About FreeAgent CRM

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly.

Get the whole team PRODUCTIVE - Stay in the zone, with personalized task lists and follow-up reminders. Effortlessly breeze through sales-driving activities without leaving the page.

Gain complete VISIBILITY into customer-facing work - Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Gain instant context into all of your customer relationships, and view activity linked to any pipeline change and its impact.

Measure and improve PERFORMANCE - Track and celebrate activities that lead to sales and happy customers. Supercharge your sales cycle with customizable stage gate processes and eliminate all the manual work with automation. Foster a high-five culture and share gameified goal-tracking across your team.

Key benefits of FreeAgent CRM

• Efficiency meets happy. FreeAgent CRM automagically logs and organizes all your emails, meetings, and calls so you spend way more time selling and way less time on admin.

• A workday full of impact. AI-assisted prioritization of next steps keeps you working on what matters most. Effortlessly flow through sales-driving activities that build customer relationships and drive revenue.

• Add the time dimension. Discover the only CRM that enables sales leaders to track every change in week-by-week snapshots of pipeline and linked activity.

• Zoom in. Combine high-level insights with deep-dive tracking; with pivot-able, sum-able boards across all of your CRM data - leads, accounts, deals, and more.

• Ready, set, action. Establish gates and controls and enforce best practice in every deal. Continually optimize your processes and workflows for the ultimate winning play.

• Foster a high-five culture. Hustle Board tracks individual and team activity and celebrates the incremental small steps that lead to BIG sales.

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English, Spanish

Images

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Features

Total features of FreeAgent CRM: 93

  • A/B Testing
  • API
  • Account Alerts
  • Activity Tracking
  • Alerts/Notifications
  • Batch Communications
  • Batch Processing
  • Billing & Invoicing
  • Calendar Management
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Collaboration Tools
  • Commission Management
  • Committee Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Fields
  • Customizable Reports
  • Dashboard
  • Data Import/Export
  • Data Integration
  • Data Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drip Campaigns
  • Email Distribution
  • Email Management
  • Email Marketing
  • Event Management
  • Expense Tracking
  • Field Sales Management
  • Forecasting
  • Goal Management
  • Grant Management
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Match & Merge
  • Meeting Management
  • Membership Management
  • Mobile Access
  • Multi-Channel Communication
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Prioritization
  • Project Management
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Referral Tracking
  • Relationship Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Task Management
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Training Management
  • Volunteer Management
  • Web-based Deployment
  • Workflow Management

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Reviews

Overall rating

4,7 /5
(65)
Value for Money
4,8/5
Features
4,5/5
Ease of Use
4,6/5
Customer Support
4,9/5

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Showing 5 reviews of 65
Kenna W.
Overall rating
  • Industry: Higher Education
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A unique solution for a unique business

Reviewed on 2020/10/22

Overall, I'm really happy with the service and product we are receiving with FreeAgentCRM. From the...

Overall, I'm really happy with the service and product we are receiving with FreeAgentCRM. From the sales perspective, [SENSITIVE CONTENT HIDDEN] was phenomenally responsive to my multiple and various questions, and made the decision process very easy with FreeAgent being a clear winner in meeting the needs and budget requirements we set out with. Our college was starting from scratch with no real CRM solution in place and a lot of fall-through in our processes and communications. [SENSITIVE CONTENT HIDDEN] was understanding and worked with us as we navigated the state purchasing system (since we are a state funded institution and all large purchases go through the attorney general's office). Once the contract was signed, we were seamlessly handed over to the customer success and integration teams, [SENSITIVE CONTENT HIDDEN] made sure to answer all of our questions and work through the set up of the system to meet our specific needs while flawlessly acting as a translator for what the tech team needed for our integration and putting it in to layman's terms for me and my team to understand and respond with what exactly we were looking for and how we planned to use it. FreeAgent has a plethora of functions we need to get started with a CRM without a lot of extras that we either will not use or aren't ready for, but are also constantly improving the platform and adding more capabilities.
TLDR: FreeAgent is the sweet spot for a great product with customizable functionality with stellar customer service.

Pros

After an extensive review of potential CRM solutions to fit the needs of our admissions and recruitment team, we decided on FreeAgentCRM because of the flexibility to integrate with other solutions we were already using and how well it tracks the various interactions we have with a prospective student and applicants.

Cons

Our biggest requirement was that the CRM integrate with our existing Student Information System, and while the integration has taken longer than anticipated (by no fault of FreeAgentCRM or its team) we are on track to be fully implemented in time to test and prepare for the upcoming semester and open enrollment period. The FreeAgent CRM team have been extremely understanding and accommodating to the multiple hurdles we've encountered with trying to integrate to a complex system with minimal API documentation.

Mateo G.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

FreeAgent CRM

Reviewed on 2019/12/14

FreeAgent allows our Sales & Marketing teams to work efficiently and effectively together as one...

FreeAgent allows our Sales & Marketing teams to work efficiently and effectively together as one revenue-focused team. The automation features & Zapier integration has allowed our small team to set up many different marketing automation workflows that have saved us a ton of time.

Pros

The platform is super intuitive, easy to navigate, and simplifies the way we track our joint marketing & sales pipeline. There's no steep learning curve and most importantly, the customer support all the way up through senior leadership has been incredible. They're quick to respond and escalate any issues immediately and there's been plenty of productive face-time with the management team who seems genuinely interested in taking customer feedback to shape their product roadmap. On multiple occasions they've turned around and pushed into production our product feature requests in a matter of days or weeks. Zapier & Mailchimp integrations are a huge plus too!

Cons

Could be more robust on the reporting/dashboard side of things, but I'm told a lot is coming in early 2020 with regards to reporting.

David D.
Overall rating
  • Industry: Education Management
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Free Agent CRM

Reviewed on 2021/02/24

The setup, integration and training were straightforward and relatively easy. The ability to have...

The setup, integration and training were straightforward and relatively easy. The ability to have all our data together, with the data fields we chose and need, and to manage our daily weekly task flow has been an asset to our operations.

Pros

The ability to easily create our own customized data fields along with the ability to filter views and reports by any data field to see all data or any appropriate subset.

Cons

Although there is a mobile application, it is not as easy to use as the desktop version. Dealing with a work-around when prospect leads are duplicates.

Tom W.
Overall rating
  • Industry: Medical Practice
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Perfectly adequate, user-friendly starter CRM software with excellent training/support for...

Reviewed on 2018/07/03

Pros

Customer support & initial training was very good, individualized, patient, and responsive, even before I had committed to purchase.
More features than I use or need for my small start-up.

Cons

Search function is sometimes laborious; difficulty refining search parameters.
Inability to delete contacts that are no longer needed.

Lindsey M.
Overall rating
  • Industry: Consumer Services
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

New Business set up and integration with Free Agent

Reviewed on 2021/02/10

Setup has been very collaborative and accommodating to our schedule as a growing business. Free...

Setup has been very collaborative and accommodating to our schedule as a growing business. Free Agent is easy to use and has saved us a ton of time on a daily basis.

Pros

We utilize all functions of free agent but the best part of this CRM is the ability to completely customize our portal to our specific needs without having to keep a lot of unused features. Very streamline and efficient.

Cons

Nothing to dislike. This software has exceeded all expectations.

Showing 5 reviews of 65 Read all reviews

FreeAgent CRM FAQs

Below are some frequently asked questions for FreeAgent CRM.

FreeAgent CRM offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Available

Starter: $99/month for 3 users Pro: $399/month for 5 users Business: $999/month for 10 Contact FreeAgent CRM for other pricing information.

We do not have any information about FreeAgent CRM features

FreeAgent CRM has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

FreeAgent CRM supports the following languages:

English, Spanish

FreeAgent CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

FreeAgent CRM integrates with the following applications:

Act-On, Asana, Facebook, Gmail, Google Contacts, Intercom, LinkedIn for Business, Mailchimp, Marketo Engage, Microsoft 365, Slack, Zapier, iCloud

FreeAgent CRM offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for FreeAgent CRM.