Free CRM + Customer Portal Software
If you are looking for CRM software with customer portal, you've arrived at your destination. Bitrix24 is a unique combination of CRM, project management and customer portal. Invite your customers inside your Bitrix24 CRM and create a separate workgroup or a project for each client. External users have access only to 'their' facilities.
Free CRM with Client Portal
Invite your customers inside your Bitrix24 CRM and create a separate workgroup or a project for each client. You can have as many external users as you need. Each workgroup/project comes with its own workspace, document storage (great for contract or invoices), calendars and other goodies.
Your CRM client portal also comes with powerful customer support features. Yep, Bitrix24 integrates telephony, SMS, email, Facebook, Instagram, website live chat and other popular messengers in its customer support center. This means that you can provide outstanding customer support for each client right from inside your CRM.
Pricing is another great Bitrix24 advantage. The free cloud plan comes with unlimited customers and allows unlimited number of employees to access CRM. Paid cloud plans come with a number of advance features, such as marketing and sales automation. Naturally, your mobile CRM portal will be available on iOS and Android devices as well.
Would you rather use Bitrix24 on-premise in order to have open source code access and host data on your own server? You can. Register your free Bitrix24 CRM account now and join 10 million businesses that have chosen Bitrix24 since 2012.
* 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
For more information about Bitrix24, head over to our training courses.
We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.
To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.
Be sure to check out other Bitrix24 tools:
Video Conferencing
Project Management
Telephony
12,000,000+ organizations have chosen Bitrix24