--- title: "servis.ai Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of servis.ai. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if servis.ai is a good fit for you!" source_url: "https://www.softwareadvice.com/product/113880-FreeAgent-Network/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Inside Sales Software](https://www.softwareadvice.com/crm/inside-sales-comparison/) / [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) / servis.ai Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) Reviews [Alternatives](https://www.softwareadvice.com/product/113880-FreeAgent-Network/alternatives/) # servis.ai User Reviews ## Reviews summary - Overall rating: 4.6/5 - Total reviews: 71 ### Secondary ratings - Ease of use: 4.5/5 - Customer support: 4.9/5 - Value for money: 4.8/5 - Functionality: 4.5/5 ### Rating distribution - 5 stars: 49 reviews (69%) - 4 stars: 19 reviews (27%) - 3 stars: 3 reviews (4%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Most mentioned pros - The ease of out-of-the-box customization, the readily-available documentation, the super customizable external customer support Portal for ticketing systems, the stellar and responsive support makes FreeAgent CRM one of the best vendor provided products I've ever worked with in my entire IT/CS career. - We love the ability to add custom fields that are unique to our organization - 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. ### Most mentioned cons - 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 - It does not do a great job of tracking and qualifying leads. - The system doesn't warn you about duplicates. ## servis.ai customer reviews Showing reviews 1-25 of 71 (page 1). ### Great Product! - Overall rating: 5/5 - Reviewer: Ted S. - Verified reviewer: Yes - Industry: Logistics and Supply Chain - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2019 - Review source details: This review was submitted organically. No incentive was offered Keeping track of opportunities. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 servis.ai Dynamics did not work very well with the MAC envirnment --- ### The best customizable, responsive, intuitive CRM I've ever used and implemented - Overall rating: 5/5 - Reviewer: Lt N. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2023 - Review source details: This review was submitted organically. No incentive was offered I've been so pleased with their support I just had to write a glowing review. If I ever needed a job, I might just go apply to be a CRM integrator - this experience has been fun! Thanks [sensitive content hidden] and team! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Honestly the best CRM I've used and implemented. The ease of out-of-the-box customization, the readily-available documentation, the super customizable external customer support Portal for ticketing systems, the stellar and responsive support makes FreeAgent CRM one of the best vendor provided products I've ever worked with in my entire IT/CS career. No exaggeration! Plus, it looks great, simple, the UX is intuitive. This CRM is feature packed and the customization options are seemingly endless. New features are constantly being pushed out and the vendor has been extremely supportive in developing enhancement requests. The reporting features, the ability to integrate with 3rd party software like Twilio and Zapier... I could go on and on.I wouldn't pay attention too much to the cons listed in the previous reviews about certain lack of features. The vendor is constantly improving their product offerings. Someone complained about contacts not being able to be filtered by the company selected, and I think this person didn't read the documentation or explored the features very well, because we have this feature implemented across many of our CRM apps. Questions on features, bugs, issues, enhancements, etc. have been very well received. If we can't figure out how to do something the way we want it, the support team with FreeAgent has always been extremely helpful. Our CRM implementation went smoothly, we planned out and documented steps, and we couldn't be more pleased. #### Cons I really can't think of anything I don't like about FreeAgent. Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed. #### Reasons for choosing servis.ai Cost, customization, and support responsiveness --- ### FreeAgent CRM user - Overall rating: 3/5 - Reviewer: Kyle S. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used monthly for less than 12 months - Reviewed: July 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Functionality: 3/5 #### Pros The contact management features work well. You can link it with emails to autosave #### Cons It does not do a great job of tracking and qualifying leads. It also does not provide an easy to view pipeline --- ### A leap of faith - Overall rating: 5/5 - Reviewer: Matt E. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2021 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons for choosing servis.ai 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 servis.ai 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. --- ### Excellent Sales Focused CRM - Overall rating: 5/5 - Reviewer: Christian C. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: May 2021 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 servis.ai 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 servis.ai HubSpot is not a good sales CRM and is missing a ton of features. --- ### A unique solution for a unique business - Overall rating: 5/5 - Reviewer: Kenna W. - Verified reviewer: Yes - Industry: Higher Education - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2020 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 servis.ai 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. --- ### It's All Good - Overall rating: 4/5 - Reviewer: Julia G. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2021 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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) #### Reasons for choosing servis.ai 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. --- ### FreeAgent CRM - Overall rating: 5/5 - Reviewer: Mateo G. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 servis.ai 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. --- ### Excellent team! - Overall rating: 5/5 - Reviewer: Mike B. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Being new to CRM software I like the ease of use with intuitive workflow. For our business its critical to track interactions with our distributor and their sales people and this system allows that easily. This has been a huge step us for our team in terms of tracking and storing data of our interactions with our end users. #### Cons We has some initial issues within the system as our team works completely from IPads, but the team at free agent was able to come up with creative solutions to meet our needs. #### Reasons for choosing servis.ai Quite honestly it was my first interaction with there team as they made an effort to talk live with me in the initial process. The other companies would want me to use their chat feature and then call me at odd hours to then discuss. Free Agents teams was so much more flexible as well as down to earth. --- ### A CRM that does just what I need it to do! - Overall rating: 5/5 - Reviewer: Peggy M. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 servis.ai We purchased FreeAgent over the other products after considering what options we wanted and price. --- ### Keeping all communications with members/donors in one place with no effort - Overall rating: 5/5 - Reviewer: Donna L. - Verified reviewer: Yes - Industry: Education Management - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Great staff and help with every issue...upbeat...great people to work with #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 servis.ai Ease of use and set up customized to the needs of our organization. #### Reasons for switching to servis.ai Cost and features --- ### Awesome Product! - Overall rating: 5/5 - Reviewer: Lori M. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. One stop for all of my client details and transactions. Easy to use, great agent support. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 servis.ai Seemed a better fit for my needs --- ### Free Agent CRM - Overall rating: 4/5 - Reviewer: Gord M. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 servis.ai Ease of use, sales support, customization and flexibility, promise of planned product development --- ### The only easy-to-use CRM with a configurable Platform - Overall rating: 5/5 - Reviewer: KRISTOPHER M. - Verified reviewer: Yes - Industry: Security and Investigations - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It’s been fantastic from the product to the people. I couldn’t ask for more from a CRM solution. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 servis.ai NO --- ### Works well for our tracking needs - Overall rating: 5/5 - Reviewer: Denise C. - Verified reviewer: Yes - Industry: Management Consulting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The software is very easy to use and navigate. The support we received in setting up and building out our company's FreeAgent platform was amazing. There was quite a bit we wanted personalized/tailored to our needs and no request was ever met with "we can't do that", it was always "let me see how we can get that done for you", and then the perfect solution was presented or created for us. The software was tailored to accomplish exactly what we needed, and using FreeAgent has been a very user-friendly experience. #### Cons As we are still in the early stages of using this software, no cons have been identified yet. --- ### Game hanging solution - Overall rating: 5/5 - Reviewer: Billy G. - Verified reviewer: Yes - Industry: Professional Training & Coaching - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2020 - Review source details: This review was submitted organically. No incentive was offered Best product with best customer success. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Very Useful - Overall rating: 5/5 - Reviewer: ANDREA GUADALUPE O. - Verified reviewer: Yes - Industry: Food Production - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Freeagent CRM is Awesome - Overall rating: 5/5 - Reviewer: Jeremy W. - Verified reviewer: Yes - Industry: Education Management - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: September 2020 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Excellent CRM Functionality and Support for Small and Growing Businesses - Overall rating: 5/5 - Reviewer: Christopher A. - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: June 2018 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Great Product for Sales Reps - Overall rating: 5/5 - Reviewer: Mark W. - Verified reviewer: Yes - Industry: E-Learning - Company size: 11-50 employees - Product usage: Used other for free trial - Reviewed: September 2020 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### 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. --- ### Effective Marketing and Customer service tool for small business - Overall rating: 4/5 - Reviewer: Femi A. - Verified reviewer: Yes - Industry: Management Consulting - Company size: 2-10 employees - Product usage: Used other for less than 12 months - Reviewed: October 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Great value for money and round the clock customer support, you can customize and tailor to suit your purpose #### Cons There are close to non existent complaints as the company adds more features with every update. Absolutely no complaints --- ### We love Freeagent - Overall rating: 5/5 - Reviewer: Chad S. - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We are a smaller sales team and we sell to Local Gov and K12 schools districts. Freeagent really fit our needs for tracking. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 4/5 #### 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. --- ### Great client support. - Overall rating: 5/5 - Reviewer: David Y. - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for free trial - Reviewed: June 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great setup team! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### You need to offer other products or a version in espanish - Overall rating: 4/5 - Reviewer: Carlos O. - Industry: Media Production - Company size: 2-10 employees - Product usage: Used monthly for less than 12 months - Reviewed: October 2018 - Review source details: This review was submitted organically. No incentive was offered I wait that you will fix your products accord to necessities of your clients. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Is cheap. The team is fantastic. They explained all. I love it that you are in Jalisco. I trust that your crm would do more #### Cons You don't offered the principal problems with the companies. For example: send test mailings, send more 30 emails for campaign. Your integrations are not direct with other products --- ### So far FreeAgent is amazing and more than we thought it would be! - Overall rating: 5/5 - Reviewer: Steve S. - Verified reviewer: Yes - Industry: Education Management - Company size: 11-50 employees - Product usage: Used weekly for less than 6 months - Reviewed: March 2021 - Review source details: This review was submitted organically. No incentive was offered We just got started with FreeAgent and finished up the creation of it, data imports and training. I've also trained one staff member so far in using the system. We are so amazed with FreeAgent and so happy we decided to go this route for our data needs. Every person that we have spoken and worked with during this purchase and implementation process has been more than helpful. We have no regrets! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The data management and how it plays in to reporting the data is amazing! The previous CRM software we used was amateur compared to what FreeAgent offers! #### Cons The only thing I can see so far as a downfall is the need to know Java script to be able to add certain features/filters. Thankfully the team is super helpful and more than willing to add these additional features for us! ## More reviews [Next reviews](https://www.softwareadvice.com/product/113880-FreeAgent-Network/reviews/?page=2) --- servis.ai Reviews, Pros and Cons - 2026 Software Advice