Guide
Free CRM for small business: what to expect.
A free CRM can be a good place to start, if you know where its limits are. This guide lists what to look for, and describes the free Starter plan in Veliq CRM.
Check
Five things to check in a free plan.
Some are trials that end. Ask whether it expires.
Free plans often cap users, contacts or records. Check the numbers.
Many free plans do not need one. Confirm before you sign up.
Advanced automation, AI and reporting are commonly paid.
You should be able to take your records with you.
Free plan or trial
A free plan is not a free trial.
A free trial gives you full features for a limited time. A free plan stays free but limits something: users, records or features. Both are useful, but they answer different questions. A trial tells you whether the full product fits. A free plan tells you whether the basics are enough.
Ask which one you are looking at before you move your data in.
Veliq CRM Starter
What the free plan includes.
Starter is free, with no credit card. It includes the core CRM, basic automation and standard support. Growth and Business are priced per user per month, and Enterprise is tailored to you. Admins can export every table as CSV.
The team confirms paid plan details in writing, so ask for the current feature matrix. See the plans.
Try one
Test a free CRM in an afternoon.
- Sign up
Use your work email and confirm no credit card is needed.
- Import a list
Bring in 50 to 100 real contacts using CSV import.
- Run one deal
Move a real deal through your stages and send a quote.
- Check the limits
Note what you could not do on the free plan, and whether a paid plan fixes it.
Free CRM
Free CRM questions, answered.
Do I need a credit card for the free plan?
No. Sign up with your name, work email and company name.
What happens after the trial?
The trial has no time limit, so there is no deadline forcing a decision. When your team is ready for a paid plan, you choose the one that fits.
Is a free CRM good enough for a small business?
For a small team with simple needs, often yes. Check user caps, locked features and export before you commit.
Can I upgrade later?
Yes. Starter is free, and you can move to Growth, Business or Enterprise when your team needs them. See plans.