View quotes, open orders and posted invoices from a central contact screen. Quick search contacts by company code, company name, contact name, phone number etc. Turn an order into a PDF and have it automatically emailed on an automated or manual basis. Log verbal and email communication for prospects, customers and vendors.Īutomate emailing of invoices and other customer communication. Track an unlimited number of contacts associated with an unlimited number of companies. Record customer and vendor information such as contacts, phone numbers, emails, addresses, website and source of contact. HubSpot CRM has free tools for everyone on your team, and it’s 100 free. Best Free Contact Management Software Google Contacts, Airtable, ClickUp. Keep track of contact information for customers, vendors and prospects through a single point of entry interwoven throughout the Blue Link suite.Ĭreate and manage quotes, sales orders and purchase orders linked to customer and vendor accounts (convert quotes to orders in one click). Free CRM Software With Something for Everyone Think CRM software is just about contact management Think again.
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