---
title: "Brevo CRM: Complete Guide to Free Sales & Marketing CRM (2026)"
description: "Master Brevo CRM with this comprehensive guide. Learn setup, features, automation, and how to maximize the free CRM for sales and marketing."
url: https://tajo.io/blog/brevo-crm-guide/
markdown: https://tajo.io/blog/brevo-crm-guide.md
lang: en-US
author: "Set Noa"
author_url: https://tajo.io/set-noa/
published: 2026-03-05
updated: 2026-05-17
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---

[CRM & Sales](https://tajo.io/blog/?category=crm-sales)

# Brevo CRM: Complete Guide to Free Sales & Marketing CRM (2026)

Master Brevo CRM with this comprehensive guide. Learn setup, features, automation, and how to maximize the free CRM for sales and marketing.

CRM software

What can Brevo CRM do?

Brevo includes a CRM on every plan, the free one included, where most competitors charge separately. Contacts, deals, tasks, and pipelines sit in the same database as your campaigns, so sales activity can trigger marketing automation with no integration in between.

[Learn more](https://tajo.io/blog/brevo-crm-guide/#what-is-brevo-crm)

Brevo offers a free CRM that rivals paid alternatives. This guide covers everything you need to know about using Brevo CRM for sales and marketing success.

![Brevo visual automation workflow builder showing multi-step email and SMS sequences](https://tajo.io/_astro/screen-automation.BRjSw5BU_1DJw7D.webp)

![Brevo campaigns listing showing email, SMS, WhatsApp and push campaigns in one view](https://tajo.io/_astro/screen-campaigns.D0VjfE9s_1SdKyE.webp)

![Brevo CRM deals kanban pipeline view with deal stages and contact scoring](https://tajo.io/_astro/deals.uJIB0JTA_ZRGyfF.webp)

![Brevo loyalty dashboard showing points balance, tiers, and reward programme analytics](https://tajo.io/_astro/screen-loyalty.jRxT6mOj_Z1zfm9E.webp)

## What is Brevo CRM?

Brevo CRM is a free customer relationship management system included with all Brevo plans. Unlike competitors that charge extra for CRM features, Brevo includes it at no additional cost.

### Key Capabilities

- **Contact management** - Unlimited contacts with detailed profiles
- **Deal pipeline** - Visual sales tracking
- **Task management** - Follow-up reminders
- **Email integration** - Connected to marketing
- **Automation** - Workflow triggers
- **Reporting** - Sales analytics

## Why Choose Brevo CRM?

### Free Forever

| Feature | Brevo CRM | HubSpot Free | Zoho Free |
| --- | --- | --- | --- |
| Contacts | Unlimited | 1,000,000 | 5,000 |
| Deals | Unlimited | Unlimited | Limited |
| Email integration | Full | Basic | Basic |
| Marketing connected | Yes | Separate | Separate |
| Cost | $0 | $0 | $0 |

### Unified Platform

Brevo CRM connects directly to:

- Email marketing
- SMS campaigns
- WhatsApp messaging
- Automation workflows
- Transactional emails

This eliminates data silos common with separate tools.

## Getting Started with Brevo CRM

### Step 1: Enable CRM

1. Log into Brevo account
2. Navigate to CRM in sidebar
3. Click “Activate CRM”
4. Configure initial settings

### Step 2: Import Contacts

**From CSV:**

1. Go to Contacts → Import
2. Upload CSV file
3. Map fields
4. Complete import

**From other CRMs:**

- Direct integrations available
- API for custom migration
- Support assistance available

### Step 3: Set Up Pipeline

1. Go to Deals → Pipeline
2. Create stages (e.g., Lead, Qualified, Proposal, Closed)
3. Customize stage properties
4. Set automation triggers

## Core CRM Features

### Contact Management

**Contact Profiles Include:**

- Basic information (name, email, phone)
- Company details
- Custom attributes
- Interaction history
- Email engagement
- Deal associations
- Notes and tasks

**Segmentation:**

- Create lists based on attributes
- Dynamic segments that update automatically
- Use for targeted marketing

### Deal Pipeline

**Pipeline Features:**

- Visual kanban board
- Drag-and-drop deals
- Multiple pipelines
- Custom stages
- Deal values
- Expected close dates
- Win probability

**Best Practices:**

1. Keep stages clear and distinct
2. Limit to 5-7 stages
3. Define stage criteria
4. Set expected timeframes

### Task Management

**Task Types:**

- Call reminders
- Email follow-ups
- Meeting scheduling
- Custom tasks

**Automation:**

- Auto-create tasks when deals move
- Reminder notifications
- Overdue alerts
- Team assignments

### Notes and Activity

**Track Everything:**

- Meeting notes
- Call summaries
- Email threads
- Document attachments
- Status updates

## CRM Automation

### Workflow Triggers

**When Contact:**

- Is created
- Attribute changes
- Opens email
- Clicks link
- Visits page

**When Deal:**

- Is created
- Moves to stage
- Is won/lost
- Value changes

### Automation Examples

**Lead Nurturing:**

**Deal Stage Automation:**

**Win/Loss Tracking:**

## CRM + Marketing Integration

### Unified Customer View

Brevo CRM shows:

- Marketing email history
- SMS/WhatsApp interactions
- Website behavior (with tracking)
- Campaign responses
- Automation journeys

### Synced Segmentation

Create segments using:

- CRM deal data
- Marketing engagement
- Combined criteria

**Example:** “Contacts with open deals who clicked last email”

### Cross-Channel Campaigns

1. Identify contacts in CRM
2. Create targeted segment
3. Send email campaign
4. Follow up with SMS
5. Track in CRM

## Sales Reporting

### Built-in Reports

- **Pipeline overview** - Deals by stage
- **Revenue forecast** - Expected revenue
- **Activity summary** - Tasks and interactions
- **Team performance** - By salesperson
- **Conversion rates** - Stage progression

### Key Metrics

| Metric | What It Shows |
| --- | --- |
| Win rate | % of deals closed successfully |
| Average deal size | Mean deal value |
| Sales cycle | Time from lead to close |
| Pipeline value | Total potential revenue |
| Activity rate | Interactions per deal |

## Team Collaboration

### User Roles

- **Admin** - Full access
- **Manager** - Team oversight
- **Sales rep** - Own deals/contacts
- **Marketing** - Campaign access

### Assignment Features

- Round-robin lead assignment
- Territory-based routing
- Manual reassignment
- Team visibility settings

### Communication

- Internal notes
- @mentions
- Task assignments
- Activity feeds

## Brevo CRM vs Alternatives

### vs HubSpot CRM

| Feature | Brevo | HubSpot |
| --- | --- | --- |
| Contact limit | Unlimited | 1M |
| Marketing included | Yes | Separate product |
| SMS/WhatsApp | Included | Paid add-ons |
| Learning curve | Low | Medium |
| Best for | SMBs | All sizes |

### vs Zoho CRM

| Feature | Brevo | Zoho |
| --- | --- | --- |
| Free tier | Generous | Limited |
| Email marketing | Built-in | Separate |
| Multi-channel | Yes | Limited |
| Complexity | Simple | Complex |

### vs Pipedrive

| Feature | Brevo | Pipedrive |
| --- | --- | --- |
| Cost | Free | $14+/user |
| Marketing | Included | No |
| Pipeline UI | Good | Excellent |
| Automation | Good | Good |

## Advanced CRM Tips

### 1. Custom Attributes

Create fields specific to your business:

- Industry
- Lead source
- Product interest
- Decision timeline
- Budget range

### 2. Pipeline Stages

Align with your sales process:

1. New lead
2. Contacted
3. Qualified
4. Demo scheduled
5. Proposal sent
6. Negotiation
7. Closed (Won/Lost)

### 3. Automation Rules

Set up time-savers:

- Auto-assign leads by source
- Move deals after X days inactive
- Send alerts for high-value deals
- Create tasks for stale deals

### 4. Integration Strategy

Connect Brevo CRM with:

- Website forms
- Calendar tools
- Communication apps
- Accounting software
- E-commerce platforms

## E-commerce CRM Use Cases

### E-commerce Pipeline

Adapt CRM for retail:

1. Browser → First-time visitor
2. Subscriber → Email signup
3. First purchase → Customer
4. Repeat buyer → Loyal
5. VIP → High-value

## Common CRM Mistakes

### 1. Not Using It

**Problem:** CRM sits empty **Solution:** Make it part of daily workflow

### 2. Incomplete Data

**Problem:** Missing information **Solution:** Require fields, use automation to enrich

### 3. No Process

**Problem:** Inconsistent usage **Solution:** Define clear stages and criteria

### 4. Siloed Data

**Problem:** CRM disconnected from marketing **Solution:** Use Brevo’s unified platform

## Getting More from Brevo CRM

### Upgrade Path

As you grow, Brevo offers:

- More automation workflows
- Advanced reporting
- Additional users
- Priority support

## Conclusion

Brevo CRM provides enterprise-level features at no cost:

- **Unlimited contacts and deals**
- **Full marketing integration**
- **Automation capabilities**
- **Multi-channel communication**

Ready to start?

## Where Tajo fits

Tajo is the agentic integration builder. Keep your providers. Agents connect everything else, and you approve each sync. Tajo is in early access. [Request early access](https://tajo.io/#early-access)

## Frequently Asked Questions

**Is Brevo CRM free?**

Yes. Brevo includes a free CRM with unlimited contacts, deal pipelines, task management, and basic automation. It's one of the few platforms offering a truly free CRM alongside email marketing.

**What can I do with Brevo's CRM?**

Manage contacts and companies, track deals through customizable pipelines, set tasks and reminders, segment contacts, automate workflows, and sync with your email marketing campaigns.

**How does Brevo CRM compare to HubSpot?**

Both offer free CRMs. Brevo's CRM is simpler and more affordable when scaling, while HubSpot offers more advanced sales features. Brevo is better for businesses focused on marketing automation.

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