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FreeAgent CRM vs Floify: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of FreeAgent CRM vs. Floify is based on a specific set of business needs and context. The comparison uses 1487 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing FreeAgent CRM and Floify

FreeAgent CRM, Floify, Claritysoft CRM, Solve CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

FreeAgent CRM covers Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

Floify focuses on Sales Document Management, Engagement Management with Phone Calls, Workflow Management, Generation Of New Leads with Website, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo FreeAgent CRM

Focus area

Software Failure Risk

  • medium

logo Floify

Focus area

Floify is better than FreeAgent CRM for

Software Failure Risk

  • medium

About

CRM and Work Management

Mortgage Automation and Point-of-Sale

Financials

SEED

PRIVATE

Business Need

Total Processes
(we found evidences for)

35

41

Total Goals
(we found evidences for)

11

9

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



workflow management


generation of new leads


helpdesk management


training & onboarding


contact list management


sales document management

proposal & quote management



communication management

tracking & monitoring communications

sending & publishing communications



sales review & feedback


lifetime value management


relationship management



conversion management


lead qualification




content management


social media management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 more
  • Acquire customers

  • Improve internal communications

  • Increase sales & revenue

  • Enhance customer relationships

  • Build brand awareness

  • Improve stakeholder relations

  • Improve digital and social presence

  • Grow market share

  • Improve ROI

  • See 6 more

Top Channels

Channels Used

  • e-mail

  • mobile

  • text SMS

  • website

  • social media

  • phone calls

  • mobile app

  • video

  • chat

  • Slack

  • user generated content

  • blogs

  • mass media

  • radio

  • offline

  • on premises

  • point of sale

  • See 14 more
  • e-mail

  • mobile

  • text SMS

  • website

  • social media

  • phone calls

  • mobile app

  • video

  • chat

  • Slack

  • user generated content

  • blogs

  • mass media

  • radio

  • offline

  • on premises

  • point of sale

  • See 14 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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low

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting