FreeAgent CRM provides a cloud-based platform for organizing calls, documents, deals, contracts and to-do lists. The platform provides open-and-click email analytics, visual custom dashboards, and more for every user message. FreeAgent CRM offers a central customer database and searchable activity timeline, and enables sales teams to stay on track and work effectively with to-do lists, reminders, and push notifications, plus automation, tracking tools and integrations with familiar apps like G Suite, MailChimp, Zapier, Office 365, and Twilio.
FreeAgent CRM helps big and small insurance companies build and sustain relationships with customers. Users can access all projects, phone calls, receipts, important documents, and other data from a single, central location. As a cloud-based solution, users have the flexibility to access their projects and documents anytime, anywhere, via any internet-enabled device. FreeAgent CRM helps users automatically match emails to corresponding contacts, add pictures, import notes, and attach files, along with facilitating system views like list views. Native iOS and Android apps allow users to gain sales visibility on-the-go from mobile devices.
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