About FreeAgent CRM

FreeAgent CRM delivers a next-gen work experience on a customizable cloud-based platform help teams unlock productivity and grow sales effortlessly. 

Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights without leaving the page. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Gain instant context into all of your customer relationships, and view activity linked to any pipeline change and it’s impact. Measure and improve performance. Track and celebrate activities that lead to sales and happy customers. Supercharge your sales cycle with customizable stage gate processes and eliminate...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

47 Reviews of FreeAgent CRM

Average User Ratings

Overall

4.64 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(32)

32

4 stars

(13)

13

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 47 results

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.

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.

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).