FreeAgent CRM Software


 

FreeAgent CRM is a cloud-based sales, marketing and customer service platform that helps small businesses nurture quality customer relationships. The system works automatically by pairing with the user's email to create and classify leads, follow-up reminders, perform custom automations and track all interactions with customers.

FreeAgent CRM always displays the latest action and complete customer history organized by contact on a searchable activity timeline. Leads and follow-up reminders can be automatically assigned in real-time to increase response times.

The platform also provides visual custom dashboards, reporting and open-and-click email analytics for every message. Visual calendars sync with Gmail and Office 365 calendars. Personalized email communications represent the users brand professionally and automatic personalized follow-up emails ensure that relationships are nurtured.

FreeAgent CRM is completely customizable, even primary tab names and categories. Users can create their own custom fields, hints, status/stages and reports.

The platform can be accessed from any device and has a dedicated mobile app.

 

FreeAgent CRM - Leads activity timeline
 
  • FreeAgent CRM - Leads activity timeline
    Leads activity timeline
  • FreeAgent CRM - Contacts by sales stage
    Contacts by sales stage
  • FreeAgent CRM - Next step automations
    Next step automations
  • FreeAgent CRM - Email analytics
    Email analytics
  • FreeAgent CRM - Leads assignment
    Leads assignment
  • FreeAgent CRM - Mobile app
    Mobile app
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

14 Reviews of FreeAgent CRM

 

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Software Advice Reviews (11)
More Reviews (3)

Showing 1-11 of 11

Amy from BaseCamp Franchising
Specialty: Retail
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

I Didn't Know A Team Could Be So Responsive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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....

Review Source
 
 

Marc from The Amazing Group, LLC
Specialty: Banking
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

FreeAgent CRM vs Salesforce = Apple iPhone XR vs mobile phone 1st generation in the mid 90s.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money


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.

Review Source
 
 

Femi from Lawrencia Consulting
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Effective Marketing and Customer service tool for small business

Ease-of-use

Functionality

Product Quality

Customer Support

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

Review Source
 
 

Magdalena from Allianz
Specialty: Insurance
Number of employees: 10,000+ employees Employees number: 10,000+ employees

August 2018

August 2018

Excellent Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Joel from Payton Agency
Specialty: Insurance
Number of employees: 1 employee Employees number: 1 employee

August 2018

August 2018

Great Support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Customization is a great plus with the ability to change things to be industry specific. Support had been wonderful in getting started

Cons

It may not be for everyone but as I have only been using it for a short time, it has been what I needed.

Review Source
 
 

Mireya from Life Solutions Insurance
Specialty: Insurance
Number of employees: 1 employee Employees number: 1 employee

July 2018

July 2018

FreeAgent CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

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

July 2018

July 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Customer support & initial training was very good, individualized, patient, and responsive, even before I had committed to purchase.
More features than I use or need for my small start-up.

Cons

Search function is sometimes laborious; difficulty refining search parameters.
Inability to delete contacts that are no longer needed.

Review Source
 
 

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

June 2018

June 2018

Excellent CRM Functionality and Support for Small and Growing Businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Pros

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

Cons

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

Review Source
 
 

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

June 2018

June 2018

Excelent customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

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

Cons

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

Review Source
 
 

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

June 2018

June 2018

Great client support.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great setup team!

Pros

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

Cons

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

Review Source
 
 

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

May 2018

May 2018

Perfect solution for me

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Meredith has been wonderful to work with

Pros

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

Cons

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

Review Source
 
 
 
Showing 1-3 of 3

Ted from Atlantic Coast Container
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

This CRM is perfect for our small business. The customer service is top notch!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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.

Review Source: Capterra
 

Kyle from OnPoint
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Fantastic

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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.

Review Source: Capterra
 

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

June 2018

June 2018

Our experience with FreeAgent has been nothing short of impressive.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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

Cons

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

Review Source: Capterra