FreeAgent CRM Reviews

.It is easy to use, manage all the leads and churn them also

nothing to dislike about it, great software

Manage all the leads and easy to find them and work on them, also we can add task

There are two things. First: their customer service is bar-none, the best i have ever seen. They have a chat option that allows you to get answers within 5 minutes if not sooner. Second: the system so so robust you can work operations, payments and sales seemlessly together.

Though their cost is a bit high, it is well worth the money and they will work with you for the best pricepoint that works for them and for you.

I can track payments, partial payments by product and company. I love being able to see the email history and when the client or potential client has opened his/her email and how many times. That way I know how to approach our next conversation.

.Easy to use and great customer service thank you

training schedule was a little longer then I wanted but in the end it made sense to take a little extra time to do it right!

yes

Better

Customer Service is outstanding, and the developers listen to my needs and, within hours, have made the necessary updates needed to make things work. My niche is a hard nut to crack because there are so many variables. However, Freeagent stepped into this and together, we have devised a system that flows very well and does what I need. I cannot say enough good things about them.

No-fault of Freeagent, but I have had to integrate with a third-party system to fire off my information into Freeagent, and I would prefer to bypass that third-party system altogether.

You will need a dedicated person as Freeagent likes the user to own the process and admin settings. If you have a dedicated individual, this will work well for you. Also, make sure you have a good grasp on your path and what you want to achieve.

My organization has never integrated with a CRM that can be a single entry point; Freeagent has solved that problem. Freeagent is storing my data, providing real-time updates to office staff and reps in the field, and supplying me with robust reporting. These are the problems that Freeagent CRM is solving and the benefits.

The customization of the CRM is impressive. The implementation team was able to accommodate all of our requests and provide the training necessary for our team.

The only issue is the process for making modifications to the database. We uploaded a large list of contacts that required some work to clean up. The service team helped us every step of the way.

Establish a clear vision of your organization's needs ahead of working with FreeAgent or any CRM vendor.

We have realized the benefit of clearly communicating the sales process to our sales team and engaging our marketing team to connect with our customers.

Easy to use, the great price point for our small business, and their customer service is amazing! They are always available when I need them!

There hasn't been a single thing that I've disliked about FreeAgent and I use this software constantly throughout my day.

I love that I can easily organize and label my contacts within FreeAgent. This allows for easy communication with different types of contacts. I also like that it tracks my history with each contact including calls, emails, and appointments. This feature keeps me on my A-game and helps me to look and feel organized when I'm meeting with donors.

Our sales reps love the mobile app. They use it throughout the day, They don't have to pull out their laptop and get sut up; they can grab their phone and use FreeAgent right there. I think that's a big reason why they have so much activity within FreeAgent

Adding widgets is time-consuming, especially when you have multiple business units and different reps in each business unit.

organizing the sales process in a way that is easy for the reps to use without bogging them down in admin activities.

It is difficult to pick one "best":

The ability to easily create custom data fields was a critical element for us. We are a smaller school with unique requirements and educational data fields. The "out of the box" systems didn't meet our needs and didn't offer the ability for customization. Free Agent allows us to easily create multiple data fields and organize these in the way that makes it most efficient and productive for our staff.

Having the ability to come in first thing in the morning and see the status of each prospect student has saved a lot of time for our Admissions' team. It is so easy to move a prospect through various stages of the funnel, see all activities related to the prospect (phone calls, texts, emails) and the timeline with each.

We've been using FreeAgent for about 3 years now. It's highly customizable and their staff is very knowledgeable. They will help you get it set up just as you need. They can learn your process and help develop tracking systems that will make your business run smoothly and you won't miss any leads.

Maria and Sam are the best and will make you you have what you need at your fingertips.

Sometimes the fonts are weird in the email templates.

FreeAgent has really helped us organize our contact/account management. Without a doubt, we've increased revenue with this CRM!

FreeAgent is super easy to use for people of all technical experience levels. Very little setup or training needed to get started and that was HUGE!The customer service I have had with FreeAgent from the first initial contact through the purchase and training and the helpdesk on various issues has been top-notch! It's super easy to reach out and ask a question about how to do something or if the software can do something and they respond in a timely and professional manner.