FreeAgent CRM

CRM + Work Management | Work's better

4,7 /5 (50 reviews) Write a Review!

FreeAgent CRM Overview

What is 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.

FreeAgent CRM Overview

Pricing

Starting from
US$99,00/month

Pricing options

Free Trial
Subscription
Value for money

Starter: $99/month for 3 users
Pro: $399/month for 5 users
Business: $999/month for 10

Contact FreeAgent CRM for other pricing information.


FreeAgent CRM Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English, Spanish

Media

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FreeAgent CRM Reviews

FreeAgent CRM Reviews

Overall rating
4,7
/
5
Excellent
35

Very good
13

Average
2

Poor
0

Terrible
0

Value for Money
4,7
Features
4,5
Ease of Use
4,6
Customer Support
4,9
96% recommended this app
Mateo G.

FreeAgent CRM

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.


Kenna W.

A unique solution for a unique business

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.


Tom W.

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


Peggy M.

A CRM that does just what I need it to do!

The customer service I have had with FreeAgent from the first initial contact through the purchase and training and the helpdesk on various issues has been top notch! It's super easy to reach out and ask a question about how to do something or if the software can do something and they respond in a timely and professional manner.
This software has really helped us organize our giant list of contacts. I KNOW without a doubt, we've made more money using this CRM! Having a quick way to track who I need to contact and what the last contact was is worth every penny.


Leslee R.

Organization made easy

When selling ads, often you have to touch clients multiple times to make the sale, so I love that all my activity is documented so I can see who I still need to be contacting.


Mateo G.
Industry: Information Technology & Services
Company size: 11-50 Employees

FreeAgent CRM

Used Daily for 6-12 months
Reviewed on 2019/12/14
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Kenna W.
Industry: Higher Education
Company size: 51-200 Employees

A unique solution for a unique business

Used Daily for 1-5 months
Reviewed on 2020/10/22
Review Source: SoftwareAdvice

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Tom W.
Industry: Medical Practice
Company size: Self Employed

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

Used Daily for 1-5 months
Reviewed on 2018/07/03
Review Source: SoftwareAdvice

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Peggy M.
Industry: Marketing & Advertising
Company size: 2-10 Employees

A CRM that does just what I need it to do!

Used Daily for 6-12 months
Reviewed on 2019/12/10
Review Source: Capterra

The customer service I have had with FreeAgent from the first initial contact through the purchase and training and the helpdesk on various issues has been top notch! It's super easy to reach out and ask a question about how to do something or if the software can do something and they respond in a timely and professional manner.
This software has really helped us organize our giant list of contacts. I KNOW without a doubt, we've made more money using this CRM! Having a quick way to track who I need to contact and what the last contact was is worth every penny.

Pros

I was looking for a program that was easy to use since I needed it to be used by someone with limited technical ability. Super easy to use for people of all technical experience levels. Very little set up or training needed to get started and that was HUGE!
Love the mobile app and that it has all the capabilities of the desktop version!

Cons

I know it has some cons, but recently there have been some updates that really picked up all the things I was hoping the software would do, I am struggling to think of something. I used to complain about the email font - but they just fixed that and there are a lot of new options to make your email look professional!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Leslee R.
Industry: Publishing
Company size: 2-10 Employees

Organization made easy

Used Daily for 1+ year
Reviewed on 2019/12/10
Review Source: Capterra

When selling ads, often you have to touch clients multiple times to make the sale, so I love that all my activity is documented so I can see who I still need to be contacting.

Pros

I needed an easy but thorough way to keep track of all of my clients/our clients in our business. It gives me all the details I need when looking for what I need, who I need, and where I'm at in the sale process.

Cons

Sometimes when searching for contacts it will just take start searching when you type one letter and not let you finish the name so you have to redo it. And I wish there was a way to mass email like mail chimp but without having to purchase another software service.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,3/10
Based on 50 user ratings
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FreeAgent CRM Pricing

FreeAgent CRM Pricing

Starting from
US$99,00/month
Free Trial
Subscription
Value for money

Starter: $99/month for 3 users
Pro: $399/month for 5 users
Business: $999/month for 10

Contact FreeAgent CRM for other pricing information.

Starter: $99/month for 3 users
Pro: $399/month for 5 users
Business: $999/month for 10

Contact FreeAgent CRM for other pricing information.

Value for Money
4,7/5
Based on 50 user ratings
Compare value for money rating with alternatives
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FreeAgent CRM Features

FreeAgent CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4,5/5
Based on 50 user ratings
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Categories

Additional information for FreeAgent CRM

Additional information for FreeAgent CRM

Key features of FreeAgent CRM

  • Activity Tracking
  • Channel Management
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract Management
  • Customer Database
  • Document Storage
  • Email Integration
  • Email Marketing
  • Field Sales Management
  • Forecasting
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Prospecting Tools
  • Referral Tracking
  • Sales Forecasting
  • Shared Contacts
  • Task Management
  • Territory Management
  • Third Party Integration
  • Workflow Management

Benefits

• 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.

FreeAgent CRM FAQs

FreeAgent CRM FAQs

Below are some frequently asked questions for FreeAgent CRM.

Q. What type of pricing plans does FreeAgent CRM offer?

FreeAgent CRM offers the following pricing plans:

Starting from: US$99,00/month

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.

Q. What are the main features of FreeAgent CRM?

FreeAgent CRM offers the following features:

  • Activity Tracking
  • Channel Management
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract Management
  • Customer Database
  • Document Storage
  • Email Integration
  • Email Marketing
  • Field Sales Management
  • Forecasting
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Prospecting Tools
  • Referral Tracking
  • Sales Forecasting
  • Shared Contacts
  • Task Management
  • Territory Management
  • Third Party Integration
  • Workflow Management

Q. Who are the typical users of FreeAgent CRM?

FreeAgent CRM has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business

Q. What languages does FreeAgent CRM support?

FreeAgent CRM supports the following languages:

English, Spanish

Q. What type of pricing plans does FreeAgent CRM offer?

FreeAgent CRM has the following pricing plans:

Subscription

Q. Does FreeAgent CRM support mobile devices?

FreeAgent CRM supports the following devices:

Android, iPhone, iPad

Q. What other apps does FreeAgent CRM integrate with?

FreeAgent CRM integrates with the following applications:

Act-On, Asana, Facebook, Gmail, Intercom, LinkedIn, Mailchimp, Marketo Engage, Microsoft 365, Slack

Q. What level of support does FreeAgent CRM offer?

FreeAgent CRM offers the following support options:

Phone Support, Online Support, Knowledge Base, Video Tutorials