Who Uses This Software?

FreeAgent CRM helps small businesses grow big through their cloud-based CRM solution. Easily manage leads, contacts, emails & calls, accounts & deals, and build custom reports and dashboards.


Average Ratings

11 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $29.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • FreeAgent Network
  • freeagent.network/
  • Founded 2016
  • United States

About FreeAgent CRM

FreeAgent CRM ayuda a empresas pequeas a administrar sus ventas a travs de su solucin de administracin de relaciones con el cliente basada en la nube. Con gestin de prospectos potenciales, contactos, correo electrnico y llamadas, as como con la administracin de cuentas y ofertas, e informes integrados. FreeAgent CRM ofrece una herramienta de administracin integral para los propietarios de negocios y los jefes de ventas.


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

FreeAgent CRM Reviews Recently Reviewed!


Excellent Product

Aug 23, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: I have never had an experience like this before... they contacted me, and made follow up, answered all my questions, and even invited me to their offices. They have been great with customer support; it is almost 24/7. They are very nice and willing to help out, and hear your suggestions. Since I can customize it to my needs, it's a perfect product. I recommend it 100%.

Pros: What I love the most about this product is that it is customizable, so the program adapts to my needs instead of the other way around. It is super user friendly, and it has great customer support!! They even give you 1:1 training, and help you customize your profile, and they won't leave you alone until you are happy with the end product.

Cons: There are a few (almost none) user experience things that can improve... but they are constantly updating features.

FreeAgent CRM

Jul 25, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: In general, the CRM is very nice. I love the fact that you get one on one training with the team and they listen to you so they can make all the modifications to the CRM. I have looked at so many CRMs to use with my Insurance Business (from home) and even though I am still in the process of customizing it I am very optimistic the final result will work well with my workflows.

Pros: I like the interface, its very appealing visually speaking. Usability is very good. I like the fact that you can do so many integrations like Mail chimp and Zapier.

Cons: It does not allow to integrate power dialers. The integration process is time consuming, but I guess is worth it if you want an end product that works with your workflows.

Excellent CRM Functionality and Support for Small and Growing Businesses

Jun 21, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: The overall attention we received throughout our shopping for CRM's made FreeAgent the obvious choice. The interface is attractive, easy to use, and they import all of the customers, leads, and contact information in bulk for you, even prior to purchasing the full subscription. Adding and editing contact info is easy, and linking business email addresses and phone numbers takes seconds, so the functionality to make calls and targeted emails within the CRM itself is a great tool.

Pros: - The support and attentiveness throughout the onboarding process - The focus for small business use

Cons: - Email template builder isn't as detailed as it could be, that being said, it is very user friendly

Capterra-loader

Our experience with FreeAgent has been nothing short of impressive.

Jun 21, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The most amazing part of this software for us has been the customer service. The FreeAgent team has helped us customize our product to create a format where we can highly specialize our CRM to the need of our small business. This platform is perfectly functional and integrates well with Sales date, Point of Sale software, and email to provide a 360-degree view of your current customer base.

Cons: To date, I have noticed no real issues. If I had to pick something, I would say that it would be nice if duplicated contacts could be filtered out automatically.

Great client support.

Jun 05, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Great setup team!

Pros: The support team loaded all of my client data and used that to help me customize settings and fields to my needs.

Cons: The ability to send text messages from the software would be nice, but overall good product and value.

Fantastic

Aug 01, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: We really like the ease with which FreeAgent can be customized to our sales process. Also, the direct integration with our Outlook inboxes is a nice feature.

Cons: The direct integration with Outlook is nice, but can be cumbersome. It would be ideal if there was a way that not every email was pulled into the system...some emails just do not have value in being saved and can cause clutter.

This CRM is perfect for our small business. The customer service is top notch!

Aug 01, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use and how it can be modified to fit my business. I appreciate the training and the customer support.

Cons: After having used it for less than six months I have zero complaints. It does everything I need it to do.

Overall: It allows me to perform my job faster, better and with more accuracy. I like the fact that all my notes, emails, calls and to do's are up front and center.

Perfect solution for me

May 25, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Meredith has been wonderful to work with

Pros: easy to use, can sync my e mail and phone, keeps track of customers, activity, pipeline and next steps. It is a great solution and very inexpensive

Cons: There really has not been any down side as of right now. I've only had it a week but so far so good. I can't think of anything that I really dislike about it

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

Jul 03, 2018
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Excelent customer service

Jun 06, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The quick response to my doubts. The attention I received. The real solutions I got. The real follow up from FreeAgent

Cons: Honestly I do not have any bad experience in the trial experience. The only thing I am looking forward is the sync with my iPhone.

Great Support

Aug 23, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: Customization is a great plus with the ability to change things to be industry specific. Support had been wonderful in getting started

Cons: It may not be for everyone but as I have only been using it for a short time, it has been what I needed.