FreeAgent CRM Reviews

10x Productivity: Automate follow-ups and sales playbooks. Auto-assign tasks based on triggers.

Improve Sales Outcomes: Track and celebrate all sales activities (calls, emails, meetings) that lead to wins.

Empower Your Team: Eliminate admin work, manual updates, and all of the blah — so your team can focus on what matters.

Automate Your Sales Playbook: Auto-assign tasks based on triggers, like incoming leads, email opens or account status changes.

Quantity Meets Quality: Enforce best practices. Easily coach emails and calls.

Customizable and Easy to Use: Highly customizable and user-friendly, allowing teams to tailor the CRM to their specific needs.

Comprehensive Features: Includes a wide range of CRM features such as contact management, task management, phone, email, and SMS communication tools, meeting planner, automations, analytics, and integrations.

Real-Time Visibility: Offers real-time visibility of business finances, simplifies tax reporting, and enables smooth collaboration with accountants.

Automation and Integration: Features automation capabilities and integration with third-party tools like Zapier, saving considerable time and enhancing productivity.

Outstanding Customer Support: Provides exceptional customer support, including quick response times and a supportive team that values customer feedback.

User-Friendly Interface: Has an intuitive and easy-to-navigate platform with a low learning curve, simplifying the tracking of joint marketing and sales pipelines.

Emailing and Calling Compatibility: Some users have reported issues with emailing and calling compatibility from the platform.

Task Logging Process: A more automated task logging process could be beneficial for some users.

Search Function: The search function can be a bit cumbersome, potentially slowing down the process of finding specific information within the system.

Limited Integration: Some users would appreciate more integration between the CRM apps and the interface FreeAgent refers to as "Lines".

Limited Reporting/Dashboard Capabilities: The reporting and dashboard features could be more robust, affecting the ability to analyze and visualize data effectively.

Inability to Delete Contacts: FreeAgent does not allow users to delete contacts that are no longer needed, which can lead to clutter and confusion within the system.