--- title: "servis.ai Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about servis.ai Software - reviews, pricing plans, popular comparisons to other Inside Sales products and more." source_url: "https://www.capterra.com/p/167757/FreeAgent-Network/" page_type: "product" language: "en" publication_date: "2026-10-29" --- # servis.ai Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) servis.ai ## What is servis.ai? FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use platform your team will actually love. Empower your inside sales teams to be more organized, efficient, and effective in their sales efforts, ultimately leading to improved performance and increased revenue. ## What is servis.ai used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/) Top alternative Featured Overall rating Based on 71 user reviews Reviews sentiment Positive 96% Neutral 4% Negative 0% Starting price $75 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for servis.ai?[Manage this product listing](https://www.g2.com/products/freeagent-crm-freeagent-crm/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### servis.ai 4.6 (71) VS. [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting Price $75 Per User, Per Month Starting Price $14.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (71) Ease Of Use 4.5 (912) Value For Money 4.8 (64) Value For Money 4.7 (831) Customer Service 4.9 (67) Customer Service 4.8 (851) ## servis.ai alternatives [4.2 (1,009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.6 (6,130)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars Highest Rated [4.7 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars ## FAQs about servis.ai Overview ### What problems does servis.ai solve? servis.ai solves scattered customer data, disconnected sales and marketing workflows, and inconsistent follow-up by centralizing prospect interactions, pipelines, email, phone, and calendar activity. Configurable fields, automations, integrations, and bulk data uploads help sales teams, insurance agencies, franchises, and account managers track opportunities, assign ownership, and report on sales performance. Answer based on 51 reviews Overview ### Which roles and teams benefit most from servis.ai? servis.ai is most used by insurance agents, brokers, and sales teams managing client communication, prospect follow-up, and policy-related conversations. Agency owners, presidents, and CEOs use it to oversee sales activity and customer engagement, while office managers and customer success leaders support onboarding, coordination, and responsive client service. Answer based on 71 reviews Overview ### What company size and specific industries is servis.ai built for? servis.ai is designed for small to mid-sized businesses and growing teams that need to manage sales, marketing, customer success, project management, and related work in one place. It suits organizations that want better collaboration and performance tracking across multiple functions, rather than a single industry-specific use case. Features and Usability ### What are the key features of servis.ai? servis.ai includes core CRM features such as contact management, sales pipeline management, activity tracking, and customizable fields. It also offers workflow automation, dashboards and reporting, plus email, calendar, phone, and Zapier integrations. Reviewers particularly discuss its configurable sales processes, team collaboration, and customer support. Answer based on 43 reviews Pricing ### How much does it cost and what fees or limitations are included? servis.ai starts at $75 per user per month for the Professional plan, which includes up to 3 App Stacks or 1 Industry Stack, email and calendar sync, task reminders, duplicate prevention, webhooks, and third-party integrations. Mid-Market is $150 per user per month; Unlimited has no listed price. Answer based on 7 reviews Integrations ### Which third-party tools and platforms does servis.ai integrate with? servis.ai integrates with over 150 integrations, including reviewer-confirmed Zapier, Twilio, and Mailchimp. Its catalog also lists communication, scheduling, CRM, storage, and project-management tools such as ActiveCampaign, Calendly, Airtable, Amazon S3, Asana, and Azure DevOps, supporting automated workflows across customer engagement and operations. Answer based on 16 reviews Getting Started and Support ### How easy is it to onboard and train a team on servis.ai? servis.ai is generally easy to onboard, with in-person training, live online sessions, webinars, documentation, and videos available. Reviewers report that tech-savvy sales users learn it quickly, while less technical or older team members may need more time and one-to-one guidance. Individualized training and responsive implementation support help teams configure workflows and train staff. Answer based on 10 reviews Getting Started and Support ### What customer support options does servis.ai offer, and how do users rate the experience? servis.ai offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support as prompt, helpful, and professional, with responsive follow-up, individualized training, and assistance during setup. Some users want more thorough documentation or report slower progress when addressing complex, specialized configuration needs. Answer based on 43 reviews Ease of use ### Is servis.ai easy to use for sales teams? servis.ai provides an approachable CRM interface for sales teams, including users with limited technical experience. Reviewers value its clear layouts, configurable views, mobile access, and help during setup. Some users need time to understand pivots, views, and custom fields, while browser compatibility and newer navigation can occasionally cause friction. Answer based on 26 reviews ## Features AI summary Based on 891 Inside Sales reviews Capterra data shows that buyers of Inside Sales software rank the following features as their top priorities: - **Lead Management** (**42%** of reviewers rated this feature as critical) - **Contact Management** (**34%**) - **Lead Capture** (**43%**) servis.ai supports all three features that reviewers identify as most important: **Lead Management**, **Contact Management**, and **Lead Capture**. Together, these capabilities help businesses track prospects more effectively, keep customer information organized, and capture new opportunities as they come in, allowing teams to follow up faster and manage the sales process with greater consistency. Lead Management 4.6 (15) 60.00% of 15 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Contact Management 4.5 (17) 58.82% of 17 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Capture 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers CRM 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Sales Pipeline Management 5.0 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Task Management 4.4 (15) 46.67% of 15 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression servis.ai 127 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Batch Communications: Send messages, notifications, or documents to an entire customer base at the same time - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call List Management: Manage and track all past and future calls. - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Click Tracking: Track the amount of clicks on individual products to measure campaign results - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Management: Ability to handle large datasets - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Field Sales Management: Manage or track sales completed by field teams/employees - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Insurance Industry: Intended to be used by insurers - For iPad Devices: Operate/access software on iPad Devices - For Mac Devices: Operate/access software on Mac Devices - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Goal Management: Allows employees to set and manage work or career related goals - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Notifications: Real-time alerts or notifications that inform teams about new leads or prospects - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Leaderboards: Boards that use custom metrics to show how leading performers compare to other individuals/teams - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Medication History: Access to patient medication history data - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Messaging: Communicate using messages within the system - Mobile Access: Access software remotely via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Location: Manage and support multiple locations - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Patient Education: Educational and medical resources that are delivered to patients online - Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health. - Patient Intake: Patients can register for appointments in advance online - Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc. - Patient Questionnaires: Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health. - Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Predictive Analytics: Predict future data based on historical data sets - Prioritization: Arrange tasks based on the level of priority or urgency - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Rescheduling: Manage the rescheduling of appointments - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Routing: Plan daily routes to optimize employee scheduling and provide directions - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Shared Contacts: Share contacts with other applications like Gmail and CRM - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Training Management: Track employee/learner's progression through training programs - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web-based Deployment: SaaS, web-based, online deployment - Wiki: An informational database that allows users to add, delete, or revise content - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (71) 4.5 Based on 71 reviews ## Pricing Value for money 4.8 (64) [View pricing plan details](https://www.capterra.com/p/167757/FreeAgent-Network/pricing/) Professional $75.00 Per User,Per Month It includes: - Select up to 3 App Stacks or 1 Industry Stack - Automatic Email Sync & Calendar Management - Task Management & Reminders - Duplicate Prevention - Webhooks - Direct 3rd party Integrations - Integrate with 1000s of other systems via Zapier Mid-Market $150.00 Per User,Per Month It includes: - EVERYTHING IN PROFESSIONAL plus... - HIPAA + BAA Included - Unlimited App Stacks - Inbound and Outbound Calling & SMS via VoIP Partners - Audit Log of Every Change - Direct API Access - IPaaS Integration Services - Self-Service Portals Addon Unlimited Talk with Sales for Pricing It includes: - EVERYTHING IN Enterprise, plus.. - AI Analyst on demand - Customizable AI Agents - Now with AI Voice - Automated AI Scoring - Internal and external AI Chatbots - Dedicated Account Manager - Tailored solutions may affect final price Value for money 4.8 (64) 4.8 Based on 64 reviews ## Integrations [ PayPal Payments](https://www.capterra.com/p/207944/PayPal/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Basecamp](https://www.capterra.com/p/56808/Basecamp/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (67) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (67) 4.9 Based on 67 reviews ## User reviews Overall rating 4.6 Based on 71 reviews Filter by rating Counts reflect reviews available in this feed. 5(49) 4(19) 3(3) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Sales Coordinator Used the software for: Less than 1 year ### "Nicest CRM people and product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 12, 2019 The customer service has been impeccable with Free Agent from the start. I was dealing with delays on my end getting approval etc. and they were patient and so responsive to any and all questions I had. Pros The service itself reflects the wonderful people who created it and work for the company. It is easy to use and super customizable. Cons Nothing comes to mind yet! I foresee any issue we run into being fixed in a timely manner by the company. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer sales manager Used the software for: 1-3 years ### "Organization made easy" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 11, 2019 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Principal Used the software for: Less than 1 year ### "Perfectly adequate, user-friendly starter CRM software with excellent training/support for very small businesses." 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 5, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Onboarding Operations/ VP of Customer Success Used the software for: Less than 1 year ### "New Business set up and integration with Free Agent" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 15, 2021 Setup has been very collaborative and accommodating to our schedule as a growing business. Free Agent is easy to use and has saved us a ton of time on a daily basis. Pros We utilize all functions of free agent but the best part of this CRM is the ability to completely customize our portal to our specific needs without having to keep a lot of unused features. Very streamline and efficient. Cons Nothing to dislike. This software has exceeded all expectations. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Agent Used the software for: 1-3 years ### "Fantastic Software to Help Stay Connected to Clients & Prospects!!!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 13, 2019 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AT Andrew T. Manager, Demand Flexibility Marketplace Used the software for: Less than 1 year ### "Process flow management tool for a very complicated energy program" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 28, 2021 Great. I worked daily with \[SENSITIVE CONTENT\] and he was very responsive to our requests. We did not have a complete idea of the process flow when we started and he was able to get us started and roll with the punches as we evolved the process. Pros We liked how it worked as a process flow management tool. We looked at other tools, such as salesforce, and they were not easy to conceptually fit into our process. FreeAgent was able to flow records (projects) along multiple stages that added new data at each stage gate. Cons The charting and visualization leave a bit to be desired. Font sizes, spacing, overall aesthetic things could be improved. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Inside Sales Used the software for: Less than 1 year ### "Easy and helpful" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 29, 2021 10 out of 10. \[SENSITIVE CONTENT HIDDEN\] was great and helped me as the implementation leader but also worked with our individual reps. We are tracking only what we want and so far it's been great. There is always a learning curve with new software but it has been minimized thanks to \[SENSITIVE CONTENT HIDDEN\]. Pros The compatibility and support. The teams are helpful and committed to providing the best service. Cons The "views" are sometimes tricky. It took a few tries to really understand the pivots etc. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Dustin S. Group Benefits Advisor Used the software for: Less than 1 year ### "FreeAgent Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 11, 2019 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) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Data and Quality Assurance Manager Used the software for: Less than 1 year ### "So far FreeAgent is amazing and more than we thought it would be!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 5, 2021 We just got started with FreeAgent and finished up the creation of it, data imports and training. I've also trained one staff member so far in using the system. We are so amazed with FreeAgent and so happy we decided to go this route for our data needs. Every person that we have spoken and worked with during this purchase and implementation process has been more than helpful. We have no regrets! Pros The data management and how it plays in to reporting the data is amazing! The previous CRM software we used was amateur compared to what FreeAgent offers! Cons The only thing I can see so far as a downfall is the need to know Java script to be able to add certain features/filters. Thankfully the team is super helpful and more than willing to add these additional features for us! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director of Operations and Customer Experience Used the software for: 3-5 years ### "Customer Service is where it is at!!!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 29, 2021 What has really made it for us is the customer service and assistance provided by \[SENSITIVE CONTENT HIDDEN\]. She has been with us since the beginning and has SLAVED over our account to make sure things are working properly, and finds a solution to every need we have had. She has even been moved around internally within the company, but she still MAKES OUR DAY by continuing to manage our account. We honestly don't know what we would do without her. Whoever is her supervisor, GET THIS WONDERFUL WOMAN A RAISE! She is so smart and makes connections that blow our minds. One of the best collaborative problem solvers we have ever worked with. Pros The potential is so there. The updates made this past year have been AMAZING. You guys have changed with the times in the best way. We use this software differently than 98% of their clientele, but once we work on a few more tweaks, this platform will finally think like a classroom! I love the different views available, the customizable apps, report features, and the new RingCentral integration will be so helpful. The layers of related lists are so applicable for connecting our students, courses, payments, and soon campaigns! Cons Like I said, we use this platform very differently from most of their customers, so we have had to think very creatively and outside of the box to find solutions for our systems. It has been a slow process, but I think we are finally getting close to having a very powerful CRM tool for our needs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/167757/FreeAgent-Network/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.