servis.ai

Pros: Flexibility - we have yet to encounter situation where the software was unable to be configured to meet our needs

Cons: Integration with our existing system has been complicated, but FreeAgent has been able to solve any challenges.

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)

Pros: The contact management features work well. You can link it with emails to autosave

Cons: It does not do a great job of tracking and qualifying leads. It also does not provide an easy to view pipeline

Pros: We liked how it worked as a process flow management tool. We looked at other tools, such as salesforce, and they were not easy to conceptually fit into our process. FreeAgent was able to flow records (projects) along multiple stages that added new data at each stage gate.

Cons: The charting and visualization leave a bit to be desired. Font sizes, spacing, overall aesthetic things could be improved.

Pros: Easy to use . Organizing my data base live for myself and team. App is great to use when not in the office.

Cons: We haven't even really tapped everything this system does for us yet.

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

Pros: The data management and how it plays in to reporting the data is amazing! The previous CRM software we used was amateur compared to what FreeAgent offers!

Cons: The only thing I can see so far as a downfall is the need to know Java script to be able to add certain features/filters. Thankfully the team is super helpful and more than willing to add these additional features for us!

Pros: We are a small start-up business. We needed CRM that: 1) wouldn't break the bank; 2) was customizable; 3) was intuitive to use; 4) didn't use complicated terms when simple terms work better (e.g. Sales Force "child account" "Parent Account".....who talks like that? We customized our terms for our little business with terms that we use to talk about customers and accounts.

Cons: Although Free Agent is the simplest system to use in the business, it takes some getting used to. You have get in there and use it a few times, you have make edits and changes to the terms, drop down options....it's not as intuitive as I would like, but that's what the Help team is for.

Pros: The software is very easy to use and navigate. The support we received in setting up and building out our company's FreeAgent platform was amazing. There was quite a bit we wanted personalized/tailored to our needs and no request was ever met with "we can't do that", it was always "let me see how we can get that done for you", and then the perfect solution was presented or created for us. The software was tailored to accomplish exactly what we needed, and using FreeAgent has been a very user-friendly experience.

Cons: As we are still in the early stages of using this software, no cons have been identified yet.

Pros: I love the ability to tweak it to my needs. I work for a large organization and I cannot change anything. When I went to Free Agent and use for myself only it made my desires of how I want to track and communicate my data simple and accessible.

Cons: In the beginning it was very clunky. Over the past year you have made immense changes for the better and always getting better.

Pros: Being new to CRM software I like the ease of use with intuitive workflow. For our business its critical to track interactions with our distributor and their sales people and this system allows that easily. This has been a huge step us for our team in terms of tracking and storing data of our interactions with our end users.

Cons: We has some initial issues within the system as our team works completely from IPads, but the team at free agent was able to come up with creative solutions to meet our needs.

Pros: We utilize all functions of free agent but the best part of this CRM is the ability to completely customize our portal to our specific needs without having to keep a lot of unused features. Very streamline and efficient.

Cons: Nothing to dislike. This software has exceeded all expectations.

Pros: The potential is so there. The updates made this past year have been AMAZING. You guys have changed with the times in the best way. We use this software differently than 98% of their clientele, but once we work on a few more tweaks, this platform will finally think like a classroom! I love the different views available, the customizable apps, report features, and the new RingCentral integration will be so helpful. The layers of related lists are so applicable for connecting our students, courses, payments, and soon campaigns!

Cons: Like I said, we use this platform very differently from most of their customers, so we have had to think very creatively and outside of the box to find solutions for our systems. It has been a slow process, but I think we are finally getting close to having a very powerful CRM tool for our needs.

Pros: The compatibility and support. The teams are helpful and committed to providing the best service.

Cons: The "views" are sometimes tricky. It took a few tries to really understand the pivots etc.

Pros: The ability to customize apps that fit my business and it is easy to use.

Cons: There is nothing I dislike about the software. The software keeps evolving, making it easier and easier to use for my business.

Pros: They have a way to track multiple payments for one or multiple products.

Cons: When writing an email, if you need to go back to get some customer information or to read an earlier email, you have to go out of the email you're in and you lose what you wrote.

Pros: Coming from Excel, this is obviously superior. I like most the ability to track what each of our sales reps are doing, the email analytics and dashboards.

Cons: There are some cases where different apps don't "talk" to each other, which may be due to the specific data we use though.

Pros: The software is straight forward and relatively easy to use. Customer service is excellent. On-boarding/initial training was excellent.

Cons: 1. The latest navigation design is not as intuitive as it was originally when we first purchased it. 2. I find it very frustrating that you can't scroll down vertically on windows unless you adapt your fields to fit. 3. Some functions don't work on my preferred browser which is Firefox. 4. The system doesn't warn you about duplicates. 5. Free Agent created Company records on our behalf and left the Owner field blank. I'm not sure we received notification that this was going to happen. I think better updates would be useful. 6. Reporting is limited.

Pros: Simplicity of making changes and customizing the information stored under accounts, opportunities, and contacts

Cons: Does not capture duplicate information on import or thereafter

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.

Pros: It is a robust contact management system. We also use it for integration with multiple other software to manage accounting and contractor management.

Cons: Need texting (SMS) capability in order to manage all aspects fo communication

Pros: The KanBan view is easy to use and lets you know in a glance where you are at with your sales pipeline.

Cons: The marketing arm of the software relies on integrations with MailChimp and other vendors to make it truly powerful. For some, this will be a good fit and for others, they may find the software lacking the marketing features they are looking for.