FreeAgent CRM Review

by zdiarbiz

FreeAgent CRM: Overview of The Product

FreeAgent CRM offers a full platform and a robust Work Management System that lets teams put everything together and work more efficiently together to achieve more work and monitor and increase efficiency.

FreeAgent CRM can help teams remain on track whether it’s a contract or project, or support tickets. It tracks and categorizes the team’s emails, calls and meetings so that the most it is possible to eliminate tedious tasks from lists of tasks.

FreeAgent CRM is built for the future of work. Remote teams are able to thrive thanks to full access to all day-to-day activities as well as real-time collaboration and an incredibly flexible, code-free modification. By reducing the time spent searching for data and decreasing the need to manually enter data, FreeAgent CRM empowers leaders to improve sales marketing, customer satisfaction and the management of projects.

FreeAgent CRM allows each employee to get a full day of action.

Benefits of FreeAgent CRM

  • FreeAgent CRM is designed specifically to cater to businesses. Its app suite is customizable, allowing teams to use the features they require without having to search through the features they don’t need.
  • Custom views let every member of the team view only what they wish to see and how they would like to see it. Customized automatization and project management helps teams design workflows that meet their individual needs and working manner. FreeAgent CRM operates in according to the user’s preferences for them to be more productive.

Pros and Cons of FreeAgent CRM

  • The extensive and collaborative design of the FreeAgent CRM software means businesses that have less than 10 employees might not be able to use certain of the specific features for teams to the maximum. While these features may offer some advantages, the an ROI from these tools will increase exponentially with increasing the number of users.

Breakdown of the core features

FreeAgent CRM comes with features that assist in increasing sales and productivity.


Teams can increase efficiency and increase the impact of their work by eliminating repetitive tasks by implementing automation. Features that save time include customizable rules to prioritize actions, automatic alerts for overdue actions meetings, reminders for meetings and a variety of actions that can be configured that are based on the alerts.


The software comes with sophisticated dashboards and dashboards that allow you to identify and track key performance indicators throughout the company.

The management of activities and tasks

FreeAgent CRM allows users to create and assign priority, prioritize, complete and monitor tasks of any nature across the company. Teams can plan prioritizing work tasks in a flexible, fun and rewarding manner. The platform tracks contact information and tasks, tickets comments, attachments, and comments. It also lets users tag members of a team and assign tasks so that they are together.

Full funnel visibility

FreeAgent CRM assures that every customer’s information is to hand, giving the information and context required to address issues in a consistent manner. With the aid in the form of templates for emails, push notification as well as task-related reminders customers are confident that the team will provide an excellent brand experience to each and every client. Furthermore, FreeAgent CRM allows users to monitor post-sale interactions ratings, which can help drive loyalty and guarantee satisfaction of customers.

Quick Facts

  • Industries SpecialtiesComputer and Technology, Consulting or Professional Services Consumer Brands, Customer Service Call Centers Education and Training, Enterprise, Hospitality / Entertainment / Travel, Field Services / Maintenance, Financial Services, Government / Public Administration, Healthcare, Legal, Manufacturing, Recruitment / Staffing, Non-Profit and the Public Sector, Pharmaceutical, Private Security, Sales, Telecommunications, Transportation / Shipping
  • PricingAverage
  • Works Best ForMid Sized Businesses


  • Sales
  • Marketing
  • Working Management, Collaboration and Collaborative
  • Project Management and Tasks
  • Support Desk / Ticketing
  • Recruiting
  • Quoting
  • Event and Venue Management of Venues and Events
  • System of Record
  • The Lead Management and the Contact Management
  • Custom Apps
  • Dashboards and Reporting
  • Connect to any app
  • HIPAA Certified


  • Zapier
  • Office 365
  • Google Workspace
  • Mailchimp
  • Twilio
  • API


  • English
  • Spanish

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