Free Financial CRM Software

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9 apps

HubSpot CRM   

2,614
Everything you need to sell in one integrated suite
Free
HubSpot CRM Free is 100% free. Users can add 1,000,000 contacts and unlimited users. Free access to the CRM has no time l… Read more about HubSpot CRMimit.
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Everything you need to sell in one integrated suite
Free
HubSpot CRM Free is 100% free. Users can add 1,000,000 contacts and unlimited users. Free access to the CRM has no time l… Read more about HubSpot CRMimit.
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Caspio   

114
Build online database applications without coding.
Free
BASIC EDITION: > Free Plan: $0 > Explore Plan: $100/month paid annually or $125 monthly. > Build Plan: $200/m… Read more about Caspioonth paid annually or $250 monthly. > Grow Plan: $400/month paid annually or $500 monthly. - Corporate plans also available. Schedule a demo today. - Notes: All plans include unlimited users and start with a 14-day trial to test all the features. A permanent free plan is also available to all users. A 10% discount is available to nonprofits, NGOs, public-funded education organizations, and customers in emerging economies.
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Build online database applications without coding.
Free
BASIC EDITION: > Free Plan: $0 > Explore Plan: $100/month paid annually or $125 monthly. > Build Plan: $200/m… Read more about Caspioonth paid annually or $250 monthly. > Grow Plan: $400/month paid annually or $500 monthly. - Corporate plans also available. Schedule a demo today. - Notes: All plans include unlimited users and start with a 14-day trial to test all the features. A permanent free plan is also available to all users. A 10% discount is available to nonprofits, NGOs, public-funded education organizations, and customers in emerging economies.
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Really Simple Systems   

277
The Powerful Small Business CRM
Free
Start for free with 2 Users and 100 Accounts. As your company grows add more Users, Accounts and Advanced features with o… Read more about Really Simple Systemsur Starter, Professional and Enterprise plans.
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The Powerful Small Business CRM
Free
Start for free with 2 Users and 100 Accounts. As your company grows add more Users, Accounts and Advanced features with o… Read more about Really Simple Systemsur Starter, Professional and Enterprise plans.
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Zoho CRM   

4,324
CRM software that helps you sell smarter, better, faster.
Free
Free Edition (CRM for entrepreneurs) - Forever free upto 3 Users. Standard Edition (Sales tracking for Small Business… Read more about Zoho CRMes) - $12/user/month (billed annually). Professional Edition (Complete CRM for any SME) - $20/user/month (billed annually). Enterprise Edition (CRM for multi-level organizations) - $35/user/month (billed annually). Ultimate Edition (CRM for large-scale organizations) - $45/user/month (billed annually).
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CRM software that helps you sell smarter, better, faster.
Free
Free Edition (CRM for entrepreneurs) - Forever free upto 3 Users. Standard Edition (Sales tracking for Small Business… Read more about Zoho CRMes) - $12/user/month (billed annually). Professional Edition (Complete CRM for any SME) - $20/user/month (billed annually). Enterprise Edition (CRM for multi-level organizations) - $35/user/month (billed annually). Ultimate Edition (CRM for large-scale organizations) - $45/user/month (billed annually).
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Freshsales   

451
The all-in-one Sales CRM
Free
SPROUT: Free for Unlimited Users BLOSSOM: $12/user/month billed annually, $19 month-to-month. GARDEN: $25/user/mon… Read more about Freshsalesth billed annually, $35 month-to-month. ESTATE: $49/user/month - billed annually, $65 month-to-month. FOREST: $79/user/month - billed annually, $99 month-to-month.
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The all-in-one Sales CRM
Free
SPROUT: Free for Unlimited Users BLOSSOM: $12/user/month billed annually, $19 month-to-month. GARDEN: $25/user/mon… Read more about Freshsalesth billed annually, $35 month-to-month. ESTATE: $49/user/month - billed annually, $65 month-to-month. FOREST: $79/user/month - billed annually, $99 month-to-month.
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Bitrix24   

426
100% free CRM, collaboration and communication tool suite
Free
A 30-day free trial is available, and a free plan for starter business tools, after which pricing is as follows: Speci… Read more about Bitrix24al Plans: Start+: $24/month for 2 users CRM+: $69/month for 6 users Project+: $69/month for 24 users Business Plans: Standard: $99/month Professional: $199/month
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100% free CRM, collaboration and communication tool suite
Free
A 30-day free trial is available, and a free plan for starter business tools, after which pricing is as follows: Speci… Read more about Bitrix24al Plans: Start+: $24/month for 2 users CRM+: $69/month for 6 users Project+: $69/month for 24 users Business Plans: Standard: $99/month Professional: $199/month
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Dolibarr  

85
Solutions for On-line businesses
Free
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Cool Life CRM  

17
360° marketing & relationship lifecycle management
Free
Contact Cool Life CRM for pricing information. Read more about Cool Life CRM
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Sticky Advisor  

6
CRM for financial advisors in Canada
Free
$29/month (CDN) Optional $5/month for an assistant, $0.01 per credit. Read more about Sticky Advisor
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CRM for financial advisors in Canada
Free
$29/month (CDN) Optional $5/month for an assistant, $0.01 per credit. Read more about Sticky Advisor
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