Free CRM + Customer Portal Software

Free CRM with Client Portal Software

Personalized experiences come from a centralized view of customer history and preferences. Invite your customers inside your Bitrix24 CRM and create a separate workgroup or a project for each client.

You self-service portals can have as many external users as you need. Set authorization and access rights for users in your customer relationship management (CRM) portal. Each workgroup/project comes with its own workspace, document storage (great for contracts or invoices), calendars, and other goodies.

By implementing a CRM portal, businesses may experience increased customer retention rates and reduced support costs:

• Customer portals offer 24/7 self-service options for FAQs, order tracking, and support requests - consider implementing self-service features to simplify communication by allowing users to complete tasks without direct assistance.
• CRM portals contribute to increased sales and profitability by optimizing lead management and customer retention.
• A combination with a CRM solution provides robust reporting and analytics tools that provide insights into customer behavior and sales trends.
• Easy access to detailed customer data allows businesses to tailor marketing and service offerings effectively.
• Enhanced efficiency reduces support staff workload by enabling customers to handle many service requests themselves.
• Self-service tools like client portals reduce manual tasks, enabling vendors to allocate resources promptly and solve issues on the spot, which boosts efficiency and productivity.

With a CRM portal, users can access customer information anytime and anywhere, which significantly enhances flexibility for both the business and the customers.

Key features the Right CRM Portal

When looking for a CRM solution with a built-in customer portal, you should focus on several features that will help you get the most out of the platform and create the best customer experience:

• Workflow automation improves task management efficiency by automating repetitive tasks like data entry and follow-ups.
• Sales pipeline management visualizes the sales process and tracks deals through different stages.
• Customization options enable tailoring of the CRM to specific business needs, including personalized dashboards.
• A CRM portal should be easy to operate, guard your data, and scale as you take on more customers. Setup should also have a user-friendly interface to save time for clients.
• AI-powered insights in a CRM portal can help businesses detect patterns and improve decision-making.
• Mobile accessibility - a mobile-friendly CRM portal allows teams to access information from anywhere, enhancing productivity.
• Data security measures should be in place to protect sensitive customer data during portal implementation.

Select a CRM portal with a clean design, clear navigation, and adjustable dashboards for user-friendliness. One of the best examples of such a solution is Bitrix24. This CRM solution offers business automation, AI assistance, easy access to CRM data and robust analytics to track employee productivity and ensure customer satisfaction.

Bitrix24 is you number one CRM portal solution

Your CRM client portal also features powerful customer support capabilities. Yes, Bitrix24 integrates telephony, SMS, email, Facebook, Instagram, live website chat, and other popular messengers into its customer support center. This means you can provide outstanding customer support and manage all customer interactions within one platform.

Bitrix24 is a highly scalable solution. With your team growing and the number of customers expanding, you can opt for a more suitable  plan, keeping all your data intact.

User-friendliness is critical for the effective adoption of CRM systems among team members. Bitrix24 offers drag and drop UI components to build the interface of your CRM portal with branding elements such as logos and color schemes to reflect a company's identity, enhancing customer recognition.

With Bitrix24, all your data will be securely kept in a cloud-based storage. With frequent check-ups and numerous worldwide certifications, you can be sure that only authorized people can access your files. Secure file sharing allows you to inform the necessary parties without any threat of information leakage.

Pricing is another great Bitrix24 advantage. The free cloud plan comes with unlimited customers and allows an unlimited number of employees to access CRM. Paid cloud plans come with a number of advanced features, such as marketing and sales automation. Naturally, your mobile CRM portal will be available on iOS and Android devices as well.

Would you rather use Bitrix24 on-premise in order to have open source code access and host data on your own server? You can. Register your free Bitrix24 CRM account now and join 15 million businesses that have chosen Bitrix24 since 2012.