FreeAgent CRM Reviews

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.