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.

So far FreeAgent is amazing and more than we thought it would be.

We utilize all functions of free agent but the best part of this CRM is the ability to completely customize our portal to our specific needs without having to keep a lot of unused features.

All this at a reasonable price perfect and easy to recommend.

The service itself reflects the wonderful people who created it and work for the company. It is easy to use and super customizable.

Integrates well with Office 365. Looks great and is neat and tidy.

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.

I like ease of use and the responsiveness of customer service. This is a great product for small to medium size companies.

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.

Great product, EXCELLENT customer service. You won't find anything comparable to this for the price.

I like the fact that you can do so many integrations like Mail chimp and Zapier.

Lack of reporting is something that is being addressed. Email integration is inconsistent if you're using an Exchange server.

Having to learn new technology. I am not well versed in using computer software and integrations.

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.

Easy to use and functional. I like the most is that I can know when my client open a Mail.

It is easy to customize to my business needs and the customer support is excellent.

Workflows are a big help and the customer support (both chat and email) is amazing. We were able to use the product almost immediatley.

If Salesforce customers would be aware of FreeAgent CRM, Salesforce would have no clients any longer.

Overall Myself, and my agency have been very happy with the FreeAgent Product and onboarding team.

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.

The setup, integration and training were straightforward and relatively easy.

I love the different views available, the customizable apps, report features, and the new RingCentral integration will be so helpful.

Simplicity of making changes and customizing the information stored under accounts, opportunities, and contacts.

Setup has been very collaborative and accommodating to our schedule as a growing business. Free Agent is easy to use and has saved us a ton of time on a daily basis.

Eddie Lampert likely doubted that established, 100+ year old Sears would fall 99.

We liked how it worked as a process flow management tool. We looked at other tools, such as salesforce, and they were not easy to conceptually fit into our process.

You have get in there and use it a few times, you have make edits and changes to the terms, drop down options.

I like the lay out of the software. Its pretty easy to navigate around and the overall quality of the design is nice.

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

We needed a comprehensive tool, easy to operate which all our UK Franchise owners could use. Workbooks fitted the bill perfectly and at a price acceptable to everyone.

We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

I admire the support offered by Workbooks, they are efficient and happy to help.

US Dollar

FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. 

Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. 
Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.

LongDescription

A/B Testing

Content Delivery

Lead Notifications

Forecasting

Personalization

Meeting Management

Internal Chat Integration

Lead Capture

Performance Management

Customizable Reports

Document Storage

Proposal Generation

Activity Tracking

Customer Segmentation

Drip Campaigns

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Calendar/Reminder System

Relationship Tracking

Lead Distribution

Projections

Pipeline Management

Customer Database

Team Assignments

Calendar Management

Goal Management

Call Management

Customizable Fields

Collaboration Tools

Batch Communications

Template Management

Data Import/Export

Call List Management

Customer Support

Contact Management

Opportunity Management

Lead Management

Email Marketing

Mobile Access

Sales Activity Management

Performance Metrics

Routing

Territory Management

Channel Management

Training Management

Shared Contacts

Multi-Channel Communication

Data Integration

Marketing Automation

Social Media Integration

Lead Segmentation

Workflow Management

Email Management

Source Tracking

Field Sales Management

Alerts/Notifications

Reporting & Statistics

Predictive Analytics

Segmentation

Lead Nurturing

Interaction Tracking

Dashboard

Expense Tracking

Commission Management

Reporting/Analytics

Batch Processing

Prioritization

Lead Qualification

Client Management

Quotes/Estimates

Third-Party Integrations

Task Management

Sales Forecasting

Document Management

Web-based Deployment

Prospecting Tools

Data Management

Search/Filter

For Mac Devices

For iPad Devices

For Startups

Deal Management

For Insurance Industry

For Small Businesses

Mac OS

Web browser (OS agnostic)

Windows 10

Free: $0 per user / per month
Team: $28 per user / per month
Pro: $60 per user / per month
Enterprise: Talk to FreeAgent CRM for a custom quote

Contact FreeAgent CRM for other pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

11-50

51-200

201-500

FreeAgent CRM

In Person

Live Online

Webinars

Documentation

Videos

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Commenting/Notes

Cataloging/Categorization

Customer Surveys

User Management

Data Enrichment

Product Catalog

Access Controls/Permissions

Leaderboards

Data Synchronization

Rich Text Editor

Electronic Signature

Knowledge Management

Communication Management

Call Logging

Activity Management

Sales Trend Analysis

Email Tracking

Process/Workflow Automation

Lead Generation

Email Templates

Self Service Portal

Configurable Workflow

Sales Reports

Text Editing

Role-Based Permissions

Request Escalation

Event Triggered Actions

Activity Dashboard

Demographic/Firmographic Data

Reminders

Customizable Templates

Calendar Sync

Mobile App

Web Forms

Multi-Language

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

FreeAgent CRM vs Workbooks

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