FreeAgent CRM Features

Honestly the best CRM I've used and implemented. The ease of out-of-the-box customization, the readily-available documentation, the super customizable external customer support Portal for ticketing systems, the stellar and responsive support makes FreeAgent CRM one of the best vendor provided products I've ever worked with in my entire IT/CS career. No exaggeration! Plus, it looks great, simple, the...

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I really can't think of anything I don't like about FreeAgent. Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed.

The Dashboards were the winning feature. And the blank canvas approach was unexpected but fun and very unique.

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.

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.

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)

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.

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

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.

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.

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. Very little set up or training needed to get started and that was HUGE! Love the mobile app and that it has all the capabilities of the desktop version!

I know it has some cons, but recently there have been some updates that really picked up all the things I was hoping the software would do, I am struggling to think of something. 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!

I needed an easy but thorough way to keep track of all of my clients/our clients in our business. It gives me all the details I need when looking for what I need, who I need, and where I'm at in the sale process.

Sometimes when searching for contacts it will just take start searching when you type one letter and not let you finish the name so you have to redo it. And I wish there was a way to mass email like mail chimp but without having to purchase another software service.

The potential is so there. The updates made this past year have been AMAZING. You guys have changed with the times in the best way. We use this software differently than 98% of their clientele, but once we work on a few more tweaks, this platform will finally think like a classroom! I love the different views available, the customizable apps, report features, and the new RingCentral integration will be so helpful. The layers of related lists are so applicable for connecting our students, courses, payments, and soon campaigns!

Like I said, we use this platform very differently from most of their customers, so we have had to think very creatively and outside of the box to find solutions for our systems. It has been a slow process, but I think we are finally getting close to having a very powerful CRM tool for our needs.

I love the ability to tweak it to my needs. I work for a large organization and I cannot change anything. When I went to Free Agent and use for myself only it made my desires of how I want to track and communicate my data simple and accessible.

In the beginning it was very clunky. Over the past year you have made immense changes for the better and always getting better.

We are a small start-up business. We needed CRM that: 1) wouldn't break the bank; 2) was customizable; 3) was intuitive to use; 4) didn't use complicated terms when simple terms work better (e.g. Sales Force "child account" "Parent Account".....who talks like that? We customized our terms for our little business with terms that we use to talk about customers and accounts.

Although Free Agent is the simplest system to use in the business, it takes some getting used to. You have get in there and use it a few times, you have make edits and changes to the terms, drop down options....it's not as intuitive as I would like, but that's what the Help team is for.

Being new to CRM software I like the ease of use with intuitive workflow. For our business its critical to track interactions with our distributor and their sales people and this system allows that easily. This has been a huge step us for our team in terms of tracking and storing data of our interactions with our end users.

We has some initial issues within the system as our team works completely from IPads, but the team at free agent was able to come up with creative solutions to meet our needs.

FreeAgent CRM's management and team are outstanding in terms of customization, service, interface, simplicity and elegance. The entire user experience if rated on a scale of 1 to 10 is 10+ while I would rank Salesforce 1 having seen Salesforce performing ten years ago and recently. Salesforce is a sales focused company with an extremely frustrating user experience vs FreeAgent CRM being a true CRM company. It's like using a new generation Apple iPhone vs a mobile phone by other leading providers in the mid 90s. We have no association with the company besides being a customer.

I have done extensive searches on many CRMs in the last 10 years and wish this 2016 founded company would have been existed 25 or 10 years ago.

I like ease of use and the responsiveness of customer service. This is a great product for small to medium size companies.

I would like product to sync with Constant Contact.

The continual effort to add new functions and features.

Having to learn new technology. I am not well versed in using computer software and integrations.

We liked how it worked as a process flow management tool. We looked at other tools, such as salesforce, and they were not easy to conceptually fit into our process. FreeAgent was able to flow records (projects) along multiple stages that added new data at each stage gate.

The charting and visualization leave a bit to be desired. Font sizes, spacing, overall aesthetic things could be improved.

The ability to automatically archive all email communication with donors and members has been super invaluable as well as an easy to use next steps and imbedded email/phone communications interface is simply invaluable. It eliminates what was formerly time consuming steps to make sure all communications was kept in a person's record.

Would have liked one or two more "find" and "filter" features.

Easy to use . Organizing my data base live for myself and team. App is great to use when not in the office.

We haven't even really tapped everything this system does for us yet.

The software is straight forward and relatively easy to use. Customer service is excellent. On-boarding/initial training was excellent.

1. The latest navigation design is not as intuitive as it was originally when we first purchased it. 2. I find it very frustrating that you can't scroll down vertically on windows unless you adapt your fields to fit. 3. Some functions don't work on my preferred browser which is Firefox. 4. The system doesn't warn you about duplicates. 5. Free Agent created Company records on our behalf and left the Owner field blank. I'm not sure we received notification that this was going to happen. I think better updates would be useful. 6. Reporting is limited.

The ability to customize apps that fit my business and it is easy to use.

There is nothing I dislike about the software. The software keeps evolving, making it easier and easier to use for my business.

They have a way to track multiple payments for one or multiple products.

When writing an email, if you need to go back to get some customer information or to read an earlier email, you have to go out of the email you're in and you lose what you wrote.

Flexibility in setting up workflow tabs to include custom ad-hoc fields. Easy to use. Great customer support.

Calendar: limited views - not like Google - yet!

Simplicity of making changes and customizing the information stored under accounts, opportunities, and contacts

Does not capture duplicate information on import or thereafter

What I love the most about this product is that it is customizable, so the program adapts to my needs instead of the other way around. It is super user friendly, and it has great customer support!! They even give you 1:1 training, and help you customize your profile, and they won’t leave you alone until you are happy with the end product.

There are a few (almost none) user experience things that can improve... but they are constantly updating features.

FreeAgent’s out-of-the-box integrations (email, phone, and calendar) centralize everything into one place. My team loves using it, it makes them more productive, and as a result I have the visibility I need across all our prospects and customers. As we grow, our teams and processes will change and I refuse to re-implement another CRM in 12-months time. FreeAgent’s platform can manage my existing use case, and we’ve already roadmapped other areas to consolidate onto their platform.

Nothing major. I do wish FreeAgent was around when I created my 1st startup years ago, but I don’t hold that against them.