About FreeAgent CRM

FreeAgent is a complete CRM platform and robust work management system. FreeAgent helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. Whether it’s a deal, a project, a support ticket, or anything else, FreeAgent helps your team stay on task. FreeAgent automagically logs and organizes your team's emails, calls and meetings so you can remove tedious tasks from your to-do list. Designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization. By eliminating time spent searching for information and reducing manual data entry, FreeAgent empowers leaders to optimize sales, marketing, customer success, project management, and more. With FreeAgent, every employee can have days full of impact.
FreeAgent CRM Software - FreeAgent CRM track activities
FreeAgent CRM Software - FreeAgent CRM add new actions
FreeAgent CRM Software - FreeAgent CRM notifications
FreeAgent CRM Software - FreeAgent CRM clients follow up
FreeAgent CRM Software - FreeAgent CRM customer information
FreeAgent CRM Software - FreeAgent CRM leads' activity
FreeAgent CRM video
FreeAgent CRM Software - FreeAgent CRM track activities - thumbnail
FreeAgent CRM Software - FreeAgent CRM add new actions - thumbnail
FreeAgent CRM Software - FreeAgent CRM notifications - thumbnail
FreeAgent CRM Software - FreeAgent CRM clients follow up - thumbnail
FreeAgent CRM Software - FreeAgent CRM customer information - thumbnail

FreeAgent CRM pricing

FreeAgent CRM does not have a free version but does offer a free trial.

Starting Price:
Not provided by vendor
Free Version:
No
Free trial:
Yes

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FreeAgent CRM Reviews

Feature rating

Value for Money
5
Functionality
4.5
Ease of Use
4.5
Customer Support
5
5 reviews of 67 View all reviews
Christian C.
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 27/05/2021

Excellent Sales Focused CRM

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

Kenna W.
  • Industry: Higher Education
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 22/10/2020

A unique solution for a unique business

Overall, I'm really happy with the service and product we are receiving with FreeAgentCRM. From the sales perspective, [SENSITIVE CONTENT HIDDEN] was phenomenally responsive to my multiple and various questions, and made the decision process very easy with FreeAgent being a clear winner in meeting the needs and budget requirements we set out with. Our college was starting from scratch with no real CRM solution in place and a lot of fall-through in our processes and communications. [SENSITIVE CONTENT HIDDEN] was understanding and worked with us as we navigated the state purchasing system (since we are a state funded institution and all large purchases go through the attorney general's office). Once the contract was signed, we were seamlessly handed over to the customer success and integration teams, [SENSITIVE CONTENT HIDDEN] made sure to answer all of our questions and work through the set up of the system to meet our specific needs while flawlessly acting as a translator for what the tech team needed for our integration and putting it in to layman's terms for me and my team to understand and respond with what exactly we were looking for and how we planned to use it. FreeAgent has a plethora of functions we need to get started with a CRM without a lot of extras that we either will not use or aren't ready for, but are also constantly improving the platform and adding more capabilities.
TLDR: FreeAgent is the sweet spot for a great product with customizable functionality with stellar customer service.

Pros

After an extensive review of potential CRM solutions to fit the needs of our admissions and recruitment team, we decided on FreeAgentCRM because of the flexibility to integrate with other solutions we were already using and how well it tracks the various interactions we have with a prospective student and applicants.

Cons

Our biggest requirement was that the CRM integrate with our existing Student Information System, and while the integration has taken longer than anticipated (by no fault of FreeAgentCRM or its team) we are on track to be fully implemented in time to test and prepare for the upcoming semester and open enrollment period. The FreeAgent CRM team have been extremely understanding and accommodating to the multiple hurdles we've encountered with trying to integrate to a complex system with minimal API documentation.

Tom W.
  • Industry: Medical Practice
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
3
Ease of Use
4
Customer Support
5

3
Reviewed on 03/07/2018

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

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.

David D.
  • Industry: Education Management
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
4

4
Reviewed on 24/02/2021

Free Agent CRM

The setup, integration and training were straightforward and relatively easy. The ability to have all our data together, with the data fields we chose and need, and to manage our daily weekly task flow has been an asset to our operations.

Pros

The ability to easily create our own customized data fields along with the ability to filter views and reports by any data field to see all data or any appropriate subset.

Cons

Although there is a mobile application, it is not as easy to use as the desktop version. Dealing with a work-around when prospect leads are duplicates.

Mateo G.
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 14/12/2019

FreeAgent CRM

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.

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