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About FreeAgent CRM

FreeAgent is a complete CRM platform with robust work management. It helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. It is designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization. By eliminating time spent searching for information and manual entry, FreeAgent empowers leaders to optimize sales, marketing, customer success, project management.

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Screenshots & Videos

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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%
  • Reviews
    76%
  • Momentum
    61%
  • Popularity
    79%

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • Online

FreeAgent CRM Features

CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Document Management

Ability to store and manage various information and documents in electronic format.
FreeAgent CRM Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Screenshots of Vendor Pricing Page

Pricing screenshot
Pricing screenshot
Disclaimer: The pricing details were last updated on 26/07/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about FreeAgent CRM Pricing.

FreeAgent CRM Alternatives

View All FreeAgent CRM Alternatives

FreeAgent CRM Reviews

User Rating

4.6/5 (Based on 111 Ratings)

Rating Distribution

  • Excellent

    66.7%
  • Very Good

    27%
  • Average

    2.7%
  • Poor

    1.8%
  • Terrible

    1.8%

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Videos on FreeAgent CRM

FreeAgent CRM FAQs

What is FreeAgent CRM used for?

FreeAgent CRM is CRM Software. FreeAgent CRM offers the following functionalities:

  • AI Assistant
  • Advanced Automation
  • Real-time Data Sync
  • Omnichannel Customer Engagement
  • Predictive Analytics
  • IoT Integration
  • Customer Segmentation
  • Opportunity Management
  • Sales Force Automation
  • Customization
  • Territory Management
  • Reporting (Analytics)
  • Order Management
  • Collaboration Tools
  • Lead Management
  • Quotes (Proposals)
  • List Management
  • Customer Support
  • Marketing Automation
  • Referral Tracking
  • Project Management
  • Lead Scoring
  • Call Logging
  • Contact Management

Learn more about FreeAgent CRM features.

What are the top alternatives for FreeAgent CRM?

Does FreeAgent CRM provide API?

Yes, FreeAgent CRM provides API.

FreeAgent CRM Contact

Vendor Details

Walnut Creek, California

Contact Details

Not available

https://freeagentcrm.com/

Social Media Handles

Customers

GlobalPPE
Maryland
FundingShield
USADA

FreeAgent CRM Integrations

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