Compare 10 free-to-start CRM options by usable users, records, workflow, permissions, reporting, exports, support, and what changes when the team grows.
A free CRM is useful only if the pilot represents real work and the upgrade path stays acceptable.
Free editions and limits change. Open the official source and confirm the current seats, records, features, storage, support, and upgrade terms before deciding.
Official product information checked 2026-08-27. Confirm the edition and terms that apply to your team.
Five-user configurable CRM pilot
Permanent free plan with five users, forms, cross-form links, workflows, dashboards, permissions, and unlimited apps within usage limits.A free CRM connected to broader customer tools
Free Smart CRM and foundational tools with contact, company, activity, pipeline, and connected platform paths.Small-team sales CRM with a permanent free edition
Free users, leads, contacts, accounts, deals, activities, workflows, reports, API, and mobile features per current edition.Small teams testing the Salesforce sales model
A current free suite path alongside Starter and higher Sales Cloud editions.Teams testing sales CRM in Freshworks
A free-plan path may include core contact and account management for a small team.Pipeline-centered small-team CRM
A lighter CRM model with a free edition and upgrade path into paid Bigin or Zoho CRM.Teams evaluating CRM plus collaboration tools
A free cloud tier with CRM and broader collaboration capabilities.Small teams exploring an all-in-one customer suite
A free path across CRM and connected marketing, sales, and service capabilities.Straightforward contact and pipeline tracking
A free plan path for a small relationship database and sales pipeline.Small teams evaluating CRM with sales and marketing tools
A free edition has historically combined contact, deal, task, and marketing capabilities.A clean demo account hides the pressure points that matter after adoption.
Include daily owners, a manager, and the person who will administer the process.
Use clean, duplicate, incomplete, and historical records—not only five perfect contacts.
Create follow-up, an overdue item, a missing owner, and one dashboard review.
Model the likely seat, record, automation, storage, support, and integration upgrade.
The first hard limit matters more than the headline price.
| Constraint | Questions to verify | Pilot evidence |
|---|---|---|
| Users and roles | How many active users, admins, guests, and permission sets are included? | Invite every pilot role and test restricted records. |
| Contacts and records | Which objects count, what history is retained, and what happens at the limit? | Import a representative sample and export it again. |
| Workflow and communication | Which reminders, automations, email, forms, and integrations are free? | Run the complete daily loop plus one exception. |
| Reporting and support | Which dashboards, custom reports, audit history, and support channels are available? | Complete a manager review without an external spreadsheet. |
Jodoo currently offers a permanent free plan with five users and usage limits. Teams can build CRM records, relationships, workflows, permissions, views, and dashboards within the available plan features and capacity.
Common costs appear in paid seats, contact or record limits, automation, email, integrations, reporting, storage, support, migration, and the time required to work around missing capabilities.
Choose it when the current plan supports the real operating model and the first paid step remains acceptable. Do not design the process around a free limit the team expects to exceed immediately.
Use the free plan to test the customer model, daily work, dashboard, export, and one process change before expanding.
Choose a specialist free CRM when native email, pipeline, prospecting, marketing, or service features matter more than a configurable process.
