Audience

Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business

About FreeAgent CRM

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.

Pricing

Starting Price:
$33 per user per month
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

FreeAgent Network
Founded: 2016
United States
www.freeagentcrm.com

Videos and Screen Captures

FreeAgent CRM Screenshot 1
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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
In Person
Support
Phone Support
Online

FreeAgent CRM Frequently Asked Questions

Q: What kinds of users and organization types does FreeAgent CRM work with?
Q: What languages does FreeAgent CRM support in their product?
Q: What kind of support options does FreeAgent CRM offer?
Q: What other applications or services does FreeAgent CRM integrate with?
Q: Does FreeAgent CRM have a mobile app?
Q: What type of training does FreeAgent CRM provide?
Q: Does FreeAgent CRM offer a free trial?
Q: How much does FreeAgent CRM cost?

FreeAgent CRM Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management
Quotes / Proposals

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking

Inside Sales

Dashboard
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Lead Capture
Pipeline Management
Activity Tracking
Campaign Management
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Prospecting Tools
Source Tracking

Real Estate CRM

Contact Management
Lead Management
Property Alerts
Client / Property Matching
Dashboard
Email Marketing
Campaign Management
Referral Tracking
Segmentation
Interaction Tracking

Sales Enablement

Contact Management
Lead Management
Collaboration
Content Management
Document Management
Goals / Quota Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Proposal Generation
Territory Management
Call Management
Performance Metrics
Contact Management
Field Sales Management
Lead Management
Commission Management
Sales Forecasting
Referral Tracking
Campaign Management
Customer Database
Email Marketing
Channel Management
Opportunity Management
Contract Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Reporting / Analytics
Pipeline Management
Task Management

FreeAgent CRM Additional Categories