Free Sales CRM Software for Your Business

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Trusted by 150k+ sales reps, entrepreneurs, agencies, and freelancers across 178 countries

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Manage your leads, monitor pipeline progress, and drive sales success with our all-in-one Sales CRM.

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Accelerate sales performance in 3-steps

Manage Sales Pipeline - Sales CRM Software

Effortlessly Manage Your Sales PipelineInstantly import leads from any source, auto-capture leads with Refrens forms, and visualize your entire sales pipeline for quick, data-driven decisions.

Engage and Nurture Prospects - Sales CRM

Engage and Nurture Your LeadsEasily segment and assign leads, stay connected via WhatsApp and Email, and set auto-reminders to never miss a beat.

Close Deals and Drive RevenueStay on top of follow-ups and generate quotations in just one click, speeding up deal closures and increasing sales success.

Rated ⭐ 4.8/5 based on 11700+ Ratings

Optimize Your Sales Workflow With Refrens Sales CRM Solution

Capture LeadsCapture & add leads easily across all channels including your own business profile on Refrens

Lead Capture FormA fully customisable form that can be embedded into your website to capture leads directly.

Add Custom FieldsCapture more than just emails and phone numbers with unlimited Custom Fields for all your pipelines

Multiple Sales PipelinesManage sales pipelines for different products and services. Move leads easily within pipelines

Manage Unlimited StagesCustomize lead stages according to different pipelines and manage them to never miss out on a follow-up

Label Every LeadLabel and tag every lead by source, personas, business type and more for 1-click filters and reports

Send Emails/WhatsAppSend & manage all communication to your leads via Email, chat or WhatsApp from within Refrens

Intelligent Insights & ReportsActionable turnaround time insights & weighted pipeline report to calculate sales & revenue probability

Multiple Team MembersAdd multiple team members, assign leads to sales reps and control their access levels

Automate Follow-upsMake your leads travel faster down the pipeline with personalized messaging and follow-ups

Leave Internal NotesCapture every relevant interaction and add relevant context for your team with private internal notes

Send Quotations/InvoicesWith our Refrens accounting and inventory suite, drive conversions and revenue faster and easier

Happy Customers

Instead of using multiple tools to manage leads and communication, Refrens helps me do it all in one place.

AniketOwner, Spaceplexx, Coworking Space

Refrens has exceeded my expectations in terms of ease of use and affordability.

RubitaFreelance Developer

I thought Excel was fine enough for me until I tried Refrens - It has completely won me over!

Shivansh TulsyanCEO, Binny Textiles

Refrens has made juggling multiple leads a breeze with easy segmentation and centralized communication.

LinkeeFreelancer, Content Writer

After switching to Refrens, I no longer need to pay for 4 different software to manage leads, communication, accounting, and payments.

AnjaniFounder, Brown Mocha

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Sales CRM designed to help you close deals faster

Consolidate your sales process with Refrens

Automated Lead Capture

Let us do the heavy lifting with lead capture. Integrate our web forms on your website or share them via a link, and watch leads seamlessly flow into your CRM.

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Centralized Communication with Sales CRM Software

Centralized Communication for Seamless Collaboration

Eliminate the need for multiple apps and inboxes. Keep all your essential messages organized and easily accessible in one unified platform.

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Stress-Free Follow-Ups

Stay on track with automated follow-up reminders from Refrens, your personal follow-up guardian angel.

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Sales Management Simplified

Handle your leads, communicate with prospects, send quotations & invoices, and process payments - all within a single platform. Experience the power of multiple tools without complications.

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Capture IndiaMart Leads Into Refrens Automatically

Connect your account with IndiaMart to automatically capture all your leads data into Refrens. Manage leads, get detailed sale reports, send email & Whatspp messages, create quotations & invoices, and more. - all in just a few clicks!

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The smartest investors in the room are backing our vision.

People who understand money, match-making and all things Internet.

Vijay Shekhar SharmaFounder, Paytm

Anupam MittalFounder, Shaadi.com

Kunal ShahFounder, CRED

Founders of AngelList, DailyNinja, Voonik.com, Park+ and many more.

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Frequently Asked Questions (FAQ)

What is CRM sales software?

CRM sales software, or Customer Relationship Management software, is a tool designed to help businesses manage their interactions with leads, prospects, and customers. It streamlines sales processes, tracks leads, monitors pipeline progress, and enhances communication for better sales performance.

What is the best CRM software for sales?

The best CRM software for sales depends on your business size, needs, and budget. Refrens Sales CRM and Pipeline Management Solution is a great option for growing sales teams, entrepreneurs, agencies, and freelancers looking for an easy-to-use, comprehensive, and affordable solution.

What is CRM with an example?

CRM, or Customer Relationship Management, refers to strategies and tools that help businesses manage interactions with customers and leads. An example is Refrens Sales CRM, which consolidates lead capture, communication, follow-ups, and sales pipeline management to improve sales performance and boost revenue.

Will my data be secure?

We take utmost care of data security & privacy. Our systems are frequently updated with the latest security updates to ensure that your data is safe and secure. Do check out our detailed privacy policy here.

Do you provide customer support?

Yes, we provide instant & reliable support over chat, email, and phone. We will also provide a dedicated account manager to help you out whenever required.

Can the software adapt and scale as my business grows?

Absolutely! Our software is designed to seamlessly adapt and scale alongside your business, ensuring that it meets your evolving needs at every stage of growth. We are also committed to continuously enhancing the software by rigorously adding new features, functionality, and improvements so that your business can always stay ahead of the curve.

As your business expands, our software can accommodate an increasing number of users, manage larger volumes of data, and handle more complex tasks without compromising on performance or efficiency. We regularly update our software to incorporate new technological advancements, industry best practices, and customer feedback, ensuring that you always have access to the latest and most innovative solutions.

Additionally, our cloud-based infrastructure offers unparalleled scalability and reliability, with the ability to adjust resources on-demand to cater to your business's specific needs. This means that you can be confident that our software will support your growth without any disruption or downtime.

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Basics of Sales CRM Software Explained

What is CRM Software in Sales?

Sales CRM is software that helps businesses create and manage business leads and maintain a healthy relationship between the present customer and prospects in a sales process. It allows you to store all the prospects' information so that sales reps can easily decide which prospects to target. Sales CRM software helps in the process of lead nurturing.

A sales CRM helps create and manage the leads, set up follow-up time, reminder, lead assignee, source of the lead, and lead stages, thus helping sales reps mainly focus on building relationships with prospects rather than data entry.

A point of contact can be anything from the leads to sales between prospects and sales reps, and sales CRM simplifies the process and automates the manual work of data entries.

Sales CRM software automates your administration and data work, thus helping you to save time on data entry work. Sales CRM helps you at every stage, right from the prospect discovering your product or service and generating leads to closing them as a deal. Using Sales CRM, you get to know more about your prospects at each follow-up stage, giving you an upper hand in having a personalized conversation at each passing stage.

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Why do businesses need a Sales CRM?

As the name suggests, sales CRM helps simplify your business sales process. Now whether it's a small business or a large enterprise, every business has to manage its customer data so that it can serve its customers in a better way. And for any business, retention is the key to successful growth. Sales CRM helps you know your customers' past interactions and purchase details, thus changing the pitch and conversation during communication.

Here are some more reasons why you should use sales CRM software.

Centralized Customer Data - Sales CRM software helps you to maintain centralized data of your past and future customers. It becomes easy to access all the data and purchase details at every pipeline stage. It helps the sales reps to know more about the customer's purchase style, preferences, and specific requirements.

In Sales CRM software, for example, even if one of your sales reps leaves, the data will still be there so that the manager can easily assign that salesperson's lead to a new executive. Also, the new executive will be able to check all the information about the customer's past transactions and communication details, helping him to tailor the pitch during a sales call and increasing his chances of closing the sale.

Improved Lead Management - A sales CRM helps you to track all the leads right from the open stage till closing the deal, thus helping you to manage the leads effectively. You can easily capture the leads with lead forms from your website, email enquires, etc., to the sales CRM software, then assign and distribute the leads to the sales team. This way, leads are paid attention to.

For example, a B2B software company can capture leads from its website and instantly assign them to the sales team, who can follow up quickly with potential buyers. To know more about sales lead management software click here.

Streamlined Sales Processes - A sales CRM helps streamline the sales process by automating repetitive tasks. It helps in lead qualification, follow-up reminder, lead assignee, etc., which makes the sales process more straightforward and can focus on closing the deals. For example, Based on lead, prospect details, and requirements, sales reps can create quotes directly from the lead section saving time and effort.

Enhanced Communication - A sales CRM always helps the sales team and managers to communicate with each other. CRM stores all the important information of prospects, including purchase transactions, notes, and updates added by the sales team, which helps reduce redundant work, thus improving customer service. For example, a B2B sales team can use a CRM to share important details about ongoing deals, enabling different team members to provide seamless support to the customer at various touchpoints.

Data Analysis and Reporting - A CRM provides valuable insights through data and reporting. It helps you to know the lead conversion rate, customer behavior, sales performance, individual sales team performance, etc. These insights help businesses make informed decisions, refine sales strategies, and identify areas for improvement.

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Who uses a Sales CRM?

As the name suggests, the sales department mostly uses Sales CRM, but other than the sales team, marketing team, customer support team, and business owners also use sales CRM. Let me explain to you one by one.

Sales Team - Sales team uses Sales CRM to manage and track the leads, update the follow-up reminders, take notes, and close the deals so that every other team member is aware of what is happening in the particular lead, which makes the sales process more efficient.

Marketing Team - marketing team can use CRM for the lead source, campaign performance, lead quality, and customer response. For example, a marketing team can easily track the leads generated from any medium like Ads, email campaigns, or influencer marketing.

Customer Support Team - A sales CRM also solves customer inquiries, tickets, complaints, and requests.

Business Owners - Business owners mostly use sales CRM for revenue forecast, total deals closed, sales performance, and deals closed by each sales rep. It also gives insight into improving the sales team's performance and tracking their sales pipeline.

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Why shouldn't I use spreadsheets to manage my customer relationships?

Maintaining strong customer relationships is paramount to success in the fast-paced business world. However, there may be more effective and efficient approaches than relying on spreadsheets to manage customer relationships. While spreadsheets have their merits in certain contexts, they must catch up regarding the complexities and demands of modern customer relationship management (CRM).

Here are why businesses should never consider using spreadsheets and instead opt for dedicated CRM software solutions.

Limited Functionality and Scalability - There is no doubt that spreadsheet has one of the top functionalities regarding data entry and calculations. But even the spreadsheet must include when managing customer relationships (CRM). It needs to improve in many aspects, such as auto-populating leads to the spreadsheet, lead tracking, and sales forecasting. You can not add the entire note or purchase transaction to the spreadsheet. And if you try to manage all these data in the spreadsheet can lead to inefficiencies, data inconsistencies, and a loss of valuable insights.

It’s the same case with scalability; as the business grows, your client base also expands, making it more difficult for your business to handle all the information in a single spreadsheet. The increased number of entries, even the spreadsheet struggle, can lead to slow performance and an increased likelihood of errors.

Data Integrity and Security Risks - Maintaining precise and secure customer data is pre-eminent for every business. A spreadsheet fails in this same issue as it is prone to human errors because most entries are done manually. Moreover, accidental deletion of any data, cell, or row or a single calculator mistake can break your entire business, directly impacting the integrity of your business data.

It also needs to include one of the most prominent functionalities of control access issues and make it difficult to track changes. Talking about this point also leads to potential breaches and violations of privacy regulations if unauthorized individuals gain access to confidential data.

Dedicated CRM software offers greater functionality, data integrity risks, collaboration challenges, and analytics, making it a better choice for modern businesses than a spreadsheet.

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What are the key features of sales CRM software?

In the fast-paced world of sales, maintaining a strong customer relationship is crucial for success. This is where Sales CRM software (Customer Relationship Management) comes into play. A well-designed CRM system can streamline your sales processes, enhance productivity, and boost revenue.

Let's explore the key features that make Sales CRM software an invaluable tool for sales teams.

1. Contact Management

Precise contact detail is the heart of any sales pipeline as without the information it is impossible for sales reps to reach out to prospects and build relationships. A sales CRM helps businesses solve this exact problem by storing and organizing all the customer information in a centralized database. It includes other important information apart from contact details such as communication and purchase history. With comprehensive contact information, you can reach out to prospects in different ways and can personalize

2. Lead Management

Sales CRM software helps you to capture, manage, and organize the leads throughout the sales pipeline. It becomes easy for a manager to assign the leads to the sales team. Later, sales reps can follow up via email and nurture leads by connecting with the prospects. Sales CRM software thus helps to prioritize leads for maximum conversion and ensures no opportunity slips through the sales pipeline.

3. Opportunity Management

Opportunity management focuses on tracking and managing potential deals. A CRM system allows you to create and monitor sales opportunities, assign probability values, and track their progress. This feature provides valuable insights into your sales pipeline, helping you forecast revenue and allocate resources strategically.

4. Sales Analytics and Reporting

Data-driven decision-making is vital for sales success. Sales CRM software offers robust analytics and reporting capabilities. It can generate detailed reports on various sales metrics, such as revenue, conversion rates, sales activities, and individual performance. You can easily generate reports on how many leads are closed, and which leads are in schedule mode. The lead generated is contacted or remained untouched, not serviceable leads. You can easily filter out the leads that are hot, warm, and cold.

5. Email Communication and Automation

Efficient communication is critical for building and nurturing customer relationships. With Refrens sales CRM you can directly send mail to your prospects from the system itself. Moreover, if you have a contact number then you can directly connect with WhatsApp. Refrens sales CRM provides the feature of WhatsApp functionality. This saves time, ensures consistency, and improves overall communication efficiency.

6. Mobile Accessibility

In today's mobile-centric world, having access to CRM data on the go is crucial for sales professionals. A Sales CRM software with mobile accessibility ensures that sales teams can access customer information, manage leads, and update data anytime, anywhere. This flexibility enhances productivity, enables prompt customer responses, and allows for seamless collaboration within the sales team.

7. Create Quotations and Invoice

Once the deal is closed, it’s a good practice to send the quotation to the client so that the process of sales becomes much more efficient. In Refrens sales CRM software, you can directly create an invoice or quotation once the deal is closed with just one click and no need of entering the details of the customer again.

Refrens sales CRM is not just limited to invoice, you can also create quotation, generate GST bill and moreover you have access to proforma invoice template, purchase order template, quotation template, freelance invoice template.

8. Custom Forms

Not just lead management, Refrens also provides the functionality to create custom forms to generate quality leads. With Refrens forms, all the leads are directly populated in sales CRM so you don’t have to upload the details on CRM explicitly. Once the form is created you get a shareable link and shareable code to use it as per your requirement.

Ultimately, CRM software empowers sales teams to manage customer relationships effectively, increase productivity, and drive revenue growth by providing a wide range of essential features. Businesses can gain valuable insights through these key features, optimize their sales processes, and build stronger, long-term relationships with customers. Take your sales to new heights with a Refrens robust CRM solution!

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How do I choose Sales CRM software?

Are you in search of the perfect Sales CRM software for your business?

With numerous options available in the market, finding the ideal solution can be a daunting task. However, by considering specific factors and aligning them with your requirements, you can make an informed decision that propels your sales team to new heights.

This section will explore the key considerations to help you choose the best Sales CRM software.

Mapping Software Capabilities to Your Requirements

To begin your search for the right Sales CRM software, it's crucial to understand your business requirements. Consider the features and functionalities you need, such as contact management, lead tracking, opportunity management, reporting, custom forms, and more. By mapping these requirements to the software's capabilities, you ensure a fit that aligns with your unique business processes.

Pricing

Pricing is a crucial factor when selecting Sales CRM software. Evaluate the cost structure, including subscription fees, implementation charges, and any additional costs for customization. Consider your budgetary constraints and weigh them against the value and ROI the software provides. Remember, the most expensive option is only sometimes the best fit, so prioritize the features and functionalities that matter most to your business.

Usability

A user-friendly Sales CRM software is essential for your sales team's smooth adoption and productivity. Look for intuitive interfaces, streamlined workflows, and easy navigation. Consider whether the software offers customization options to tailor the user experience to your team's needs. A solution that is easy to learn and use will increase user adoption and minimize training time.

Flexibility

Flexibility is crucial when choosing a Sales CRM software that can adapt to your evolving business needs. Evaluate the software's scalability, integrations with other tools and systems, and ability to accommodate future growth. A flexible solution will allow you to customize fields, workflows, and reports to match your unique sales processes, ensuring a seamless fit with your organization.

Customization

Every business has unique sales processes and requirements. Therefore, selecting a Sales CRM software that offers customization options is vital. Consider whether the software allows you to create custom fields, workflows, and reports tailored to your needs. Customization empowers you to capture and analyze data in a way that aligns with your sales strategies, providing actionable insights.

Security and Compliance

Protecting your customer and company data is paramount. When evaluating Sales CRM software, prioritize security features such as data encryption, access controls, and regular data backups. A secure and compliant CRM solution instills customer confidence and safeguards sensitive information.

Mobility

In today's mobile-centric world, having Sales CRM software that offers mobile access is essential. Consider whether the software provides mobile apps or a responsive web interface that allows your sales team to access crucial information on the go. Mobility enables real-time updates, enhances productivity, and empowers your team to close deals from anywhere.

User Adoption and Training

Smooth user adoption is key to maximizing the benefits of your Sales CRM software. Look for solutions that provide comprehensive user training, documentation, and ongoing support. A vendor that offers resources, tutorials, and responsive customer support ensures your team can quickly adapt to the new software and leverage its full potential.

Customer Support

Reliable customer support is essential when selecting a Sales CRM software. Evaluate the vendor's support offerings, such as email, phone, or live chat, and their response times. Read customer reviews and testimonials to gauge the vendor's reputation for addressing customer concerns promptly and effectively. A responsive support team can save you time and help resolve any issues that may arise.

Choosing the right Sales CRM software is a critical decision that can significantly impact your sales team's productivity and success. You can make an informed choice by carefully considering your requirements, mapping software capabilities, and evaluating pricing, usability, flexibility, customization options, security, mobility, user adoption, and customer support. Remember, each business has unique needs, so prioritize the factors that align with your specific sales processes. Selecting the right Sales CRM software sets the stage for streamlined operations, improved customer relationships, and accelerated sales growth.

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