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FreeAgent CRM

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FreeAgent CRM Evaluation Snapshot

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User RatingNot rated yet
Starting Price$84 / month
Free TrialAvailable
Free VersionNot available
APIAvailable
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

FreeAgent CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About FreeAgent CRM

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.
Company FreeAgent Network
Founded 2016
Headquarters United States
Employees 101-500

Support

Email Phone Chat Knowledge Base

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android Windows Mac

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 3 languages available
English French Spanish
Industries Served 5 industries available
Accounting Advertising & Marketing Hospital & Health Care Logistics & Supply Chain Manufacturing
Category-Based Capabilities

FreeAgent CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Complaint Management Software 26 selected features Open category ↗ ⌄
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
Customer Service Software 25 selected features Open category ↗ ⌄
Performance Metrics Appointment Management Real Time Notifications Customer Segmentation Employee Management Queue Management Virtual Assistant Customer History Call Routing SMS Messaging Email Management Voice Mail Call Center Management Knowledge Base Management Multi-Channel Communication Live Chat Activity Tracking Self Service Portal Alerts/Escalation Auto-Responders Support Ticket Management Engagement Tracking Surveys & Feedback Social Media Integration Contact Management
Marketing Automation Software 30 selected features Open category ↗ ⌄
Drip Campaigns Customizable CTAs Email Marketing Engagement Tracking Customizable Forms ROI Tracking Website Visitor Tracking Lead Capture Marketing Calendar Dynamic Content Event Triggered Actions SMS Marketing AB Testing Lead Qualification Data Import/Export Conversion Tracking Social Marketing Landing Pages Template Management Segmentation Campaign Analytics Lead Generation Multi-Channel Communication Sales Analytics Lead Management Multi-Campaign Multi-Channel Marketing Marketing Automation Campaign Management CRM
Channel Management Software 26 selected features Open category ↗ ⌄
Pipeline Management Activity Dashboard Invoice Management Multi-Channel Distribution Real Time Analytics Lead Management Multi-Channel Management Inventory Management Partner Portal Task Management Channel Analytics Real Time Data Dynamic Pricing Campaign Management Promotions Management Partner Management Calendar Management Electronic Payments Opportunity Management Price/Margin Management Incentive Management Multi-Channel Marketing Commission Management Discount Management Order Management Availability Management
Healthcare CRM Software 30 selected features Open category ↗ ⌄
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
Customer Engagement Software 22 selected features Open category ↗ ⌄
Churn Management Engagement Tracking Email Management Social Media Integration CRM Multi-Language Real Time Analytics Campaign Management Content Management Event Triggered Actions Feedback Management Multi-Channel Communication Customer Database Surveys & Feedback Customer Experience Management Communication Management Live Chat Customer Segmentation Visual Analytics Customer History Customer Portal Sentiment Analysis
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Online CRM Software 33 selected features Open category ↗ ⌄
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
Inside Sales Software 23 selected features Open category ↗ ⌄
Lead Capture Email Management Call Monitoring Automatic Call Distribution Lead Qualification Lead Management Task Management Performance Management Data Management Contact Management Meeting Management Call Recording Lead Distribution CRM Interaction Tracking Auto-Dialer Calendar Management Chat/Messaging Reminders Call List Management Multi-Channel Communication Deal Management Sales Pipeline Management
Lead Management Software 28 selected features Open category ↗ ⌄
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
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management
AI Sales Assistant Software 16 selected features Open category ↗ ⌄
AI/Machine Learning For Sales Teams/Organizations Sales Activity Management Reporting/Analytics Lead Management Scheduling Conversation Intelligence Sales Pipeline Management Lead Engagement Predictive Analytics Data Entry Third-Party Integrations Meeting Management CRM Customer Engagement AI Writing Assistant
Appointment Reminder Software 12 selected features Open category ↗ ⌄
Recurring Appointments Payment Reminders SMS Messaging Self Service Portal Rescheduling Confirmation/Reminders Appointment Scheduling Customizable Templates Call Reminders Email Reminders Calendar Sync Two-Way Communication
Contact Center Software 11 selected features Open category ↗ ⌄
Automated Routing Quality Management Queue Management IVR/Voice Recognition Computer Telephony Integration Collaboration Tools Agent Interface Chatbot Auto-Dialer Reporting/Analytics Workforce Management
Customer Communications Management Software 19 selected features Open category ↗ ⌄
Template Management Workflow Management Third-Party Integrations CRM Interaction Tracking Content Management Activity Dashboard On-Demand Communications Personalization Multi-Channel Communication Interactive Content Video Support Customer Database Chat/Messaging Reporting & Statistics Batch Communications Customer History Alerts/Notifications Feedback Management
Customer Data Platform Software 8 selected features Open category ↗ ⌄
Personalization Campaign Management Customer Segmentation GDPR Compliance Behavioral Analytics Data Integration Predictive Modeling Customer Profiles
Customer Success Software 13 selected features Open category ↗ ⌄
Onboarding Collaboration Tools Health Score Account Alerts Account Management Reporting/Analytics Revenue Management Activity Dashboard Usage Tracking/Analytics Customer Engagement Activity Tracking Task Management NPS of Customers
Email Tracking Software 12 selected features Open category ↗ ⌄
Audience Targeting Real-Time Notifications Email Templates Team Management Click Tracking Event Triggered Actions Contact Management Location Tracking Email Management Activity Dashboard Campaign Management Email Distribution
Hospital Management Software 13 selected features Open category ↗ ⌄
Records Management Claims Management In-Patient Management HIPAA Compliant Document Management Out-Patient Management Bed Management Physician Management Inventory Management Medical Billing Appointment Scheduling Accounting Integration Patient Records Management
Knowledge Base Software 16 selected features Open category ↗ ⌄
Full Text Search Self Service Portal SEO Management Customizable Branding Feedback Management Reporting/Analytics Rich Text Editor Cataloging/Categorization Multi-Language Customizable Templates Collaboration Tools User Management Drag & Drop Editor Mobile Interface WYSIWYG Editor Knowledge Management
Lead Nurturing Software 10 selected features Open category ↗ ⌄
A/B Testing Performance Metrics Lead Notifications Lead Segmentation Personalization Lead Qualification Lead Capture Drip Campaigns Campaign Management Pipeline Management
Patient Engagement Software 19 selected features Open category ↗ ⌄
Confirmation/Reminders Appointment Scheduling Calendar Management Patient Intake Patient Records Management Automated Scheduling Mobile Access Live Chat Patient Education Communication Management Surveys & Feedback Video Conferencing Care Plan Management HIPAA Compliant Reporting & Statistics Patient Portal Electronic Payments Patient Questionnaires Alerts/Notifications
Predictive Lead Scoring Software 11 selected features Open category ↗ ⌄
AI/Machine Learning Alerts/Notifications Predictive Analytics Lead Distribution Lead Qualification Data Enrichment Demographic/Firmographic Data Customizable Scoring Prioritization Process/Workflow Automation Multiple Scoring Models
Referral Software 18 selected features Open category ↗ ⌄
Lead Engagement Employee Referral Management Conversion Tracking Performance Metrics Multi-Channel Marketing For Employee Referrals Third-Party Integrations Commission Management Reporting & Statistics Lead Capture Campaign Management Loyalty Program For Customer Referrals Referral Templates Email Marketing Promotions Management Customer Segmentation Incentive Management
Sales Enablement Software 16 selected features Open category ↗ ⌄
Goal Management Contact Management Workflow Management Lead Qualification Lead Management Engagement Tracking Alerts/Notifications Meeting Management Collaboration Tools Sales Onboarding & Training Activity Tracking Performance Management Reporting & Statistics Customizable Branding Campaign Management Document Management
Sales Engagement Platform Software 13 selected features Open category ↗ ⌄
Communication Management Campaign Management Calendar Management Prospecting Tools Content Management Performance Management Workflow Management Sales Pipeline Management Business Process Automation Lead Generation Auto-Dialer Reporting/Analytics Strategic Planning
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Performance Management Software 15 selected features Open category ↗ ⌄
Incentive Management Sales Planning Reporting/Analytics Forecasting Territory Management Quota Planning Commission Management Goal Setting/Tracking For Sales Teams/Organizations Third-Party Integrations Activity Dashboard Gamification User Management Training Management Performance Management
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
Service Dispatch Software 17 selected features Open category ↗ ⌄
Customer Database Real-Time Updates Job Management Work Order Management Billing & Invoicing Self Service Portal GPS Routing Real-Time Data Quotes/Estimates Mobile Access Accounting Integration Calendar Management Technician Management Inventory Control Contract/License Management Service History
Customer Support Software 11 selected features Open category ↗ ⌄
Queue Management Email Management Service Level Agreement (SLA) Management CRM Live Chat Knowledge Base Management Customer Database Reporting/Analytics Multi-Channel Communication Inventory Management Chatbot
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
Pricing Information

FreeAgent CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Usage Based
Preferred Currency USD ($)
Free Trial Available
Free Version Not available
Payment Frequency Annual Subscription, Monthly Payment, Quote Based
Pricing Page ↗
Team
$84 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

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Frequently Asked Questions

FreeAgent CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

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.

  • 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
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