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ClearPath Consulting

Free Tools

Zoho gives away real, full-featured versions of these apps, free forever, no trial clock. Here is what is worth setting up first, and where to grab each one.

These are Zoho's own free-forever plans, not a ClearPath product. We use and recommend all of them with the small businesses we work with; a couple of the links below go through our Zoho partner account, which costs you nothing extra.
CRM & Sales

Zoho CRM

Manage leads, track deals, and automate follow-ups, free for up to 3 users.

Access Zoho CRM →
CRM & Sales

Bigin by Zoho CRM

A simpler pipeline-only CRM for very small teams just getting off spreadsheets.

Start free →
Scheduling

Zoho Bookings

Let clients schedule calls and appointments straight onto your calendar.

Start free →
Support

Zoho Desk

Close support tickets and keep customer conversations organized in one place.

Start free →
Documents

Zoho Sign

Send, sign, and track contracts and agreements digitally, no more printing.

Start free →
Data Collection

Zoho Forms

Build intake forms, work orders, and surveys, and route submissions automatically.

Start free →
Custom Apps

Zoho Creator

Build simple custom apps, trackers, approvals, dashboards, without writing code.

Start free →
Marketing

Zoho Campaigns

Send email newsletters and drip campaigns that actually look professional.

Start free →
Marketing

Zoho LandingPage

Spin up landing pages to capture leads for a promotion or a new service line.

Start free →
Feedback

Zoho Survey

Run client-satisfaction and feedback surveys and see the results roll in live.

Start free →
Field Service

Zoho FSM

Schedule crews, dispatch jobs, and track work orders, built for trades and field teams.

Start free →
AI

Zia Agents

Build your first AI agent for free, automate a task or answer questions from your data.

Start free →
Analytics

Zoho PageSense

See how visitors actually use your website and find where they drop off.

Start free →

Free Tools FAQ

Are these actually free, or just a trial?

Free forever on the plans linked above, no credit card, no expiring trial. Most of these apps also have paid tiers with more users or features, but the free tier keeps working indefinitely.

Do I need all of these at once?

No, start with whichever solves today's problem (usually Zoho CRM or Zoho Bookings) and add the others as you need them. That's the same one-business-goal-at-a-time approach Zoho recommends in its own onboarding guide, see our Zoho's Recommendations page.

Can ClearPath help me set these up?

Yes, this is exactly what we do. If you would rather not configure it yourself, book a free discovery call and we will scope it out with you.

What happens if I outgrow the free plan?

You upgrade only the specific app you have outgrown, there is no forced bundle. We can help you figure out which paid tier, or whether Zoho One makes sense, once you are there.

Need help choosing? Book a free call →