woman on laptop alone in office
Even free software, when it's right for your business, can improve your sales process. — Getty Images/nortonrsx

Using the right software can dramatically improve your sales process, but what if you’re working with a tight budget? If you want to make more sales and save money at the same time, check out these 10 free sales tools for your small business.

[Read More: How to Boost Sales on a Tight Budget]

Hubspot Sales Free

Hubspot is a leader when it comes to effective sales and marketing tools, and the company’s free software is a great place for most small businesses to start.

The free version comes with a CRM, email scheduling, a reporting dashboard and more. You can also use Hubspot to monitor your website visitors, and see what pages they are viewing and spending the most time on.


FindThatLead makes it easier to find verified emails for new prospects. You can also use these leads to develop email campaigns and track and monitor your results.

With the free plan, you’ll get 50 monthly credits and can send up to 250 emails a day. The free plan can be a good place to start, and you can always upgrade if you find you need a more robust solution.


FindThat.Email is one of the best tools for finding verified email addresses. You can use the Chrome extension to find a prospect’s email address through social media sites, or you can use the bulk email finder to locate multiple emails on a website or within a company. The free plan comes with up to 50 credits for one user.


CharlieApp will save you from spending hours researching prospects. The app automates the sales research for you and sends you a one-page briefing the day before your meeting. That way you can go into a meeting with a prospect well-informed.

The app website doesn’t list pricing information, but it does look like you can sign up for a free demo of the software.

Streak CRM for Gmail

Streak CRM integrates with your Gmail account and automatically pulls data from your contacts and email addresses. You’ll receive notifications as your prospects continue to move through the sales pipeline.

Streak also provides email tracking and scheduling options. The free version gives you access to the core CRM, email tracking and mail merge.

Learn more about how to boost your sales during challenging times with our latest episode of CO— Blueprint.

HelloSign ensures that every electronic signature is legally binding, so you’ll know your contracts are secure.


Calendly is a free appointment scheduling software, and it will save you from wasting time on back-and-forth emails about meeting availability. You simply send your prospect a link to your scheduler, and they pick the meeting time that works best for them.

Calendly integrates with Google Calendar and Office 365, and you can embed the scheduler on your website. With the free plan, you can schedule unlimited events and receive automated event notifications.


Bananatag lets you track who has opened your emails, so you’ll know whether a prospect is ignoring you or not. The software syncs with Gmail and Outlook, and you can use the drag-and-drop features to design your emails as well.

The company doesn’t state its pricing on its website, but it does offer a free trial of the software.


Zoom is a great option for anyone who regularly hosts video conferences. The software is free for up to 100 participants, though there is a 40-minute meeting limit. But the quality of the videos is excellent, and you can require participants to enter a meeting password for added security.


HelloSign is electronic signature software, with a free plan that allows you to request three signatures per month. The software integrates with Google Drive, and you’ll receive status notifications about your proposals.

HelloSign ensures that every electronic signature is legally binding, so you’ll know your contracts are secure.

Google Sheets

You may need a way to track information about your prospects outside of your CRM. This is where Google Sheets can come in handy. Google Sheets lets you make charts and graphs, and the software is fairly intuitive and easy to use.

You can get started with one of the many templates Google offers, and you can access your documents from anywhere. You can also share your documents with your sales team, and multiple people can collaborate and edit the documents at once.

[Read More: How to Create a Successful Virtual Sales Process]

CO— aims to bring you inspiration from leading respected experts. However, before making any business decision, you should consult a professional who can advise you based on your individual situation.

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Published July 16, 2020