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

6 Reviews of FreeAgent CRM

 

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Software Advice Reviews (5)
More Reviews (1)

Showing 1-5 of 5

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

July 2018

July 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Christopher from INFINIT Nutrition
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Excellent CRM Functionality and Support for Small and Growing Businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The overall attention we received throughout our shopping for CRM's made FreeAgent the obvious choice. The interface is attractive, easy to use, and they import all of the customers, leads, and contact information in bulk for you, even prior to purchasing the full subscription. Adding and editing contact info is easy, and linking business email addresses and phone numbers takes seconds, so the functionality to make calls and targeted emails within the CRM itself is a great tool.

Pros

- The support and attentiveness throughout the onboarding process
- The focus for small business use

Cons

- Email template builder isn't as detailed as it could be, that being said, it is very user friendly

Review Source
 
 

roberto from SIGC Consultores Corporativos SA de CV
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Excelent customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The quick response to my doubts.
The attention I received.
The real solutions I got.
The real follow up from FreeAgent

Cons

Honestly I do not have any bad experience in the trial experience. The only thing I am looking forward is the sync with my iPhone.

Review Source
 
 

David from Outreach Medicare
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Great client support.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great setup team!

Pros

The support team loaded all of my client data and used that to help me customize settings and fields to my needs.

Cons

The ability to send text messages from the software would be nice, but overall good product and value.

Review Source
 
 

Rich from Custom Window Decorators
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Perfect solution for me

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Meredith has been wonderful to work with

Pros

easy to use, can sync my e mail and phone, keeps track of customers, activity, pipeline and next steps. It is a great solution and very inexpensive

Cons

There really has not been any down side as of right now. I've only had it a week but so far so good. I can't think of anything that I really dislike about it

Review Source
 
 
 
Showing 1-1 of 1

Alex from Infinit Nutrition
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Our experience with FreeAgent has been nothing short of impressive.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The most amazing part of this software for us has been the customer service. The FreeAgent team has helped us customize our product to create a format where we can highly specialize our CRM to the need of our small business. This platform is perfectly functional and integrates well with Sales date, Point of Sale software, and email to provide a 360-degree view of your current customer base.

Cons

To date, I have noticed no real issues. If I had to pick something, I would say that it would be nice if duplicated contacts could be filtered out automatically.

Review Source: Capterra