FreeAgent CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

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CRM and Work Management

FreeAgent CRM Overview

Freeagent-crm is a cost-effective CRM + CSM platform for sales, marketing, customer support, and project management. FreeAgent offers an easy-to-use interface.

Use Cases

Customers recommend Engagement Management, Collaboration, Workflow Management, as the business use cases that they have been most satisfied with while using FreeAgent CRM.

Other use cases:

Generation Of New Leads
Helpdesk Management
Training & Onboarding
Contact List Management
Lead Engagement
Proposal & Quote Management
Tracking & Monitoring Communications

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Business Priorities

Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using FreeAgent CRM.

Other priorities:

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

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FreeAgent CRM Use-Cases and Business Priorities: Customer Satisfaction Data

FreeAgent CRM works with different mediums / channels such as E-Mail. Mobile. Phone Calls etc.

FreeAgent CRM's features include Personalization, Templates, Dashboard, etc. and FreeAgent CRM support capabilities include 24/7 Support, Chat Support, AI Powered, etc. also FreeAgent CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"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

FreeAgent CRM, Claritysoft CRM, Solve CRM, Virtuous CRM, Prophet CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for FreeAgent CRM

Top Industries

Transportation/Trucking/Railroad
Consumer Services
Education

Popular in

Small Business
Mid Market
Large Enterprise

FreeAgent CRM is popular in Transportation/Trucking/Railroad, Consumer Services, and Education and is widely used by Small Business, Mid Market, and Large Enterprise.

Comprehensive Insights on FreeAgent CRM Use Cases

How efficiently Does FreeAgent CRM manage your Engagement Management?

What solutions does FreeAgent CRM provide for Collaboration?

What Are the key features of FreeAgent CRM for Workflow Management?

How can FreeAgent CRM enhance your Generation Of New Leads process?

How does FreeAgent CRM address your Helpdesk Management Challenges?

23+ more Business Use Cases

9 buyers and buying teams have used Cuspera to assess how well FreeAgent CRM solved their CRM needs. Cuspera uses 553 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Jeremy West CEO & General Manager Home Tutoring Plus	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. Testimonial By Jeremy West
Anthony Hegarty VP of Sales Paramount Staffing	I know from my experience adoption rates with CRM systems can be a difficult thing. I think the industry average is 65% but my folks have a 99% adoption rate using FreeAgent. In our industry, it’s competitive. Differentiation is tough. FreeAgent gives you differentiation. FreeAgent is built with ...the sales person in mind. It’s built to enable them to do their job and you can’t ask for more from a CRM than that. Testimonial By Anthony Hegarty
FastTrack	FreeAgent helps us move in the right direction. We no longer spend our time on things that aren’t going to add value at the end of the day. Testimonial By FastTrack

CUSTOMERS	TESTIMONIALS
Jeremy West CEO & General Manager Home Tutoring Plus	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. Testimonial By Jeremy West
Anthony Hegarty VP of Sales Paramount Staffing	I know from my experience adoption rates with CRM systems can be a difficult thing. I think the industry average is 65% but my folks have a 99% adoption rate using FreeAgent. In our industry, it’s competitive. Differentiation is tough. FreeAgent gives you differentiation. FreeAgent is built with ...the sales person in mind. It’s built to enable them to do their job and you can’t ask for more from a CRM than that. Testimonial By Anthony Hegarty
FastTrack	FreeAgent helps us move in the right direction. We no longer spend our time on things that aren’t going to add value at the end of the day. Testimonial By FastTrack

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Moley Magnetics Consumer Services	Consumer Services	Case Study Moley Magnetics Moley Magnetics Customer Response Is Down From Days To Minutes With The Help Of FreeAgent Read More
Home Tutoring Plus Education	Education	Case Study Home Tutoring Plus Home Tutoring Plus employees save 16 hrs/week with FreeAgent CRM Read More
FinePoint Transportation/Trucking/Railroad	Transportation/Trucking/Railroad	Case Study FinePoint FreeAgent has provided FinePoint Associates a set of tools tailored to meet their specific requirements. Read More

Frequently Asked Questions(FAQ)

for FreeAgent CRM

What is FreeAgent CRM?

FreeAgent CRM is a cloud-based platform that helps teams unlock productivity effortlessly. Its cloud-based sales, marketing, and customer service platform designed to help businesses nurture quality customer relationships. It helps to boost sales efficiency and gain revenue and more.

It empowers teams to increase sales and growth by delivering more value to customers and by increasing productivity with modern collaboration tools, enabling businesses to align teams, foster transparency, and increase revenue. It helps to boost key KPIs with full-funnel visibility, marketing-sales alignment, brand enforcement, sales enablement, and marketing project management. It boosts cycle times and follow-up with push notifications, email templates, customizable deal stages and automated task management.

Key features include contact management, prospect management, automated follow-ups, automated emails and phone call logging, pipeline management and sales forecasting, interactive sales dashboards, and more.

What is FreeAgent CRM used for?

FreeAgent CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Increase Sales & Revenue by Engagement Management, Collaboration and Workflow Management .