Whether you’re just getting started in revenue operations or you’ve been building your career for years – it’s always exciting to find a new tool to add to your collection. (Especially when it’s free.)
We rounded up a list of revenue operations tools that are all completely free or offer a free plan to get started. Some are designed specifically for RevOps folks in mind. Others are more general tools that could fit into your project management or communication workflow.
As your company grows, your role in revenue operations grows with it – and becomes more and more complex. From CRM data analysis to contact enrichment to de-duplicating Salesforce contacts, use these tools to keep up with supporting a growing revenue organization.
We’ll keep this list up-to-date as we find new free tools to help you build and optimize your revenue operations function.
15 free RevOps tools
- CRM Health Grader by SetSail
- Fieldspy by Sonar
- No Duplicates by At home
- Sales Dashboard by GSP
- Email Finder and Outreach by Reply
- Hubspot CRM
- LeadIQ Prospecting
#1: CRM Health Grader by SetSail
If you’ve ever felt frustrated that you can’t trust your Salesforce data, and you want to get to the root of the problem, the CRM Health Grader is for you.
The CRM Health Grader securely scans your Salesforce and identifies 12 critical indicators of CRM health, including:
- Opportunities without recent activity
- Contacts missing key data
- Poor account coverage
- Low rep activity levels
You’ll get a CRM Health Score plus a detailed report outlining your most serious data challenges to prioritize and fix first.
Try it out here.
Flowdometer is a workflow optimization platform for setting SLAs in Salesforce. It includes a range of features to measure, analyze, and streamline processes.
Its free version allows users to create up to five workflows and track up to 100 tasks per month. The platform's features include customized workflows, task tracking, alerts, analytics, and team collaboration.
RevOps teams can use Flowdometer to optimize their operations by identifying bottlenecks and inefficiencies in their workflow processes.
The platform's task tracking feature allows teams to monitor the progress of individual tasks, assign them to specific team members, and add comments and attachments. This enables teams to prioritize their work, collaborate more effectively, and ensure that tasks are completed on time.
Try it out.
#3: FieldSpy by Sonar
FieldSpy is a free tool on the Salesforce app exchange that enables users to gain insight into field usage on their Salesforce objects.
By understanding how often fields are being used and why, users can make informed decisions about which fields to keep or delete, reducing clutter and eliminating technical debt within their Salesforce. FieldSpy works seamlessly with both standard and custom fields and provides a clean and intuitive user experience.
RevOps teams can use Fieldspy to clean and organize Salesforce. For example, by using FieldSpy to perform a quick field clean-up project, RevOps can declutter their page layouts and provide a better user experience for their teams.
Additionally, FieldSpy can help RevOps teams to understand their Salesforce object limits, including limits on custom fields, active validation rules, and roll-up summaries. By having this information readily available, RevOps teams can avoid hitting these limits and plan for future growth.
FieldSpy can also be used to perform Salesforce field audits across multiple objects, allowing users to get more done in less time.
Check it out.
#4: No Duplicates by At home
No Duplicates is a Salesforce app available on the Salesforce AppExchange that helps users manage duplicates in their Salesforce CRM data. The app uses advanced matching algorithms to identify duplicate records and allows users to merge or delete them quickly and easily.
With No Duplicates, users can configure custom matching rules and merge strategies, which allows them to find and eliminate duplicates based on their specific business needs. The app also provides an easy-to-use dashboard that gives users a visual representation of their duplicate data and helps them identify patterns and trends.
RevOps teams can use No Duplicates to improve the quality of their data and reduce the risk of errors and inconsistencies in their Salesforce CRM. By eliminating duplicates, RevOps teams can improve their sales and marketing efforts, increase customer satisfaction, and reduce operational costs.
Try it out.
#5: Sales Dashboard by GSP
Sales Dashboard by Gary Smith Partnership gives you powerful visibility into the size, trends, and quality of your sales pipeline, as well as overall sales performance.
It’s fully customizable to your Salesforce instance. Go here for more information on how to get started. Keep in mind – historical trending must be enabled before the dashboard is installed.
And download from the Salesforce app exchange here.
CloudToolkit offers a comprehensive set of tools for Salesforce administrators and developers to manage and optimize their Salesforce instance.
For example, a RevOps manager may use CloudToolkit to streamline their Salesforce operations, automate routine tasks, and gain insights into key performance metrics to drive revenue growth.
With its data management features, CloudToolkit can help RevOps teams clean and standardize their data, eliminating duplicates and ensuring data accuracy. Its automation capabilities can also help RevOps teams automate routine tasks, reducing manual workloads and freeing up time for more strategic initiatives.
Finally, CloudToolkit's reporting and analytics capabilities provide insights into key performance metrics, enabling RevOps teams to identify areas for improvement and make data-driven decisions to drive revenue growth.
Here’s the link.
#7: Email Finder and Outreach by Reply
Email Finder and Outreach by Reply is a free Chrome extension that is ideal for RevOps teams as it enables sales reps to quickly find relevant emails from customers and prospects.
By using the robust search algorithm, sales reps can save time, track communication with customers and prospects, and automate follow-up tasks, ultimately increasing productivity.
Salesflare is a sales automation tool that can be used by RevOps to track sales activities. It offers features such as lead management, contact management, and email tracking.
With Salesflare, the RevOps team can manage leads, track deals, and automate repetitive tasks to save time and increase efficiency.
Salesflare's free plan is limited to two users and includes basic features, making it ideal for small teams.
Sign up here.
Feedly is a content aggregation tool that can be used by RevOps to track industry news and trends.
With Feedly, the RevOps team can subscribe to RSS feeds and other sources of industry news to stay informed about new opportunities and emerging trends.
Feedly's free plan allows users to subscribe to up to 100 sources, making it an ideal tool for small teams.
Check it out.
#10: HubSpot CRM
HubSpot CRM is a cloud-based CRM system that offers a free plan with features such as lead management, deal tracking, and email tracking.
It also offers a visual dashboard that allows RevOps teams to track their sales activities and monitor their progress.
With HubSpot CRM, the RevOps team can manage leads, track deals, and collaborate with other teams to close more deals.
HubSpot CRM's free plan is ideal for small teams that are just starting out.
Trello is a project management tool that is commonly used by RevOps to track sales activities. With Trello, the RevOps team can create boards and cards to manage leads, track deals, and collaborate with team members.
They can also visualize their sales pipeline and monitor progress towards closing deals. Trello's free plan offers unlimited boards, cards, and members, making it an ideal tool for small teams.
RevOps teams can use Owler to stay up-to-date on important news and changes in the companies they are targeting.
The company insights and news it provides for contacts in your CRM or email list can improve communication and strengthen relationships with clients.
Check it out here.
#13: LeadIQ Prospecting
RevOps teams can use LeadIQ Prospecting to find accurate contact information for leads with ease.
The machine learning algorithm that it uses can search millions of data points to provide the most up-to-date information for sales reps to reach out to potential clients, increasing the chances of closing deals.
Try it here.
Discoverly is ideal for RevOps teams as it provides insights on social media profiles for contacts in your CRM or email list.
Sales reps can use it to view social media profiles for their contacts directly from their CRM or email client, making it easier to tailor their communication to individual prospects and customers.
Mixmax provides sales automation capabilities. The features include scheduling meetings, tracking email opens, and sending automated follow-up emails, enabling sales reps to save time and focus on closing deals.
Check out the free plan capabilities here.
Check your CRM Health Score today
Get started with one of the top free RevOps tools: the CRM Health Grader. Scan your Salesforce and get an instant look at what sales data you’re missing.
Find and fix your worst data challenges here.