Free All-in-One CRM Software
Catalystk is free all-in-one CRM software used by businesses in many countries, from small businesses to large corporates — a complete CRM software, CRM system and CRM platform with every CRM tool your sales team needs. Manage leads, contacts and your customer database, track enquiries, follow-ups and the sales pipeline, and run sales CRM and CRM sales management from one online, web-based and cloud CRM. Leads arrive automatically from B2B marketplaces, website forms and email, and every enquiry, contact and conversation stays in one shared record your whole team can see.
As customer relationship management software it connects to quotations and billing and tax invoicing (GST, VAT or sales tax), sends email and WhatsApp messages, automates follow-ups with CRM workflow automation and shows CRM reports and dashboards. It is free CRM software with unlimited users — a free online CRM and customizable CRM on the web and the free CRM application for mobile. Below, see the benefits of free CRM software and how to choose the best free CRM software, with a free download of reports in Excel and PDF.
- 100% free
- Unlimited users
- Leads to tax invoice
- Web + mobile app
- Excel & PDF download
How Catalystk CRM works
From the first enquiry to a paid invoice in five steps, on the web or the Catalystk mobile app.
- 1
Capture the lead
Enquiries from B2B marketplaces, website forms and email arrive as leads.
- 2
Assign and follow up
Leads are routed by territory, product or round-robin, each with a next follow-up date and reminder.
- 3
Work the deal
Record value, probability, stage and expected close date, and watch the deal journey to won or lost.
- 4
Quote and invoice
Send a quotation, then turn it into a proforma invoice, sales order and tax invoice.
- 5
Collect and report
Record payments, send reminders and download CRM reports in Excel and PDF.
CRM software, CRM system and CRM platform in one
People search for CRM software, a CRM system, a CRM platform or simply a set of CRM tools, yet they usually want the same result: one place where every customer, enquiry and sale is written down. Catalystk is customer relationship management software that brings those pieces together. Leads arrive from B2B marketplaces, website forms and email, each lead keeps its own conversation log, and every follow-up has a date and a reminder attached.
As business CRM software it goes well beyond a contact list. The CRM software tools cover leads, clients, contacts, deals, tasks, field visits, quotations, proforma invoices, sales orders and tax invoices (GST, VAT or sales tax), and they all share one database. The CRM application runs in the browser and on the Catalystk mobile app, with role-based access so each salesperson sees the records meant for them. Owners get analytics dashboards and more than 500 reports without paying for an extra module.
- Leads, clients, contacts and deals in one database
- Follow-ups with reminders and a conversation log per lead
- Quotations, proforma invoices, sales orders and tax invoices
- Role-based access for every user, at no cost
Free all-in-one CRM software for small business
A lot of CRM software for small business handles the first half of a sale and then leaves you with a billing tool, a stock register and a spreadsheet for the rest. All in one CRM software keeps the second half inside the same system. With Catalystk the enquiry, the quotation, the sales order, the tax invoice and the payment reminder all sit under one customer record, so nobody retypes a price, an address or a tax number.
That is why we describe it as an all in one CRM: sales, purchase, inventory, accounting and service live next to the customer data. It is also free CRM software for small business in the plainest sense — no subscription, no fee per user and no limit on records. A business CRM built this way suits traders, manufacturers, distributors and service firms of every size, from small businesses to large corporates, that want one login for the whole team instead of four separate apps with four separate bills.
Free online CRM software for businesses worldwide
Catalystk is free CRM software trusted by more than 10,000 businesses, and it is used in India and in many other countries by firms from small businesses to large corporates. Teams comparing CRM software India options, like buyers comparing tools anywhere else, often find that low-cost plans restrict users or records; here every module is free for every user, with no credit card. Most free CRM software India searches end in a timed trial; there is no timer here. It supports sales and business improvement by putting each lead, follow-up and quotation in front of the right person on the right day, which enhances business relations with customers. Call it a free online CRM or an online free CRM: it automates the sales cycle, so the enquiry becomes a quotation, the quotation becomes a sales order, and the order becomes a tax invoice (GST, VAT or sales tax) through free billing software for lifetime.
For Indian businesses that means GST e-invoicing with HSN/SAC codes for India, while companies in other countries invoice with their own VAT or sales tax. The free CRM tools continue after the sale with free AMC management software for service contracts. For a free CRM for small business, online free CRM software for small business or software for CRM in India, this is CRM software India free of licence fees, and it is just as free in every other country. Unlike software for CRM that stops at contacts, this CRM software in India and worldwide includes billing and stock as well. Branches searching for online CRM software India get one live record shared by offices, shops and field staff, whether they sit in one city or in several countries, so nobody waits for a spreadsheet to be emailed across.
Shortlisting the best free CRM software in India, or the best CRM software in India for a particular trade? Check whether best CRM software in India free plans cap users or records, and whether the best CRM software for small business in India includes quotations, tax invoices and a mobile app; the same questions apply to the best CRM tools in India, the best sales CRM in India and any sales CRM software India teams consider. The best CRM for small business India teams adopt is the one salespeople keep using, and that test works in any other country too. For local guides, read about CRM software in Chennai. In short, free CRM software helps sales and business improvement, enhancing business relations with customers in India and in many other countries. Online CRM software in India and elsewhere helps automate the lead management process, and teams looking for the best free CRM software in India for lead tracking and management, or the best CRM for small business in India to build good customer relationships, get the same free CRM used in many other countries.
Online, web-based and cloud CRM software
Catalystk is online CRM software that runs at login.catalystk.com, so there is no server to buy and nothing to install. Teams use it from offices, shops and client sites in many countries, and it keeps one live copy of the data: a lead updated at a branch shows up at head office a moment later. Being cloud based CRM software, it also automates the lead management process — enquiries from B2B marketplaces, website forms and email are captured and assigned by territory, product or round-robin without anyone retyping them.
The web based CRM software helps you categorise and group customers by status, source or territory to analyse prospects in batches, and missed follow-ups are listed for you. As a web based CRM system it carries the sales management tools for sharing proposals and quotations, and as a web based CRM tool it opens in any modern browser. Whether you need free online CRM software, free cloud CRM software or cloud CRM software for a growing team, this small business CRM software keeps every record online. Running CRM software online also means nothing to update on each computer — handy for any CRM for small business without IT staff.
Contact management and customer database software
Every sale starts with knowing who you are talking to. Catalystk works as contact management software with separate lists for leads, clients and contacts, so one company can hold several people — the buyer, the accounts person and the site engineer — each with their own phone number, email and role. As customer database software it keeps addresses, tax registration details (GST, VAT or sales tax) and the full history of quotations and invoices for every client.
Two extra lists help you act on that data: missing clients, who have gone quiet, and late-paid clients, whose invoices are overdue. That turns a static list into customer management software that suggests whom to call next. Notes from each call and message go into the conversation log on the lead, which makes it practical customer interaction management software for teams who share accounts. It is free customer management software for unlimited contacts, and the entire database can be exported to Excel or PDF whenever you need it.
Enquiry and follow-up management
Enquiries are lost when they sit in an inbox or a notebook. As enquiry management software, Catalystk records each enquiry as a lead with its source, product, value and owner, whether it came from a B2B marketplace, a website form or email. The owner sees the lead as soon as it is assigned and can call or message the customer straight from the record, on the web or on the phone.
From there it acts as follow-up management software. Every lead has a next follow-up date, and follow up reminders tell the salesperson what is due. The today follow-up list shows the calls planned for the day, while the missed follow-up list catches anything that slipped past its date. Notes from each conversation stay on the lead, so a colleague can pick up the thread without asking what was said last week.
Free sales CRM software and CRM sales management: choosing the best sales CRM
Sales CRM is where leads become revenue, and Catalystk is free sales CRM software from the first call to the payment. Each deal carries value, probability, owner, competitor, expected close date and stage, with a journey timeline to won or lost — see deal management software. Managers monitor daily customer activity through follow-ups, GPS-checked field sales visits and targets against achievements in sales tracking software. That is sales CRM management in practice, and sales projections make CRM sales easier to plan.
As free CRM sales software, it lets reps manage leads and follow-ups, then create and print quotations and tax-compliant sales documents (GST, VAT, sales tax) — proforma invoices, sales orders and invoices — from one record. Owners get sales management CRM software and CRM sales management software for small business; reps get simple sales software. If you need a sales CRM system or sales CRM for small business, sales CRM free is literal here. Comparing sales management CRM systems for the best sales CRM? The best sales CRM software for small business, and the best CRM sales system, is the one reps keep using, so trial this small business CRM software on live deals. It is CRM sales management software for small business enterprises that need structure without complexity.
CRM automation and workflow automation
Repetitive steps are where a sales team loses its hours, and CRM automation software takes them away. Catalystk offers automatic lead capture and assignment: enquiries from B2B marketplaces such as IndiaMART, Justdial, Sulekha and TradeIndia, website forms and email arrive as leads without copy and paste, and each one is assigned by territory, product or round-robin. The lead management software page explains how capture and routing are set up.
CRM workflow automation carries on after the lead lands. Follow-up reminders appear on the due date, overdue follow-ups move to the missed list, and quotations, invoices and payment reminders can be sent by email, SMS, WhatsApp or an automated voice call straight from the record. Approvals and role-based access keep each step with the right person. The outcome is a sales process that runs the same way every day, whether you have two salespeople or forty.
CRM reporting and dashboard software
Good decisions need numbers you can trust. As CRM reporting software, Catalystk ships with more than 500 ready-made reports on leads, follow-ups, quotations, deals, sales and pending payments. Pick a date range, review the figures on screen, then print them, email them or export them to Excel and PDF for a meeting or a partner.
It is also CRM dashboard software. The analytics screen charts new, weekly and monthly leads alongside new, weekly and monthly quotations, so you can spot a slow week before it turns into a slow month. Deal projections and targets show what the pipeline is likely to bring in and how each salesperson is doing against plan. For reports that span sales, purchase, stock and accounts, see business reports and analytics software.
CRM with quotation management
A CRM with quotation management removes the step where a salesperson leaves the CRM to build a price in a spreadsheet. In Catalystk the quotation is created from the lead or deal, picks up the customer's details and shows product images, taxes and terms. When the buyer asks for changes, a revised quotation keeps every version, so you always know what was offered and when.
The AI Sales Assistant goes a step further with an AI quotation from RFQ: upload the customer's request as a PDF, Excel, Word file or image and it drafts the quotation in about 10 seconds for you to check and send. As a CRM with quote management, it then tracks the status and the follow-ups on each quote until it is accepted or closed. Read more on free quotation software and free quotation management software.
CRM with billing and tax invoicing (GST, VAT, sales tax)
Many teams look for a free CRM with invoicing because the gap between a won deal and a sent invoice is where mistakes creep in. Catalystk is CRM billing software as well as a sales tool: an accepted quotation becomes a proforma invoice, then a sales order, then a tax invoice, with items, rates and taxes carried across each time. Proforma invoices can be revised too — see proforma invoice with revised proforma invoice.
Because it is a CRM with invoicing built in, payments are recorded against each invoice, payment reminders go out by email, SMS or WhatsApp, and late-paid clients appear in their own list. Delivery notes complete the paperwork for goods that leave the warehouse. For the full billing feature set, with GST, VAT and sales tax, visit free billing software for lifetime, and for a step-by-step guide read how to create a new invoice.
CRM with email and WhatsApp integration
Customers reply faster on the channel they already use. As a CRM with WhatsApp integration, Catalystk lets a salesperson send a quotation, invoice or reminder to the customer's WhatsApp from the record, and the mobile app puts a WhatsApp button beside every lead. SMS and voice call options cover customers who prefer a text or a phone call, including automated voice calls for payment reminders.
It is equally a CRM with email integration. Documents go out as PDF attachments from the screen where they were created, and email lead capture turns enquiries arriving in your mailbox into leads, so they are assigned and followed up like any other source. Because messages leave from the record itself, the customer, the document and the conversation log stay together, and nobody has to search through personal phones and inboxes to find out what was sent.
CRM application on the web and mobile
Sales happen away from the desk, so the CRM application has to be in your pocket as well. The Catalystk mobile app shows the leads list with each lead's status, and every lead has call and WhatsApp buttons, so a rep can contact a customer in one tap between visits. Follow-ups, deals, quotations and field visit check-ins all work from the phone.
This mobile CRM uses the same account and data as the web version, so a note added at a customer site appears on the office screen straight away. It is a free CRM application with no per-device charge and no limit on users. Install details and screenshots are on the Catalystk CRM mobile app page; on a computer, sign in at login.catalystk.com from any browser and carry on where you left off.
Free customizable CRM software
Every business names its stages and documents differently. Catalystk is free customizable CRM software: you set your own lead and deal statuses, payment modes, units of measurement and document number series, so the system matches the words your team already uses. Print settings, terms and conditions, the company logo and an authorised signature are set once and applied to every quotation and invoice you send.
Role-based access is part of the same customizable CRM setup, so you decide what each role can see and do. None of this needs a developer or an extra fee; the changes are made from the settings screens by anyone with admin rights. Because customisation lives in settings rather than in code, it carries over when you add new users or branches. The customization guide walks through each option step by step.
Benefits of free CRM software
The benefits of CRM software are well known: fewer lost enquiries, quicker replies, steadier follow-up and a clear view of the pipeline. What usually holds them back is cost, because paid plans charge per user and keep key features for higher tiers. With Catalystk you use all CRM tools for free — leads, deals, follow-ups, quotations, invoices, reports and the mobile app — for every person in the company.
That changes how a small team adopts free CRM software. You can add the whole sales, accounts and service staff on day one instead of rationing logins, and grow into purchase, inventory and accounting later without moving data to a new system. The same free plan covers the web and the mobile app. The list below sums up the main gains. Free CRM software enables companies to use all CRM tools for free, from the first lead to the final invoice.
- No per-user fee, so every salesperson gets a login
- Every enquiry captured and assigned, none left in an inbox
- Follow-ups on schedule with reminders and missed lists
- Quotations, invoices and payments in the same record
- 500+ reports and dashboards with Excel and PDF export
- Room to grow into purchase, inventory and accounting
How to choose the best free CRM software and CRM tool for small business
There is no single best CRM software for everyone, so the best free CRM software for your team is the one that fits how you sell. When you build a shortlist, wherever your business is based, check that it covers lead tracking and management from your real enquiry sources, keeps follow-ups on a schedule and helps you build good customer relationships through a shared history of each conversation.
Next, check the paperwork. The best CRM software for small business should generate quotations, sales orders and invoices with the right tax (GST, VAT or sales tax), so a sale does not stall in accounts. Ask whether free plans cap users or records, and whether the CRM software tools include reports and a mobile app at no charge. The same test applies to the best CRM for small business, any free plan you are offered, the best CRM tool for small business and the best CRM tools on your list: run real leads through it for two weeks. The best CRM tool is the one your team uses. The best CRM software for small business should be free for lead information and history, and the best CRM tool for managing customers is one that helps a business maintain good customer relations without extra admin.
- Captures leads from the marketplaces and forms you already use
- Free for every user, with no record limits
- Follow-up reminders plus today and missed lists
- Quotations, proforma invoices, sales orders and tax invoices
- Reports and dashboards with Excel and PDF export
- Works on the web and on a mobile app
CRM for your industry
The core CRM is the same for every business, but some industries need extra detail. See how it fits in real estate CRM software for property enquiries, free travel agent CRM software for trip enquiries, and CRM for education for student admissions follow-up. Repair shops can read about free CRM software for computer repair business for service jobs and returning customers.
If you sell configured products, CPQ CRM explains how quotations and pricing work together in one flow. Manufacturers, traders and distributors can link the CRM to stock, purchase and production in the same account. Wondering how pricing models compare across the market? See CRM software cost. And if you are weighing a self-hosted route instead of a hosted one, compare the trade-offs on our open source CRM software page.
Free download: CRM reports and customer data in Excel and PDF
Your data stays yours. Every list in Catalystk — leads, contacts, follow-ups, deals, quotations, invoices and payments — can be exported as a free download in Excel for analysis or PDF for sharing and printing. The same goes for the 500+ reports and the analytics dashboards, so you can send a monthly lead summary to a partner or hand a pending-payments list to your accountant without retyping a single line.
Single documents work the same way: download a quotation or tax invoice as a PDF, or email it from the screen where you created it. Looking for CRM software free download to install on a PC? Catalystk runs online, so there is nothing to install on a computer — see CRM software free download for how to get started, and the Catalystk CRM mobile app page for your phone.
Catalystk vs typical free CRM plans vs spreadsheets
How a free, connected CRM compares with the limited free tiers and the spreadsheets many small teams start with.
| Capability | Catalystk | Typical free CRM plans | Spreadsheets |
|---|---|---|---|
| Unlimited users | Yes | Limited | Manual sharing |
| No caps on leads, contacts or records | Yes | Limited | Yes |
| Quotations and tax invoices built in | Yes | Paid add-on | Manual |
| Inventory and purchase in the same system | Yes | No | No |
| WhatsApp and email from the record | Yes | Paid add-on | No |
| Mobile app | Yes | Yes | No |
| Excel and PDF export | Yes | Limited | Manual |
Free All-in-One CRM Software: frequently asked questions
What is CRM software and how does a CRM system help a small business?
CRM software is a CRM system that records every lead, contact, follow-up and sale in one shared place. For a small business that means fewer lost enquiries, timely follow-ups and a clear view of what each customer has bought, been quoted or still owes.
What does the all in one CRM software from Catalystk include?
It includes leads, contacts, follow-ups, deals, tasks, field visits, quotations, proforma invoices, sales orders, tax invoices, payments, reports and the mobile app. Purchase, inventory, manufacturing and accounting sit in the same system, so the CRM connects to the rest of the business.
Is this free CRM software really free for unlimited users?
Yes. Catalystk is free CRM software used by businesses in many countries, with no time limit, no credit card and no cap on users or records. Every CRM tool described on this page, including reports, Excel and PDF export and the mobile app, is part of the free-forever plan.
Is it online CRM software teams can use from anywhere?
Yes. It is online, web based and cloud based CRM software. Sign in from any browser or the Catalystk mobile app; branches, field staff and the office all see the same leads, follow-ups and quotations as soon as they are saved.
Can I use it as customer management, contact management and customer interaction management software?
Yes. Leads, clients and contacts each have their own list, one company can hold several contacts, and missing clients and late-paid clients are listed separately. Conversation notes stay on the record, and the whole customer database exports to Excel or PDF.
Does it work as enquiry management software with follow-up reminders?
Yes. Each enquiry becomes a lead with a source, owner and next follow-up date. Reminders tell the owner what is due, the today follow-up list shows the day's calls, and the missed follow-up list catches anything that has gone overdue.
What makes it useful as sales CRM software for a small team?
Deals carry value, probability, owner, competitor, stage and expected close date, with targets, projections and a journey timeline. Reps quote, raise sales orders and invoice from the same record, so the sales CRM covers the whole cycle and not just the pipeline.
What is free sales CRM software?
Free sales CRM software tracks every deal from first enquiry to won or lost: value, probability, owner, stage and expected close date, with follow-up reminders, quotations and sales projections. In Catalystk it is free for unlimited users, on the web and the mobile app.
How do I choose the best sales CRM software for small business enterprises?
Pick a sales CRM your team will use daily: quick lead entry, clear deal stages, reminders, quotations and invoices from the same record, and reports your manager trusts. Test it free with real deals for two weeks before you commit.
What should the best CRM tool for small business do?
The best CRM tool for a small business captures every lead automatically, reminds you to follow up, turns enquiries into quotations and invoices, and shows simple reports. It should be free to start and need no training.
Is it CRM sales management software with targets and projections?
Yes. Set targets for each salesperson, track achievements against them and review sales projections next to deal values. Managers can follow daily activity through follow-ups, deal stages and field visits with GPS check-in, all without asking for a spreadsheet update.
What can CRM automation software do in Catalystk?
It captures leads from B2B marketplaces, website forms and email, assigns them by territory, product or round-robin, reminds owners about follow-ups, and sends quotations, invoices and payment reminders by email, SMS, WhatsApp or automated voice call.
Does the CRM reporting software include dashboards?
Yes. The analytics dashboard charts new, weekly and monthly leads and quotations, and more than 500 reports cover leads, follow-ups, quotations, deals, sales and payments. Every report can be printed, emailed or downloaded in Excel and PDF.
Is there a CRM with quotation management and AI quotes?
Yes. Quotations are created from the lead or deal with product images, and revisions keep every earlier version. The AI Sales Assistant reads an RFQ supplied as a PDF, Excel, Word file or image and drafts a quotation in about 10 seconds for you to review.
Is Catalystk CRM billing software, or a free CRM with invoicing?
Both. A quotation becomes a proforma invoice, a sales order and a tax invoice (GST, VAT or sales tax) without retyping, payments are recorded against each invoice, and reminders go out by email, SMS or WhatsApp. Billing is free, just like the rest of the CRM.
Does it offer CRM with WhatsApp integration and email integration?
Yes. Send quotations, invoices and reminders by WhatsApp, email, SMS or automated voice call from the record. Email lead capture turns enquiries in your mailbox into leads, and the mobile app adds call and WhatsApp buttons to every lead.
Is there a CRM application for mobile as well as the web?
Yes. The Catalystk mobile app is a free CRM application that shares one account and one set of data with the web version. You can view leads, call or WhatsApp customers, update follow-ups and check in on field visits from your phone.
Can I get free customizable CRM software without paying for setup?
Yes. Statuses, payment modes, units of measurement, document number series, print settings, terms and conditions, company logo and signature are all set from the settings screens, and role-based access controls who sees what. No developer and no fee is needed.
What are the benefits of free CRM software for a growing business?
You can add every salesperson and support colleague without per-user costs, follow up on every enquiry, quote and invoice faster, and see the pipeline on one dashboard. Because nothing is paid, the whole team adopts it together instead of a few licence holders.
How do I find the best free CRM software for my business?
List your lead sources and the documents you send, then test a shortlist on real enquiries for two weeks. Check user and record limits, quotations and tax invoices, reports, Excel and PDF export and a mobile app. The same steps work for businesses of every size.
Can I get the best CRM software for small business free, without installing anything?
Catalystk is not installed on a computer; it is free online worldwide, and the mobile app is a free install on your phone. If you were searching for a download or full version, the CRM software free download page explains how to get started in minutes. Lead information and history stay free.
Is Catalystk CRM suitable for large companies?
Yes. Catalystk is used by businesses in many countries, from small businesses to large corporates. It offers unlimited users and records, role-based access for every team, multi-branch and multi-currency support, and tax invoicing for GST, VAT and sales tax, so the CRM grows with the company.
Is there a CRM for real estate, travel, education or repair businesses?
The same CRM serves them all, and there are guides for real estate, travel agents, education and computer repair businesses, plus a page on CRM software cost if you are planning a budget.
Can I use the CRM platform with purchase, inventory and accounting later?
Yes. The CRM platform shares its customer and product data with purchase, inventory, manufacturing and accounting in the same account, so you can start using those modules whenever you need them without moving data. See free all-in-one ERP software.
Can I download CRM reports in Excel or PDF?
Yes. Leads, contacts, follow-ups, deals, quotations, invoices and every report can be downloaded free in Excel or PDF. Use Excel to analyse the numbers further and PDF to print or share a clean copy with a client, partner or accountant.
Is there a free download of the CRM software?
Catalystk runs in the browser, so the web version needs no download at all. For phones there is a free download of the Catalystk mobile app, and every list and report can be downloaded free in Excel and PDF. See CRM software free download.
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