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Product Quick Facts

Industry Specialties
Advertising / Media / Publishing, Computer and Technology
Works Best For
Mid Sized Businesses, Small Sized Businesses

About FreeAgent CRM

FreeAgent CRM is an all-in-one platform that helps small businesses have better customer relationships. The system works automatically with the users email to create and classify leads, follow-up reminders, perform custom automations and track all interactions with customers.

FreeAgent CRM always displays the latest action and complete customer history organized by contact on a searchable activity timeline. Leads and follow-up reminders can be automatically assigned in real-time to increase response times. The platform also provides visual custom dashboards, reporting and open-and-click email analytics for every message. Visual calendars sync with Gmail and Office 365 calendars. Personalized email communications represent the users brand professionally and automatic personalized follow-up emails ensure that relationships are nurtured.

FreeAgent CRM is completely customizable, even primary tab names and categories. Users can create their own custom fields, hints, status/stages and reports. The platform is cloud-based and can be accessed anywhere from any device, and has a dedicated mobile app. Support is available via email, phone and web chat.

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 09/11/2018)

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