control
IMAP email integration
All mobile apps
Customization of apps
Google Apps integration with advanced features
Apptivo SmartScore and Customer Satisfaction Our B2B experts reviewed Apptivo CRM software features user experience, customer support and other key elements of the service. Final results as summarized by the SmartScore system gave Apptivo a score of 8.7/10, while the results provided by the Customer Satisfaction Algorithm place the overall user satisfaction rating at 100%.
Conclusion We hope this article helps you choose the best freemium CRM software product for your requirements. Click on the link to check out the features of these and other CRM software products.
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