FreeAgent CRM Pricing, Features, Reviews & Comparison of Alternatives

FreeAgent CRM

All-in-one CRM platform for sales-led organizations

4.56/5 (25 reviews)

FreeAgent CRM overview

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.


Starting from
Pricing options
Value for money
View Pricing Plans


Business size



United States, Asia, Australia, Brazil, Canada and 8 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa

Supported languages

FreeAgent CRM screenshot: Track emails and calls from a central locationHow to add leads leads or contacts into FreeAgent CRMFreeAgent CRM screenshot: View contacts at-a-glance from the contact boardFreeAgent CRM screenshot: Add new actions to manage next stepsFreeAgent CRM screenshot: Check email open and click ratesFreeAgent CRM screenshot: Create and manage lead assignment rules

FreeAgent CRM reviews

Value for money
Ease of use
Customer support
Amy Lofgreen

I Didn't Know A Team Could Be So Responsive

Used daily for 6-12 months
Reviewed 2018-10-12
Review Source: Software Advice

I have never asked more from a company. Our CRM needs were very different than the typical sales model. I chose FreeAgent because their team seemed willing to work with me to make the changes I needed for my unique circumstances. When shopping for the CRM, other companies told me they would charge thousands of dollars to train me how to build a system to fit my unique needs. FreeAgent CRM said they would be happy to build what I need at no extra cost. They have done just that and exceed my expectations every day. This robust system has everything I need and I appreciate its beautiful design.

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Marc Kirst

FreeAgent CRM vs Salesforce = Apple iPhone XR vs mobile phone 1st generation in the mid 90s.

Used daily for less than 6 months
Reviewed 2018-10-12
Review Source: Software Advice

If Salesforce customers would be aware of FreeAgent CRM, Salesforce would have no clients any longer. It reminds me of an upstart like Amazon in 2000 vs the established retailer Sears. I would highly recommend Marc Benioff to take over FreeAgent CRM and let FreeAgent CRM's management revamp Salesforce's entire software and sales/marketing concept. If Sears would have bought Amazon their share price would have been up several thousand percent vs being down 99% during the last 11+ years. Eddie Lampert likely doubted that established, 100+ year old Sears would fall 99%. Better and more agile competitors like FreeAgent CRM can erode the market position of other established leaders over time as Apple, Amazon, Google, Facebook, Netflix have proven.

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Abi Licatino

FreeAgent Is the best value for your money.

Used daily for 6-12 months
Reviewed 2018-11-02
Review Source: Software Advice

This is my first experience with CRMs and its been so pleasant and not frustrating. Thats hard to find in the tech world for me. Our rep is wonderful and knows her stuff!

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John Manley

FreeAgent CRM is a Great Tool!

Used daily for 6-12 months
Reviewed 2018-10-30
Review Source: Software Advice

Customer representatives really work very hard to provide the best training and support! If you are a Mortgage Loan Originator, Real Estate Agent ora stand alone Sale Rep, I think FreeAgent is a great fit!

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Magdalena Camarena

Excellent Product

Used daily for less than 6 months
Reviewed 2018-08-23
Review Source: Software Advice

I have never had an experience like this before... they contacted me, and made follow up, answered all my questions, and even invited me to their offices. They have been great with customer support; it is almost 24/7. They are very nice and willing to help out, and hear your suggestions. Since I can customize it to my needs, it’s a perfect product. I recommend it 100%.

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FreeAgent CRM pricing

Starting from
Pricing options
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

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

API (327 other apps)
Activity Dashboard (196 other apps)
Automatic Notifications (183 other apps)
Automatic Reminders (174 other apps)
CRM Integration (124 other apps)
Customizable Branding (168 other apps)
Customizable Templates (146 other apps)
Data Import/Export (156 other apps)
Electronic Payments (123 other apps)
Mobile Integration (124 other apps)
Social Media Integration (147 other apps)

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


• A drag-and-drop interface supports instant data uploading, and allows users to add pictures and attach files easily.

• FreeAgent CRM focuses on activity tracking, lead scoring, lead nurturing, lead distribution, pipeline management, lead segmentation and lead capture.

• Users have access to email templates and options for customizing actions, views and tabs.

• FreeAgent CRM helps small businesses customize workflows based on their business requirements.

• The platform is integration-friendly, allowing users to work with G Suite, MailChimp, Zapier, Office 365, and Twilio.