- Best Free CRM Software
- Best FREE Customer Success Platform
- Best FREE Digital Adoption Platform
- Best FREE Goal Setting Software
- Best Free Project Management Software
- Best Free Marketing Tools
- Best Free Meeting Scheduling Software
- Best Free Customer Support Software
- Best Free Time Tracking Software
- Best Free Sales Management Software
- Best Free Sales Enablement Software
- Summary
There are too many platforms, and many cost more than a down payment on a new house. That’s why we wanted to share with you the best free go-to-market software available on the market right now, in June of 2022.
Let’s start at the start.
And, to ensure we are aligned, when we talk about these free tools for our revenue teams, we will cover the entire revenue team’s needs – to the best of our abilities.
Please let us know if you feel we missed an important category or a specific tool.
For those of you who want to see who made it to the top, without reading the entire article, here is the summary.
Best Free CRM Software
What is CRM?
A simple CRM software definition would note that CRM is short for Customer Relationship Management. Therefore, CRM is simply a software solution that helps you manage your relationship with prospects and customers.
Free CRM Options
The following CRM systems have FREE pricing plans, typically limited by the number of users and sometimes by functionality.
- Freshsales – Great choice for mid-sized sales teams looking for a basic CRM.
- Hubspot – Great for well-aligned marketing and sales teams in small to mid-sized businesses.
- Streak CRM – Built directly into Gmail, ideal for very small teams or as a personal CRM.
If we should evaluate your CRM solution, reach out to our Founder, John Moore, on LinkedIn.
Best FREE Customer Success Platform
What is customer success?
Customer success is a process and job function focused on helping your customers achieve the goals they bought your product or solution.
Free Customer Success Platforms
We have found only one, Totango.
- Totango – The free version supports up to 100 customer accounts, so clearly a great solution for someone with no more than 100 customers.
If we should evaluate your Customer Success solution, reach out to our Founder, John Moore, on LinkedIn.
Best FREE Digital Adoption Platform
What is digital adoption?
Digital adoption is the term used to describe the process of helping users understand and use your digital products or solutions.
Usetiful is the best free digital adoption platform now
Usetiful is a Digital Adoption Platform that has a FREE version.
The product is not as slick as paid alternatives we have reviewed (such as Spekit), but at a Free price point, we are not in a position to be as picky about the user interface.
If we should evaluate your Customer Success solution, reach out to our Founder, John Moore, on LinkedIn.
Best FREE Goal Setting Software
What is goal setting?
Goal setting is defining specific goals and then planning the actions needed to achieve them.
Profit.co is the best free goal-setting software today
Achieving revenue goals requires all teams to align and think strategically. Yes, helping your team members close deals by creating sales collateral or delivering sales training matters — but only when it helps meet the business objectives.
We advocate for the Objectives and Key Results (OKRs) process for creating this top-down, well-aligned approach to setting goals, so we wanted to include a platform supporting this need.
Our recommendation is Profit, which also, as you may have guessed, integrates with your Hubspot CRM system.
The platform enables management to set goals from the top and cascade them downward and outward while building alignment and engagement across the business.
We have not yet found any significant limitations — however, we will keep looking and updating this article when and if we do.
The Free version can be used by a team of up to 5 users and comes with email support and access to their help center.
Try Profit.co Today
If we should evaluate your Goal Setting solution, reach out to our Founder, John Moore, on LinkedIn.
Best Free Project Management Software
What is project management?
Project management is the process of planning, organizing, and managing resources to achieve specific goals.
monday.com is the best FREE project management software right now
If you are like most businesses, you are juggling a million things at once. And the chances are good that not all of those tasks fall squarely into your area of expertise. That’s where project management software comes in: it can help you manage projects from
If you are looking for FREE project management software, we recommend using monday.com.
The FREE version of monday.com includes:
- Up to two registered user seats.
- Unlimited boards
- Unlimited docs
- 200+ templates
- Over 20 column types
- iOS and Android apps
Try monday.com Today
If we should evaluate your Project Management solution, reach out to our Founder, John Moore, on LinkedIn.
Best Free Marketing Tools
Best Free Email Marketing Software
What is email marketing?
Email marketing is sending targeted messages to customers or potential customers through email.
Mailchimp is the best free email marketing software available today
The FREE version of Mailchimp supports:
- 2000 contacts
- Marketing Customer Relationship Management System (CRM)
- Creative Assistant
- Website Builder
- Mailchimp Domain
- Forms & Landing Pages
We recommend checking it out as the best free marketing automation software we have evaluated.
Try Mailchimp today
If we should evaluate your Customer Success solution, reach out to our Founder, John Moore, on LinkedIn.
Best Free Social Media Management Software
What is social media management?
Social media management is managing and publishing content to social media platforms.
Buffer is the best free social media management software today
Buffer is our top pick for social media management software. It has a FREE plan that includes:
- Ten posts per account
- One user
- Three social channels
The only downside is that you cannot schedule more than ten posts at a time. But, if you are starting out or have a small team, it should be more than enough.
The free version of Buffer comes with email and social media support and access to their self-service knowledge base.
Best Free Meeting Scheduling Software
What is meeting scheduling?
Meeting scheduling is the process of organizing and managing appointments and meetings.
Calendly is the best free meeting scheduling software today
If you are looking for a FREE way to schedule meetings, we recommend using Calendly.
The FREE version of Calendly includes:
- Unlimited meeting invitations
- Meeting slots for one person
- One meeting at a time
The free version comes with email support and access to their help center.
Best Free Customer Support Software
What is customer support?
Customer support is tactical, focused on helping customers answer questions and troubleshoot issues.
What is customer service?
Customer service is more strategic. While the role can involve solving customer problems, the position takes a broader approach to meeting the customer’s needs.
Freshdesk is the best free customer support software right now
If you are looking for FREE customer support software, we recommend Freshdesk.
The FREE version of Freshdesk includes:
- Unlimited number of agents and support cases
- Knowledge base (private and public)
- Support for canned responses
- Private and public notes on tickets
The FREE version of Freshdesk comes with 24×7 email support and access to their knowledge base and user forums.
Try Freshdesk Today
If we should evaluate your Customer Service solution, reach out to our Founder, John Moore, on LinkedIn.
Best Free Time Tracking Software
What is time tracking?
Time tracking is the process of logging and recording the amount of time spent on tasks or projects.
Toggl is the best free time tracking software on the market
If you are looking for FREE time tracking software, we recommend using Toggl.
The FREE version of Toggl includes:
- Up to 5 users
- Project tracking for an unlimited number of projects and clients.
- Web, mobile, and desktop apps
- Idle time detection
- 100+ integrations and browser extensions to support others.
The free version of Toggl comes with access to the knowledge base.
Try Toggl Today
If we should evaluate your Time Tracking solution, reach out to our Founder, John Moore, on LinkedIn.
Best Free Sales Management Software
When you are looking for the best free sales tools, you don’t want to sacrifice your ability to make more sales as a result.
Best Free Pipeline Management Software
What is pipeline management?
Pipeline management is tracking and managing opportunities throughout the sales process.
Pipefy is the best free pipeline management software available today
The FREE version of Pipefy includes:
- Database records – Up to 500
- Storage – Up to 2GB
- Users – Up to 10
- Cards – Up to 50 per month
- Workflows – Up to 5
The free version of Pipefy comes with access to Pipefy University, help articles, and their user community.
Try Pipefy Today
If we should evaluate your Pipeline Management solution, reach out to our Founder, John Moore, on LinkedIn.
Best Document Workflow Software
What is document workflow?
Document workflow is the process of creating, approving, and distributing documents. This includes the ability to sign documents digitally.
The best document workflow software today is PandaDoc
If you are looking for FREE document workflow software, we recommend using PandaDoc.
The FREE version of PandaDoc includes:
- Unlimited legally binding eSignatures
- Unlimited document uploads
- Mobile app
The FREE version provides access to their help center, user community, training videos, and customer-only webinars.
Try PandaDoc Today
If we should evaluate your Customer Success solution, reach out to our Founder, John Moore, on LinkedIn.
Best Free Sales Enablement Software
What is Enablement?
Enablement supports prospects and customers along their journey by arming all customer-facing roles to deliver consistently great information and experiences to ensure these groups identify and overcome their business challenges positively and measurably.
In other words, it helps sellers work more effectively and efficiently with prospects.
And it helps customer success, support, and similar roles work well with existing customers.
Sales Enablement Software typically supports many of these capabilities:
- Sales Content Management, Delivery, and tracking, creating rich engagement between the sales rep and prospect. These enablement software offerings may include document management capabilities.
- Sales Engagement support for measuring how engaged prospects are with you at various touchpoints, including during meetings, email tracking, sales calls, email tracking, sales calls, etc. This type of sales enablement platform enables improvements in terms of sales performance during these critical points during the sales cycle.
- Performance measurement for your sales teams, optimizing the sales pipeline, finding sales process friction points, etc.
- Sales training management, delivery, and tracking, ideally tying the user of sales training to the performance of your sales team and the individual sales rep.
- Create alignment with your marketing teams and sales teams.
Note: No all-in-one platform on the market supports all of these capabilities, at least not today. Organizations buy sales enablement software and related solutions from multiple vendors, trying to piece together a hodge-podge of systems they hope will improve their sales processes and overall results.
With this defined, let’s break out the best FREE Sales Enablement tools to help you throughout your Enablement efforts.
Best FREE Sales Enablement Tool – Content
In the eyes of our team, there is only one right choice for this selection, Showell.
What is Showell?
Showell is the only major Sales Enablement software solution to offer a FREE for life option. The FREE product includes the following key features and capabilities:
- Up to 5 users and 25 documents
- Support is available via their Slack community
- Sales Content storage capabilities are sufficiently robust.
- Sellers can use reporting to identify customer engagement, identify who to reach out to, etc.
- Sales Content viewing supports annotation and note-taking.
- Digital Salesroom-style delivery of content includes standard security options and necessary reporting.
Sales reps, sales training, marketing, and other groups may become frustrated by the 25 document limit, which you will need to evaluate for your business.
Will this sales content limit your sales productivity and your ability to close deals? Only you can answer that question for your business.
The sales content management, delivery, and reporting make Showell our choice, hands-down, for content management in this category.
You can learn more about Showell on their profile here on GTMSoftware, and read the How-To articles we are creating to support your journey if you use their tools.
The Showell FREE version comes with Self-service onboarding, Help Center and tutorial videos, Virtual product training, and support via a Slack-based community.
Try Showell Today
If we should evaluate your Sales Asset Management solution, reach out to our Founder, John Moore, on LinkedIn.
Best FREE Sales Enablement Tools – Training and Coaching
At the FREE level, we recommend using Showell to deliver informal training as we have not found a purely free sales training platform that functions at the level necessary to support your teams.
Summary
That’s it for our recommendations this month.
What should we have included?