TrustRadius Insights
Users of FreeAgent CRM have found the software to be highly beneficial for their businesses. One of the key use cases is its ability to …
Starting at $42 per month per user
View PricingOverview
What is FreeAgent CRM?
FreeAgent is a CRM platform with work management features, designed to help teams get everything in one place, work more collaboratively to get more done, and track and improve performance. It provides remote teams visibility into day-to-day activity, real-time collaboration,…
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Get StartedPricing
Project Management
$30
Cloud
per month per user
Contact Management
$42
Cloud
per month per user
Help Desk
$60
Cloud
per month per user
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://freeagentcrm.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $42 per month per user
Product Details
- About
- Tech Details
What is FreeAgent CRM?
FreeAgent is a CRM platform with work management features, designed to help teams get everything in one place, work more collaboratively to get more done, and track and improve performance. It provides remote teams visibility into day-to-day activity, real-time collaboration, and code-free customization. By eliminating time spent searching for information and manual entry, FreeAgent helps leaders to optimize sales, marketing, customer success, and project management.
Customization
Work Management
To optimize any process, reduce admin work, and have workdays full of impact, with:
- Fully-featured Mobile App
- Global Search
- Saved Views
- Kanban Boards
Task & Activity Management
Create, assign, prioritize, complete and track tasks of any type across the organization.
- Activity Timeline
- @mentions
- Reminders
Customization
Tailor every aspect of the system so it fits the business.
- Custom Fields and Stages
- Corporate Branding
- Menu Items
- Form Sections
Personalization
Every teammember can optimize the system for their own tip-top performance.
- Personal Themes
- Homepages
- Favorites
Process Management
Standardize, enforce, and optimize how work is done.
- Custom Stages
- Required Fields
- Approval Workflows
- Lock After Create
Automations
Boost efficiency and magnify impact by eliminating repetitive work.
- App Actions
- Automated Assignments
- Condition-based Automations
- Automated Emails
Reporting
Track and monitor key metrics across your organization.
- Dashboards & Dashlets
- Widgets
- Dot.Walking
- Cycle Time Analytics
Security
Define teams, roles and access controls to govern what team members can see and what they can do.
- Teams & Roles
- Access Controls
- Email Blacklisting
FreeAgent CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Comparisons
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Users of FreeAgent CRM have found the software to be highly beneficial for their businesses. One of the key use cases is its ability to easily track and link with other services, improving users' ability to send prospecting emails. The seamless integration with other tools allows users to remove unnecessary software, streamlining their workflow. Additionally, the software effectively manages leads, allowing users to easily find and work on them, as well as add tasks. The integration of all data and users in one place has led to increased revenue and satisfied customer demand. FreeAgent CRM also provides better KPIs and real-time reporting, making it easier for users to report to the C-suite and manage OKRs. Another crucial use case is the ability to track payments and partial payments by product and company, as well as view email history and client engagement. The CRM software has solved the problem of lacking a single entry point for data integration, providing real-time updates, and robust reporting. It has also improved communication between sales and marketing teams, helping them better connect with customers and communicate the sales process. Users appreciate the improved tracking of potential hot leads and the ability to share information with the team, although some have found logging in challenging. The ability to organize and label contacts, track communication history, stay organized, and easily see the status of each prospect has greatly helped in account management. Furthermore, users have realized the benefits of tracking and organizing data for large events using FreeAgent CRM. Overall, this software keeps users organized and focused, increasing efficiency and productivity while offering customizable features that meet their specific needs.
Customizable and Easy to Use: Users have found FreeAgentCRM highly customizable and easy to use, allowing them to tailor the CRM to their specific needs. Several reviewers mentioned that they were able to customize the platform according to their requirements without any assistance.
Convenient Integration: Many users appreciated the ability of FreeAgentCRM to integrate all users and data in one place, making it convenient and efficient. This feature has been praised for streamlining workflows and enhancing productivity.
Outstanding Customer Service: The customer service provided by FreeAgentCRM has received high praise from users. Reviewers highlighted its helpfulness, responsiveness, and friendliness. Some users also mentioned that the support team made necessary updates quickly.
Set-up Time: Users have mentioned that the software takes time to set up and is not a plug-and-play solution. Some reviewers felt that this initial setup process can be time-consuming and requires additional effort. However, they acknowledged that the customization options provided more value in the long run.
Difficulty for New Users: Users found the software difficult to use for new users due to its high level of customization. Some customers suggested getting assistance from a team member or consultant to properly set it up and navigate through the various features.
Frequent Changes in Software: Several users mentioned that there were a lot of changes in the software in the first year or two, which required them to constantly relearn how to do things. However, they stated that this hasn't been an issue in the past year, suggesting that recent updates have addressed this concern.
Users of FreeAgent CRM commonly recommend the following:
- Take advantage of the initial training offered by FreeAgent CRM to fully utilize its functionality.
- Seek assistance when needed, as FreeAgent CRM has good customer service and reliable support.
- Consider FreeAgent CRM if you are looking for a user-friendly and easy-to-access CRM solution that meets your company's needs.
These recommendations highlight the importance of utilizing the training provided, reaching out for help when necessary, and appreciating the user-friendliness and accessibility of FreeAgent CRM. Implementing these suggestions can enhance the overall experience with the software.