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FreeAgent CRM

CRM + Work Management | Work's better

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FreeAgent CRM Pricing, Features, Reviews and Alternatives

FreeAgent CRM product overview

Price starts from

No info

What is FreeAgent CRM?

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

Key benefits of using FreeAgent CRM

• 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk
Chat
Knowledge Base

Training options

Webinars
Videos
Live Online
In Person
Documentation

FreeAgent CRM pricing information

Value for money

4.8

/5

71

Price starts from

No info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

FreeAgent CRM features

Functionality

4.5

/5

71
Total Features92 15 categories

Most valued features by users

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

Functionality contenders

FreeAgent CRM users reviews

Overall rating

4.7

/5

71

Positive reviews

96%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.19/10
Rating distribution

5

4

3

2

1

49

19

3

0

0

Pros
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.

JK

Jack K.

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.

RB

Rebecca B.

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.

PM

Peggy M.

Cons
I can't think of anything that I really dislike about it.

RV

Rich V.

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.

SP

Sylvie P.

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.

PM

Peggy M.

Overall rating contenders

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

Share this review:

A leap of faith

Reviewed 22 days 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.

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

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Excellent Sales Focused CRM

Reviewed 5 months ago

So far it’s been very good. I was comparing them to Salesforce and asked a lot from my sales rep. He was able to demonstrate everything I was asking for and pulled in resources to ensure it would work for us. The ability for them to do nearly everything I requested coupled with their cost made it a no brained compared to the big guy.

Pros

It was built for sales not marketing. It’s a little daunting at first as most everything has to be built but all the building blocks are there. They are actively taking feedback and rolling out updates as well - while we’ve only been a customer for 3 months we’ve already had new features added each month.

Cons

The way data is nested or lack there of is something that needs immediate attention. Currently when attaching a contact to a deal or a quote you see all contacts available not just ones associated to that account. Probably fine for companies in the small business or consumer space but it doesn’t work in mid-market and enterprise when I have 3 Tom Jones and there is no way to decipher who is who

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 3 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.

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

Share this review:

It's All Good

Reviewed 3 months 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)

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

Share this review:

A unique solution for a unique business

Reviewed a year 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.

FreeAgent CRM FAQs and common questions

FreeAgent CRM has the following pricing plans:
Pricing model: Subscription
Free Trial: Available


FreeAgent CRM has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


FreeAgent CRM supports the following languages:
Spanish, English


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


Yes, FreeAgent CRM has an API available for use.


FreeAgent CRM integrates with the following applications:
Zapier, Gmail, iCloud, Slack, Google Contacts, Microsoft 365, Act-On, LinkedIn, Facebook, Mailchimp, Marketo Engage, Asana, Intercom


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

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