FreeAgent CRM Pricing, Features, Reviews & Comparison of Alternatives

FreeAgent CRM

Unleash your team's potential with the next generation CRM

4.65/5 (46 reviews)

FreeAgent CRM overview

What is FreeAgent CRM?

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly.

Get the whole team PRODUCTIVE - Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Effortlessly breeze through sales-driving activities without leaving the page.

Gain complete VISIBILITY into customer-facing work - Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Gain instant context into all of your customer relationships, and view activity linked to any pipeline change and it's impact.

Measure and improve PERFORMANCE - Track and celebrate activities that lead to sales and happy customers. Supercharge your sales cycle with customizable stage gate processes and eliminate all the manual work with automation. Foster a high-five culture and share gamified goal-tracking across your team.
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Pricing

Starting from
$99/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, China and 5 other markets, India, Japan, Germany, Brazil, Mexico

Supported languages

English, Spanish
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FreeAgent CRM reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.5
  4.6
  5.0
Mateo Gonzalez

FreeAgent CRM

Used daily for 6-12 months
Reviewed 2019-12-14
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Peggy McElfish

A CRM that does just what I need it to do!

Used daily for 6-12 months
Reviewed 2019-12-10
Review Source: Capterra

The customer service I have had with FreeAgent from the first initial contact through the purchase and training and the helpdesk on various issues has been top notch! It's super easy to reach out and ask a question about how to do something or if the software can do something and they respond in a timely and professional manner. This software has really helped us organize our giant list of contacts. I KNOW without a doubt, we've made more money using this CRM! Having a quick way to track who I need to contact and what the last contact was is worth every penny.

Pros
I was looking for a program that was easy to use since I needed it to be used by someone with limited technical ability. Super easy to use for people of all technical experience levels. Very little set up or training needed to get started and that was HUGE! Love the mobile app and that it has all the capabilities of the desktop version!

Cons
I know it has some cons, but recently there have been some updates that really picked up all the things I was hoping the software would do, I am struggling to think of something. 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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Tom Walker

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

Used daily for less than 6 months
Reviewed 2018-07-03
Review Source: Software Advice

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Leslee Ryerson

Organization made easy

Used daily for 1-2 years
Reviewed 2019-12-10
Review Source: Capterra

When selling ads, often you have to touch clients multiple times to make the sale, so I love that all my activity is documented so I can see who I still need to be contacting.

Pros
I needed an easy but thorough way to keep track of all of my clients/our clients in our business. It gives me all the details I need when looking for what I need, who I need, and where I'm at in the sale process.

Cons
Sometimes when searching for contacts it will just take start searching when you type one letter and not let you finish the name so you have to redo it. And I wish there was a way to mass email like mail chimp but without having to purchase another software service.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Craig Kinlsey

Fantastic Software to Help Stay Connected to Clients & Prospects!!!

Used daily for 1-2 years
Reviewed 2019-12-12
Review Source: Capterra

Great product, EXCELLENT customer service. You won't find anything comparable to this for the price.

Pros
I was looking for something to stay in front of my clients and prospects when I purchased this product. Over the course of 18 months they have added so many features and enhancements that I would never have expected. I haven't quite got them all down yet on how to use, but I'm getting there and the support staff is top notch! They get back to you right away, check up on you after they help with your issue, and all around make the software much more enjoyable to use. You won't find a better CRM for the money.

Cons
The only negative thing I found with this software is how many different times I have to put in peoples information in different areas. It should just transfer over.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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FreeAgent CRM pricing

Starting from
$99/month
Pricing options
Subscription
Free trial
View Pricing Plans

Starter: $99/month for 3 users
Pro: $399/month for 5 users
Business: $999/month for 10

Contact FreeAgent CRM for other pricing information.

FreeAgent CRM features

API
Activity Tracking
Calendar Management
Contact Database
Contact Management
Custom Fields
Customer Database
Customizable Reporting
Email Integration
Reporting & Statistics
Third Party Integration

Activity Dashboard (262 other apps)
Automatic Notifications (223 other apps)
Customizable Branding (236 other apps)
Customizable Templates (198 other apps)
Data Import/Export (209 other apps)
Electronic Payments (159 other apps)
Reminders (199 other apps)
Social Media Integration (193 other apps)
Surveys & Feedback (167 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for FreeAgent CRM

Key features of FreeAgent CRM

  • Attachments
  • Automated Lead Assignments
  • Automated Personalized Emails
  • Bulk Actions
  • CRM System
  • Calendar/Reminder System
  • Call Logging
  • Call Management
  • Contact Import/Export
  • Custom Fields / Objects
  • Customizable Fields
  • Dashboards for Custom Reports
  • Deal Management
  • Document Management
  • Email Account Sync
  • Email Analytics Dashboard
  • Email Parser
  • Gmail / Office 365 Integration
  • IMAP Support
  • Industry Templates
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Segmentation
  • Marketing Automation Integration
  • Note Management
  • Reporting/Analytics
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Source Tracking
  • To-do Lists
View All Features

Benefits

• Efficiency meets happy. FreeAgent CRM automagically logs and organizes all your emails, meetings, and calls so you spend way more time selling and way less time on admin.

• A workday full of impact. AI-assisted prioritization of next steps keeps you working on what matters most. Effortlessly flow through sales-driving activities that build customer relationships and drive revenue.

• Add the time dimension. Discover the only CRM that enables sales leaders to track every change in week-by-week snapshots of pipeline and linked activity.

• Zoom in. Combine high-level insights with deep-dive tracking; with pivot-able, sum-able boards across all of your CRM data - leads, accounts, deals, and more.

• Ready, set, action. Establish gates and controls and enforce best practice in every deal. Continually optimize your processes and workflows for the ultimate winning play.

• Foster a high-five culture. Hustle Board tracks individual and team activity and celebrates the incremental small steps that lead to BIG sales.