Free Alternatives to Patrina ERM in a Nutshell

What are the 10 best Free Patrina ERM competitors and alternatives?

The 10 best free competitors and alternatives to Patrina ERM for small businesses include DocHub, 2. HubSpot CRM, 3. Insightly CRM, 4. Agile CRM, 5. Bitrix24 CRM, 6. Freshsales CRM, 7. Pipedrive CRM, 8. Capsule CRM, 9. Really Simple Systems CRM, 10. Apptivo CRM

All the details you need to know about Free Alternatives to Patrina ERM

DocHub

Cover all your business needs with a single all-in-one free solution. DocHub offers compliant and secure tools to collaborate, create, edit, and eSign your documents. Set up and integrate your cloud-based services with your workflows.

Key feature

• Google Contacts Integration: Access your email addresses effortlessly using Google Contacts integration with DocHub, save time sharing documents and collaborating with your team.
• OneDrive Integration: DocHub's OneDrive integration enables you to export and import your documents between systems easily and facilitates seamless document management and editing.
• Dropbox Integration: Connect your DocHub workflows with the Dropbox integration and safely export and import them between the two cloud-based platforms.

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2. HubSpot CRM

HubSpot CRM is a free customer relationship management software that offers a user-friendly interface and a wide range of features to help businesses manage their contacts, deals, and tasks.

Key feature

• Contact Management: HubSpot CRM allows you to store and organize all your customer contacts in one place. You can easily add, edit, and view contact information, including names, email addresses, phone numbers, and social media profiles.
• Deal Management: With HubSpot CRM, you can track and manage your sales deals effectively. You can create deals, assign them to team members, track their progress, and set reminders to ensure timely follow-ups and closures.
• Task Management: HubSpot CRM provides a built-in task management system that allows you to create and assign tasks to team members. You can set due dates, add notes, and track task completion to stay organized and productive.

3. Insightly CRM

Insightly CRM is a feature-rich customer relationship management software that offers a range of tools to help businesses manage their contacts, projects, and sales processes.

Key feature

• Contact Management: Insightly CRM provides a centralized contact management system where you can store and organize all your customer contacts. You can add custom fields, track communication history, and segment contacts based on various criteria.
• Project Management: With Insightly CRM, you can manage your projects and collaborate with team members effectively. You can create tasks, set milestones, assign responsibilities, and track project progress to ensure timely delivery.
• Sales Pipeline Management: Insightly CRM offers a visual sales pipeline that allows you to track and manage your sales opportunities. You can move deals through different stages, set reminders, and analyze sales performance to optimize your sales process.

4. Agile CRM

Agile CRM is a comprehensive customer relationship management software that offers a range of features to help businesses automate their sales, marketing, and customer support processes.

Key feature

• Email Marketing Automation: Agile CRM allows you to automate your email marketing campaigns. You can create personalized email templates, schedule email sequences, and track email engagement to nurture leads and drive conversions.
• Social Media Integration: With Agile CRM, you can integrate your social media accounts and manage your social media interactions from a single platform. You can schedule posts, monitor mentions, and engage with your audience to build brand awareness.
• Helpdesk and Ticketing: Agile CRM provides a helpdesk and ticketing system to streamline your customer support processes. You can create support tickets, assign them to team members, track their status, and provide timely resolutions to customer queries.

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5. Bitrix24 CRM

Bitrix24 CRM is a versatile customer relationship management software that offers a range of tools to help businesses manage their contacts, tasks, and communication channels.

Key feature

• Contact Center: Bitrix24 CRM provides a contact center where you can store and manage all your customer contacts. You can add custom fields, track communication history, and integrate with other communication channels like email and phone.
• Task and Project Management: With Bitrix24 CRM, you can create tasks and projects, assign them to team members, and track their progress. You can set deadlines, add comments, and collaborate with team members to ensure project success.
• Communication Channels: Bitrix24 CRM offers various communication channels, including email, phone, and instant messaging. You can manage all your customer interactions from a single platform, ensuring seamless communication and efficient customer support.

6. Freshsales CRM

Freshsales CRM is a user-friendly customer relationship management software that offers a range of features to help businesses manage their leads, deals, and customer support processes.

Key feature

• Lead Management: Freshsales CRM allows you to capture, qualify, and manage leads effectively. You can track lead sources, assign leads to sales representatives, and nurture leads through personalized email campaigns to increase conversion rates.
• Deal Management: With Freshsales CRM, you can manage your sales deals and track their progress. You can create deals, set deal stages, add notes, and collaborate with team members to ensure successful deal closures.
• Customer Support Automation: Freshsales CRM provides automation tools to streamline your customer support processes. You can create support tickets, set up knowledge bases, and automate responses to provide quick and efficient customer support.

7. Pipedrive CRM

Pipedrive CRM is a sales-focused customer relationship management software that offers a range of features to help businesses manage their sales pipelines, contacts, and activities.

Key feature

• Sales Pipeline Management: Pipedrive CRM provides a visual sales pipeline that allows you to track and manage your sales opportunities. You can move deals through different stages, set reminders, and analyze sales performance to optimize your sales process.
• Contact Management: With Pipedrive CRM, you can store and organize all your customer contacts in one place. You can add custom fields, track communication history, and segment contacts based on various criteria.
• Activity Management: Pipedrive CRM helps you stay organized and productive by providing tools to manage your sales activities. You can schedule tasks, set reminders, and track activity completion to ensure timely follow-ups and closures.

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8. Capsule CRM

Capsule CRM is a simple and intuitive customer relationship management software that offers a range of features to help businesses manage their contacts, tasks, and sales processes.

Key feature

• Contact Management: Capsule CRM allows you to store and organize all your customer contacts in one place. You can add custom fields, track communication history, and categorize contacts based on various criteria.
• Task Management: With Capsule CRM, you can create tasks, set deadlines, and assign them to team members. You can track task progress, add notes, and collaborate with team members to ensure task completion.
• Sales Pipeline Tracking: Capsule CRM provides a visual sales pipeline that allows you to track and manage your sales opportunities. You can move deals through different stages, set reminders, and analyze sales performance to optimize your sales process.

9. Really Simple Systems CRM

Really Simple Systems CRM is an easy-to-use customer relationship management software that offers a range of features to help businesses manage their contacts, sales, and customer support processes.

Key feature

• Contact Management: Really Simple Systems CRM allows you to store and organize all your customer contacts in one place. You can add custom fields, track communication history, and segment contacts based on various criteria.
• Sales Management: With Really Simple Systems CRM, you can manage your sales opportunities and track their progress. You can create deals, set deal stages, and collaborate with team members to ensure successful deal closures.
• Customer Support: Really Simple Systems CRM provides tools to streamline your customer support processes. You can create support tickets, track their status, and provide timely resolutions to customer queries.

10. Apptivo CRM

Apptivo CRM is a comprehensive customer relationship management software that offers a range of features to help businesses manage their contacts, projects, and sales processes.

Key feature

• Contact Management: Apptivo CRM provides a centralized contact management system where you can store and organize all your customer contacts. You can add custom fields, track communication history, and segment contacts based on various criteria.
• Project Management: With Apptivo CRM, you can manage your projects and collaborate with team members effectively. You can create tasks, set milestones, assign responsibilities, and track project progress to ensure timely delivery.
• Sales Pipeline Management: Apptivo CRM offers a visual sales pipeline that allows you to track and manage your sales opportunities. You can move deals through different stages, set reminders, and analyze sales performance to optimize your sales process.

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Shortlist: Top 3 Free Patrina ERM Alternatives

DocHub

Cover your organization's document management needs with DocHub’s robust features. Try out free document creation, editing, and eSignature tools backed by security and compliance excellence. Collaborate, share, and store your forms and documents without limits.

Key features

• Assign contributors to fillable fields: Accelerate your document completion process by assigning people to specific fillable fields while avoiding mistakes and miscommunications at the beginning of your document management process.
• Print, download, and export your files: DocHub provides various free options for sharing your forms and documents with the possibility to flatten fields, rasterize pages, and automatically export data to other platforms.
• Work with your international partners without limits: DocHub supports all European languages and simplifies communication with your partners across the globe.

HubSpot CRM

HubSpot CRM's free version offers robust features that cater to the needs of small businesses. It provides a user-friendly interface and integrates well with other HubSpot tools.

Key features

• Contact Insights: HubSpot CRM provides detailed insights into your contacts, including their interactions with your website, emails, and social media profiles.
• Deal Tracking: You can easily track and manage your sales deals, set reminders, and monitor the progress of each deal in HubSpot CRM.
• Email Templates: HubSpot CRM offers a library of customizable email templates, making it easier to create and send professional-looking emails to your contacts.

Insightly CRM

Insightly CRM's free version provides a comprehensive set of features suitable for small businesses. It offers a user-friendly interface and allows easy customization.

Key features

• Project Management: Insightly CRM includes project management capabilities, allowing you to create and track projects, assign tasks, and collaborate with team members.
• Pipeline Management: You can visualize and manage your sales pipeline effectively in Insightly CRM, ensuring a streamlined sales process and improved conversion rates.
• Integration Options: Insightly CRM integrates with various popular business tools, such as G Suite, Office 365, and Mailchimp, enhancing your overall productivity and efficiency.

Overall, these free alternatives to Patrina ERM offer a great combination of features, usability, and affordability, making them suitable for small businesses that need to create, edit, and manage PDFs efficiently without breaking the bank.