Free CRM Products And Documents

By Geoffrey James

Think that CRM always costs a fortune? Think that you have to pay big bucks for good information about CRM choices? Think again. Below are three basic CRM products you can run for free and two sites that contain a wealth of CRM information. Enjoy!

www.ucap.biz. Offers a free single-user license for UCAP, a CRM application that stores the information needed to interact with customers and tracks employee and sales performance. The package permits a user to track any number of attributes, notes, purchases and interactions with features that help automate letters, faxes and email correspondence. The company is offering the single user license free to promote its multi-user product.

www.salesprocrm.com. Offers a free personal edition of Salespro CRM, which allows individual sales reps to start taking advantage of sales opportunities. This free version includes contact management, account management, calendaring, task management, opportunity tracking, a reporting engine and 5 MB of storage space. Users can upgrade to obtain additional functionality. Apparently, multiple users from a single company can use the free personal edition.

www.freeCRM.com. Offers a hosted software solution for customer relationship management and sales force automation, with full access, unlimited users and 5 MB of storage. You won’t get any service (what did you expect?), however, and you’ll have to look at various advertisements the system displays. A $9.95 a month (per user) upgrade eliminates these annoyances.

http://techlibrary.wallstreetandtech.com/rlist/term/CRM.html. Contains links to 47 free documents dealing with different aspects of CRM. You have to register your name, your company name and your email, along with other marketing demographics they want to gather, but that’s a small price to pay for the equivalent of several books’ worth of information. As an added bonus, some of the documents are actually Webcasts you can watch like a TV program on your computer screen.

http://digitalconnect.bitpipe.com/rlist/term/CRM-Software.html. Lots of free white papers are offered, and you don’t have to register. Be forewarned, however, most of the documents come from CRM vendors and contain not-very-subtle marketing messages about how wonderful their products are. If you take these documents with the proverbial grain of salt, there’s plenty you can learn.