Who Uses This Software?

Customer Relationship Work Management - Sales collaboration software that transforms how go-to-market teams work together and drive revenue by delivering more value to customers

Average Ratings

27 reviews
  • Overall 4.6 / 5
  • Ease of Use 4.5 / 5
  • Customer Service 5 / 5
  • Features 4.3 / 5
  • Value for Money 4.6 / 5

Product Details

  • Starting Price US$33.00/month
  • Pricing Details Starter $33 for 3-5 users Pro $66 5-10 users Business $99 10+ users
  • Free Version No
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training In Person
    Live Online
    Documentation
  • Support Business Hours
    Online

Vendor Details

  • FreeAgent Network
  • https://freeagent.network/
  • Founded 2016

About FreeAgent CRM

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly.

Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.

FreeAgent CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Document Storage
  • Forecasting
  • Lead Scoring
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Committee Management
  • Contact Management
  • Donor Management
  • Email Marketing
  • Event Management
  • Fundraising Management
  • Grant Management
  • Membership Management
  • Social Media Integration
  • Volunteer Management
  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Batch Communications
  • Chat / Messaging
  • Content Management
  • Email Distribution
  • Interactive Content
  • Multi-Channel Communication
  • On-Demand Communications
  • Personalisation
  • Print Management
  • Template Management
  • Video Content
  • Behavioural Analytics
  • Campaign Management
  • Customer Profiles
  • Customer Segmentation
  • Data Integration
  • Data Matching
  • GDPR Compliance
  • Personalisation
  • Predictive Modeling
Vendor has not completed this information.
  • Auto-Dialing
  • Call List Management
  • Call Recording
  • Campaign Management
  • Dashboard
  • Data Management
  • Lead Capture
  • Lead Distribution
  • Lead Scoring
  • Performance Management
  • Campaign Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • A/B Testing
  • Campaign Management
  • Drip Campaigns
  • Lead Capture
  • Lead Notifications
  • Lead Scoring
  • Lead Segmentation
  • Performance Metrics
  • Personalisation
  • Pipeline Management
  • Cataloguing / Categorisation
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

FreeAgent CRM Most Helpful Reviews

Organization made easy

Reviewed on 10/12/2019
Leslee R.
sales manager
Publishing, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: When selling ads, often you have to touch clients multiple times to make the sale, so I love that all my activity is documented so I can see who I still need to be contacting.

Pros: I needed an easy but thorough way to keep track of all of my clients/our clients in our business. It gives me all the details I need when looking for what I need, who I need, and where I'm at in the sale process.

Cons: Sometimes when searching for contacts it will just take start searching when you type one letter and not let you finish the name so you have to redo it. And I wish there was a way to mass email like mail chimp but without having to purchase another software service.

I Didn't Know A Team Could Be So Responsive

Reviewed on 12/10/2018
Amy L.
Franchise Support Lead
Retail, 51-200 Employees
Used the Software for: 6-12 months
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: I have never asked more from a company. Our CRM needs were very different than the typical sales model. I chose FreeAgent because their team seemed willing to work with me to make the changes I needed for my unique circumstances. When shopping for the CRM, other companies told me they would charge thousands of dollars to train me how to build a system to fit my unique needs. FreeAgent CRM said they would be happy to build what I need at no extra cost. They have done just that and exceed my expectations every day. This robust system has everything I need and I appreciate its beautiful design.

Pros: Choosing FreeAgent CRM is the best decision I made this year. They have worked with me to make their CRM the exact fit I needed for a growing franchise. I have never worked with another company that is so responsive to my requests and needs. Every day I am amazed at how willing they are to make improvements to meet my needs and their team always teaches me how I can personalize the program to our unique circumstances. They take the time to understand my need and then go to work to find a solution.

Cons: I love the product so much that this is difficult for me to answer, but the two things I am hoping to someday have is a #hashtag feature for being able to search activities by topics and to someday be able to have texting also documented in the system. (I think I just thought of how this can be done simply!)! And another request is born....

FreeAgent CRM vs Salesforce = Apple iPhone XR vs mobile phone 1st generation in the mid 90s.

Reviewed on 12/10/2018
Marc K.
Chairman & CEO
Banking, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: If Salesforce customers would be aware of FreeAgent CRM, Salesforce would have no clients any longer. It reminds me of an upstart like Amazon in 2000 vs the established retailer Sears. I would highly recommend Marc Benioff to take over FreeAgent CRM and let FreeAgent CRM's management revamp Salesforce's entire software and sales/marketing concept. If Sears would have bought Amazon their share price would have been up several thousand percent vs being down 99% during the last 11+ years. Eddie Lampert likely doubted that established, 100+ year old Sears would fall 99%. Better and more agile competitors like FreeAgent CRM can erode the market position of other established leaders over time as Apple, Amazon, Google, Facebook, Netflix have proven.

Pros: FreeAgent CRM's management and team are outstanding in terms of customization, service, interface, simplicity and elegance. The entire user experience if rated on a scale of 1 to 10 is 10+ while I would rank Salesforce 1 having seen Salesforce performing ten years ago and recently. Salesforce is a sales focused company with an extremely frustrating user experience vs FreeAgent CRM being a true CRM company. It's like using a new generation Apple iPhone vs a mobile phone by other leading providers in the mid 90s. We have no association with the company besides being a customer.

Cons: I have done extensive searches on many CRMs in the last 10 years and wish this 2016 founded company would have been existed 25 or 10 years ago.

FreeAgent Review

Reviewed on 10/12/2019
Dustin S.
Group Benefits Advisor
Insurance, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Overall we have had a pleasant experience with FreeAgent. The setup was fairly easy, and the team at FreeAgent seem open to new ideas and feedback about the software.

Pros: I like the lay out of the software. Its pretty easy to navigate around and the overall quality of the design is nice.

Cons: Uploading files is possible to a group/individual; however, it just goes into the 'feed'. Would like to see a separate section where any files we upload to a specific person/company is stored (rather than having to search though the feed to find it)

FreeAgent Is the best value for your money.

Reviewed on 02/11/2018
Abi L.
Office Manager
Management Consulting, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: This is my first experience with CRMs and its been so pleasant and not frustrating. Thats hard to find in the tech world for me. Our rep is wonderful and knows her stuff!

Pros: Simple, easy to use and easily learnable. Helpful staff that are there quickly to help with any issues that come up or that you have questions about. Integrates well with Office 365. Looks great and is neat and tidy.

Cons: Any cons that I did have, have quickly been fixed. They are open to suggestions and are constantly improving.

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