FreeAgent CRM

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27

Recommendations

FrontRunners 2021

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About FreeAgent CRM

FreeAgent is a complete CRM platform and robust work management system. FreeAgent helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. Whether it’s a deal, a project, a support ticket, or anything else, FreeAgent helps your team stay on task. FreeAgent automagically logs and organizes your team's emails, calls and meetings so you can remove tedious tasks from your to-do list. Designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization. By eliminating time spent searching for information and reducing manual data entry, FreeAgent empowers leaders to optimize sales, marketing, customer success, pro...

FreeAgent CRM Pricing

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

Starting price: 

$99.00 per month

Free trial: 

Available

Free version: 

Not Available

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FreeAgent CRM User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 67 reviews

Christian

Artisight

Verified reviewer

Company size: 11-50 employees

Industry: Information Technology and Services

Time used: Less than 6 months

Review Source

This review was submitted organically. No incentive was offered

Ease-of-use

4

Value for money

5

Customer support

5

Functionality

4

Reviewed May 2021

Excellent Sales Focused CRM

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.

Pros

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.

Cons

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

Reasons for choosing FreeAgent CRM

It offered nearly everything I was looking for at a much more competitive price. Every interaction I had throughout ore sales was positive which continued into deployment.

Kenna

West Virginia University at Parkersburg

Verified reviewer

Company size: 51-200 employees

Industry: Higher Education

Time used: Less than 6 months

Review Source

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed October 2020

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.

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.

Alternatives Considered

Slate

Reasons for choosing FreeAgent CRM

The price and functionality were really unbeatable. They were not the cheapest option but the customer service was above and beyond what we received from the cheapest company and in a field that depends on good communication, we felt that a company that practices what they preach was going to be a good fit.

Tom

LabShare Partners, LLC

Verified reviewer

Company size: 1 employee

Industry: Medical Practice

Time used: Less than 6 months

Review Source

This review was submitted organically. No incentive was offered

Ease-of-use

4

Value for money

4

Customer support

5

Functionality

3

Reviewed July 2018

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

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.

David

Rosedale Technical College

Verified reviewer

Company size: 51-200 employees

Industry: Education Management

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

5

Value for money

4

Customer support

4

Functionality

4

Reviewed February 2021

Free Agent CRM

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.

Reasons for choosing FreeAgent CRM

Price and flexibility

Mateo

Human API

Verified reviewer

Company size: 11-50 employees

Industry: Information Technology and Services

Time used: Less than 12 months

Review Source: Capterra

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

4

Reviewed December 2019

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.

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.

Alternatives Considered

Salesforce Sales Cloud

Reasons for choosing FreeAgent CRM

FreeAgent's straightforward workflow enables our Marketing & Sales teams to be more productive and more aligned. Not to mention, the customer service and attentiveness of the Product Team is beyond anything we would get from Salesforce or any of the other major players. FreeAgent is the perfect CRM to grow with and adapt to our ever-changing business needs.

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