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
See all use cases See less use cases

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. 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

"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

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 does FreeAgent CRM address your Engagement Management Challenges?

How does FreeAgent CRM address your Collaboration Challenges?

How can FreeAgent CRM enhance your Workflow Management process?

How does FreeAgent CRM facilitate Generation Of New Leads?

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

Elizabeth Moley

Director Of Administration

Moley Magnetics

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 departments 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.

Testimonial By Elizabeth Moley
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

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
CUSTOMERS TESTIMONIALS
FreeAgent CRM testimonial

Elizabeth Moley

Director Of Administration

Moley Magnetics

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 departments 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.

Testimonial By Elizabeth Moley
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

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

Case Studies

COMPANY INDUSTRY CASE STUDIES
FreeAgent CRM case study
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
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
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

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