# servis.ai Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about servis.ai Software - reviews, pricing plans, popular comparisons to other Inside Sales products and more.

Source: https://www.capterra.com/p/167757/FreeAgent-Network/alternatives

---

# 

 servis.ai Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 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)[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?

[Lead Management](https://www.capterra.com/lead-management-software/)[Online CRM](https://www.capterra.com/online-crm-software/)[CRM](https://www.capterra.com/customer-relationship-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

Capterra Shortlist charts the highest-rated and most popular products...

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Do you work for servis.ai?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://freeagentcrm.com/&name=servis.ai)

## 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.

[4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting Price

$75

Per User, Per Month

Starting Price

$61

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (71)

Ease Of Use

4.0 (951)

Value For Money

4.8 (64)

Value For Money

4.2 (774)

Customer Service

4.9 (67)

Customer Service

4.0 (746)

## servis.ai alternatives

Highest Rated

[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting price

$14.99

Per User, Per Month

[4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

Starting price

$19.00

Per User, Per Month

[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

[4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/)

Starting price

Contact vendor for pricing

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 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

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

Interaction Tracking

4.5 (13)

46.15% of 13 reviewers that rated this feature as important or highly important

Track interaction history by documenting conversations for contacts

Reporting/Analytics

4.3 (9)

66.67% of 9 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Collaboration Tools

4.9 (8)

50.00% of 8 reviewers that rated this feature as important or highly important

Provides a channel for team members to share media files, communicate, and work together

servis.ai 128 features

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Software program that continuously adjusts its behavior based on observed data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage various aspects of appointments including booking, rescheduling, canceling

Schedule appointments via a calendar

Automatically create schedules based on business needs or employee availability and qualifications

Send messages, notifications, or documents to an entire customer base at the same time

Software's ability to perform similar action on multiple similar files simultaneously

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Manage and track all past and future calls.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage various distribution channels, build relations with channel partners, and track their performance

Track the amount of clicks on individual products to measure campaign results

Manage contact details and communication with clients

Provides a channel for team members to share media files, communicate, and work together

Tracking, calculating, and paying commissions and earnings to employees

Track and manage adherence to policies for any service, product, process, or supplier

Automated reminders and confirmations for booked appointments and events via text or email

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

Process of dividing customers into groups based on common characteristics

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Create labels for products that contain required information such as colors, sizes, dates, etc.

Assembly of graphs and charts for visualizing and tracking statistics/metrics

The process of entering information or updating records in a computer system or database

Import and export data to and from software applications

Combining data from different sources and providing a unified view

Ability to handle large datasets

Defines specific deal parameters to negotiate and secure deals

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Send automated marketing emails based on user actions over a predetermined period

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Track delivered, received, and opened emails

Monitor and record expenses such as purchases or charges incurred

Manage or track sales completed by field teams/employees

Plan, manage, and track the financial activities of an individual or organization

Intended to be used by insurers

Operate/access software on iPad Devices

Operate/access software on Mac Devices

Designed for small businesses

Primarily serving startup companies

Form predictions based on past and present data/trends

Use AI to generate content in the form of text, images, videos, etc.

Allows employees to set and manage work or career related goals

Compliant with HIPAA, which sets standards for sensitive patient data protection

Track interaction history by documenting conversations for contacts

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Manually or automatically assign leads to sales reps

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Real-time alerts or notifications that inform teams about new leads or prospects

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Divide leads into buckets based on predefined criteria and routing rules

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Automate workflows and trigger campaigns based on customer actions

Access to patient medication history data

Manage the process of planning and scheduling meetings, including agenda creation

Communicate using messages within the system

Access software remotely via mobile devices

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Manage and support multiple locations

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Track all opportunities for potential sales and convert them into recurring revenue

Educational and medical resources that are delivered to patients online

Allows medical providers to engage patients in a variety of ways to ensure their health.

Patients can register for appointments in advance online

Online portal where patients can access information such as health records, treatment plants, etc.

Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Adjust communications based on previous interactions or personal preferences

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Predict future data based on historical data sets

Arrange tasks based on the level of priority or urgency

Create proposals based on costs of labor and materials

Tools designed to streamline the process of lead generation and management for sales teams

Generate quotes or estimates for customers

Analyze and gain insights into data in real-time

Receive data and information in real time

Active monitoring of systems, applications, or networks

Notifications that are delivered to users as soon as an event occurs

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Manage the rescheduling of appointments

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan daily routes to optimize employee scheduling and provide directions

Define, track, and/or automate sales activities and sales processes

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Plan availability and assign specific time slots for tasks and resources

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Online portal through which end users can access the system, manage tasks, or obtain information

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Share contacts with other applications like Gmail and CRM

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Gauge satisfaction and receive information for improvement and success

Create, manage and track all task activities and progression

Create, save, and re-purpose templates for emails, forms, etc.

Sample files or documents that could be customized as needed or used as is

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

Track employee/learner's progression through training programs

Web form that allows users to enter data that is sent and processed for different reasons

SaaS, web-based, online deployment

An informational database that allows users to add, delete, or revise content

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

Value for money

4.8 (64)

4.8

Based on 64 reviews

## Integrations

[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

PayPal](https://www.capterra.com/p/207944/PayPal/)[

Slack](https://www.capterra.com/p/135003/Slack/)[

Dropbox Business](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/)[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)

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

5(49)

4(19)

3(3)

2(0)

1(0)

Mentioned topic

Sorted by most recent

LN

Lt N.

BI Developer

Information Technology and Services

### "The best customizable, responsive, intuitive CRM I've ever used and implemented"

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

July 27, 2023

I've been so pleased with their support I just had to write a glowing review. If I ever needed a job, I might just go apply to be a CRM integrator - this experience has been fun! Thanks \[sensitive content hidden\] and team!

Pros

Honestly the best CRM I've used and implemented. The ease of out-of-the-box customization, the readily-available documentation, the super customizable external customer support Portal for ticketing systems, the stellar and responsive support makes FreeAgent CRM one of the best vendor provided products I've ever worked with in my entire IT/CS career. No exaggeration! Plus, it looks great, simple, the UX is intuitive. This CRM is feature packed and the customization options are seemingly endless. New features are constantly being pushed out and the vendor has been extremely supportive in developing enhancement requests. The reporting features, the ability to integrate with 3rd party software like Twilio and Zapier... I could go on and on.I wouldn't pay attention too much to the cons listed in the previous reviews about certain lack of features. The vendor is constantly improving their product offerings. Someone complained about contacts not being able to be filtered by the company selected, and I think this person didn't read the documentation or explored the features very well, because we have this feature implemented across many of our CRM apps. Questions on features, bugs, issues, enhancements, etc. have been very well received. If we can't figure out how to do something the way we want it, the support team with FreeAgent has always been extremely helpful. Our CRM implementation went smoothly, we planned out and documented steps, and we couldn't be more pleased.

Cons

I really can't think of anything I don't like about FreeAgent. Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed.

Alternatives considered

[Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)

Reasons for choosing servis.ai

Cost, customization, and support responsiveness

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.

DD

David D.

Senior Admissions Advisor

Higher Education

### "Free Agent CRM"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

November 17, 2022

Positive

Pros

The product is very easy to learn and use. We love the ability to add custom fields that are unique to our organization

Cons

Integration with website and other software tools

Reasons for choosing servis.ai

Cost and flexibility

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

ME

Matt E.

Co Founder, Director of Partnerships

Computer Software

### "A leap of faith"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 28, 2021

Migrating a CRM has to be one of the most daunting and challenging things a company can do. Every step of the process was made as painless as possible by \[SENSITIVE CONTENT\] and her team. Constant check-ins and offers of assistance to get it done. After traversing to a live client that same level of importance was continued with \[SENSITIVE CONTENT\] and our account management team. Engineers attending a call is unheard of elsewhere.

Pros

The Dashboards were the winning feature. And the blank canvas approach was unexpected but fun and very unique.

Cons

Having to export from our previous CRM was a lot of work. Fields and values were translated into unusable data and it required a lot of work to reconnect all of the dots in order to import the data into FreeAgent. The process of learning something new was a little challenging.

Switched from

[Zoho Creator](https://www.capterra.com/p/211755/Zoho-Creator/)

Part of the decision was based on cost, but also integration. I have used ZOHO for about ten years, attending their conference and ultimately not satisfied with their lack of adapting to our needs as a customer.

Alternatives considered

[Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)

[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reasons for choosing servis.ai

We had a very positive referral to look at them, and their team seemed very genuine about their desire to help make their product do everything we could possibly need it to. We are developing software of our own that will require API integration and a turnaround that we did not see in other competitors.

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.

FM

Frank M.

VP Horticulture & Sales Operations

Consumer Electronics

### "More than we expected - More than FreeAgent expected"

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

9/10

August 27, 2021

We are a manufacturing company that is using FreeAgent alongside our own in house developed inventory/ordering system. The integration of the two systems turned out to be much more complex than either of us imagined. MUCH to their credit the entire FreeAgent launch team has been there with us helping to develop solutions.

Pros

Flexibility - we have yet to encounter situation where the software was unable to be configured to meet our needs

Cons

Integration with our existing system has been complicated, but FreeAgent has been able to solve any challenges.

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.

JG

Julia G.

Marketing Promotions Specialist

Insurance

### "It's All Good"

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

9/10

August 4, 2021

FreeAgent CRM helps me stay on top of any changes and updates my team members make to our prospect list. With the help of various "Automations", I am kept in the loop if a change was made or a special note was entered. The system also helps my team stay accountable, on task and better organized.

Pros

The most useful "Pro": The upload capabilities - No more adding and updating one-by-one. One upload and all of your data is populated and ready to use. The most surprising "Pro": Custom-ability - The FreeAgent team worked side-by-side with us to set up and implement a system that would work BEST for our specific requirements as a Property/Casualty insurance agency. Including introducing and implementing 'custom code' solutions, unique to our needs. The BEST "Pro" - The Chat function - Most issues or questions can be addressed within a few moments.

Cons

I would love to see more integration between the various CRM "apps" and the interface FreeAgent calls "Lines" that sit inside the apps, (I will say that since we have signed on - about 6 months ago- they have already made improvements) In addition, greater flexibility or higher inclusion when running reports and lists in regards to contacts and their assigned account. (it would be beneficial to me to somehow combine these: so interactions and opportunities will be shown together regardless if the "item" is pertaining to the account, or the contact. (my current understanding is that reports are to be run separate from each other)

Alternatives considered

[Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)

[Insightly](https://www.capterra.com/p/130671/Insightly/)

[Zoho Projects](https://www.capterra.com/p/169455/Zoho-Projects/)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)

[Microsoft Access](https://www.capterra.com/p/233275/Microsoft-Access/)

Reasons for choosing servis.ai

FreeAgent was the only CRM that was willing to give us a live demo displaying our actual data, helping us to determine if their interface would be compatible with our way of prospecting and marketing. It made a huge difference in our selection process, seeing how the CRM would work for our agency's data and structure before having to sign into a contract or commitment. The Pricing and Service/Tech Team availability also played a role in our selection.

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.

KS

Kyle S.

Chief Operating Officer

Computer Software

### "FreeAgent CRM user"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

5/10

July 28, 2021

Pros

The contact management features work well. You can link it with emails to autosave

Cons

It does not do a great job of tracking and qualifying leads. It also does not provide an easy to view pipeline

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AT

Andrew T.

Manager, Demand Flexibility Marketplace

Renewables & Environment

### "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 25, 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.

Alternatives considered

[Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)

Reasons for choosing servis.ai

We found it a lot more applicable and fit a lot better to our use case than Salesforce.

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.

TK

Tom k.

Financial Service Planner

Financial Services

### "Customer update"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

June 15, 2021

I used to use notebooks to keep organized and that just is really old school compared to this. Way more easy and organized to use this now.

Pros

Easy to use . Organizing my data base live for myself and team. App is great to use when not in the office.

Cons

We haven't even really tapped everything this system does for us yet.

Reasons for choosing servis.ai

Functionality service and ease of use for my company size and level of workability.

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.

CC

Christian C.

VP of Sales

Information Technology and Services

### "Excellent Sales Focused CRM"

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

May 27, 2021

So far it’s been very good. I was comparing them to Salesforce and asked a lot from my sales rep. He was able to demonstrate everything I was asking for and pulled in resources to ensure it would work for us. The ability for them to do nearly everything I requested coupled with their cost made it a no brained compared to the big guy.

Pros

It was built for sales not marketing. It’s a little daunting at first as most everything has to be built but all the building blocks are there. They are actively taking feedback and rolling out updates as well - while we’ve only been a customer for 3 months we’ve already had new features added each month.

Cons

The way data is nested or lack there of is something that needs immediate attention. Currently when attaching a contact to a deal or a quote you see all contacts available not just ones associated to that account. Probably fine for companies in the small business or consumer space but it doesn’t work in mid-market and enterprise when I have 3 Tom Jones and there is no way to decipher who is who

Switched from

[HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)

HubSpot is not a good sales CRM and is missing a ton of features.

Alternatives considered

[Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)

Reasons for choosing servis.ai

It offered nearly everything I was looking for at a much more competitive price. Every interaction I had throughout ore sales was positive which continued into deployment.

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.

SS

Steve S.

Data and Quality Assurance Manager

Education Management

### "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

March 26, 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.

[View all Reviews](https://www.capterra.com/p/167757/FreeAgent-Network/reviews/)

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