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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 helps small businesses grow larger through their cloud-based customer relationship management solution. FreeAgent CRM allows businesses to easily manage leads, contacts, emails & calls, accounts & deals, and build custom reports and dashboards.

FreeAgent CRM captures leads from everywhere: the business website, landing pages, purchased lists, Excel, etc. It includes support for Zapier, integrating FreeAgent to more than 100 other systems. Leads can be auto-assigned for followup with pre-defined Next Steps: when to call, when to email, and so on. Leads can progress through statuses you customize. Qualified leads can be turned into deals. All activity with leads or deals is tracked in real-time. Deals can be carried through customizable sales stages.The email integration is so seamless there’s nothing to do but pair your email and watch it work. It automatically attaches all relevant communication with your prospects to leads, accounts, and deals.

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 03/30/2018)

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