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FreeAgent CRM Logo

FreeAgent CRM

4.7
(72)

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Powerful, easy-to-use CRM your whole team will love.

(13)

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FreeAgent CRM Pricing, Features, Reviews and Alternatives

FreeAgent CRM FAQs

Q. What type of pricing plans does FreeAgent CRM offer?

FreeAgent CRM has the following pricing plans:
Starting from: $60.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of FreeAgent CRM?

FreeAgent CRM has the following typical customers:
Mid Size Business, Small Business


Q. What languages does FreeAgent CRM support?

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


Q. Does FreeAgent CRM support mobile devices?

FreeAgent CRM supports the following devices:
Android, iPad, iPhone


Q. Does FreeAgent CRM offer an API?

Yes, FreeAgent CRM has an API available for use.


Q. What other apps does FreeAgent CRM integrate with?

FreeAgent CRM integrates with the following applications:
Infor CloudSuite Industrial, Wix, Wufoo, authorize.net, Apollo, BombBomb, Teachable, ConvertKit, Microsoft SQL Server, Postman, Constant Contact, Google Forms, lemlist, Formstack Suite, CallRail, GitHub, Microsoft Outlook, WooCommerce, PayPal, Dubsado, Google Analytics 360, YouCanBook.me, Aircall, Process Street, Dropbox Business, Quotient, LeadIQ, Amazon S3, Zoho CRM, Campaign Monitor by Marigold, airSlate SignNow, ActiveCampaign, Discord, Indeed, MailerLite, Calendly, WhatsApp, Webflow, Clearbit, Zapier, Pivotal Tracker, Sage Intacct, SimpleTexting, Tidio, Five9, Gmail, tawk.to, MongoDB, Expensify, AWS Lambda, Docusign, Unbounce, OneDrive, Airtable, Google Drive, PostgreSQL, Pipedrive, Agile CRM, Microsoft Teams, GitLab, Dealfront, Zoho Campaigns, Acuity Scheduling, Drift, WordPress, Zoom Phone, Freshdesk, Brevo, Twitter/X, Gravity Forms, MySQL, Stripe, BambooHR, Sage X3, ShipStation, ClickMeeting, Cognito Forms, Squarespace, Slack, Klaviyo, Google Contacts, Microsoft 365, SamCart, SignRequest, Cvent Event Management, Stannp, Typeform, Google Ads, Proposify, Basecamp, Invoice Ninja, RingCentral Engage Voice, Vimeo, GoTo Webinar, LinkedIn for Business, Eventbrite, Glassdoor, Meta for Business, Docparser, Bind ERP, OpenPhone, Azure DevOps Services, monday.com, SurveyMonkey, ClickUp, Chargebee, mailparser.io, Google Meet, Clockify, GoTo Training, Google Calendar, Mailchimp, Twilio, Wrike, Instagram, Vidyard, Marketo Engage, Asana, Microsoft Power BI, Hootsuite, PandaDoc, Xero, Parseur, YouTube, Mailshake, Thinkific, Microsoft Power Automate, Google Sheets, Intercom, BigCommerce, Shopify, Microsoft Excel


Q. What level of support does FreeAgent CRM offer?

FreeAgent CRM offers the following support options:
Email/Help Desk, Chat, Phone Support, Knowledge Base, FAQs/Forum

FreeAgent CRM product overview

Price starts from

60

/user

Per month

What is FreeAgent CRM?

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 sales platform your sales team will actually love.

Key benefits of using FreeAgent CRM

• FreeAgent CRM is a cost-effective CRM to improve your business quickly — allowing you to do more with less headcount.

• FreeAgent CRM lifts your business out of spreadsheets and helps you save time, allowing you to speed up cycle times and close more deals faster.

• FreeAgent CRM helps you work smarter and faster with auto-assigned tasks-based triggers to alert you about important events.

• Empower your team with FreeAgent, collaborate in real-time, and experience 10x faster employee onboarding.

• FreeAgent CRM organizes your contacts, tracks deals, and streamlines your business processes, email, and marketing tools while managing your projects and showcasing your data with automatic reporting.

• FreeAgent CRM helps you run your best sales play every time with automated lead assignments and follow-up. Arm your team with shared email templates and call scripts and coach your team with call recording, transcripts, and sales activity reporting.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Chat
Phone Support
Knowledge Base
FAQs/Forum

Training options

Webinars
Videos
Live Online
In Person
Documentation

Not sure about FreeAgent CRM? Compare it with a popular alternative

Starting from

60

/user

Per month

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FreeAgent CRM pricing information

Value for money

4.8

/5

72

Starting from

60

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

FreeAgent CRM features

Functionality

4.5

/5

72

Total features

86

34 categories

Most valued features by users

Reporting/Analytics
Third-Party Integrations
Alerts/Notifications
API
Reporting & Statistics
Data Import/Export
Mobile Access
Email Marketing

FreeAgent CRM users reviews

Overall Rating

4.7

/5

72

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.2/10
Rating distribution

5

4

3

2

1

50

19

3

0

0

Pros
The Dashboards were the winning feature. And the blank canvas approach was unexpected but fun and very unique.
I have never in my 30 years of being in the mortgage industry and sales seen a rep care more about making a system work for a client than she has. She has been absolutely amazing.
The package is perfect for not only customer retention but for opportunity revenue tracking and forecasting. One other fab feature of free agent is the easy integration of mail chimp.
Cons
I can't think of anything that I really dislike about it.
I find it very frustrating that you can't scroll down vertically on windows unless you adapt your fields to fit. Some functions don't work on my preferred browser which is Firefox.
I used to complain about the email font - but they just fixed that and there are a lot of new options to make your email look professional.
KW
AvatarImg

Kenna W.

Higher Education, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A unique solution for a unique business

Reviewed 3 years ago

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...

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.

LN
AvatarImg

Lt N.

Information Technology and Services, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

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

Reviewed 9 months ago

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...

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.

TW
AvatarImg

Tom W.

Medical Practice, self-employed

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 6 years ago
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.

ME
AvatarImg

Matt E.

Computer Software, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A leap of faith

Reviewed 3 years ago

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.

JG
AvatarImg

Julia G.

Insurance, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

It's All Good

Reviewed 3 years ago

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)

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