About FreeAgent CRM

FreeAgent is a complete CRM platform and robust work management system. FreeAgent helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. Whether it’s a deal, a project, a support ticket, or anything else, FreeAgent helps your team stay on task. FreeAgent automagically logs and organizes your team's emails, calls and meetings so you can remove tedious tasks from your to-do list. Designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization. By eliminating time spent searching for information and reducing manual data entry, FreeAgent empowers leaders to optimize sales, marketing, customer success, project management, and more. With FreeAgent, every employee can have days full of impact.
FreeAgent CRM Software - FreeAgent CRM track activities
FreeAgent CRM Software - FreeAgent CRM add new actions
FreeAgent CRM Software - FreeAgent CRM notifications
FreeAgent CRM Software - FreeAgent CRM clients follow up
FreeAgent CRM Software - FreeAgent CRM customer information
FreeAgent CRM Software - FreeAgent CRM leads' activity
FreeAgent CRM video
FreeAgent CRM Software - FreeAgent CRM track activities - thumbnail
FreeAgent CRM Software - FreeAgent CRM add new actions - thumbnail
FreeAgent CRM Software - FreeAgent CRM notifications - thumbnail
FreeAgent CRM Software - FreeAgent CRM clients follow up - thumbnail
FreeAgent CRM Software - FreeAgent CRM customer information - thumbnail

FreeAgent CRM pricing

FreeAgent CRM does not have a free version but does offer a free trial.

Starting Price:
Not provided by vendor
Pricing Details:
Starter: $99/month for 3 users Pro: $399/month for 5 users Business: $999/month for 10 Contact FreeAgent CRM for other pricing information.
Free Version:
No
Free trial:
Yes

Alternatives to FreeAgent CRM

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and...

Salesforce Sales Cloud

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise...
Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions...
Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and...

Salesflare

Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B businesses,...
amoCRM is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With...

FreeAgent CRM Reviews

Feature rating

Value for Money
5
Functionality
4.5
Ease of Use
4.5
Customer Support
5
5 reviews of 176,364 View all reviews
Matt E.
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 28/09/2021

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.

Alternatives Considered

HubSpot Sales Hub, HubSpot CRM and Salesforce Essentials

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 Creator

Reasons 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.
Christian C.
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 27/05/2021

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

Alternatives Considered

Salesforce Essentials

Reasons for Choosing FreeAgent CRM

HubSpot is not a good sales CRM and is missing a ton of features.

Switched From

HubSpot Marketing Hub

Reasons for Switching to FreeAgent CRM

It offered nearly everything I was looking for at a much more competitive price. Every interaction I had throughout ore sales was positive which continued into deployment.
Tom W.
  • Industry: Medical Practice
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
3
Ease of Use
4
Customer Support
5

3
Reviewed on 03/07/2018

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.

Julia G.
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 04/08/2021

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)

Reasons 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.
Kenna W.
  • Industry: Higher Education
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 22/10/2020

A unique solution for a unique business

Overall, I'm really happy with the service and product we are receiving with FreeAgentCRM. From the sales perspective, [SENSITIVE CONTENT HIDDEN] was phenomenally responsive to my multiple and various questions, and made the decision process very easy with FreeAgent being a clear winner in meeting the needs and budget requirements we set out with. Our college was starting from scratch with no real CRM solution in place and a lot of fall-through in our processes and communications. [SENSITIVE CONTENT HIDDEN] was understanding and worked with us as we navigated the state purchasing system (since we are a state funded institution and all large purchases go through the attorney general's office). Once the contract was signed, we were seamlessly handed over to the customer success and integration teams, [SENSITIVE CONTENT HIDDEN] made sure to answer all of our questions and work through the set up of the system to meet our specific needs while flawlessly acting as a translator for what the tech team needed for our integration and putting it in to layman's terms for me and my team to understand and respond with what exactly we were looking for and how we planned to use it. FreeAgent has a plethora of functions we need to get started with a CRM without a lot of extras that we either will not use or aren't ready for, but are also constantly improving the platform and adding more capabilities.
TLDR: FreeAgent is the sweet spot for a great product with customizable functionality with stellar customer service.

Pros

After an extensive review of potential CRM solutions to fit the needs of our admissions and recruitment team, we decided on FreeAgentCRM because of the flexibility to integrate with other solutions we were already using and how well it tracks the various interactions we have with a prospective student and applicants.

Cons

Our biggest requirement was that the CRM integrate with our existing Student Information System, and while the integration has taken longer than anticipated (by no fault of FreeAgentCRM or its team) we are on track to be fully implemented in time to test and prepare for the upcoming semester and open enrollment period. The FreeAgent CRM team have been extremely understanding and accommodating to the multiple hurdles we've encountered with trying to integrate to a complex system with minimal API documentation.

Alternatives Considered

Slate, Ellucian, Salesforce Experience Cloud, Akero and Freshsales

Reasons for Switching to FreeAgent CRM

The price and functionality were really unbeatable. They were not the cheapest option but the customer service was above and beyond what we received from the cheapest company and in a field that depends on good communication, we felt that a company that practices what they preach was going to be a good fit.

Related categories