FreeAgent CRM - Great Sales Tool!
July 30, 2024

FreeAgent CRM - Great Sales Tool!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with FreeAgent CRM

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
  • 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.
It's easy to use, very customizable, and very effective!
I have not used previous CRMS.

Do you think servis delivers good value for the price?

Yes

Are you happy with servis's feature set?

Yes

Did servis live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of servis go as expected?

I wasn't involved with the implementation phase

Would you buy servis again?

Yes

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.

servis Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
6.0
Mobile access
6

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