FreeAgent CRM Overview
This is a summary of the comprehensive capabilities and benefits of FreeAgent CRM based on over 553 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
FreeAgent CRM, Claritysoft CRM, Solve CRM, Virtuous CRM, Prophet CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if FreeAgent CRM is right for your needs? Our Cuspera AI engine can evaluate how FreeAgent CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.
FreeAgent CRM supports business activities such as:
- Engagement Management
- Collaboration
- Workflow Management
- Generation Of New Leads
- Helpdesk Management
FreeAgent CRM can help you with many business goals, such as Enhance Customer Relationships, Increase Sales & Revenue, Improve Efficiency, Acquire Customers, Improve ROI, etc. It can help manage these activities if you use E-Mail Mobile Phone Calls etc. for these needs. As a solution, FreeAgent CRM's capabilities include Personalization, Templates, Dashboard, etc.
FreeAgent CRM Transportation/Trucking/Railroad Vertical is its biggest customer base.
Reviews
"I know from my experience adoption rates with CRM systems can be a difficult thing. I think the industry average is 65% but my folks have a 99% adoption rate using FreeAgent. In our industry, it’s competitive. Differentiation is tough. FreeAgent gi...ves you differentiation. FreeAgent is built with the sales person in mind. It’s built to enable them to do their job and you can’t ask for more from a CRM than that. " - Anthony Hegarty
Cuspera Reviews
9 buyers and buying teams have used Cuspera to assess how well FreeAgent CRM solved their CRM needs. Cuspera uses 553 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities peers achieved using FreeAgent CRM.
Use Cases
Peers recommend Engagement Management , Collaboration , Workflow Management , as the business use cases that they have been most satisfied while using FreeAgent CRM.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Engagement Management with E-Mail |
4.85/5 ★ |
"...Since putting FreeAgent into place, Stratus Medical has been able to improve customer interactions and decrease sales cycle times, leading to consistent exponential q/q growth for the last 5 quarters. ..." Success Stories |
| engaging and following up |
4.79/5 ★ |
"...they contacted me, and made follow up, answered all my questions, and even invited me to their offices...." Peer review by Magdalena C., Sales Agent, Insurance |
| Collaboration |
4.61/5 ★ |
"...They work collaboratively with community residents, business and property owners, non profits and local government to develop the most appropriate strategies, plans and policies...." Case Study FinePoint |
| Workflow Management |
4.25/5 ★ |
"...The automation features & Zapier integration has allowed our small team to set up many different marketing automation workflows that have saved us a ton of time...." Peer review by Mateo G., Growth Marketing & Business Development, Information Technology and Services |
| PEER EXPERIENCES | |
|---|---|
| Engagement Management with E-Mail |
4.85/5 ★ |
"...Since putting FreeAgent into place, Stratus Medical has been able to improve customer interactions and decrease sales cycle times, leading to consistent exponential q/q growth for the last 5 quarters. ..." Success Stories |
|
| engaging and following up |
4.85/5 ★ |
| Collaboration |
4.61/5 ★ |
"...They work collaboratively with community residents, business and property owners, non profits and local government to develop the most appropriate strategies, plans and policies...." Case Study FinePoint |
|
| Workflow Management |
4.25/5 ★ |
"...The automation features & Zapier integration has allowed our small team to set up many different marketing automation workflows that have saved us a ton of time...." Peer review by Mateo G., Growth Marketing & Business Development, Information Technology and Services |
|
23+ more Business Use Cases
Our AI advisor, Wyz, harnessed 553 insights from peers and experts to help you assess how these FreeAgent CRM use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
I know from my experience adoption rates with CRM systems can be a difficult thing. I think the industry average is 65% but my folks have a 99% adoption rate using FreeAgent. In our industry, it’s competitive. Differentiation is tough. FreeAgent gives you differentiation. FreeAgent is built with ...the sales person in mind. It’s built to enable them to do their job and you can’t ask for more from a CRM than that. |
|
|
FreeAgent helps a company to better solve customer service issues. New hires are able to jump in and use FreeAgent much more quickly than the old system. It reduces training time – the team can begin interacting with customers much sooner. We have our whole team on FreeAgent, and everyone uses it... a ton! Introducing new systems to the team can come with some challenges, but the change management with FreeAgent has been relatively easy. I feel FreeAgent is aligned with our values. It comes down to the people that I’ve worked directly as well as your aggressive goals to make the software better than it was yesterday. As we’ve had challenges, the team has been there for us along the way. |
|
|
Sales reps have cut down on a lot of admin work. They had been logging a lot of their information in spreadsheets and that was painful. First, they had to remember to do it which was a challenge, and then they needed to work with the other departments to make sure it was right because we had a lot ...of different programs and formats we were using. So this has saved a couple of hours a week for me and a couple of hours a week for each of them. It’s also nice to have some consistency. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Anthony Hegarty VP of Sales Paramount Staffing |
I know from my experience adoption rates with CRM systems can be a difficult thing. I think the industry average is 65% but my folks have a 99% adoption rate using FreeAgent. In our industry, it’s competitive. Differentiation is tough. FreeAgent gives you differentiation. FreeAgent is built with ...the sales person in mind. It’s built to enable them to do their job and you can’t ask for more from a CRM than that. |
|
Jeremy West CEO & General Manager Home Tutoring Plus |
FreeAgent helps a company to better solve customer service issues. New hires are able to jump in and use FreeAgent much more quickly than the old system. It reduces training time – the team can begin interacting with customers much sooner. We have our whole team on FreeAgent, and everyone uses it... a ton! Introducing new systems to the team can come with some challenges, but the change management with FreeAgent has been relatively easy. I feel FreeAgent is aligned with our values. It comes down to the people that I’ve worked directly as well as your aggressive goals to make the software better than it was yesterday. As we’ve had challenges, the team has been there for us along the way. |
|
Elizabeth Moley Director Of Administration Moley Magnetics |
Sales reps have cut down on a lot of admin work. They had been logging a lot of their information in spreadsheets and that was painful. First, they had to remember to do it which was a challenge, and then they needed to work with the other departments to make sure it was right because we had a lot ...of different programs and formats we were using. So this has saved a couple of hours a week for me and a couple of hours a week for each of them. It’s also nice to have some consistency. |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study Home Tutoring PlusRead More |
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Case Study FinePointRead More |
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Case Study Moley MagneticsRead More |
Frequently Asked Questions(FAQ)
for FreeAgent CRM
What is FreeAgent CRM?
What is FreeAgent CRM used for?
What are the top features of FreeAgent CRM?
Who uses FreeAgent CRM?
What are FreeAgent CRM alternatives?
Where is FreeAgent CRM located?
Popular Business Setting
for FreeAgent CRM
Top Industries
- Transportation/Trucking/Railroad
- Consumer Services
- Education
Popular in
- Small Business
- Mid Market
- Large Enterprise
Peers used FreeAgent CRM to Enhance customer relationships and Increase sales & revenue
FreeAgent CRM Alternatives
Peer and Expert Opinion on Features
for FreeAgent CRM
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (18) |
| Templates | Read Reviews (8) |
| Dashboard | Read Reviews (8) |
| Alerts: popups & Notifications | Read Reviews (7) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (18) |
| Templates | Read Reviews (8) |
| Dashboard | Read Reviews (8) |
| Alerts: popups & Notifications | Read Reviews (7) |
IT and Other Capabilities
for FreeAgent CRM
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (52) |
| Data Export | Read Reviews (23) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (52) |
| Data Export | Read Reviews (23) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (97) |
| Chat Support | Read Reviews (12) |
| Phone Support | Read Reviews (10) |
| Email Support | Read Reviews (11) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (97) |
| Chat Support | Read Reviews (12) |
| Phone Support | Read Reviews (10) |
| Email Support | Read Reviews (11) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (4) |
| Analytics | Read Reviews (14) |
| Custom Reports | Read Reviews (79) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (4) |
| Analytics | Read Reviews (14) |
| Custom Reports | Read Reviews (79) |
Software Failure Risk Guidance
?for FreeAgent CRM
Overall Risk Meter
Top Failure Risks for FreeAgent CRM
Vendor Profile Details
Company Name
FreeAgent CRM
Company Website
https://freeagentcrm.com/HQ Location
2201 Broadway, Suite 702, Oakland, California 94612, US
Employees
11-50
Social
Financials
SEED
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