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Freeagent CRM

5.0 (2 Reviews)|Write a Review|Unclaimed profile
United States HQFounded 2016

Deployment

Web-basediPhone/iPadAndroidWindowsMac

Best for

SmallMediumLarge

Overview

About Freeagent CRM

Freeagent is a perfect CRM software for small businesses to streamline workforce management with unlimited user access. This customized software flawlessly integrates task and project management for automation and monitors sales operations. The automated lead generation software assembles leads and stores extensive data using contact management. This way, it becomes easy for the sales team to access customer details without compromising data security. The lead management feature of Freeagent plans personalized experiences for customers, earning more revenue for businesses.

Users can tailor Freeagent CRM’s dashboard depending on the requirements of businesses, including a mobile-friendly interface.

At a glance

Software information

Industries served, licensing and the support Freeagent CRM provides.

Industries

  • Accounting
  • Logistics-supply-chain
  • Marketing-advertising

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription

Support

  • Email
  • 24x7 Support

Training

  • Help Guides
  • Video Guides
  • Blogs

Knowledge Base

  • Help Guides
  • Video
  • Blog
Languages (1)
English

Review analytics

What customers report

5.0
Based on 2 verified reviews
Ease of use4.5
Features & functionality5.0
Customer support4.5
Value for money5.0
Integrations4.0

What users like the most

  • It gives a bird-eye view of all tasks and transactions.
  • Create real-time accounts that give a clear view of your company’s cash flow.
  • Nice dashboard and all essential tools are available on it.

What users like the least

  • To run this software, one should be a tech-savvy person.
  • Some more advanced features are required.
  • It's good but needs some improvement.

What users say

Review Analytics of Freeagent CRM

Every review is verified through Goodfirms before it's published.

5.02 Verified Reviews
Ease of use4.5
Features & functionality5.0
Customer support4.5
Value for money5.0
Integrations4.0
Review Summary
Drawn from 2 verified reviews
It gives a bird-eye view of all tasks and transactions.Create real-time accounts that give a clear view of your company’s cash flow.Nice dashboard and all essential tools are available on it.
Detailed Reviews of Freeagent CRM
Sort ByWrite a Review
Bob BowenVerified Review
Posted on Nov 4, 2022

“Freeagent CRM is a complete CRM platform helping team leads and sales representatives achieve targets.”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
Value for money5.0
Integrations4.0
This one is awesome CRM Software. I just started using this solution but it seems to have everything I need. Its automation feature and work management feature are my favorites. This software has a lot of potentials, and I am really very happy with its overall performance. No more files and papers everywhere.
Anonyms User Verified Review
Posted on Nov 3, 2022

“It is a powerful and award-winning online accounting software designed for small businesses, book-keepers to monitor cash flow and other records.”

Overall rating5.0
Ease of use4.0
Features & functionality5.0
Customer support4.0
Value for money5.0
Integrations4.0
I am a big fan of this easy-to-use cloud-based accounting software. It is enriched with all the necessary features. Our firm was looking for such a solution which enables us to manage all our expenses. This software provides all facilities in one place like creating invoices, tracking expenses and sales taxes. It gives easy integration with the bank.

Capabilities

Freeagent CRM features

The full feature set, grouped by module.

CRM Software

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

Project Management Software

  • Alerts/Notifications
  • Collaboration
  • Expense Tracking
  • Idea Management
  • Project Tracking
  • Project Planning
  • Reporting and Forecasting
  • Task Management

Task Management Software

  • Collaboration Tool
  • Progress Tracking
  • Project Planning
  • Project Scheduling
  • Reporting
  • Task Management
  • Team Collaboration

Lead Generation Software

  • Contact Database
  • Lead Capture
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management

Lead Management Software

  • Contact Management
  • Lead Capture
  • Lead Distribution
  • Lead Segmentation
  • Pipeline Management
  • Reporting & Analytics
  • Sales Tracking

Contact Management Software

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

Healthcare CRM Software

  • Alerts/Notifications
  • Appointments
  • Medical History
  • Patient Communications
  • Patient Management
  • Reports

Plans

Freeagent CRM pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription
Preferred Currency
USD ($)
Vendor pricing page
Standard$18 / month

Media

Screenshots & video

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