About FreeAgent CRM

FreeAgent CRM is a customer relationship management platform with robust work management capabilities. It helps teams get everything on a unified platform, collaborate on various projects and track and improve operational performance.

Designed for the new world of work, remote teams thrive with complete visibility into day-to-day activities, real-time collaboration, and code-free customization solutions. By eliminating time spent searching for information and manual entry, FreeAgent CRM empowers leaders to optimize sales, marketing, customer success, project management and more, enabling employees to have workdays full of impact.

It helps employees gain free time, get instant customer context and gain full-funnel visibility. Professionals can use acti...


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Supported Operating System(s):

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

52 Reviews of FreeAgent CRM

Average User Ratings

Overall

4.65 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(36)

36

4 stars

(14)

14

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 52 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.

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.

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.

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

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.