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DealCloud vs FreeAgent CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for DealCloud low Failure Risk for FreeAgent CRM medium
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Comparison Summary

This comparison report of DealCloud vs. FreeAgent CRM is based on a specific set of business needs and context. The comparison uses 1322 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing DealCloud and FreeAgent CRM

DealCloud, FreeAgent CRM, ClearView CRM, Virtuous CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

DealCloud covers Relationship Management, Deal Management, Promotion Management, Discount Management, etc.

FreeAgent CRM focuses on Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

"We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel... and investment work stream characteristic in making direct investments in private equity and venture capital. " - Gregory Lindae

"FreeAgent helps a company to better solve customer service issues. New hires are able to jump in and use FreeAgent much more quickly than the old system. It reduces training time – the team can begin interacting with customers much sooner. We have... our whole team on FreeAgent, and everyone uses it a ton! Introducing new systems to the team can come with some challenges, but the change management with FreeAgent has been relatively easy. I feel FreeAgent is aligned with our values. It comes down to the people that I’ve worked directly as well as your aggressive goals to make the software better than it was yesterday. As we’ve had challenges, the team has been there for us along the way. " - Jeremy West

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo DealCloud

Focus area

DealCloud is better than FreeAgent CRM for

Software Failure Risk

  • low

logo FreeAgent CRM

Focus area

Software Failure Risk

  • medium

About

All-Inclusive Financial Services Software, delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels.

CRM and Work Management

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

48

35

Total Goals
(we found evidences for)

12

11

Top Processes

Evidences indicate better relative satisfaction

relationship management

Read Reviews (33)

Read Reviews (2)

deal management

Read Reviews (30)

Read Reviews (0)

promotion management

Read Reviews (29)

Read Reviews (0)

discount management

Read Reviews (29)

Read Reviews (0)

international marketing

Read Reviews (16)

Read Reviews (0)

competitive intelligence

Read Reviews (14)

Read Reviews (0)

workflow management

Read Reviews (12)

Read Reviews (11)

engagement management

Read Reviews (8)

Read Reviews (20)

engaging and following up

Read Reviews (7)

Read Reviews (13)

business development

Read Reviews (8)

Read Reviews (0)

training & onboarding

Read Reviews (6)

Read Reviews (6)

pipeline management

Read Reviews (6)

Read Reviews (1)

lead qualification

Read Reviews (5)

Read Reviews (1)

lead qualification: technographic

Read Reviews (5)

Read Reviews (0)

communication management

Read Reviews (5)

Read Reviews (3)

sending & publishing communications

Read Reviews (3)

Read Reviews (0)

tracking & monitoring communications

Read Reviews (1)

Read Reviews (3)

social media management

Read Reviews (4)

Read Reviews (0)

social media analytics

Read Reviews (4)

Read Reviews (0)

relationship marketing

Read Reviews (4)

Read Reviews (0)

contact list management

Read Reviews (3)

Read Reviews (4)

knowledge management

Read Reviews (3)

Read Reviews (0)

merger and acquisition

Read Reviews (3)

Read Reviews (0)

performance management

Read Reviews (3)

Read Reviews (0)

generation of new leads

Read Reviews (3)

Read Reviews (8)

helpdesk management

Read Reviews (2)

Read Reviews (7)

campaign management

Read Reviews (2)

Read Reviews (0)

sales review & feedback

Read Reviews (2)

Read Reviews (2)

sales document management

Read Reviews (1)

Read Reviews (4)

lifetime value management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Scale best practices

  • Grow market share

  • Enhance customer relationships

  • Acquire customers

  • Improve visibility

  • Establish thought leadership

  • Enter new markets internationally or locally

  • Manage risk

  • Improve stakeholder relations

  • Launch new products

  • Improve ROI

  • Improve internal communications

  • See 9 more

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 more

Top Channels

Channels Used

  • e-mail

  • mobile

  • text SMS

  • promotions

  • phone calls

  • mobile app

  • See 3 more

  • e-mail

  • mobile

  • text SMS

  • promotions

  • phone calls

  • mobile app

  • See 3 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting