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.

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!

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.

I've been so pleased with their support I just had to write a glowing review. If I ever needed a job, I might just go apply to be a CRM integrator - this experience has been fun! Thanks [sensitive content hidden] and team!

Honestly the best CRM I've used and implemented. The ease of out-of-the-box customization, the readily-available documentation, the super customizable external customer support Portal for ticketing systems, the stellar and responsive support makes FreeAgent CRM one of the best vendor provided products I've ever worked with in my entire IT/CS career. No exaggeration! Plus, it looks great, simple, the UX is intuitive. This CRM is feature packed and the customization options are seemingly endless. New features are constantly being pushed out and the vendor has been extremely supportive in developing enhancement requests. The reporting features, the ability to integrate with 3rd party software like Twilio and Zapier... I could go on and on.I wouldn't pay attention too much to the cons listed in the previous reviews about certain lack of features. The vendor is constantly improving their product offerings. Someone complained about contacts not being able to be filtered by the company selected, and I think this person didn't read the documentation or explored the features very well, because we have this feature implemented across many of our CRM apps. Questions on features, bugs, issues, enhancements, etc. have been very well received. If we can't figure out how to do something the way we want it, the support team with FreeAgent has always been extremely helpful. Our CRM implementation went smoothly, we planned out and documented steps, and we couldn't be more pleased.

I really can't think of anything I don't like about FreeAgent. Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed.

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.

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

Migrating a CRM has to be one of the most daunting and challenging things a company can do. Every step of the process was made as painless as possible by [SENSITIVE CONTENT] and her team. Constant check-ins and offers of assistance to get it done. After traversing to a live client that same level of importance was continued with [SENSITIVE CONTENT] and our account management team. Engineers attending a call is unheard of elsewhere.

The Dashboards were the winning feature. And the blank canvas approach was unexpected but fun and very unique.

Having to export from our previous CRM was a lot of work. Fields and values were translated into unusable data and it required a lot of work to reconnect all of the dots in order to import the data into FreeAgent. The process of learning something new was a little challenging.

FreeAgent CRM helps me stay on top of any changes and updates my team members make to our prospect list. With the help of various "Automations", I am kept in the loop if a change was made or a special note was entered. The system also helps my team stay accountable, on task and better organized.

The most useful "Pro": The upload capabilities - No more adding and updating one-by-one. One upload and all of your data is populated and ready to use. The most surprising "Pro": Custom-ability - The FreeAgent team worked side-by-side with us to set up and implement a system that would work BEST for our specific requirements as a Property/Casualty insurance agency. Including introducing and implementing 'custom code' solutions, unique to our needs. The BEST "Pro" - The Chat function - Most issues or questions can be addressed within a few moments.

I would love to see more integration between the various CRM "apps" and the interface FreeAgent calls "Lines" that sit inside the apps, (I will say that since we have signed on - about 6 months ago- they have already made improvements) In addition, greater flexibility or higher inclusion when running reports and lists in regards to contacts and their assigned account. (it would be beneficial to me to somehow combine these: so interactions and opportunities will be shown together regardless if the "item" is pertaining to the account, or the contact. (my current understanding is that reports are to be run separate from each other)

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.

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.

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.

So far it’s been very good. I was comparing them to Salesforce and asked a lot from my sales rep. He was able to demonstrate everything I was asking for and pulled in resources to ensure it would work for us. The ability for them to do nearly everything I requested coupled with their cost made it a no brained compared to the big guy.

It was built for sales not marketing. It’s a little daunting at first as most everything has to be built but all the building blocks are there. They are actively taking feedback and rolling out updates as well - while we’ve only been a customer for 3 months we’ve already had new features added each month.

The way data is nested or lack there of is something that needs immediate attention. Currently when attaching a contact to a deal or a quote you see all contacts available not just ones associated to that account. Probably fine for companies in the small business or consumer space but it doesn’t work in mid-market and enterprise when I have 3 Tom Jones and there is no way to decipher who is who

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.

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!

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!

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.

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.

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.

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.

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.

Nothing to dislike. This software has exceeded all expectations.

Great product, EXCELLENT customer service. You won't find anything comparable to this for the price.

I was looking for something to stay in front of my clients and prospects when I purchased this product. Over the course of 18 months they have added so many features and enhancements that I would never have expected. I haven't quite got them all down yet on how to use, but I'm getting there and the support staff is top notch! They get back to you right away, check up on you after they help with your issue, and all around make the software much more enjoyable to use. You won't find a better CRM for the money.

The only negative thing I found with this software is how many different times I have to put in peoples information in different areas. It should just transfer over.

From initiating contract with the sales person to launching the project with the implementation team [SENSITIVE CONTENT HIDDEN]....it felt pretty seamless. I was very very impressed and I have been a CRM hater from way-back since my experience at a big Pharma Company using SalesForce. ugh!

We are a small start-up business. We needed CRM that: 1) wouldn't break the bank; 2) was customizable; 3) was intuitive to use; 4) didn't use complicated terms when simple terms work better (e.g. Sales Force "child account" "Parent Account".....who talks like that? We customized our terms for our little business with terms that we use to talk about customers and accounts.

Although Free Agent is the simplest system to use in the business, it takes some getting used to. You have get in there and use it a few times, you have make edits and changes to the terms, drop down options....it's not as intuitive as I would like, but that's what the Help team is for.

Free Agent has allowed me to track all the individuals and companies I work with and keep it all in one place. Allowing me to be more productive and staying in front of call my clients, prospects and referral sources.

I love how you can customize the work flow it best fit you and your need. You can make the system fit you, not the other way around.

My con is not that terrible. I love Free Agent but with all the new updates their are things I built out that can be done so simply now. But all good things!

The software is excellent. I have worked for 2 large organizations, Robert Half International and Randstad, where I managed sales teams, and this software exceeds the capabilities of the software I utilized at these organizations. It is easy to customize to my business needs and the customer support is excellent.

I loved that I was able to customize it to fit my needs. I also loved the dial feature where I could go down the list and just click and dial.

It didn't integrate seamlessly with my cell phone when I was using the click and dial option. I believe a land line worked better, but then again I'm not an expert so maybe I could have done something better on my end. However, I wasn't able to figure it out.

Keeping track of opportunities.

I like ease of use and the responsiveness of customer service. This is a great product for small to medium size companies.

I would like product to sync with Constant Contact.

One stop for all of my client details and transactions. Easy to use, great agent support.

The continual effort to add new functions and features.

Having to learn new technology. I am not well versed in using computer software and integrations.

Great. I worked daily with [SENSITIVE CONTENT] and he was very responsive to our requests. We did not have a complete idea of the process flow when we started and he was able to get us started and roll with the punches as we evolved the process.

We liked how it worked as a process flow management tool. We looked at other tools, such as salesforce, and they were not easy to conceptually fit into our process. FreeAgent was able to flow records (projects) along multiple stages that added new data at each stage gate.

The charting and visualization leave a bit to be desired. Font sizes, spacing, overall aesthetic things could be improved.

Great staff and help with every issue...upbeat...great people to work with

The ability to automatically archive all email communication with donors and members has been super invaluable as well as an easy to use next steps and imbedded email/phone communications interface is simply invaluable. It eliminates what was formerly time consuming steps to make sure all communications was kept in a person's record.

Would have liked one or two more "find" and "filter" features.

I used to use notebooks to keep organized and that just is really old school compared to this. Way more easy and organized to use this now.

Easy to use . Organizing my data base live for myself and team. App is great to use when not in the office.

We haven't even really tapped everything this system does for us yet.

Overall we have had a pleasant experience with FreeAgent. The setup was fairly easy, and the team at FreeAgent seem open to new ideas and feedback about the software.

I like the lay out of the software. Its pretty easy to navigate around and the overall quality of the design is nice.

Uploading files is possible to a group/individual; however, it just goes into the 'feed'. Would like to see a separate section where any files we upload to a specific person/company is stored (rather than having to search though the feed to find it)

Everything has been easy so far, which as a business owner, you can't ask for more. From working with sales, to on-boarding, to the product...it's been great.

We have different teams working with manufacturers, distributors, vendors, and so on and this brings everything together and gets everyone on the same page. Each team has different processes and honestly some are less tech savvy than others, so having one easy to use and intuitive tool has been great.

I really like to get into the weeds on documentation and some areas could be a little more thorough, but even that's improved in the last few months. And if I still have questions, their customer support team is pretty awesome.

It feels like much more of a partner vs. vendor relationship. The Customer Success team @ FreeAgent are always there to answer product questions or lean on for configuration advice.

FreeAgent supercharged our insurance firm. My sales team was up & running within days of making the decision to adopt this CRM platform and I didn’t have to hire someone to maintain the software. It’s crazy how easy it is to tailor the software to your unique business.

Didn’t have the ability to calculate commissions, but, thankfully, they just introduced calculated fields into the platform.

The package is perfect for not only customer retention but for opportunity revenue tracking and forecasting One other fab feature of free agent is the easy integration of mail chimp All this at a reasonable price...................perfect and easy to recommend Rebecca Bartlettt-Jones

I love the flexibility of this CRM and how 99% of the program can be customized. The online help is brilliant and actually live . The agents are patient , prompt, responsive and understanding.

I cant complain about anything particular.

Free Agent has demonstrated to me that they are committed to delivering the most flexible all in one CRM and Project Management software in the market. They have been true to their word and are making progress weekly.

Flexibility in setting up workflow tabs to include custom ad-hoc fields. Easy to use. Great customer support.

Calendar: limited views - not like Google - yet!

It’s been fantastic from the product to the people. I couldn’t ask for more from a CRM solution.

FreeAgent’s out-of-the-box integrations (email, phone, and calendar) centralize everything into one place. My team loves using it, it makes them more productive, and as a result I have the visibility I need across all our prospects and customers. As we grow, our teams and processes will change and I refuse to re-implement another CRM in 12-months time. FreeAgent’s platform can manage my existing use case, and we’ve already roadmapped other areas to consolidate onto their platform.

Nothing major. I do wish FreeAgent was around when I created my 1st startup years ago, but I don’t hold that against them.