Free Excel CRM Replacement
Bitrix24 is the #1 Excel CRM template replacement. Easily migrate data from Excel to cloud or on-premise (open source code access). Ditch Excel and start improving the way you work with clients and data. Try Bitrix24 free for the whole team with unlimited free users.
If you outgrew your Excel CRM templates and got tired of losing sales, Bitrix24 is the free Excel CRM replacement you've been looking for. Migrating from your Excel spreadsheet to this CRM is done in just one step. And, naturally, you can export your CRM data back to Excel any time you want.
So what can Bitrix24 do that your Excel CRM can't? Email marketing, quotes and invoices, lead qualification, making and receiving phone calls (with call recording and voicemail), custom sales funnel, sales reporting, lead distribution among agents, custom access right setting, HR features, team communication, mobile CRM (iOS and Android) and much, much more. All this without costing you a penny.
Best of all, Bitrix24 is fully customizable and is very easy to use. Gone are the days when you keep downloading Excel CRM sheets only to find out that they don't fit your business.
So what can Bitrix24 do that your Excel CRM can't? Email marketing, quotes and invoices, lead qualification, making and receiving phone calls (with call recording and voicemail), custom sales funnel, sales reporting, lead distribution among agents, custom access right setting, HR features, team communication, mobile CRM (iOS and Android) and much, much more. All this without costing you a penny.
Best of all, Bitrix24 is fully customizable and is very easy to use. Gone are the days when you keep downloading Excel CRM sheets only to find out that they don't fit your business.
* 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
- 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 Web Based 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
Groupware
Calendar
10,000,000+ organizations have chosen Bitrix24