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servis Reviews and Ratings

Rating: 10 out of 10
Score
10 out of 10

Community insights

TrustRadius Insights for servis are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

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.

Reviews

1 Review

FreeAgent CRM - Great Sales Tool!

Rating: 10 out of 10
Incentivized

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

  • Pipeline View
  • Task Management
  • Sales Funnel Evaluation
  • Sales Projection

Cons

  • Emailing compatibility from the platform
  • Calling compatibility from the platform
  • A more automated Task logging process

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.

VU
Verified User
Account Manager in Sales (501-1000 employees)
Vetted Review
servis
3 years of experience