FreeAgent CRM Reviews in August 2026: User Ratings, Pros & Cons

"User friendly, Mobile friendly"

What do you like best about FreeAgent CRM? The fact that the mobile compatibility is so effective to access info and add clients and contacts on the go. What do you dislike about FreeAgent CRM? Some glitches over the time we have had the program, occasional issues with Outlook syncing. Frequent upgrades have helped with any concerns we have HD though. What problems is FreeAgent CRM solving and how is that benefiting you? Better tracking of both client information but also sales process ...

"Charlie Wolter with Treetop Enterprises"

What do you like best about FreeAgent CRM? I like the board view and the ability to create views for speed to get to orders quickly. Customer service has always been excellent , I love the chat feature that I can use and still keep working when issues arise. What do you dislike about FreeAgent CRM? It sounds a little silly but I would like to see more colors and a way to bold and color certain items on the board View. I have the customer name mane in bold and company name in read which ...

"FreeAgent is a nice piece of software that is always evolving and trying to get more out of your CRM"

What do you like best about FreeAgent CRM? The CSRs were always pretty helpful and responsive to any and all questions - from the actual program itself; I did like the 'activity' wall to track every time there was a touch point with a client. What do you dislike about FreeAgent CRM? I did not love how my outlook email kept unsyncing, resulting in a few emails being missed from carrying over to the CRM. I also did not like the inability to pull the emails/attachments out of the CRM back to ...

"Delayed and Unmet Expectations"

What do you like best about FreeAgent CRM? Diligent efforts made at customization and integration with diverse custom applications and needs. What do you dislike about FreeAgent CRM? Promises made about integration with phone system, based on erroneous assumptions contrary to information provided, that have not come to fruition. What problems is FreeAgent CRM solving and how is that benefiting you? None yet, as the solution has not yet been implemented.

"Robust software"

What do you like best about FreeAgent CRM? Customization ability, calling clients, and email templates. Love that I can copy and paste screenshots onto a timeline. What do you dislike about FreeAgent CRM? Call connectivity can be an issue, but I think that has more to do with my service provider. What problems is FreeAgent CRM solving and how is that benefiting you? Tracking client contacts. I love that I can blacklist my email so that private company emails are not on display. I also can ...

"Very customizable"

What do you like best about FreeAgent CRM? The system is very customizable. Our company was able to set it up for all areas of our company so it will work for everyone. What do you dislike about FreeAgent CRM? No issues so far. It is easy to understand. What problems is FreeAgent CRM solving and how is that benefiting you? No issues so far.

"FreeAgent CRM - by far the best CRM. | Great & Simple Customization. | Excellent to Manage Business."

What do you like best about FreeAgent CRM? FreeAgent CRM's software is outstanding in terms of customization, service, interface, simplicity and elegance. The entire user experience, if rated on a scale of 1 to 10, is 10+ while I would rank Salesforce a 1, having seen Salesforce performing in the past. Salesforce is a sales-focused company with an extremely frustrating user experience vs. FreeAgent CRM being a true CRM company. It is like using a new generation Apple iPhone vs. a mobile ...

"CRM Free Agent"

What do you like best about FreeAgent CRM? Ease of navigation along with the ability to set upcoming tasks. What do you dislike about FreeAgent CRM? Not much to dislike as it is a very fleshed out CRM. What problems is FreeAgent CRM solving and how is that benefiting you? The ability to organize my day especially when my customers got over 50.

"FreeAgent CRM is intuitive, flexible, and powerful"

What do you like best about FreeAgent CRM? Very easy to configure, very easy to use. Has everything you need in a powerful CRM and you can be up and running very quickly. What do you dislike about FreeAgent CRM? I haven't found any negatives yet. Perhaps others have requirements that it doesn't meet, but it does everything I want in a CRM. What problems is FreeAgent CRM solving and how is that benefiting you? Managing a sales pipeline and multiple sales reps. The flexible reporting allows ...

"This program has it all! :-)"

What do you like best about FreeAgent CRM? I love that you can pair your email with the program. What do you dislike about FreeAgent CRM? That I can't pair ALL of my email accounts. Haha! Recommendations to others considering FreeAgent CRM: Look no further, this is the product your company needs!! What problems is FreeAgent CRM solving and how is that benefiting you? I'm able to complete tasks easier and track projects that I'm working on.