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8.3

Spot Score

FreeAgent CRM - CRM Software

FreeAgent CRM Review: Is It The Right CRM Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

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Starts from $35 / User / Month when Billed Yearly

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Trusted by many companies including Maryland

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What is FreeAgent CRM?

Discover the power of FreeAgent CRM, the ultimate solution for managing your team's work. Say goodbye to scattered information and manual tasks, and hello to streamlined collaboration, real-time updates, and customizable features. Designed for the modern work environment, FreeAgent empowers remote teams to excel with its comprehensive view of daily tasks, efficient communication, and effortless performance tracking. Unleash your team's potential and achieve more with this all-in-one CRM platform. Let FreeAgent take your sales, marketing, customer success, and project management to the next level.

Pricing

  • Starts from $35 / User / Month when Billed Yearly

  • Free Trial available

Best For

Suited for solo users, small teams, SMBs, and enterprise

Platform

  • Web + mobile app (iOS & Android)

FreeAgent CRM Software Demo

FreeAgent CRM was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider FreeAgent CRM

Team types
Large Enterprises, Medium Business

Why teams choose FreeAgent CRM

  • Highly customizable platform, enabling users to adapt it to diverse needs without requiring coding expertise.

  • Exceptional customer service, with quick response times and proactive support from the team.

  • Intuitive and easy to use, making it accessible even for non-technically inclined users.

Is FreeAgent CRM right for you?

What buyers should know before shortlisting FreeAgent CRM

FreeAgent CRM has garnered consistent praise for its flexibility, ease of use, and excellent customer support, making it an increasingly popular choice among businesses. Its standout feature is its high level of customization, which allows users to tailor the platform to their unique needs without requiring technical expertise.

Many users commend its intuitive design, seamless integration with email systems, and mobile app functionality, which enables efficient task management and real-time customer tracking on the go. Additionally, the ability to centralize client information and facilitate better team collaboration is a significant asset, particularly for organizations aiming to streamline workflows and enhance communication.

Users also frequently highlight the exceptional responsiveness of FreeAgent CRM’s support team, which has been pivotal in ensuring timely resolutions and even implementing suggestions for platform improvements. Features like advanced reporting, workflow organization, and automated reminders further amplify productivity and transparency, helping businesses close sales cycles more effectively.

However, a few areas for improvement are noted in the reviews. Some users cite minor glitches, a learning curve for initial customization, and occasional issues with email or database handling.

While the pricing may be viewed as a bit steep by smaller businesses, many agree that the robust functionality justifies the cost. Overall, FreeAgent CRM is a reliable, highly customizable, and user-friendly solution for organizations looking to enhance efficiency and build stronger client relationships.

Pros and cons

FreeAgent CRM pros and cons

  • FreeAgent CRM pros
  • Highly customizable platform, enabling users to adapt it to diverse needs without requiring coding expertise.

  • Exceptional customer service, with quick response times and proactive support from the team.

  • Intuitive and easy to use, making it accessible even for non-technically inclined users.

  • FreeAgent CRM cons
  • Slight learning curve due to extensive customization and feature-rich interface for new users.

  • Occasional glitches, such as issues with email syncing and automation inconsistencies.

43 verified reviews
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FreeAgent CRM reviews and ratings

What buyers like

  • Highly customizable platform, enabling users to adapt it to diverse needs without requiring coding expertise.
  • Exceptional customer service, with quick response times and proactive support from the team.
  • Intuitive and easy to use, making it accessible even for non-technically inclined users.

Common complaints

  • Slight learning curve due to extensive customization and feature-rich interface for new users.
  • Occasional glitches, such as issues with email syncing and automation inconsistencies.
  • Time-consuming setup for extensive customizations or large-scale implementations.

Rating Distribution

Excellent

(27)

Very Good

(11)

Good

(1)

Poor

(2)

Poor

(2)

What users are saying

AK

Anupama K

07/11/23

3 out of 5

"Easy CRM software"

What do you like best about FreeAgent CRM? the things I like best about freeagent CRM include its organization, fli=exibility and visibiity. it has ...

Read more

BH

Bjorn H

06/26/23

4 out of 5

"FreeAgent - The Flexible CRM"

What do you like best about FreeAgent CRM? The flexibility of the CRM is incredibly useful. Being able to change the layouts of each group to best ...

Read more

PB

Permveer B

06/23/23

4 out of 5

"New CRM software for cutting edge life sciences company"

What do you like best about FreeAgent CRM? Customizable, easy to use and learn the basics with potential to add a lot more later. They show you how ...

Read more

FA

Fahad A

05/11/23

5 out of 5

"Best Crm Software"

What do you like best about FreeAgent CRM? It is easy to use, manage all the leads and churn them also What do you dislike about FreeAgent ...

Read more

JW

Janie W

10/11/22

5 out of 5

"Most Robust and Customer Service oriented CRM Platform I have ever used."

What do you like best about FreeAgent CRM? There are two things. First: their customer service is bar-none, the best i have ever seen. They have a ...

Read more

MG

Mark G

07/29/22

5 out of 5

"Call me for a reference this blows away Pipe Drive, Hub Spot and Sales in price service and tech!"

What do you like best about FreeAgent CRM? Easy to use and great customer service thank you What do you dislike about FreeAgent CRM? training schedule ...

Read more

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What are the features of FreeAgent CRM?

29%

Feature coverage

8 of 28 tracked features

Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…

Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…

Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…

Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…

Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…

A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…

Referral tracking entails gathering information throughout the entire referral process, from a customer registering to become a referrer to…

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FreeAgent CRM Customers

Maryland-logo

Maryland

GlobalPPE-logo

GlobalPPE

FundingShield-logo

FundingShield

USADA-logo

USADA

Help & Contact

FreeAgent CRM Support Options

Customer ServiceOnline
LocationWalnut Creek, California

Connect with FreeAgent CRM

Frequently Asked Questions About FreeAgent CRM

Common questions buyers ask before choosing FreeAgent CRM.

FreeAgent CRM is a CRM Software. FreeAgent CRM offers Quotes (Proposals), List Management, Marketing Automation, Referral Tracking, Project Management and many more functionalities.

Buyers commonly note the following limitations of FreeAgent CRM: Slight learning curve due to extensive customization and feature-rich interface for new users.; Occasional glitches, such as issues with email syncing and automation inconsistencies.; Time-consuming setup for extensive customizations or large-scale implementations..

Some top alternatives to FreeAgent CRM includes Bigin by Zoho CRM, FreeAgent, ClickUp, Zoho CRM and Salesforce Sales Cloud.

FreeAgent CRM offers Free Trial, Subscription pricing models

We don't have information regarding integrations of the FreeAgent CRM as of now.

The starting price of FreeAgent CRM is $35/User/Month when Billed Yearly

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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