5 Different Types of CRM Systems
Find out about the five types of CRM systems, why all these types are important for business and how to get all-in-one CRM software totally free.
Top 5 Types of CRM Systems
Lets take a closer look at the 5 types of CRM systems:
- Lead management. A CRM system of this type helps company find potential customers – leads, generate and capture leads, nurture leads and turn them into paying customers – deals. This is also known as a lead-to-deal CRM.
- Sales management. The primary goal of this CRM system is to streamline sales process for maximum efficiency. This CRM type usually contains tools, such as product catalogs, quotes and invoices, sales targets and commission management.
- Contact management. This CRM type gives all the necessary tools to work with existing clients. Essentially, it’s a database of names, emails, phone numbers and past communications history.
- Marketing CRM. The goal of this type of CRM system is to improve marketing efficiency by segmenting existing customer database to reach individual clients with targeted offers via email, SMS, phone, messengers or social media.
- Helpdesk and customer support. This CRM solution is designed to maintain high level of customer satisfaction by providing outstanding customer service experience. For example, this can be accomplished by communicating with clients in real time via live chat.
* 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:
Project Management
Project Management
Project Management