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
See all business priorities See less business priorities

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.

Reviews

"We’re always trying to be the best we can be. FreeAgent helps us achieve that." - Royal Palm Properties

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

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

How efficiently Does FreeAgent CRM manage your Collaboration?

How can FreeAgent CRM optimize your Workflow Management Workflow?

How does FreeAgent CRM address your Generation Of New Leads Challenges?

How can FreeAgent CRM optimize your Helpdesk Management Workflow?

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
FreeAgent CRM testimonial

Royal Palm Properties

We’re always trying to be the best we can be. FreeAgent helps us achieve that. Testimonial By Royal Palm Properties
FreeAgent CRM testimonial

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
FreeAgent CRM testimonial

KJ Street Consulting

Having our entire team collaborate on a project is critical for us. FreeAgent helps us align and coordinate so that we can be more than the sum of our parts. Testimonial By KJ Street Consulting
CUSTOMERS TESTIMONIALS
FreeAgent CRM testimonial

Royal Palm Properties

We’re always trying to be the best we can be. FreeAgent helps us achieve that. Testimonial By Royal Palm Properties
FreeAgent CRM testimonial

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
FreeAgent CRM testimonial

KJ Street Consulting

Having our entire team collaborate on a project is critical for us. FreeAgent helps us align and coordinate so that we can be more than the sum of our parts. Testimonial By KJ Street Consulting

Case Studies

COMPANY INDUSTRY CASE STUDIES
FreeAgent CRM case study
Education
Education
Case Study Home Tutoring Plus

Home Tutoring Plus employees save 16 hrs/week with FreeAgent CRM

Read More
FreeAgent CRM case study
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
FreeAgent CRM case study
Education
Education
Case Study Home Tutoring Plus

Home Tutoring Plus employees save 16 hrs/week with FreeAgent CRM

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 .

What are the top features of FreeAgent CRM?

Personalization, Templates and Dashboard are some of the top features of FreeAgent CRM.

Who uses FreeAgent CRM?

FreeAgent CRM is used by Transportation/Trucking/Railroad, Consumer Services and Education among other industries.

What are FreeAgent CRM alternatives?

Claritysoft CRM, Solve CRM, Virtuous CRM and Prophet CRM are popular alternatives for FreeAgent CRM.

Where is FreeAgent CRM located?

FreeAgent CRM is headquartered at 2201 Broadway, Suite 702, Oakland, California 94612, US.
lightning

Peers used FreeAgent CRM for engagement management and collaboration

FreeAgent CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.34/5 ★

Read Reviews (4)
Analytics

4.66/5 ★

Read Reviews (14)
Custom Reports

4.51/5 ★

Read Reviews (79)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.34/5 ★

Read Reviews (4)
Analytics

4.66/5 ★

Read Reviews (14)
Custom Reports

4.51/5 ★

Read Reviews (79)

Software Failure Risk Guidance

?

for FreeAgent CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for FreeAgent CRM

FreeAgent CRM Profile

Company Name

FreeAgent CRM

Company Website

https://freeagentcrm.com/

HQ Location

2201 Broadway, Suite 702, Oakland, California 94612, US

Employees

11-50

Social

Financials

SEED