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FreeAgent CRM Comparison
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FreeAgent CRM
4.6
96pts
Overview
FreeAgent is a complete CRM platform with robust work management. We help teams get everything in one place, work more collaboratively...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Screenshots
Pricing
Starting from
$99.00/mo.month
- Free trial available
- No credit card required
- Free account
- Subscription based
User reviews
Pros
I like the lay out of the software. Its pretty easy to navigate around and the overall quality of the design is nice.
The service itself reflects the wonderful people who created it and work for the company. It is easy to use and super customizable.
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
Search function is sometimes laborious; difficulty refining search parameters. Inability to delete contacts that are no longer needed.
I can't think of anything that I really dislike about it.
There are close to non existent complaints as the company adds more features with every update.
Key features
- Total features38
- API
- Activity Tracking
- Calendar Management
- Campaign Management
- Channel Management
- Commission Management
- Contact Database
- Contact Management
- Contract Management
- Custom Fields
- Customer Database
- Customizable Reporting
- Document Management
- Document Storage
- Email Integration
- Email Marketing Management
- Forecasting
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Lead Scoring
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Prioritizing
- Project Management
- Projections
- Prospecting Tools
- Referral Tracking
- Reporting & Statistics
- Sales Forecasting
- Task Management
- Template Management
- Territory Management
- Third Party Integration
- To-Do List
- Workflow Management
Integrations
- Total integrations13
- Constant Contact
- Gmail
- Google Analytics
- Google Calendar
- HubSpot CRM
- HubSpot Marketing Hub
- Mailchimp
- Microsoft 365
- Microsoft Outlook
- PayPal
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Slack
- Stripe
- Wordpress
- Xero
- Zapier
- Zendesk
Security
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
For vendors
Our company
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