About FreeAgent CRM
FreeAgent CRM pricing
FreeAgent CRM does not have a free version but does offer a free trial. FreeAgent CRM paid version starts at US$35.00/month.
Alternatives to FreeAgent CRM
FreeAgent CRM Reviews
Feature rating
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
The best customizable, responsive, intuitive CRM I've ever used and implemented
I've been so pleased with their support I just had to write a glowing review. If I ever needed a job, I might just go apply to be a CRM integrator - this experience has been fun! Thanks [sensitive content hidden] and team!
Pros
Honestly the best CRM I've used and implemented. The ease of out-of-the-box customization, the readily-available documentation, the super customizable external customer support Portal for ticketing systems, the stellar and responsive support makes FreeAgent CRM one of the best vendor provided products I've ever worked with in my entire IT/CS career. No exaggeration! Plus, it looks great, simple, the UX is intuitive. This CRM is feature packed and the customization options are seemingly endless. New features are constantly being pushed out and the vendor has been extremely supportive in developing enhancement requests. The reporting features, the ability to integrate with 3rd party software like Twilio and Zapier... I could go on and on.I wouldn't pay attention too much to the cons listed in the previous reviews about certain lack of features. The vendor is constantly improving their product offerings. Someone complained about contacts not being able to be filtered by the company selected, and I think this person didn't read the documentation or explored the features very well, because we have this feature implemented across many of our CRM apps. Questions on features, bugs, issues, enhancements, etc. have been very well received. If we can't figure out how to do something the way we want it, the support team with FreeAgent has always been extremely helpful. Our CRM implementation went smoothly, we planned out and documented steps, and we couldn't be more pleased.
Cons
I really can't think of anything I don't like about FreeAgent. Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed.
Alternatives Considered
Salesforce PlatformReasons for Switching to FreeAgent CRM
Cost, customization, and support responsiveness- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
A leap of faith
Migrating a CRM has to be one of the most daunting and challenging things a company can do. Every step of the process was made as painless as possible by [SENSITIVE CONTENT] and her team. Constant check-ins and offers of assistance to get it done. After traversing to a live client that same level of importance was continued with [SENSITIVE CONTENT] and our account management team. Engineers attending a call is unheard of elsewhere.
Pros
The Dashboards were the winning feature. And the blank canvas approach was unexpected but fun and very unique.
Cons
Having to export from our previous CRM was a lot of work. Fields and values were translated into unusable data and it required a lot of work to reconnect all of the dots in order to import the data into FreeAgent. The process of learning something new was a little challenging.
Reasons for Choosing FreeAgent CRM
Part of the decision was based on cost, but also integration. I have used ZOHO for about ten years, attending their conference and ultimately not satisfied with their lack of adapting to our needs as a customer.Switched From
Zoho CreatorReasons for Switching to FreeAgent CRM
We had a very positive referral to look at them, and their team seemed very genuine about their desire to help make their product do everything we could possibly need it to. We are developing software of our own that will require API integration and a turnaround that we did not see in other competitors.- Industry: Medical Practice
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Perfectly adequate, user-friendly starter CRM software with excellent training/support for...
Pros
Customer support & initial training was very good, individualized, patient, and responsive, even before I had committed to purchase.
More features than I use or need for my small start-up.
Cons
Search function is sometimes laborious; difficulty refining search parameters.
Inability to delete contacts that are no longer needed.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
It's All Good
FreeAgent CRM helps me stay on top of any changes and updates my team members make to our prospect list. With the help of various "Automations", I am kept in the loop if a change was made or a special note was entered.
The system also helps my team stay accountable, on task and better organized.
Pros
The most useful "Pro": The upload capabilities - No more adding and updating one-by-one. One upload and all of your data is populated and ready to use.
The most surprising "Pro": Custom-ability - The FreeAgent team worked side-by-side with us to set up and implement a system that would work BEST for our specific requirements as a Property/Casualty insurance agency. Including introducing and implementing 'custom code' solutions, unique to our needs.
The BEST "Pro" - The Chat function - Most issues or questions can be addressed within a few moments.
Cons
I would love to see more integration between the various CRM "apps" and the interface FreeAgent calls "Lines" that sit inside the apps, (I will say that since we have signed on - about 6 months ago- they have already made improvements)
In addition, greater flexibility or higher inclusion when running reports and lists in regards to contacts and their assigned account. (it would be beneficial to me to somehow combine these: so interactions and opportunities will be shown together regardless if the "item" is pertaining to the account, or the contact. (my current understanding is that reports are to be run separate from each other)
Alternatives Considered
Salesforce Essentials, Insightly, Zoho Projects, Nutshell, Microsoft Access, monday.com, Keap, HubSpot CRM and Zendesk SuiteReasons for Switching to FreeAgent CRM
FreeAgent was the only CRM that was willing to give us a live demo displaying our actual data, helping us to determine if their interface would be compatible with our way of prospecting and marketing. It made a huge difference in our selection process, seeing how the CRM would work for our agency's data and structure before having to sign into a contract or commitment. The Pricing and Service/Tech Team availability also played a role in our selection.- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Excellent Sales Focused CRM
So far it’s been very good. I was comparing them to Salesforce and asked a lot from my sales rep. He was able to demonstrate everything I was asking for and pulled in resources to ensure it would work for us. The ability for them to do nearly everything I requested coupled with their cost made it a no brained compared to the big guy.
Pros
It was built for sales not marketing. It’s a little daunting at first as most everything has to be built but all the building blocks are there. They are actively taking feedback and rolling out updates as well - while we’ve only been a customer for 3 months we’ve already had new features added each month.
Cons
The way data is nested or lack there of is something that needs immediate attention. Currently when attaching a contact to a deal or a quote you see all contacts available not just ones associated to that account. Probably fine for companies in the small business or consumer space but it doesn’t work in mid-market and enterprise when I have 3 Tom Jones and there is no way to decipher who is who
