FreeAgent CRM Software

FreeAgent CRM Software

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22

Recommendations

FrontRunners 2022

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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, proj...
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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 71 reviews

Mateo

Company size: 11-50 employees

Industry: Information Technology and Services

Time used: Less than 12 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

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.

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.

Matt

Company size: 11-50 employees

Industry: Computer Software

Time used: Less than 12 months

Review Source

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

September 2021

A leap of faith

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.

Pros

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

Cons

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.

Alternatives Considered

HubSpot CRM and HubSpot Sales Hub

Reasons for choosing FreeAgent CRM

We had a very positive referral to look at them, and their team seemed very genuine about their desire to help make their product do everything we could possibly need it to. We are developing software of our own that will require API integration and a turnaround that we did not see in other competitors.

Reasons for switching to FreeAgent CRM

Part of the decision was based on cost, but also integration. I have used ZOHO for about ten years, attending their conference and ultimately not satisfied with their lack of adapting to our needs as a customer.

Tom

Company size: 1 employee

Industry: Medical Practice

Time used: Less than 6 months

Review Source

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
3

Functionality

out of 5

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.

Julia

Company size: 11-50 employees

Industry: Insurance

Time used: Less than 12 months

Review Source

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

August 2021

It's All Good

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.

Pros

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.

Cons

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)

Alternatives Considered

HubSpot CRM, Insightly and Nutshell

Reasons for choosing FreeAgent CRM

FreeAgent was the only CRM that was willing to give us a live demo displaying our actual data, helping us to determine if their interface would be compatible with our way of prospecting and marketing. It made a huge difference in our selection process, seeing how the CRM would work for our agency's data and structure before having to sign into a contract or commitment. The Pricing and Service/Tech Team availability also played a role in our selection.

Christian

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
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

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.

Reasons for switching to FreeAgent CRM

HubSpot is not a good sales CRM and is missing a ton of features.

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