FreeAgent CRM Reviews & Pricing

by FreeAgent Network, Inc. | Founded 2016, Saratoga, CA

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Overview Pricing Benefits Reviews Features

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What is FreeAgent CRM?

Industry Specialties: Serves all industries

FreeAgent CRM helps companies organize customer information on one dashboard, helping team leads and sales representatives achieve targets and collaborate more effectively. It enables tracking of performance and workflows as well.

Using it allows teams to improve areas such as operations, marketing, project management, sales and customer support. Users get a unified interface for managing and working on MQLs, SQLs, new opportunities, to-dos, tasks at hand, reviews and more.

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FreeAgent CRM Pricing

Based on our most recent analysis, FreeAgent CRM pricing starts at $28 (Per User, Monthly, Freemium).

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Starting From: $28
Pricing Model: Per User, Monthly, Freemium
Free Trial: Yes, Request for Free

Training Resources

FreeAgent CRM is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for FreeAgent CRM:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

FreeAgent CRM Benefits and Insights

Why use FreeAgent CRM?

Key differentiators & advantages of FreeAgent CRM

Enhanced Collaboration: FreeAgent CRM fosters team collaboration by allowing multiple users to access and update customer information in real-time, ensuring everyone is on the same page.
Improved Customer Insights: By consolidating customer data, FreeAgent CRM provides a comprehensive view of customer interactions, helping businesses tailor their approach to meet individual needs.
Streamlined Workflow: Automate repetitive tasks and set up custom workflows to increase efficiency, allowing your team to focus on strategic activities rather than administrative duties.
Increased Sales Efficiency: With tools to track leads and manage sales pipelines, FreeAgent CRM helps sales teams prioritize high-value opportunities and close deals faster.
Data-Driven Decision Making: Access to detailed analytics and reporting enables businesses to make informed decisions based on real-time data, rather than relying on intuition.
Enhanced Customer Retention: By tracking customer interactions and feedback, FreeAgent CRM helps businesses identify and address issues promptly, improving customer satisfaction and loyalty.
Scalability: As your business grows, FreeAgent CRM can scale with you, offering customizable features and integrations to meet evolving needs without disrupting operations.
Cost Efficiency: By reducing the need for multiple software solutions and minimizing manual processes, FreeAgent CRM can lower operational costs and increase return on investment.
Improved Communication: Centralized communication tools ensure that all customer interactions are logged and accessible, reducing the risk of miscommunication and enhancing service quality.
Customizable Interface: Tailor the CRM interface to fit your business processes, ensuring that your team can work efficiently with a system that aligns with their workflow.
Enhanced Security: Protect sensitive customer data with robust security measures, ensuring compliance with industry standards and building trust with your clients.
Integration Capabilities: Seamlessly integrate with other business tools and platforms, such as email and accounting software, to create a unified system that enhances productivity.
Time Management: With task management features, FreeAgent CRM helps teams prioritize and manage their time effectively, ensuring deadlines are met and projects stay on track.
Personalized Customer Experience: Use customer data to personalize interactions and marketing efforts, creating a more engaging and relevant experience for each customer.
Mobile Accessibility: Access FreeAgent CRM from any device, allowing your team to stay connected and productive whether they're in the office or on the go.

Industry Expertise

Serves industries such as education, non-profit, healthcare, insurance agencies, media and many more. The platform has helped market leaders and SMBs to establish systematic operations, optimum client communication and business growth.

Synopsis of User Ratings and Reviews

Based on an aggregate of FreeAgent CRM reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Easy to Use: Users have praised the software for its intuitive interface, making it simple to navigate and utilize its features effectively.
Customizable: The platform offers a high degree of flexibility, allowing users to tailor various aspects of the software, such as object names, forms, and color schemes, to align with their specific business needs and branding.
Strong Communication Features: FreeAgent CRM excels in communication capabilities, offering features like email templates, automated email sequences, and automatic logging of email and phone interactions, which streamlines communication and enhances customer engagement.
Visualized Task Management: The software provides a visual workflow builder and a personalized homepage that displays to-do items, facilitating efficient task management and team collaboration.
Excellent Customer Support: Users consistently highlight the responsiveness and helpfulness of FreeAgent CRM's customer support team, ensuring that any questions or issues are addressed promptly and effectively.

Cons

Limited Reporting Features: Users have reported that the reporting functionality is somewhat limited, making it difficult to extract and analyze data for business insights.
Basic Customer Support Tools: While FreeAgent CRM offers basic customer support features like a ticket tracker, it may not be robust enough to replace a dedicated customer support system.
Advanced Features Limited to Higher Tiers: Some users have expressed a desire for advanced features, such as email and SMS sequences and advanced reminders, to be available in the lower-tier plans.

Researcher's Summary:

Is FreeAgent CRM truly a "free agent" in the world of CRM, or is it tethered to limitations? User reviews from the past year paint a largely positive picture of FreeAgent CRM, particularly for small businesses and startups. Users consistently applaud its user-friendly interface, with one review stating that it requires "very little setup or training." This ease of use, coupled with robust features like customizable dashboards and automated workflows, makes it a powerful tool for managing customer relationships. A standout feature is the comprehensive communication suite, allowing businesses to manage phone calls, emails, and SMS directly within the platform, all while benefiting from automatic logging.

However, some users express a desire for more advanced features, particularly in the basic plans. For instance, the absence of advanced email sequences and reminders in lower tiers is a recurring concern. Additionally, while many praise the software's intuitive design, some find the search functionality cumbersome, hindering efficient data retrieval. Despite these drawbacks, FreeAgent CRM's strengths lie in its user-friendliness, comprehensive communication tools, and robust feature set, making it ideal for small businesses seeking to streamline their customer relationship management without a steep learning curve. Larger enterprises with more complex needs might find the limited advanced features in basic plans a constraint.

Key Features

Work Management: Users can achieve better outcomes through the platform’s combination of customer interaction and workflows. It captures all digital customer interactions across every channel and organizes that information for quick and easy interactions.
Real-Time Integrations: The software provides real-time integrations to popular tools, making it easy to operate. Integrations include Gmail, Office 365, Google and Office 365 calendar sync, Twilio for outbound call capturing and two-way Mailchimp integration. Users can also receive real-time alerts for email tracking and real-time custom notifications via open APIs.
Task Prioritization: Users can switch between tasks without switching tabs. The platform’s personalization centralizes outreach on one dashboard so users can easily track emails, calls, notes and even set meetings. A prioritized action list helps users work on what’s most important first.
Automation: Time-saving features include configurable rules and AI for prioritizing actions, automated alerts on overdue actions, meeting reminders, and configurable actions based on alerts.
Unified Dashboard: The system helps users save time and effort by carrying out regular tasks all from one dashboard. It automatically logs and organizes team emails, calls and meetings so users don’t have to handle tedious tasks.
Activity Timeline: This feature helps users encourage their teams to organize and prioritize work in a fun, flexible and rewarding way. The platform records contacts, tasks, tickets, comments and attachments. It also enables users to tag team members and assign tasks, so team members can stay on the same page.
Mobile App: Users gain context across the funnel and can work from anywhere. Mobile capabilities include a customer activity timeline, quick links to records and reports.
Process Automation: Automate simple and complex workflows, run several processes simultaneously and enhance task management with notifications, escalations, reminders and assignments. Set triggers, conditions and rules to support multi-path workflows.
Pre-Built Workflow Templates: Address specific needs such as sales, marketing and support. Optimize drip campaigns, ticket management, quote approvals and IT service desk.
Real-Time Workflow Monitoring: Monitor visual workflow activities in real time. Notify stakeholders about work progress through key milestones.
Integration-Driven Workflows: Ensure business agility by integrating the data flow between systems and automating repeatable tasks.
Multi-Version Support: Make global changes easy with dynamic versioning. See version execution history in real time. Leverage no, low and full code options. Customize as needed with an intuitive drag-and-drop interface.
Timer Events: Users gain context across the funnel and can work from anywhere. Mobile capabilities include a customer activity timeline, quick links to records and reports.
Wait Events:: Prevent process progression until parameters are matched. Pair with timer events to monitor work progress and flag alerts in case of delay.

Limitations

These are the product limitations at the time of this writing, based on user reviews:

It doesn’t provide automated contact updates.

FreeAgent Pricing

Customers can choose from several pricing tiers:

Free

Ideal for teams getting started with CRM
Includes basic features like contact management, tickets, deal management, task management, meeting tools, limited integrations and several types of reporting

Team

Good for small businesses
Additional features include automation tools, custom notifications, web forms, Mailchimp integration, a visual email designer and security tools
Starting at $28 per user/month

Pro

Best for small and medium companies
Additional features include an AI assistant, extensive integrations, SMS/text features, call features, campaign automation and extensive personalization options
Starting at $60 per user/month

Enterprise

Best for companies needing an extendable CRM and top-level features
Additional features include AI-based lead and deal scoring, direct API access, unlimited custom apps and a dedicated account manager
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Suite Support

The platform provides step-by-step guidance for beginners along with technical assistance.

Email: Users can write to FreeAgent CRM by logging in using the registered ID.

Phone: The support team can be reached via the dedicated login for members.

Training: FreeAgent CRM offers training for onboarding, applications, activities and dashboards, company settings, system settings, webinars, FreeAgent Cypress and much more through the support section on their app.

Tickets: Tickets can be raised through the support section once users log in with their registered ID.