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FreeAgent CRM

FreeAgent CRM

Overview

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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Learn from top reviewers

FreeAgent CRM - Great Sales Tool!

Rating: 10 out of 10
July 30, 2024
IncentivizedVetted ReviewVerified User
FreeAgent CRM helps me and my organization to view our pipelines and pipeline opportunities. It allows us to have a firm understanding of where in the process our opportunitie...
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Verified user
Account Manager
FreeAgent CRM3 years of experience
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Reviewer Pros & Cons

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Verified User
Account Manager in Sales
Staffing & Recruiting Company, 501-1000 employees
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Pricing

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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
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Product 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.


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 TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(2)

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!

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:

  1. Take advantage of the initial training offered by FreeAgent CRM to fully utilize its functionality.
  2. Seek assistance when needed, as FreeAgent CRM has good customer service and reliable support.
  3. 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.

Reviews

(1-1 of 1)
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FreeAgent CRM - Great Sales Tool!

Rating: 10 out of 10
Incentivized
July 30, 2024
Verified User
Vetted Review
Verified User
FreeAgent CRM
3 years of experience
Use Cases and Deployment Scope
FreeAgent CRM helps me and my organization to view our pipelines and pipeline opportunities. It allows us to have a firm understanding of where in the process our opportunities are and what their dollar amount is. FreeAgent CRM gives us full view of our sales activities and allows us to make adjustments to our processes based on the data that we receive. It is a great tool and platform for me as a sales executive to be on top of my pipeline, have full transparency with management, and be able to project what the future is going to look like. FreeAgent CRM allows us to have full control of our sales pipelines and processes.
Pros and Cons
  • Pipeline View
  • Task Management
  • Sales Funnel Evaluation
  • Sales Projection
Likelihood to Recommend
FreeAgent CRM allows a sales professional to be on top of their pipeline, sales funnel, activity, and projections! It's easy to use, easy to understand, and easy to navigate. It's very customizeable to your organization liking and organizations needs.
FreeAgent CRM Feature Ratings
Sales Force Automation (9)
100%
10.0
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
100%
10.0
Customer Service & Support (3)
100%
10.0
Case management
100%
10.0
Call center management
100%
10.0
Help desk management
100%
10.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
100%
10.0
Social data
100%
10.0
Social engagement
100%
10.0
Integrations with 3rd-party Software (2)
100%
10.0
Marketing automation
100%
10.0
Compensation management
100%
10.0
Platform (1)
60%
6.0
Mobile access
60%
6.0
Return on Investment
  • FreeAgent CRM has allowed me to be on top of my pipeline, which has led to countless closed deals.
  • FreeAgent CRM has given me the understanding of my true activity, allowing for me to make adjustments to my sales processes, leading to more sales.
  • FreeAgent CRM has allowed me to be on top of the larger enterprises and has led to closed deals with larger accounts.
Usability
10
It's easy to use, very customizable, and very effective!
Alternatives Considered
I have not used previous CRMS.
Other Software Used
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