FreeAgent CRM logo

FreeAgent CRM Claim

CRM Software that's easy to use

FreeAgent CRM Overview

FreeAgent CRM is a modern, cloud-based customer relationship management solution tailored for small and medium-sized businesses seeking to enhance customer engagement and streamline sales processes. Its standout features include a highly customizable interface, enabling users to tailor the CRM solution to their specific business needs. FreeAgent CRM excels in automating sales workflows, managing customer interactions, and tracking opportunities, thereby increasing team productivity and efficiency. The software also offers robust analytics tools for insightful reporting and forecasting. Notably, it integrates seamlessly with popular applications like Gmail, Outlook, and various social media platforms, facilitating comprehensive communication tracking. The platform's intuitive design and mobile accessibility make it particularly user-friendly, positioning FreeAgent CRM as an ideal choice for businesses prioritizing flexibility and ease of use.

Read More

FreeAgent CRM Screenshot & Video

Contact Details

  • Vendor Name FreeAgent Network
  • Founded 2016
  • Location United States
  • Employees 101-500

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android
  • Windows Windows
  • Mac Mac

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English, French, Spanish


Industries

Accounting, Hospital & Health Care, Logistics & Supply Chain, Manufacturing, Marketing & Advertising

FreeAgent CRM Features

  • Routing
  • Multi-Channel Communication
  • Case Management
  • Issue Tracking
  • Activity Dashboard
  • Email Templates
  • Prioritization
  • Customer Service Analytics
  • Forms Management
  • Knowledge Base Management
  • Access Controls/Permissions
  • Feedback Management
  • Chat/Messaging
  • Real Time Notifications
  • Customer Complaint Tracking
  • Self Service Portal
  • Social Media Integration
  • Support Ticket Management
  • Interaction Tracking
  • Survey/Poll Management
  • Email Management
  • Alerts/Escalation
  • Live Chat
  • Collaboration Tools
  • Canned Responses
  • SLA Management
  • Patient Communications
  • Alerts/Notifications
  • Self Service Portal
  • Records Management
  • Social Media Integration
  • Patient Management
  • Document Management
  • Predictive Analytics
  • Lead Management
  • Live Chat
  • Forms Management
  • Physician Management
  • Contact Management
  • Client Portal
  • Forecasting
  • Chat/Messaging
  • Appointment Management
  • Task Management
  • Referral Tracking
  • Medical History Records
  • Campaign Management
  • Marketing Automation
  • Calendar Management
  • Automated Scheduling
  • Audience Targeting
  • Email Management
  • HIPAA Compliant
  • Multi-Location
  • Pipeline Management
  • Billing & Invoicing
  • Customizable Templates
  • Sales Trend Analysis
  • Calendar Management
  • Lead Capture
  • Workflow Management
  • Interaction Tracking
  • Opportunity Management
  • Performance Metrics
  • Email Management
  • Pipeline Management
  • Calendar Sync
  • Email Marketing
  • Task Management
  • Forecasting
  • Campaign Management
  • Contact Management
  • Document Storage
  • Social Media Integration
  • Collaboration Tools
  • Sales Reports
  • Web-based Deployment
  • Lead Management
  • Internal Chat Integration
  • Lead Generation
  • Lead Qualification
  • Marketing Automation
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Territory Management
  • Deal Management
  • Lead Nurturing
  • Role-Based Permissions
  • Lead Nurturing
  • Sales Reports
  • Social Media Integration
  • Monitoring
  • Pipeline Management
  • Template Management
  • Lead Qualification
  • Calendar Management
  • Sales Forecasting
  • Lead Distribution
  • Prospecting Tools
  • Task Management
  • Document Storage
  • Lead Segmentation
  • Reminders
  • Email Tracking
  • Interaction Tracking
  • CRM
  • Web Forms
  • Email Marketing
  • Lead Capture
  • Campaign Management
  • Contact Management
  • Workflow Management
  • Sales Trend Analysis
  • Source Tracking
  • Lead Generation
  • Opportunity Management

FreeAgent CRM Pricing

Pricing Type

  • Pricing Type Usage Based

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Payment Monthly Payment
  • Quote Based Quote Based

Plans & Packages

Team

$84 Per Month

FreeAgent CRM FAQs

  • No, FreeAgent CRM does not offer a free version.

  • Yes, FreeAgent CRM offers a free trial.

  • No, Credit Card details are not required for the FreeAgent CRM trial.

  • FreeAgent CRM offers the following pricing plans & packages:

    Team

    $84 Per Month

  • FreeAgent CRM supports the following payment frequencies:

    • Annual Subscription , Monthly Payment , Quote Based

  • Yes, FreeAgent CRM offers an API.

  • FreeAgent CRM offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • FreeAgent CRM offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • FreeAgent CRM supports the following languages:
    • English , French , Spanish

  • Following are the typical users of the FreeAgent CRM:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • FreeAgent CRM supports the following deployment:
    • Cloud Hosted

  • FreeAgent CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Mac