FreeAgent CRM Reviews

Here are the top 10 alternatives to FreeAgent CRM:

1. HubSpot Sales Hub: A powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for growing teams.

2. Salesforce Sales Cloud: Boost productivity and grow in a whole new way with Sales Cloud. It offers AI + Data + CRM to sell faster, smarter, and more efficiently.

3. Pipedrive: A Web-based Sales CRM & Pipeline Management Software that focuses on making more sales happen with less time needed for admin.

4. Zendesk Sell: A sales CRM designed to improve sales productivity, processes, and predictability.

5. Freshsales: A fully-fledged Sales CRM software for Business. You don't need multiple tools to drive sales anymore.

6. Zoho CRM: An online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

7. Less Annoying CRM: A simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app.

8. Monday CRM: A cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work.

9. Insightly: A CRM and project management app that helps small to medium businesses deal with the vital task of managing your contacts, organizations, partners, vendors, and suppliers.

10. Nimble: A simple, smart CRM for Office 365 & G Suite teams. It's the set of tools you need to engage effectively with prospects, customers, partners, and anyone else you need to do business with.

To open an account in FreeAgent CRM, follow these steps:

1. Navigate to the Apps section of the Navigation menu and select the All view for the App of your choice.
2. Select the +Add button in the top right corner of the All view page to open the App's form.
3. Input the specific details for the Contact or Account. Note: If you want to customize the fields or designate which fields are required, see the Form Fields article for instructions.
4. Required Fields are marked with a red asterisk and must contain a value in order to save the record. For example, all Contact records must include a First Name.
5. Restricted Fields will be grayed-out and unselectable. Fields may be restricted due to form rules or other settings that restrict manually adding data such as Calculated Fields.
6. Reference Fields can be used to connect an App record to a different App record. For example, you could have a Reference Field in your Contact records that reference the Account record the Contact belongs to.
7. Each App Form is separated into sections of related information. For example, the Contacts App has a section for General Information (Name, Title, Contact Type), Contact Details (Email, Phone, Timezone), Contact Preferences (opt-out of email, text, and telephone communications), and more.
8. Once you are done entering all the information you want included in the record, click the Save button to create the record. The record will be accessible from the All view of the App the record was created in.
9. To update an App record, select the Edit button in the top right of the record's detail page.

To get started with FreeAgent CRM, the first step is to log in. After logging in, familiarize yourself with the concepts and navigation of the platform. The platform allows for creating contacts and accounts, updating records, viewing change logs, and navigating through the activity timeline. There are also different views available for customization. For any questions or technical issues, there are support channels available. Detailed articles are provided in the Knowledge Base to assist users. There are also easy step-by-step tutorials and start-to-finish guides to help customize the FreeAgent experience. Webinars covering various FreeAgent features are also available. Users can learn to create dashboards using the reporting engine. All activities, from meetings to emails and tasks, can be tracked across the platform. Customization options are available in the Preferences section. The Settings section contains all the necessary information to customize FreeAgent CRM and take the business to new heights. There is also a full-featured mobile app that works just as easily as the desktop version. For common issues, solutions are listed in the Troubleshooting and FAQ section. Information on FreeAgent Support as well as Security and Privacy policies are also available.

FreeAgent CRM offers several pricing plans. The Starter plan is perfect for small teams implementing CRM for the first time and costs $18 per user per month or $54 per month if you pay upfront and commit annually. The Team plan, which includes everything in the Starter plan plus additional features, costs $28 per user per month or $84 per month if you pay upfront and commit annually. The Pro plan is ideal for small and mid-size organizations looking for power and productivity and costs $60 per user per month or $180 per month if you pay upfront and commit annually. The Enterprise plan offers completely extensible CRM with F500 enterprise-grade features, and for this plan, you need to talk to sales. All plans include real-time email sync, visual dashboards & reports, task management & reminders, and are HIPAA-compliant and ISO 27001 certified. Please note that prices may vary, so it's always a good idea to check the official website for the most accurate and up-to-date information..

FreeAgent CRM is a fully-featured CRM that helps teams get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform. It empowers sales teams to work smarter and faster with instant visibility, speeding up cycle times and closing more deals.

The platform offers several pricing editions, including Starter, Team, and Pro. The Starter edition is perfect for small teams implementing CRM for the first time and includes features like Contact, Account, Deal & Pipeline Management, Quoting & Ticketing Apps, Task Management & Reminders, Automatic Email Sync & Calendar Management, and Visual Dashboards & Reporting.

The Team edition includes everything in Starter plus additional features like up to 25 Automations, Inbound and Outbound Calling via VoIP Partners, SMS / Text Support via VoIP Partners, Email Campaign Tracking, Webforms, Webvites, Delete Log + Undelete.

The Pro edition is ideal for small and mid-size organizations looking for power and productivity. It includes everything in Team plus additional features like up to 5 Custom Apps, up to 300 Automations, Support Portal, AI Assistant / Co-Pilot, Webhooks, Audit Log of Every Change, Custom UI Pages and Page Builder, Custom Branded Login Page, and Remove FreeAgent Branding.

There is also an Enterprise edition that offers completely extensible CRM with F500 enterprise-grade features. This includes everything in Pro plus additional features like Unlimited Custom Apps, Unlimited Automations + Actions, and Unlimited Advanced Workflows.

The flexibility of the CRM is incredibly useful, and users can change the layouts of each group to best suit their needs. The CRM is not just for sales but can be used for complete business management.

FreeAgent CRM is a fully-featured CRM that helps teams get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform. It offers instant visibility, empowering sales teams to do more with less. This CRM speeds up cycle times, closes more deals, saves time, improves business processes, and ensures nothing falls through the cracks by having all tools in one place.

It has received a rating of 4.2 out of 5 stars with 62% of users giving it a 5-star rating. The flexibility of FreeAgent CRM is highly appreciated by users.

In terms of pricing, FreeAgent CRM offers several plans: - Starter: $45 per user per month ($35 per user per month billed annually) - Professional: $90 per user per month ($75 per user per month billed annually) - Enterprise: $120 per user per month ($100 per user per month billed annually)

However, it's important to note that while FreeAgent CRM includes a lot of key CRM features for marketing, sales, and customer support, it may not always be found in every CRM comparison chart. Despite this, it's predicted that FreeAgent will become a regular top ten CRM and sales software solution in the future.