Rating
4.6
71 reviews
Starting price
$75
Per User
Categories
35
Founded
2016
Employees
14
Funding
27.9M
Series A
FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use platform your team will actually love. Empower your inside sales teams to be more organized, efficient, and effective in their sales efforts, ultimately leading to improved performance and increased revenue.
Ad spend / mo
$0
0 paid keywords
Paid visits / mo
0
Organic keywords
574
Organic visits / mo
412
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(71 reviews)
I've been so pleased with their support I just had to write a glowing review. If I ever needed a job, I might just go apply to be a CRM integrator - this experience has been fun! Thanks [sensitive content hidden] and team!
Pros: $7b
Cons: I really can't think of anything I don't like about FreeAgent. Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed.
Lt N. · BI Developer · Information Technology and Services · July 27, 2023
Positive
Pros: The product is very easy to learn and use. We love the ability to add custom fields that are unique to our organization
Cons: Integration with website and other software tools
David D. · Senior Admissions Advisor · Higher Education · November 17, 2022
Migrating a CRM has to be one of the most daunting and challenging things a company can do. Every step of the process was made as painless as possible by [SENSITIVE CONTENT] and her team. Constant check-ins and offers of assistance to get it done. After traversing to a live client that same level of importance was continued with [SENSITIVE CONTENT] and our account management team. Engineers attending a call is unheard of elsewhere.
| Category | Page | Rank | Placement |
|---|---|---|---|
| Hospital Management | 1 | 18 | - |
| Sales Performance Management | 1 | 21 |
Domain confidence 95%
Pros: The Dashboards were the winning feature. And the blank canvas approach was unexpected but fun and very unique.
Cons: Having to export from our previous CRM was a lot of work. Fields and values were translated into unusable data and it required a lot of work to reconnect all of the dots in order to import the data into FreeAgent. The process of learning something new was a little challenging.
Matt E. · Co Founder, Director of Partnerships · Computer Software · September 28, 2021
We are a manufacturing company that is using FreeAgent alongside our own in house developed inventory/ordering system. The integration of the two systems turned out to be much more complex than either of us imagined. MUCH to their credit the entire FreeAgent launch team has been there with us helping to develop solutions.
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.
Frank M. · VP Horticulture & Sales Operations · Consumer Electronics · August 27, 2021
FreeAgent CRM helps me stay on top of any changes and updates my team members make to our prospect list. With the help of various "Automations", I am kept in the loop if a change was made or a special note was entered. The system also helps my team stay accountable, on task and better organized.
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)
Julia G. · Marketing Promotions Specialist · Insurance · August 4, 2021
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
Kyle S. · Chief Operating Officer · Computer Software · July 28, 2021
Great. I worked daily with [SENSITIVE CONTENT] and he was very responsive to our requests. We did not have a complete idea of the process flow when we started and he was able to get us started and roll with the punches as we evolved the process.
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.
Andrew T. · Manager, Demand Flexibility Marketplace · Renewables & Environment · June 25, 2021
I used to use notebooks to keep organized and that just is really old school compared to this. Way more easy and organized to use this now.
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.
Tom k. · Financial Service Planner · Financial Services · June 15, 2021
So far it’s been very good. I was comparing them to Salesforce and asked a lot from my sales rep. He was able to demonstrate everything I was asking for and pulled in resources to ensure it would work for us. The ability for them to do nearly everything I requested coupled with their cost made it a no brained compared to the big guy.
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
Christian C. · VP of Sales · Information Technology and Services · May 27, 2021
We just got started with FreeAgent and finished up the creation of it, data imports and training. I've also trained one staff member so far in using the system. We are so amazed with FreeAgent and so happy we decided to go this route for our data needs. Every person that we have spoken and worked with during this purchase and implementation process has been more than helpful. We have no regrets!
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!
Steve S. · Data and Quality Assurance Manager · Education Management · March 26, 2021
From initiating contract with the sales person to launching the project with the implementation team [SENSITIVE CONTENT HIDDEN]....it felt pretty seamless. I was very very impressed and I have been a CRM hater from way-back since my experience at a big Pharma Company using SalesForce. ugh!
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.
TIM W. · Chief Commerical Officer · Pharmaceuticals · March 23, 2021
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.
Denise C. · Executive Assistant and Office Manager · Management Consulting · March 17, 2021
My favorite part of my experience thus far has been [SENSITIVE CONTENT HIDDEN]. I have never in my 30 years of being in the mortgage industry and sales seen a rep care more about making a system work for a client than she has. She has been absolutely amazing. She asked me how she could improve my usage. I said did not think she could and the challenge began. She has completely redesigned my system to where it is absolutely useful. [SENSITIVE CONTENT HIDDEN] has been fantastic to work with as well.
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.
Jack K. · Account Executive · Real Estate · February 12, 2021
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.
Mike B. · Director of Sales · Food & Beverages · February 11, 2021
Setup has been very collaborative and accommodating to our schedule as a growing business. Free Agent is easy to use and has saved us a ton of time on a daily basis.
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.
Lindsey M. · Onboarding Operations/ VP of Customer Success · Consumer Services · February 10, 2021
What has really made it for us is the customer service and assistance provided by [SENSITIVE CONTENT HIDDEN]. She has been with us since the beginning and has SLAVED over our account to make sure things are working properly, and finds a solution to every need we have had. She has even been moved around internally within the company, but she still MAKES OUR DAY by continuing to manage our account. We honestly don't know what we would do without her. Whoever is her supervisor, GET THIS WONDERFUL WOMAN A RAISE! She is so smart and makes connections that blow our minds. One of the best collaborative problem solvers we have ever worked with.
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.
Season R. · Director of Operations and Customer Experience · Education Management · January 27, 2021
10 out of 10. [SENSITIVE CONTENT HIDDEN] was great and helped me as the implementation leader but also worked with our individual reps. We are tracking only what we want and so far it's been great. There is always a learning curve with new software but it has been minimized thanks to [SENSITIVE CONTENT HIDDEN].
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.
Mike C. · Inside Sales · Logistics and Supply Chain · January 26, 2021
FreeAgent has helped us stay on top of our existing customers/accounts by being more organized. The workflows are a big help and the customer support (both chat and email) is amazing. We were able to use the product almost immediatley. The onboarding process was also stellar. They trainer made sure were set up in a way that made sense for our business.
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.
Janet F. · Account Manager · Sports · December 30, 2020
This product helps us tract sales, potential sales, and customer interaction.
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.
Janie W. · Platform Development Consultant · Publishing · December 23, 2020
Implementation took a little longer than expected but the support team was great to work with.
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.
Jeremy B. · Senior Client Advisor · Insurance · December 22, 2020
Overall I've had a good experience working with FreeAgent CRM. It's reliable for the most part. Any issues or questions I've had have been sorted out by the Support Team and Account Manager very quickly.
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.
Sylvie P. · Commercial Representative & CRM Administrator · Food Production · November 25, 2020
Centralized our pipeline, currently working on generating KPI reports on a level that will give us far more insight than we have ever had into our sales processes
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
CALMEN T. · Business Development Associate · Medical Devices · November 24, 2020
$7c
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.
Kenna W. · Admissions Counselor · Higher Education · October 22, 2020
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
Jeremy W. · CEO · Education Management · September 30, 2020
When choosing any product, customer service should be a consideration. When looking into FreeAgent CRM my account rep, [SENSITIVE CONTENT HIDDEN] was personable, friendly and was always willing to answer my questions. I wish I could say it was the same way with their competitors, but it wasn't. Their top-notch customer service is one of the things that drew me to the software.
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.
Mark W. · Director of Marketing · E-Learning · September 18, 2020
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