Welcome to FreeCRM Documentation

FreeCRM is a flexible CRM platform for teams that need more than a fixed set of fields and workflows. This documentation explains the main product areas, how to configure them, and how to use them in day-to-day work.

This site is a living set of docs and will continue to expand. Some screenshots still show the previous interface while the new UI documentation is being updated, but the feature descriptions and workflows here are intended to reflect the current product.

Core features include:

• Custom data models and record templates: shape contacts, companies, deals, cases, tasks, and other records around your own process instead of forcing your process into a rigid schema.
• Public booking pages and scheduling: publish a booking link, define your availability, and let people schedule time with you through a public calendar page.
• Integrated communications: work with email, telephony, SMS, and WhatsApp from inside the CRM, with activity tied back to the relevant records.
• Automation: rules that act on your records for you — when something changes, or when a record has sat untouched for long enough.
• Campaigns: run email and SMS campaigns and keep outreach activity connected to your CRM data.
• Forms: collect new leads or update existing records through hosted or embedded forms.
• Deal Management: Manage the deal life cycle all the way to generating an invoice through the system.
• Integrations: Integrations with Google, Microsoft, Zoom, Zoho, Docusign and other platforms to connect your existing tools to FreeCRM. Zapier is included to connect everything else.
• A.I.: Leverage artificial intelligence to automate tasks, gain insights, and enhance your CRM experience.

Use the table of contents to jump to the feature you need. Each guide focuses on the practical workflow, setup steps, and the settings that matter.

Welcome to FreeCRM, we appreciate you are here.