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FreeAgent CRM

Tekpon Score
8.9

FreeAgent CRM Reviews

& Product Details

What is FreeAgent CRM?

FreeAgent is a cloud-based complete CRM platform that helps teams work more collaboratively to get more done, get everything in one place, and track and improve performance. It gets the whole team productive, gives complete visibility into customer-facing work, and offers reports and measurements to improve performance.

The CRM software automatically logs and organizes your teams’ calls, emails, and meetings so you can remove tiresome tasks from your to-do list. It is best for remote teams as it helps them with real-time collaboration and code-free customization tools. Furthermore, it empowers leaders to optimize customer success, sales, project management, marketing, and more by reducing manual data entry and eliminating time spent searching for information.

The software combines CRM and work management into one cloud-based platform, bringing customer interactions and internal workflow together. Also, it has a plethora of third-party integrations like business intelligence, commerce, communication, marketing, operations, productivity, support, and webinar tools.

FreeAgent CRM offers the following support options: Chat, Email/Help Desk, Phone Support, FAQs/Forum, and Knowledge Base.

Found in these Categories

Best For

Get everything in one place, and work more collaboratively.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    FreeAgent Network

  • Located In

    United States

  • Website

    freeagentcrm.com

Starting from:

$45 /user/month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

FreeAgent CRM pricing comprises three plans - Starter, Professional, and Enterprise - with monthly & annual subscription options. A yearly subscription will bring a 20% discount on the monthly rate. All plans include In-App Live Chat Support, Real-time Email Sync, and Custom Apps.

  • Activity Tracking
  • Alerts/Notifications
  • API
  • Calendar Management
  • Calendar/Reminder System
  • Client Management
  • Collaboration Tools
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Reports
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Segmentation
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Prospecting Tools
  • Quotes/Estimates
  • Referral Tracking
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration
  • Task Management
  • Template Management
  • Territory Management
  • Time & Expense Tracking
  • Workflow Management

Additional Features

  • AB Testing
  • Batch Communications
  • Batch Processing
  • CRM
  • Call List Management
  • Call Management
  • Channel Management
  • Commission Management
  • Content Delivery
  • Customer Service Analytics
  • Customer Support
  • Data Integration
  • Data Management
  • Deal Management
  • Drip Campaigns
  • For Insurance Industry
  • Field Sales Management
  • For Mac Devices
  • For Small Businesses
  • Goal Management
  • For Startups
  • For iPad Devices
  • Lead Notifications
  • Meeting Management
  • Multi-Channel Communication
  • Performance Management
  • Personalization
  • Predictive Analytics
  • Prioritization
  • Proposal Generation
  • Relationship Tracking
  • Reporting/Analytics
  • Routing
  • Sales Activity Management
  • Search/Filter
  • Shared Contacts
  • Source Tracking
  • Team Assignments
  • Third-Party Integrations
  • Training Management
  • Web-based Deployment

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