FreeAgent CRM Software


 

FreeAgent CRM is a cloud-based customer relationship management (CRM) solution for sales and marketing teams in small and midsize businesses. The solution enables users to manage leads, contacts, emails and calls, accounts and deals, and build custom reports and dashboards.

FreeAgent CRM allows users to capture leads and upload lead data from websites, landing pages, purchased lists, Excel spreadsheets and more. It includes support for Zapier, which allows FreeAgent CRM integrate with a variety of other systems.

Leads can be auto-assigned for follow up with predefined next steps including when to call and when to email. Leads can progress through customizable statuses, and qualified leads can be turned into Deals. Activity with leads or on deals is tracked in real time. Deals can be carried through customizable sales stages. In addition, users can integrate the solution with email services and  relevant communication is automatically attached to leads, accounts and deals. 

Pricing is per user per month.

 

FreeAgent CRM - Deals
 
  • FreeAgent CRM - Deals
    Deals
  • FreeAgent CRM - Sales dashboard
    Sales dashboard
  • FreeAgent CRM - Email templates
    Email templates
  • FreeAgent CRM - Message activity
    Message activity
  • FreeAgent CRM - Industry leads
    Industry leads
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

1 Review of FreeAgent CRM

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Tom from LabShare Partners, LLC
Specialty: Healthcare / Medicine
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

Several hours of very personal and patient training during the free trial...before I had paid a dime or committed to.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Very good, if basic, product and excellent customer service from what I've seen.

Pros

The quantity and quality of the training during the trial. Trainer allowed ME to drive the mouse and learn by doing. Another product I trialed, I watched as the trainer manipulated the cursor faster than I could keep up with and talked even faster and then he showed me where to find volumes of help screens.
Relatively intuitive and eye-friendly user interface, even for a guy in his 60's.
Trainer was very patient, followed up on all my issues, and made training enjoyable and stress-free.
More than adequate functionality to meet all the needs of my small start-up business.
Very reasonably priced for the capability.

Cons

Word processing tool for generating emails to contacts is a little squirrely in formatting and lacks some functionality (very limited number of fonts, etc.).
List bubbles are VERY light gray and difficult to see except in optimal lighting or when you scroll over them.

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