Product Quick Facts
About FreeAgent CRM
FreeAgent CRM delivers a cloud-based platform to assist teams to unlock productivity and grow sales. FreeAgent CRM allows the whole team to be productive through AI-guided selling. Users see only what is needed when it’s needed, with a flow-based feed of personalized and prioritized tasks and key insights, allowing them to quickly work through sales-driving activities without leaving the page.
FreeAgent CRM allows users to gain complete visibility into customer-facing work—they can zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Users also gain instant context into all customer relationships, and view activity linked to any pipeline change and its impact.
Users also measure and improve performance by tracking activities that lead to sales and happy customers. Supercharge the sales cycle with customizable stage-gate processes and eliminate manual work with automation. Foster a positive culture and share gamified goal-tracking across your team.
Still not sure FreeAgent CRM is right for you? Use our Product Selection Tool to compare other CRM Software solutions. Have questions? Call one of our unbiased Technology Advisors for a free consultation.
(Last updated on 08/30/2019 by Pam VanLoon)