FreeAgent CRM

FreeAgent CRM

by FreeAgent Network

Who Uses FreeAgent CRM?

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

What Is FreeAgent CRM?

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

Get everything in one place
Work more collaboratively and get more done
Track and improve performance

Optimize any process
Whether its a deal, a project, a support ticket, or anything else, FreeAgent helps your team stay on task. Boards, lists, and cards enable you to organize and prioritize any business flow in a fun, flexible, and rewarding way.

FreeAgent CRM Details

FreeAgent Network

https://freeagent.network/

Founded 2016

FreeAgent CRM Pricing Overview

FreeAgent CRM does not have a free version but does offer a free trial. FreeAgent CRM paid version starts at US$25.00/month.

Starting Price

US$25.00/month

Pricing Details

Essentials $25 Professional $75 Enterprise $135 Unlimited $250

Free Version

No

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

Business Hours

Online

FreeAgent CRM Features

CRM Software
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Generation
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
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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
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 Reviews for UK Users

Showing 5 of 46 reviews

Overall
4.7/5
Ease of Use
4.6/5
Customer Service
5/5
Features
4.5/5
Value for Money
4.7/5
Mateo G.
Growth Marketing & Business Development
Information Technology & Services, 13-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 14/12/2019

"FreeAgent CRM"

Comments: FreeAgent allows our Sales & Marketing teams to work efficiently and effectively together as one revenue-focused team. The automation features & Zapier integration has allowed our small team to set up many different marketing automation workflows that have saved us a ton of time.

Pros: The platform is super intuitive, easy to navigate, and simplifies the way we track our joint marketing & sales pipeline. There's no steep learning curve and most importantly, the customer support all the way up through senior leadership has been incredible. They're quick to respond and escalate any issues immediately and there's been plenty of productive face-time with the management team who seems genuinely interested in taking customer feedback to shape their product roadmap. On multiple occasions they've turned around and pushed into production our product feature requests in a matter of days or weeks. Zapier & Mailchimp integrations are a huge plus too!

Cons: Could be more robust on the reporting/dashboard side of things, but I'm told a lot is coming in early 2020 with regards to reporting.

  • Reviewer Source 
  • Reviewed on 14/12/2019
Peggy M.
Publications Manager
Marketing & Advertising, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 10/12/2019

"A CRM that does just what I need it to do!"

Comments: 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.
This software has really helped us organize our giant list of contacts. I KNOW without a doubt, we've made more money using this CRM! Having a quick way to track who I need to contact and what the last contact was is worth every penny.

Pros: I was looking for a program that was easy to use since I needed it to be used by someone with limited technical ability. Super easy to use for people of all technical experience levels. Very little set up or training needed to get started and that was HUGE!
Love the mobile app and that it has all the capabilities of the desktop version!

Cons: I know it has some cons, but recently there have been some updates that really picked up all the things I was hoping the software would do, I am struggling to think of something. I used to complain about the email font - but they just fixed that and there are a lot of new options to make your email look professional!

  • Reviewer Source 
  • Reviewed on 10/12/2019
Tom W.
Principal
Medical Practice, Self Employed
Used the Software for: 1-5 months
  • Overall Rating
    3/5
  • Ease of Use
    4/5
  • Features & Functionality
    3/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 03/07/2018

"Perfectly adequate, user-friendly starter CRM software with excellent training/support for very small businesses."

Pros: Customer support & initial training was very good, individualized, patient, and responsive, even before I had committed to purchase.
More features than I use or need for my small start-up.

Cons: Search function is sometimes laborious; difficulty refining search parameters.
Inability to delete contacts that are no longer needed.

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 03/07/2018
Leslee R.
sales manager
Publishing, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 10/12/2019

"Organization made easy"

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.

  • Reviewer Source 
  • Reviewed on 10/12/2019
Craig K.
Agent
Insurance, 13-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 12/12/2019

"Fantastic Software to Help Stay Connected to Clients & Prospects!!!"

Comments: Great product, EXCELLENT customer service. You won't find anything comparable to this for the price.

Pros: I was looking for something to stay in front of my clients and prospects when I purchased this product. Over the course of 18 months they have added so many features and enhancements that I would never have expected. I haven't quite got them all down yet on how to use, but I'm getting there and the support staff is top notch! They get back to you right away, check up on you after they help with your issue, and all around make the software much more enjoyable to use. You won't find a better CRM for the money.

Cons: The only negative thing I found with this software is how many different times I have to put in peoples information in different areas. It should just transfer over.

  • Reviewer Source 
  • Reviewed on 12/12/2019