Best Free Account Management Software for Small Business
Bitrix24 is a cloud account management software for small business. Unlike most account management solutions that limit themselves to CRM, Bitrix24 gives you a number of additional features.
For instance, Bitrix24 comes with full featured contact center. This means your clients can contact you via email, phone, social networks, website live chat and you'll be able to provide support via any of these channels, storing the entire history of all communications in one place.
Bitrix24 offers a quote and invoice system that supports retainers and recurring invoicing. There are a number of workflow automation features that help your account managers with routine tasks and alert supervisors if clients aren't satisfied. Email marketing and client reactivation tools are available as well, making Bitrix24 #1 SMB account management software.
Bitrix24 is available in cloud, on premise with open source PHP code assess, and as Android and iOS apps.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
Basic Features
- Unlimited users free
- Custom quotes and invoice
- 5GB free online storage
- Web based and on premise
- Unlimited CRM records free
- CRM Import/Export
- Flexible access rights
- Free mobile apps for iOS and Android
- API and source code available
Best Free CRM
- Leads/Contacts/Companies/Deals
- Custom sales stages
- Custom fields in CRM
- Quotes and Invoices
- Products and Product Catalog
- CRM activity stream
- Currencies and taxes
Import & Export
- Excel & CSV
- Email to lead
- Call to lead
- Web to lead (external web forms)
- Manual entry
- Mobile entry
Sales Automation
- Custom workflows (business processes)
- Email marketing
- Access rights
- Automatic lead assignment
- Sales funnel
- CRM reports
- Tasks and documents
- Calendar and scheduling
Call Center and Telemarketing
- Incoming calls
- Outbound calls
- Rent local number
- Rent toll free number
- Use your number
- Call recording
- Call forwarding
