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FreeAgent CRM

4.7
(71)

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CRM + Work Management | Work's better

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(9)

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:
Pricing model: Subscription
Free Trial: Available

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Q. Who are the typical users of FreeAgent CRM?

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

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Q. What languages does FreeAgent CRM support?

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

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Q. Does FreeAgent CRM support mobile devices?

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

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Q. Does FreeAgent CRM offer an API?

Yes, FreeAgent CRM has an API available for use.

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Q. What other apps does FreeAgent CRM integrate with?

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

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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

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FreeAgent CRM product 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.

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

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

Training options

Webinars
Videos
Live Online
In Person
Documentation

FreeAgent CRM pricing information

Value for money

4.8

/5

71

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

FreeAgent CRM features

Functionality

4.5

/5

71

Total features

87

14 categories

Most valued features by users

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

Functionality contenders

FreeAgent CRM users reviews

Overall Rating

4.7

/5

71

Positive reviews

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
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.

Overall rating contenders

MG
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Mateo G.

Information Technology and Services, 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

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FreeAgent CRM

Reviewed 3 years ago

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.

ME
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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 a year 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.

DD
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David D.

Higher Education, 51-200 employees

Used daily for 2+ years

Review source

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

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Free Agent CRM

Reviewed 21 days ago

Positive

Pros

The product is very easy to learn and use. We love the ability to add custom fields that are unique to our organization

Cons

Integration with website and other software tools

TW
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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 4 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.

JG
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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

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It's All Good

Reviewed a year 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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