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Yardi Matrix vs FreeAgent CRM: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Yardi Matrix vs. FreeAgent CRM is based on a specific set of business needs and context. The comparison uses 689 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Yardi Matrix and FreeAgent CRM

Yardi Matrix, and FreeAgent CRM 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.

Yardi Matrix covers Market Research, Market Survey, Competitive Intelligence with Offline, Pipeline Management, etc.

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

"The depth of information provided by the Matrix interface enables our team to efficiently compile information for development and acquisition research. Beyond the information provided, the exemplary and prompt service, in response to myriad inquirie...s, ensures our continued use of this service. " - American Capital Group

"Sales reps have cut down on a lot of admin work. They had been logging a lot of their information in spreadsheets and that was painful. First, they had to remember to do it which was a challenge, and then they needed to work with the other departmen...ts to make sure it was right because we had a lot of different programs and formats we were using. So this has saved a couple of hours a week for me and a couple of hours a week for each of them. It’s also nice to have some consistency. " - Elizabeth Moley

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 Yardi Matrix

Focus area

Software Failure Risk

  • medium

logo FreeAgent CRM

Focus area

Software Failure Risk

  • medium

About

Yardi Matrix: Commercial Real Estate Data and Research

CRM and Work Management

Financials

SEED

Business Need

Total Processes
(we found evidences for)

11

35

Total Goals
(we found evidences for)

5

11

Top Processes

Evidences indicate better relative satisfaction


communication management


engaging and following up


engagement management

engaging and following up



workflow management


generation of new leads


helpdesk management


training & onboarding



contact list management


proposal & quote management


sales document management

proposal & quote management




sales review & feedback


lifetime value management


relationship management



Top Goals

Goals Achieved

  • Grow market share

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Acquire customers

  • Improve efficiency

  • See 2 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

medium

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medium

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Migration Risk

medium

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medium

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Business Setting