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CRM Software that's easy to use

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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.

FreeAgent CRM screenshot & Video

Contact Details

  • FreeAgent Network
  • 2016
  • United States
  • 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

Language 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

  • Usage Based

Preferred Currency

  • USD ($)

Free Trial

  • Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription
  • Monthly Payment
  • Quote Based
Pricing Page  

Plans & Packages

Team

$84 Per Month

FreeAgent CRM FAQ's

  • 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:

    Starting Plan:

    $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 , Webinar , Documentation

  • 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