Freeagent CRM

Best CRM solution for the new world of work.

5.0 2 Reviews
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Freeagent is a perfect CRM software for small businesses to streamline workforce management with unlimited user access. This customized software flawlessly integrates task and project management for automation and monitors sales operations. The automated lead generation software assembles leads and stores extensive data using contact management. This way, it becomes easy for the sales team to access customer details without compromising data security. The lead management feature of Freeagent plans personalized experiences for customers, earning more revenue for businesses. Users can tailor Freeagent CRM’s dashboard depending on the requirements of businesses, including a mobile-friendly interface.
Freeagent
2016
United States
3 Industries
1 Language

Screenshot & Video

1/3

LICENSING & DEPLOYMENT

SUPPORT

  • Email
  • 24x7 Support

Knowledge Base

  • Help Guides
  • Video
  • Blog

Freeagent CRM Core Features

CRM

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation

Project Management

  • Alerts/Notifications
  • Collaboration
  • Expense Tracking
  • Idea Management
  • Project Tracking
  • Project Planning
  • Reporting and Forecasting
  • Task Management

Task Management

  • Collaboration Tool
  • Progress Tracking
  • Project Planning
  • Project Scheduling
  • Reporting
  • Task Management
  • Team Collaboration

Lead Generation

  • Contact Database
  • Lead Capture
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management

Lead Management

  • Contact Management
  • Lead Capture
  • Lead Distribution
  • Lead Segmentation
  • Pipeline Management
  • Reporting & Analytics
  • Sales Tracking

Contact Management

  • Contact Import/Export
  • Daily Call List
  • Lead Management
  • Search/Filter
  • Segmentation
  • Shared Contacts

Healthcare CRM

  • Alerts/Notifications
  • Appointments
  • Medical History
  • Patient Communications
  • Patient Management
  • Reports

Freeagent CRM Pricing

Pricing Type

  • Per User

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Monthly Payment
  • Annual Subscription

Plans & Packages

Standard
$18 Per Month

Freeagent CRM Reviews

5.0 2 Reviews
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Freeagent CRM is a complete CRM platform helping team leads and sales representatives achieve targets.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

Integrations

Switched from

Review Summary

This one is awesome CRM Software. I just started using this solution but it seems to have everything I need. Its automation feature and work management feature are my favorites. This software has a lot of potentials, and I am really very happy with its overall performance. No more files and papers everywhere.

Which features have you used in Freeagent CRM?

CRM Software , Project Management Software , Task Management Software

How long have you used Freeagent CRM?

3 Months

How frequently you use Freeagent CRM?

Daily

What do you like the most about Freeagent CRM?

Nice user interface.

Customer support is good.

Easy to use and easy to learn as well.

Easy setup procedure.

What do you like the least about Freeagent CRM?

It's good but needs some improvement.

It is a powerful and award-winning online accounting software designed for small businesses, book-keepers to monitor cash flow and other records.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

Review Summary

I am a big fan of this easy-to-use cloud-based accounting software. It is enriched with all the necessary features. Our firm was looking for such a solution which enables us to manage all our expenses. This software provides all facilities in one place like creating invoices, tracking expenses and sales taxes. It gives easy integration with the bank.

Which features have you used in Freeagent CRM?

CRM Software , Project Management Software , Lead Management Software , Contact Management Software , Lead Generation Software

How long have you used Freeagent CRM?

10 Weeks

How frequently you use Freeagent CRM?

Daily

What do you like the most about Freeagent CRM?

It gives a bird-eye view of all tasks and transactions.

Create real-time accounts that give a clear view of your company’s cash flow.

Nice dashboard and all essential tools are available on it.

Great software at an affordable rate.

What do you like the least about Freeagent CRM?

To run this software, one should be a tech-savvy person.

Some more advanced features are required.

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