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Free CRM + Customer Portal Software

If you are looking for CRM software with customer portal, you've arrived at your destination. Bitrix24 is a unique combination of CRM, project management and customer portal. Invite your customers inside your Bitrix24 CRM and create a separate workgroup or a project for each client. External users have access only to 'their' facilities.

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Free CRM with Client Portal

Invite your customers inside your Bitrix24 CRM and create a separate workgroup or a project for each client. You can have as many external users as you need. Each workgroup/project comes with its own workspace, document storage (great for contracts or invoices), calendars, and other goodies.

Your CRM client portal also comes with powerful customer support features. Yep, Bitrix24 integrates telephony, SMS, email, Facebook, Instagram, website live chat, and other popular messengers in its customer support center. This means that you can provide outstanding customer support for each client right from inside your CRM.

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 10 million businesses that have chosen Bitrix24 since 2012.

Frequently Asked Questions

What is a CRM with a customer portal?

A CRM with a customer portal allows your clients to log in to a secure area where they can track orders, view invoices, submit support requests, and access shared documents. All interactions are linked directly to the CRM for better customer management.

Does Bitrix24 provide a free CRM with a customer portal?

Yes. Bitrix24 includes a customer portal in its free CRM plan. Clients can access their requests, files, and communication history at no additional cost.

What can customers do inside the Bitrix24 portal?

Customers can create and track support tickets, view orders, access documents, communicate with your team, and use knowledge base resources.

How does the customer portal connect to CRM?

The portal is fully integrated with Bitrix24 CRM. All requests, messages, and documents are automatically linked to customer profiles, giving your team complete interaction history.

Is the Bitrix24 customer portal secure?

Yes. The portal uses encrypted connections and role-based access to ensure that only authorized users can access data.

Can I customize the customer portal in Bitrix24?

Yes. You can brand the portal with your logo and colors, adjust access rights, and decide which features are available to clients.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Basic Features

Unlimited users free
Custom quotes and invoice
5GB free online storage
Web based and on premise
Unlimited CRM records free
CRM Import/Export
Flexible access rights
Free mobile apps for iOS and Android
API and source code available

Best Free CRM

Leads/Contacts/Companies/Deals
Custom sales stages
Custom fields in CRM
Quotes and Invoices
Products and Product Catalog
CRM activity stream
Currencies and taxes

Import & Export

Excel & CSV
Email to lead
Call to lead
Web to lead (external web forms)
Manual entry
Mobile entry

Sales Automation

Custom workflows (business processes)
Email marketing
Access rights
Automatic lead assignment
Sales funnel
CRM reports
Tasks and documents
Calendar and scheduling

Call Center and Telemarketing

Incoming calls
Outbound calls
Rent local number
Rent toll free number
Use your number
Call recording
Call forwarding

For more information about Bitrix24, head over to our training courses.

We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.

To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.

Be sure to check out other Bitrix24 tools:

Sales

Modern Sales Tracking Solution With Powerful Analytics

Sales

Best Free Sales Software For Businesses And Freelancers

Apps

Easy To Use Online Questionnaire Maker For Your Business

ERP

Free Online All-In-One ERP System For Scaling A Business

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