What is a CRM System?

Looking for a top CRM system? Bitrix24 should be your first stop.

CRM System - what is it?

What is a CRM system? Do they always cost a lot of money, and can you get a great CRM totally free? We’ve got the answers to these and many other questions.

A CRM system, short for a customer relationship management system, is software for collecting, storing and managing customer information.
First, CRM system helps manage potential clients – leads. Lead management includes lead generation, capture and qualification tools.
Second, with the help of a CRM system you can manage existing customers – deals and contacts. Pipeline management gives deal and sales pipeline management with unlimited pipelines.
Third, you can handle day-to-day client interactions from a CRM system – generating and sending quotes and invoices from inside CRM. Fourth, you can also control and automate sales processes inside a CRM system. Sales automation includes dozens of sales and marketing automation rules and triggers.
Last but not least, multichannel customer contact center and helpdesk in a CRM system helps maintain a decent level of communication with customers and clients.

Now that you know what a CRM system is, let’s talk money. Most CRM software is quite expensive. However, there are exceptions. Take Bitrix24, for example. It’s a totally free CRM system with lead management, marketing automation, customers support features and other great sales tools like unlimited records and pipelines, calendars, resource booking and scheduling, CRM marketing tools, tasks inside CRM and a number of free integrations such as Zapier, Quickbooks, Xero, PayPal and Stripe.

Bitrix24 is available in cloud and on-premise (with open source code access) and on iOS and Android mobile devices. Register now to see why over 9 million companies worldwide choose Bitrix24 as their CRM system.

* 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:
9,000,000+ organizations have chosen Bitrix24