Ratings Breakdown
User Reviews Overview
Feature Ratings
Ease-of-use
4.5 / 5
Value for Money
4.5 / 5
Customer Support
5.0 / 5
Functionality
4.5 / 5
Pros
"I like the lay out of the software. Its pretty easy to navigate around and the overall quality of the design is nice."
"The software is straight forward and relatively easy to use. Customer service is excellent. On-boarding/initial training was excellent. "
"I like ease of use and the responsiveness of customer service. This is a great product for small to medium size companies."
Cons
"Uploading your current data can be a little tricky. But the great customer service can help with that. "
"It does not allow to integrate power dialers. The integration process is time consuming, but I guess is worth it if you want an end product that works with your workflows."
"Can't create contact from email yet. Told coming soon!"
FreeAgent CRM Reviews
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December 2019
Mateo from Human API
Company Size: 11-50 employees
Industry: Information Technology and Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
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.
December 2019
Peggy from CCMedia
Company Size: 2-10 employees
Industry: Marketing and Advertising
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2019
A CRM that does just what I need it to do!
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.
Pros
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!
Cons
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!
Reasons for Choosing FreeAgent CRM
We purchased FreeAgent over the other products after considering what options we wanted and price.
December 2020
Julia from Insurance Management Company
Company Size: 11-50 employees
Industry: Insurance
Time Used: Less than 6 months
Review Source
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
December 2020
FreeAgent & IMC Review
Overall Myself, and my agency have been very happy with the FreeAgent Product and onboarding team.
Pros
Our agency finds that the most useful part about this software is the contact tracking and email analytics. Following closely in second, would be the contact and account management feature. The ease of use is appreciated.
Cons
There is really nothing I strictly DISLIKE about the product: some improvement suggestions: I would love to see less need for "clicking' - in line editing instead of the "edit button" feature. I would also love to see an option of adding multiple "products" with diverse tracking and customization inside of the "Accounts" app. Our agency tracks multiple "products" (insurance coverages) inside each Account with potentially different renewal and product information. We developed the "Line of Business" line that is an acceptable work around, but some of the features/tracking/and upload abilities are not available to us with 'lines'
Reasons for Choosing FreeAgent CRM
Cost, Ease of use, customizability, the free trial build that the sales team developed really sold us, we could see our information in the CRM and explore how the system would work for our agency before committing to a contract.
July 2018
Tom from LabShare Partners, LLC
Company Size: 1 employee
Industry: Medical Practice
Time Used: Less than 6 months
Review Source
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
3.0
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.
October 2020
Kenna from West Virginia University at Parkersburg
Company Size: 51-200 employees
Industry: Higher Education
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
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.
December 2019
Leslee from Rogue 5 Media
Company Size: 2-10 employees
Industry: Publishing
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
December 2019
Organization made easy
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.
Pros
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.
Cons
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.
Reasons for Choosing FreeAgent CRM
FreeAgent seemed easier to use-- my use is very simple-- basically a giant contact book. The extra sales funnel etc. isn't necessary though I know I will start using it the more I fine tune my filters, contacts, etc. I know I'm not using it to my full advantage but for right now it's doing exactly what I need.
December 2019
Craig from Somers Agency
Company Size: 11-50 employees
Industry: Insurance
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
December 2019
Fantastic Software to Help Stay Connected to Clients & Prospects!!!
Great product, EXCELLENT customer service. You won't find anything comparable to this for the price.
Pros
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.
Cons
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.
Reasons for Choosing FreeAgent CRM
Cost, ease of use, customer support even during my free trial period(s).
December 2019
Ted from Atlantic Coast Container
Company Size: 2-10 employees
Industry: Logistics and Supply Chain
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2019
Great Product!
Keeping track of opportunities.
Pros
I like ease of use and the responsiveness of customer service. This is a great product for small to medium size companies.
Cons
I would like product to sync with Constant Contact.
Reasons for Switching to FreeAgent CRM
Dynamics did not work very well with the MAC envirnment
December 2020
Janet from SincSports
Company Size: 2-10 employees
Industry: Sports
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
December 2020
Fits my business
FreeAgent has helped us stay on top of our existing customers/accounts by being more organized. The workflows are a big help and the customer support (both chat and email) is amazing. We were able to use the product almost immediatley. The onboarding process was also stellar. They trainer made sure were set up in a way that made sense for our business.
Pros
The ability to customize apps that fit my business and it is easy to use.
Cons
There is nothing I dislike about the software. The software keeps evolving, making it easier and easier to use for my business.
Reasons for Choosing FreeAgent CRM
We choose Free Agent CRM because of the ability to modify the product to fit our company needs, the ease of use, and the customer support/training.
Reasons for Switching to FreeAgent CRM
The product was too complex and help was just not there. Being a small business owner, many hats are worn by our small staff. We had a hard time trying to make the product fit with our business model; and because it was complex, we had little to no adoption.
December 2020
Janie from AuthorsPlace Press
Company Size: 2-10 employees
Industry: Publishing
Time Used: Less than 6 months
Review Source
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
December 2020
Great Product for Customer Tracking and Management
This product helps us tract sales, potential sales, and customer interaction.
Pros
They have a way to track multiple payments for one or multiple products.
Cons
When writing an email, if you need to go back to get some customer information or to read an earlier email, you have to go out of the email you're in and you lose what you wrote.
Reasons for Switching to FreeAgent CRM
We needed more functionality
November 2020
CALMEN from Imaginab
Company Size: 11-50 employees
Industry: Medical Devices
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
November 2020
Imaginab Review
Centralized our pipeline, currently working on generating KPI reports on a level that will give us far more insight than we have ever had into our sales processes
Pros
Simplicity of making changes and customizing the information stored under accounts, opportunities, and contacts
Cons
Does not capture duplicate information on import or thereafter
Reasons for Choosing FreeAgent CRM
Simplicity and cost
October 2018
Amy from BaseCamp Franchising
Company Size: 51-200 employees
Industry: Retail
Time Used: Less than 12 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2018
I Didn't Know A Team Could Be So Responsive
I have never asked more from a company. Our CRM needs were very different than the typical sales model. I chose FreeAgent because their team seemed willing to work with me to make the changes I needed for my unique circumstances. When shopping for the CRM, other companies told me they would charge thousands of dollars to train me how to build a system to fit my unique needs. FreeAgent CRM said they would be happy to build what I need at no extra cost. They have done just that and exceed my expectations every day. This robust system has everything I need and I appreciate its beautiful design.
Pros
Choosing FreeAgent CRM is the best decision I made this year. They have worked with me to make their CRM the exact fit I needed for a growing franchise. I have never worked with another company that is so responsive to my requests and needs. Every day I am amazed at how willing they are to make improvements to meet my needs and their team always teaches me how I can personalize the program to our unique circumstances. They take the time to understand my need and then go to work to find a solution.
Cons
I love the product so much that this is difficult for me to answer, but the two things I am hoping to someday have is a #hashtag feature for being able to search activities by topics and to someday be able to have texting also documented in the system. (I think I just thought of how this can be done simply!)! And another request is born....
December 2019
Travis from Danmar
Company Size: 1 employee
Industry: Insurance
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
December 2019
Great Product
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.
Pros
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.
Cons
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!
Reasons for Choosing FreeAgent CRM
YOu can customize the system more.
October 2018
Marc from The Amazing Group, LLC
Company Size: 2-10 employees
Industry: Banking
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2018
FreeAgent CRM vs Salesforce = Apple iPhone XR vs mobile phone 1st generation in the mid 90s.
If Salesforce customers would be aware of FreeAgent CRM, Salesforce would have no clients any longer. It reminds me of an upstart like Amazon in 2000 vs the established retailer Sears. I would highly recommend Marc Benioff to take over FreeAgent CRM and let FreeAgent CRM's management revamp Salesforce's entire software and sales/marketing concept. If Sears would have bought Amazon their share price would have been up several thousand percent vs being down 99% during the last 11+ years. Eddie Lampert likely doubted that established, 100+ year old Sears would fall 99%. Better and more agile competitors like FreeAgent CRM can erode the market position of other established leaders over time as Apple, Amazon, Google, Facebook, Netflix have proven.
Pros
FreeAgent CRM's management and team are outstanding in terms of customization, service, interface, simplicity and elegance. The entire user experience if rated on a scale of 1 to 10 is 10+ while I would rank Salesforce 1 having seen Salesforce performing ten years ago and recently. Salesforce is a sales focused company with an extremely frustrating user experience vs FreeAgent CRM being a true CRM company. It's like using a new generation Apple iPhone vs a mobile phone by other leading providers in the mid 90s. We have no association with the company besides being a customer.
Cons
I have done extensive searches on many CRMs in the last 10 years and wish this 2016 founded company would have been existed 25 or 10 years ago.
December 2019
Laura from Beltim & Associates
Company Size: 2-10 employees
Industry: Electrical/Electronic Manufacturing
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
December 2019
FreeAgent CRM - Excellent Way to Manage Sales Contacts
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.
Pros
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.
Cons
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.
Reasons for Choosing FreeAgent CRM
It was a more affordable option for my business needs yet provided better and easier to use functions.
January 2020
Lori from Insurance
Company Size: 2-10 employees
Industry: Insurance
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
January 2020
Awesome Product!
One stop for all of my client details and transactions. Easy to use, great agent support.
Pros
The continual effort to add new functions and features.
Cons
Having to learn new technology. I am not well versed in using computer software and integrations.
Reasons for Choosing FreeAgent CRM
Seemed a better fit for my needs
December 2019
Donna from The Drake Group
Company Size: 1 employee
Industry: Education Management
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2019
Keeping all communications with members/donors in one place with no effort
Great staff and help with every issue...upbeat...great people to work with
Pros
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.
Cons
Would have liked one or two more "find" and "filter" features.
Reasons for Choosing FreeAgent CRM
Ease of use and set up customized to the needs of our organization.
Reasons for Switching to FreeAgent CRM
Cost and features
November 2020
Sylvie from IMAG
Company Size: 51-200 employees
Industry: Food Production
Time Used: Less than 2 years
Review Source
Ease-of-use
2.0
Customer support
5.0
Functionality
3.0
November 2020
Excellent Customer Service
Overall I've had a good experience working with FreeAgent CRM. It's reliable for the most part. Any issues or questions I've had have been sorted out by the Support Team and Account Manager very quickly.
Pros
The software is straight forward and relatively easy to use. Customer service is excellent. On-boarding/initial training was excellent.
Cons
1. The latest navigation design is not as intuitive as it was originally when we first purchased it. 2. I find it very frustrating that you can't scroll down vertically on windows unless you adapt your fields to fit. 3. Some functions don't work on my preferred browser which is Firefox. 4. The system doesn't warn you about duplicates. 5. Free Agent created Company records on our behalf and left the Owner field blank. I'm not sure we received notification that this was going to happen. I think better updates would be useful. 6. Reporting is limited.
Reasons for Choosing FreeAgent CRM
Ease of use, functionality and price.
December 2019
Dustin from Stirling Benefit Plans Inc
Company Size: 2-10 employees
Industry: Insurance
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
3.0
December 2019
FreeAgent Review
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.
Pros
I like the lay out of the software. Its pretty easy to navigate around and the overall quality of the design is nice.
Cons
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)
Reasons for Switching to FreeAgent CRM
Web based software and better support for our questions/concerns.
December 2019
Chris from Fivestar
Company Size: 2-10 employees
Industry: Apparel & Fashion
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2019
Everything we need in one easy to use solution
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.
Pros
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.
Cons
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.
December 2019
Ryan from Socius Insurance Services
Company Size: 51-200 employees
Industry: Insurance
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2019
Tailor Made for My Business
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.
Pros
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.
Cons
Didn’t have the ability to calculate commissions, but, thankfully, they just introduced calculated fields into the platform.
December 2019
Rebecca from Hotel Association Canada
Company Size: 2-10 employees
Industry: Hospitality
Time Used: Less than 12 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2019
Fabulous small CRM
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
Pros
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.
Cons
I cant complain about anything particular.
Reasons for Choosing FreeAgent CRM
Ease of use and price
November 2018
Abi from New Home Sales Coach
Company Size: 2-10 employees
Industry: Management Consulting
Time Used: Less than 12 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
November 2018
FreeAgent Is the best value for your money.
This is my first experience with CRMs and its been so pleasant and not frustrating. Thats hard to find in the tech world for me. Our rep is wonderful and knows her stuff!
Pros
Simple, easy to use and easily learnable. Helpful staff that are there quickly to help with any issues that come up or that you have questions about. Integrates well with Office 365. Looks great and is neat and tidy.
Cons
Any cons that I did have, have quickly been fixed. They are open to suggestions and are constantly improving.
December 2019
Gord from McGregor Berger & Associates
Company Size: 11-50 employees
Industry: Legal Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
December 2019
Free Agent CRM
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.
Pros
Flexibility in setting up workflow tabs to include custom ad-hoc fields. Easy to use. Great customer support.
Cons
Calendar: limited views - not like Google - yet!
Reasons for Choosing FreeAgent CRM
Ease of use, sales support, customization and flexibility, promise of planned product development
October 2018
John from J.Manley & Associates
Company Size: 1 employee
Industry: Financial Services
Time Used: Less than 12 months
Review Source
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
October 2018
FreeAgent CRM is a Great Tool!
Customer representatives really work very hard to provide the best training and support! If you are a Mortgage Loan Originator, Real Estate Agent ora stand alone Sale Rep, I think FreeAgent is a great fit!
Pros
I like how easy it is to work with, especially for my small sales consulting business. It has all the key features I need!
Cons
I really can’t come up with a feature that detracts. Perhaps smaller type for the screen; but I would be very picky choosing that.
August 2018
Magdalena from Allianz
Company Size: 10,000+ employees
Industry: Insurance
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
August 2018
Excellent Product
I have never had an experience like this before... they contacted me, and made follow up, answered all my questions, and even invited me to their offices. They have been great with customer support; it is almost 24/7. They are very nice and willing to help out, and hear your suggestions. Since I can customize it to my needs, it’s a perfect product. I recommend it 100%.
Pros
What I love the most about this product is that it is customizable, so the program adapts to my needs instead of the other way around. It is super user friendly, and it has great customer support!! They even give you 1:1 training, and help you customize your profile, and they won’t leave you alone until you are happy with the end product.
Cons
There are a few (almost none) user experience things that can improve... but they are constantly updating features.
December 2019
KRISTOPHER from Computer Software
Company Size: 2-10 employees
Industry: Security and Investigations
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2019
The only easy-to-use CRM with a configurable Platform
It’s been fantastic from the product to the people. I couldn’t ask for more from a CRM solution.
Pros
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.
Cons
Nothing major. I do wish FreeAgent was around when I created my 1st startup years ago, but I don’t hold that against them.
Reasons for Choosing FreeAgent CRM
NO
October 2018
Ray from RMG Funding Group, LLC.
Company Size: 1 employee
Industry: Management Consulting
Time Used: Less than 6 months
Review Source
Ease-of-use
4.0
Customer support
5.0
Functionality
4.0
October 2018
I reviewed several different CRMs before settling on amoCRM as I started to got thru some training and began to set everything up, I got a call from FreeAgentCRM. After speaking with with them and seeing what they had to offer, I realized that FreeAgentCR
I am thrilled to grow my business on FreeAgent's CRM platform. Thank you Maria, without your assistance and dedication to me and my business needs, I certainly would be feeling that I was alone. But with you and the support team that FreeAgent has, I am NOT alone. I really feel that you guys have my back!
Pros
The customer service I received from Maria Lopez was fantastic. Her knowledge of their CRM, understanding my business needs, and merging the two together was superb! She went above and beyond, exceeding my expectations which really showed me that both she and FreeAgent CRM appreciates my business.
Cons
FreeAgent CRM isn't the cheapest CRM system out there, but they certainly make it worth every penny with their level of customer service, dedication and support.
July 2018
Mireya from Life Solutions Insurance
Company Size: 1 employee
Industry: Insurance
Time Used: Less than 6 months
Review Source
Ease-of-use
3.0
Value for money
3.0
Customer support
5.0
Functionality
4.0
July 2018
FreeAgent CRM
In general, the CRM is very nice. I love the fact that you get one on one training with the team and they listen to you so they can make all the modifications to the CRM. I have looked at so many CRMs to use with my Insurance Business (from home) and even though I am still in the process of customizing it I am very optimistic the final result will work well with my workflows.
Pros
I like the interface, its very appealing visually speaking. Usability is very good. I like the fact that you can do so many integrations like Mail chimp and Zapier.
Cons
It does not allow to integrate power dialers. The integration process is time consuming, but I guess is worth it if you want an end product that works with your workflows.
October 2018
Heather from South Jersey Tournaments
Company Size: 11-50 employees
Industry: Hospitality
Time Used: Less than 6 months
Review Source
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
3.0
October 2018
Free Agent has been fun, easy & exciting to get started with!
We are looking forward to the future as Free Agent continues to grow!
Pros
It's totally customizable! That's why we chose to go with Free Agent. We aren't a typical sales company so we definitely had atypical needs and they catered to them perfectly It's pretty cool how everything we ask for they can do; I'd like to imagine that everybody's Free Agent looks different. That's pretty awesome.
Cons
We wish there could be bulk email functions so we could do such operations all in one place. We have to integrate with Mail Chimp, which isn't the end of the world since we use it already, but there's a lot of unknowns in the set-up process.
October 2018
Matt from Marshall Carpet
Company Size: 11-50 employees
Industry: Retail
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
3.0
October 2018
Customer Service is top notch - Easiest CRM to throw at non-technical users
I rolled this out to a sales team of 8. 4 were tech-savvy under 40 and 4 were tech dinosaurs over 60. The 4 tech-savvy users picked it up the first day and have ran with it. The 4 dino's are working with FreeAgent with 1on1 training sessions and are getting the hang of it. I see this being a complete game-changer once my entire team is using this software.
Pros
-Simple for less tech-savvy users -Customer Service exceeds expectations -Customization for unique business needs is very possible -UI is easy to digest -Email tracking is a fantastic tool
Cons
-Lack of reporting is something that is being addressed -Email integration is inconsistent if you're using an Exchange server
June 2018
Christopher from INFINIT Nutrition
Company Size: 11-50 employees
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
June 2018
Excellent CRM Functionality and Support for Small and Growing Businesses
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
November 2018
Tom from Self Employed/Insurance
Company Size: 5,001-10,000 employees
Industry: Insurance
Time Used: Less than 12 months
Review Source
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
November 2018
Very responsive support team when I have questions.
Need a way to create a general-purpose document in word and insert the contents of fields into it. This would allow me to dump essential info to paper when I am going out to see a client.
Pros
Being able to use my computer as a phone. Tagging individual contacts. Being able to create new fields of various types.
Cons
Repetitive tasks should be made more convenient. For example, typing shortcuts. I type many phrases repeatedly in my notes on each phone contact. I'd love to be able to type pol and a space, and have the system substitute "personally-owned-life insurance" in it's place. mil = mother-in-law. ej - Edward Jones (common competitor in my business).
June 2018
Alex from Infinit Nutrition
Company Size: 11-50 employees
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
June 2018
Our experience with FreeAgent has been nothing short of impressive.
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.
August 2020
Patti from Change
Company Size: 2-10 employees
Industry: Real Estate
Review Source
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
August 2020
FreeAgent CRM
I would highly recommend this product! The functionality and customer service is excellent!
Pros
This software is very intuitive and easy to navigate. It's ease of use for users of all levels is a plus. The Customer Service is excellent!
Cons
The search and filter was cumbersome. It should also have texting capabilities and formulas to calculate built in.
February 2020
Billy from Sky Hawks
Company Size: 51-200 employees
Industry: Professional Training & Coaching
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2020
Game hanging solution
Best product with best customer success.
Pros
Easiest to use software with the most flexible platform I’ve seen in 20-years
Cons
Wish this was around 20-years ago but glad I found this now.
December 2019
ANDREA GUADALUPE from Food Production
Company Size: 51-200 employees
Industry: Food Production
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2019
Very Useful
Pros
Easy to use and functional. I like the most is that I can know when my client open a Mail.
Cons
I would like to receive notifications when I have activities to do
September 2020
Mark from Lighthouse Therapy
Company Size: 11-50 employees
Industry: E-Learning
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
3.0
September 2020
Great Product for Sales Reps
When choosing any product, customer service should be a consideration. When looking into FreeAgent CRM my account rep, [SENSITIVE CONTENT HIDDEN] was personable, friendly and was always willing to answer my questions. I wish I could say it was the same way with their competitors, but it wasn't. Their top-notch customer service is one of the things that drew me to the software.
Pros
The KanBan view is easy to use and lets you know in a glance where you are at with your sales pipeline.
Cons
The marketing arm of the software relies on integrations with MailChimp and other vendors to make it truly powerful. For some, this will be a good fit and for others, they may find the software lacking the marketing features they are looking for.
March 2020
Leslie from BMB Process Filters Inc.
Company Size: 2-10 employees
Industry: Wholesale
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
March 2020
[SENSITIVE CONTENT HIDDEN] made my day!!
I was able to get help from [SENSITIVE CONTENT HIDDEN] with my campaign and she made my day showing me the ease of use of Free Agent to have this sent out to all my contacts. I couldn't be happier with the help she gave me.
Pros
I like this software the most because of the interactive help I was able to receive remote help as I am not the best at looking up instructions in the self help.
Cons
so far there isn't anything I do like. I have no complaints at this time.
December 2019
Elsa Louise from Picture Shop
Company Size: 201-500 employees
Industry: Entertainment
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2019
Nicest CRM people and product
The customer service has been impeccable with Free Agent from the start. I was dealing with delays on my end getting approval etc. and they were patient and so responsive to any and all questions I had.
Pros
The service itself reflects the wonderful people who created it and work for the company. It is easy to use and super customizable.
Cons
Nothing comes to mind yet! I foresee any issue we run into being fixed in a timely manner by the company.
December 2020
Jeremy from Insurance Management Company
Company Size: 11-50 employees
Industry: Insurance
Time Used: Less than 6 months
Review Source
Ease-of-use
3.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
December 2020
Commercial Insurance Agent Review
Implementation took a little longer than expected but the support team was great to work with.
Pros
Coming from Excel, this is obviously superior. I like most the ability to track what each of our sales reps are doing, the email analytics and dashboards.
Cons
There are some cases where different apps don't "talk" to each other, which may be due to the specific data we use though.
Reasons for Choosing FreeAgent CRM
Price and customization capabilities
June 2018
David from Outreach Medicare
Company Size: 2-10 employees
Industry: Insurance
Review Source
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
June 2018
Great client support.
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.
May 2020
Beth from Coach 4 Health by Beth
Company Size: 1 employee
Industry: Health, Wellness and Fitness
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
May 2020
Ease of use and great customer service
Organization is solved with building the data base and marketing, notes etc. Keeping everything in front of me is huge. The customer service and follow up with any questions i've had has been excellent! I'm a huge advocate of follow up!
Pros
Easy to use, great knowledge base and customer service. I would recommend this program for sure, 5 stars!
Cons
i haven't found anything yet that I don't like
Reasons for Choosing FreeAgent CRM
overall service and ease of use
August 2018
Kyle from OnPoint
Company Size: 2-10 employees
Industry: Real Estate
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
August 2018
Fantastic
Pros
We really like the ease with which FreeAgent can be customized to our sales process. Also, the direct integration with our Outlook inboxes is a nice feature.
Cons
The direct integration with Outlook is nice, but can be cumbersome. It would be ideal if there was a way that not every email was pulled into the system...some emails just do not have value in being saved and can cause clutter.
May 2018
Rich from Custom Window Decorators
Company Size: 2-10 employees
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
May 2018
Perfect solution for me
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
January 2019
Chad from RDA Systems
Company Size: 11-50 employees
Industry: Computer Software
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Functionality
4.0
January 2019
We love Freeagent
We are a smaller sales team and we sell to Local Gov and K12 schools districts. Freeagent really fit our needs for tracking.
Pros
Very easy to use and set up. Highly configurable. Great reporting. Easy to use mobile app. Outstanding customer service.
Cons
Uploading your current data can be a little tricky. But the great customer service can help with that.
August 2018
Ted from Atlantic Coast Container
Company Size: 2-10 employees
Industry: Construction
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
August 2018
This CRM is perfect for our small business. The customer service is top notch!
It allows me to perform my job faster, better and with more accuracy. I like the fact that all my notes, emails, calls and to do's are up front and center.
Pros
Ease of use and how it can be modified to fit my business. I appreciate the training and the customer support.
Cons
After having used it for less than six months I have zero complaints. It does everything I need it to do.
September 2020
Jeremy from Home Tutoring Plus
Company Size: 2-10 employees
Industry: Education Management
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2020
Freeagent CRM is Awesome
Pros
It is a robust contact management system. We also use it for integration with multiple other software to manage accounting and contractor management.
Cons
Need texting (SMS) capability in order to manage all aspects fo communication
February 2019
Sandip from SandipSurila All Types Insurance
Company Size: 1 employee
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Functionality
5.0
February 2019
Great
Pros
Service is really good. I got full help from the CRM team. The reps are really good at software knowledge
Cons
No software can be perfect as everyone will have some cons. But I could not many with this. I hope it will go well.
June 2018
roberto from SIGC Consultores Corporativos SA de CV
Company Size: 2-10 employees
Industry: Management Consulting
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
June 2018
Excelent customer service
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.
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