Freeagent CRM

FreeAgent CRM delivers a next-gen work experience.
3.8 (33 Reviews)

Overview

FreeAgent CRM emphasizes usability and clarity over complex enterprise functionality. It allows users to track sales pipelines, manage follow-ups, and maintain visibility into ongoing deals without extensive configuration. FreeAgent CRM is positioned for organizations that need essential CRM functionality without the overhead of large, all-in-one platforms.

Typical Use Cases

  • Contact management and lead tracking
  • Workflow automation for tasks and outreach
  • Real-time activity feeds and notifications
  • Custom workflows and process management
  • Sales pipeline visibility and reporting
  • Email templates and scheduling
  • Integrations with MS Teams, Zoom, Google Meet, and Salesforce
  • Webforms for instant data capture

Pros & Cons

Pros:

Automates follow-ups and sales playbooks for increased productivity

Tracks all sales activities like calls, emails, and meetings leading to wins

Provides real-time reports linking actions to forecast changes

Cons:

Limited to 300 automations in Pro edition

Requires setup for custom apps and UI pages

Branding removal available only in higher tiers

Software Trial

0 Days

Free Version

No

Licensing Type

Proprietary

Starting Price

Price Type

  • Flat Rate

Currency

  • USD ($)

Subscription

  • Monthly
  • Annually

Freeagent CRM Software Features

CRM Features

  • Calendar & Task
  • Collaboration Tools
  • Contact Management
  • Contact Management
  • Lead Management
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Pipeline Management
  • Pipeline Management
  • Reporting
  • Reporting
  • Sales Automation

Contact Management Features

  • Contact Database
  • Contact Import/Export
  • Daily Call List
  • Lead Management
  • Lead Management
  • Search/Filter
  • Segmentation
  • Shared Contacts

Deployment

  • Cloud Hosted

Platform

  • Web-Based
  • iPhone/iPad
  • Android
  • Windows
  • Mac

Support

  • Email

Training

  • Documentation
  • Blogs
  • Help Guides
  • Videos

Freeagent CRM Pricing

Pricing yet to be updated!

Software Category

Contact Management CRM

Reviews

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