--- title: FreeAgent CRM Reviews meta_title: 'FreeAgent CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 44 reviews by the users' company size, role or industry to find out how FreeAgent CRM works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 44 scale: '5' date_modified: '2026-07-13' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # FreeAgent CRM Reviews **Vendor:** Servis.ai **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 44 ## About FreeAgent CRM FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM. ## FreeAgent CRM Pros & Cons **What users like:** - Users appreciate the **flexibility and organization** of FreeAgent CRM, enhancing their overall CRM cycles and efficiency. (1 reviews) - Users appreciate the **flexibility** of FreeAgent CRM, which enhances their CRM processes and improves closure times. (1 reviews) - Users value the **organization and flexibility** of FreeAgent CRM, enhancing their workflow and reducing time to closure. (1 reviews) - Users appreciate the **organization efficiency** of FreeAgent CRM, enhancing CRM cycles and reducing time to closure. (1 reviews) - Users appreciate the **organized structure** of FreeAgent CRM, enhancing flexibility and improving overall efficiency in CRM processes. (1 reviews) - Salesforce Integration (1 reviews) - Time-saving (1 reviews) - Visibility (1 reviews) **What users dislike:** - Users suggest that **limited customization options** hinder FreeAgent CRM's appeal for small to medium-sized enterprises. (1 reviews) ## FreeAgent CRM Reviews ### 1. FreeAgent - The Flexible CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Bjorn H. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2023 **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 suite our needs is really useful. They are also really quick to respond to any issues, and are updating the platform regularly **What do you dislike about FreeAgent CRM?** While I love the task system in the CRM, it would be nice if it was a little more in your face. A daily email indicating what tasks you have assigned would be great! **What problems is FreeAgent CRM solving and how is that benefiting you?** FreeAgent is helping us keep track of our clients and information we have given to clients. Being able to track emails and see what coworkers have said (in case they are sick or away and you can't reach them) is ideal when helping customers. ### 2. New CRM software for cutting edge life sciences company **Rating:** 4.0/5.0 stars **Reviewed by:** Permveer B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2023 **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 and where you can access and control all aspects of the setup **What do you dislike about FreeAgent CRM?** With its very customizable nature, it does take some time to set things up. Its not an instant plug and play, but you get a lot more value for your time setting things up **What problems is FreeAgent CRM solving and how is that benefiting you?** CRM software for all tracking, linking with other services, opportunities and product set up, able to easily send prospecting emails and so far it has shown improvement ### 3. Easy CRM software **Rating:** 3.0/5.0 stars **Reviewed by:** Anupama K. | AGM, Translation and Localization, Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2023 **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 improved my overall CRM cycles and time to closure - its been good in that sense **What do you dislike about FreeAgent CRM?** I could nt think of anything remiss in freeagent CRM -- maybe they can offer more custom options for small to medium sized enterprises -- I think that would up the game a lot **What problems is FreeAgent CRM solving and how is that benefiting you?** freeagent CRM is an easy to use and a more cost effective option for orgs needing quick CRM solutions -- it was pretty quick to install without a lot of tech support too. solved my business problems of faster sales cycles and transparency ### 4. Fully Customizable. Not just CRM - Complete Business Management **Rating:** 5.0/5.0 stars **Reviewed by:** Robert B. | Channel Manager **Reviewed Date:** December 14, 2022 **What do you like best about FreeAgent CRM?** Completely Customizable. You can set it up however you want. Also covers the whole business process from marketing, sales, project management, invoicing, etc. **What do you dislike about FreeAgent CRM?** Sometimes because it is so customizable, it can be difficult for a new user. Unless they invest enough time into getting it set up correctly. It's worth having someone on your team (or an outside consultant) help set it up properly. **What problems is FreeAgent CRM solving and how is that benefiting you?** Too many different software tools. This has allowed us to remove some tools and it works seamlessly with our other tools. ### 5. Best Crm Software **Rating:** 5.0/5.0 stars **Reviewed by:** Fahad A. | Business Developement Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **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 CRM?** nothing to dislike about it, great software **What problems is FreeAgent CRM solving and how is that benefiting you?** Manage all the leads and easy to find them and work on them, also we can add task ### 6. Most Robust and Customer Service oriented CRM Platform I have ever used. **Rating:** 5.0/5.0 stars **Reviewed by:** Janie W. | Platform Development Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2022 **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 chat option that allows you to get answers within 5 minutes if not sooner. Second: the system so so robust you can work operations, payments and sales seemlessly together. **What do you dislike about FreeAgent CRM?** Though their cost is a bit high, it is well worth the money and they will work with you for the best pricepoint that works for them and for you. **What problems is FreeAgent CRM solving and how is that benefiting you?** I can track payments, partial payments by product and company. I love being able to see the email history and when the client or potential client has opened his/her email and how many times. That way I know how to approach our next conversation. ### 7. Highly Recommend Freeagent **Rating:** 5.0/5.0 stars **Reviewed by:** KIMBERLY C. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2022 **What do you like best about FreeAgent CRM?** Customer Service is outstanding, and the developers listen to my needs and, within hours, have made the necessary updates needed to make things work. My niche is a hard nut to crack because there are so many variables. However, Freeagent stepped into this and together, we have devised a system that flows very well and does what I need. I cannot say enough good things about them. **What do you dislike about FreeAgent CRM?** No-fault of Freeagent, but I have had to integrate with a third-party system to fire off my information into Freeagent, and I would prefer to bypass that third-party system altogether. **Recommendations to others considering FreeAgent CRM:** You will need a dedicated person as Freeagent likes the user to own the process and admin settings. If you have a dedicated individual, this will work well for you. Also, make sure you have a good grasp on your path and what you want to achieve. **What problems is FreeAgent CRM solving and how is that benefiting you?** My organization has never integrated with a CRM that can be a single entry point; Freeagent has solved that problem. Freeagent is storing my data, providing real-time updates to office staff and reps in the field, and supplying me with robust reporting. These are the problems that Freeagent CRM is solving and the benefits. ### 8. Free Agent CRM **Rating:** 5.0/5.0 stars **Reviewed by:** David D. | Senior Admissions Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about FreeAgent CRM?** It is difficult to pick one "best": The ability to easily create custom data fields was a critical element for us. We are a smaller school with unique requirements and educational data fields. The "out of the box" systems didn't meet our needs and didn't offer the ability for customization. Free Agent allows us to easily create multiple data fields and organize these in the way that makes it most efficient and productive for our staff. Having the ability to come in first thing in the morning and see the status of each prospect student has saved a lot of time for our Admissions' team. It is so easy to move a prospect through various stages of the funnel, see all activities related to the prospect (phone calls, texts, emails) and the timeline with each. I have reports that I need every single week. With FreeAgent, once the reports have been created, it’s just one click and I can have it right there. That saves quite a bit of time. Client service is excellent! Responsive, friendly and always will to help. **What do you dislike about FreeAgent CRM?** There is nothing specific that we dislike with the product. **What problems is FreeAgent CRM solving and how is that benefiting you?** FreeAgent has really helped us organize our account management. It has made it so much easier to see the status of each prospect and to take the appropriate action based upon the stage/status of the prospect. It has greatly helped us with timely communication outreach to our prospective students. ### 9. Top Notch CRM all the way around. **Rating:** 5.0/5.0 stars **Reviewed by:** Peggy M. | Publication Sales Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about FreeAgent CRM?** FreeAgent has really helped us organize our contact/account management. Without a doubt, we've increased revenue with this CRM! FreeAgent is super easy to use for people of all technical experience levels. Very little setup or training needed to get started and that was HUGE!The customer service I have had with FreeAgent from the first initial contact through the purchase and training and the helpdesk on various issues has been top-notch! It's super easy to reach out and ask a question about how to do something or if the software can do something and they respond in a timely and professional manner. Love the mobile app and that it has all the capabilities of the desktop version!" **What do you dislike about FreeAgent CRM?** I haven't much to dislike, they are constantly updating the software and pushing out new possibilities! **What problems is FreeAgent CRM solving and how is that benefiting you?** FreeAgent has really helped us organize our contact/account management. Without a doubt, we've increased revenue with this CRM! ### 10. I would highly recommend FreeAgent CRM to help your business stay organized and to track information **Rating:** 5.0/5.0 stars **Reviewed by:** Amy G. | Executive Directorq, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2021 **What do you like best about FreeAgent CRM?** Easy to use, the great price point for our small business, and their customer service is amazing! They are always available when I need them! **What do you dislike about FreeAgent CRM?** There hasn't been a single thing that I've disliked about FreeAgent and I use this software constantly throughout my day. **What problems is FreeAgent CRM solving and how is that benefiting you?** I love that I can easily organize and label my contacts within FreeAgent. This allows for easy communication with different types of contacts. I also like that it tracks my history with each contact including calls, emails, and appointments. This feature keeps me on my A-game and helps me to look and feel organized when I'm meeting with donors. ### 11. Adaptive platform makes tracking customer contacts less complicated **Rating:** 4.0/5.0 stars **Reviewed by:** Nicole K. | Sales & Estimating Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **What do you like best about FreeAgent CRM?** My favorite thing is how responsive the reps at FreeAgent are - whether we've had an issue, a question, or a suggestion, they are always available and always open to our comments. We've even seen them make platform-wide changes we suggested. **What do you dislike about FreeAgent CRM?** I do not like that incoming emails addressed to multiple contacts seem to be arbitrarily assigned within the contacts listed. For example, Customer Smith sends an email copying Customer Jones, Customer Peterson, Employee Anderson, Employee Lincoln, and Employee Colbert. That email may be tracked to Smith's, Jones's, or Peterson's accounts and may be connected to Anderson's, Lincoln's, or Colbert's emails. It doesn't seem to have any logic to whom it is tracked. This can make finding things a little more complicated than they need to be. **Recommendations to others considering FreeAgent CRM:** Ensure that your team takes the time to do the initial training offered - there is so much more functionality available that you may not even realize. **What problems is FreeAgent CRM solving and how is that benefiting you?** We are keeping better track of emails to customers across the company. We have some employees who are not great at sharing information they've learned (not out of malice) and FreeAgent helps that info be shared. ### 12. Charlie Wolter with Treetop Enterprises **Rating:** 4.5/5.0 stars **Reviewed by:** Charlie W. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **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 helps, but maybe a color for the background of each tab or colors for each tap that I have. What would help me specifically is to have the PO number another color so it stands out more. I get the theme colors but it just changes the outside of the views, more color inside the veiw would be cool. Integration wtih emails - I still use my gmail and would like to use FA only, but havent found an easy adjustment on that **Recommendations to others considering FreeAgent CRM:** Jump in and get started , don't expect everything to be perfect from the beginning. Ask for help, these guys are great **What problems is FreeAgent CRM solving and how is that benefiting you?** Organization is job one.......I have so many deals going on, that it helps me focus and remember deals. Also I can go back and grab deals for re orders quickly. ### 13. FreeAgent CRM - by far the best CRM. | Great & Simple Customization. | Excellent to Manage Business. **Rating:** 5.0/5.0 stars **Reviewed by:** Marc K. | Partner & Head of Institutional Investors, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **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 phone from the mid-90s. **What do you dislike about FreeAgent CRM?** I am very happy with the overall CRM and management team. They are flexible and when I saw a possibility to improve two aspects recently, management improved them within 48 hours. The same did not happen when I asked Microsoft for an improvement although. **What problems is FreeAgent CRM solving and how is that benefiting you?** The management of client relationships becomes extremely effective and well-organized. The possible customization allows users to add a very large number of fields to categorize relationships in so many different ways. All the desired and required regulatory information etc. can be entered very efficiently. I wish FreeAgent CRM would have existed 35 years ago. I can only recommend everybody, even students and other non-business users, to start a trial and get instructions, if required, how to easily customize fields. Relationships are everything in life. FreeAgent CRM will allow you to easily organize tens of thousands of them and makes is enjoyable to manage them. As Twitter allows you to customize the great daily information insights of the world you are interested in, FreeAgent CRM allows you to manage relationships as you might have never experienced it before. ### 14. Excellent CRM Software **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon G. | Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **What do you like best about FreeAgent CRM?** The way FreeAgentCRM is able to show everyone my emails, it makes my job easier when I dont have to convey the same information twice. Its a great way to keep our team connected with each other as well as our clients. We use the customer notes to help guide our conversations. Sometimes it helps to know if someone is a mom or a fan of field hockey. It makes it easy to start conversations with customers, other than the business talk. **What do you dislike about FreeAgent CRM?** I wish there was a way to make odd comments not related to a job or a customer, but about the company as a whole. Maybe i just missed this piece? I hope the interface becomes a little more modern but its likeable. **What problems is FreeAgent CRM solving and how is that benefiting you?** We are solving the problem of who is our customer and what have we talked with them in the past about. It's hard to have over 500 customers and remember all their needs. Its a great way to keep organized and keep track of communications with our clients. ### 15. FreeAgent is super customizable and easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Abi L. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about FreeAgent CRM?** We've been using FreeAgent for about 3 years now. It's highly customizable and their staff is very knowledgeable. They will help you get it set up just as you need. They can learn your process and help develop tracking systems that will make your business run smoothly and you won't miss any leads. Maria and Sam are the best and will make you you have what you need at your fingertips. **What do you dislike about FreeAgent CRM?** Sometimes the fonts are weird in the email templates. **Recommendations to others considering FreeAgent CRM:** Give them a try. **What problems is FreeAgent CRM solving and how is that benefiting you?** Tracking a large event and all the details that go with that event. I've realized the benefits in the organizing of the data. ### 16. Top notch CRM with terrific implementation and support team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2021 **What do you like best about FreeAgent CRM?** The customization of the CRM is impressive. The implementation team was able to accommodate all of our requests and provide the training necessary for our team. **What do you dislike about FreeAgent CRM?** The only issue is the process for making modifications to the database. We uploaded a large list of contacts that required some work to clean up. The service team helped us every step of the way. **Recommendations to others considering FreeAgent CRM:** Establish a clear vision of your organization's needs ahead of working with FreeAgent or any CRM vendor. **What problems is FreeAgent CRM solving and how is that benefiting you?** We have realized the benefit of clearly communicating the sales process to our sales team and engaging our marketing team to connect with our customers. ### 17. The most intuitive CRM I could find **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2021 **What do you like best about FreeAgent CRM?** It integrates seamlessly with our email system. This enables me to have all the information I need in a single location. **What do you dislike about FreeAgent CRM?** Customer Service is great but because it's in a different time zone to me I sometimes have to wait to talk to someone. **Recommendations to others considering FreeAgent CRM:** Overall I've had a good experience working with FreeAgent CRM. It's reliable for the most part. Any issues or questions I've had have been sorted out by the Support Team and Account Manager very quickly. The software is straightforward and relatively easy to use. Customer service is excellent. Onboarding/initial training was excellent. **What problems is FreeAgent CRM solving and how is that benefiting you?** It helps keep me organized and focused. Having everything in a single centralized location means my work is done faster and more efficiently. ### 18. Great Service, Customizable Platform, Super Affordable! **Rating:** 4.0/5.0 stars **Reviewed by:** Andrew F. | Agency Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2021 **What do you like best about FreeAgent CRM?** The platform is really is to customize. No coding experience is necessary. The team is very responsive and provides suggestions and best practices to help your business achieve its objectives. **What do you dislike about FreeAgent CRM?** I've been using the platform since 2017. In the first year or two there were a lot of changes via new developments and when you learned how to do something you often had to relearn. But that has not been issue the last year or so. The good news though, they have rapidly developed a robust CRM that rivals the larger names but with more modest pricing terms. **What problems is FreeAgent CRM solving and how is that benefiting you?** Keeping track of prospects and clients. Tracking sales opportunities. Setting reminders and sourcing all information in one easy to use platform! ### 19. We love the mobile app! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2021 **What do you like best about FreeAgent CRM?** Our sales reps love the mobile app. They use it throughout the day, They don't have to pull out their laptop and get sut up; they can grab their phone and use FreeAgent right there. I think that's a big reason why they have so much activity within FreeAgent **What do you dislike about FreeAgent CRM?** Adding widgets is time-consuming, especially when you have multiple business units and different reps in each business unit. **What problems is FreeAgent CRM solving and how is that benefiting you?** organizing the sales process in a way that is easy for the reps to use without bogging them down in admin activities. ### 20. Good features, but still limited **Rating:** 3.5/5.0 stars **Reviewed by:** Landon E. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **What do you like best about FreeAgent CRM?** Free Agent is always seeking to improve their product. **What do you dislike about FreeAgent CRM?** There is a critical feature that we just realized is not available, that essentially makes the system one-legged. **Recommendations to others considering FreeAgent CRM:** If FA tech specs fit your companies needs, go for it! They are great to work with. **What problems is FreeAgent CRM solving and how is that benefiting you?** No current problems, we have had many technical and product improvement request that the FA team works to get fixed. ### 21. Excellent Product **Rating:** 5.0/5.0 stars **Reviewed by:** Carla Jean W. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2021 **What do you like best about FreeAgent CRM?** I like customer support. They are responsive and always willing to help. Unlike other CRMs that charge every time you need assistance. **What do you dislike about FreeAgent CRM?** I don't dislike anything about FreeAgent. They are constantly updating and making processes better. **Recommendations to others considering FreeAgent CRM:** We use FeeAgent CRM for two separate companies. It keeps us organized and allows us to focus our attention on the areas needed. It has been most helpful when our team members work remotely. **What problems is FreeAgent CRM solving and how is that benefiting you?** The benefits are numerous. It organizes and streamlines our workflow and houses documents that can easily be view by any member of our team. ### 22. Taking business to the next level **Rating:** 4.0/5.0 stars **Reviewed by:** Scott A. | Account executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2021 **What do you like best about FreeAgent CRM?** Functionality and organized software that enables companies to make strides in bringing in new business. **What do you dislike about FreeAgent CRM?** Bit of a learning curve that most will take a few attempts to master. Once that is complete it will come as second nature like google. **What problems is FreeAgent CRM solving and how is that benefiting you?** logging in has been tough. Tracking contacts that are potential hot leads better then excel and sharing with team is a plus. ### 23. FreeAgent CRM is intuitive, flexible, and powerful **Rating:** 5.0/5.0 stars **Reviewed by:** Paul M. | Co-founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **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 me to see exactly what has happened, and drill down into the specific communications for each prospect. Sales forecasting, sales planning, individual prospect campaigns, it does everything. ### 24. FreeAgent is a nice piece of software that is always evolving and trying to get more out of your CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **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 my system easily. **What problems is FreeAgent CRM solving and how is that benefiting you?** It does a good job of keeping my work flow organized, especially with the reminders/tasks tabs - also being able to assign tasks to other members of our team was a great feature. ### 25. Robust software **Rating:** 4.0/5.0 stars **Reviewed by:** Rachel M. | Field Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **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 limit employee access to their relevant clients to protect data. ### 26. Call me for a reference this blows away Pipe Drive, Hub Spot and Sales in price service and tech! **Rating:** 5.0/5.0 stars **Reviewed by:** Mark G. | Vice President of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2021 **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 was a little longer then I wanted but in the end it made sense to take a little extra time to do it right! **Recommendations to others considering FreeAgent CRM:** yes **What problems is FreeAgent CRM solving and how is that benefiting you?** Better KPI's and easy for me to report to C-suite in real time the pipeline and better OKR management ### 27. Free Agent CRM is intuitive and easy to navigate. **Rating:** 4.5/5.0 stars **Reviewed by:** Valerie W. | Owner and bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2021 **What do you like best about FreeAgent CRM?** We have a really customized version and it works well to help me be organized and get things done. The tech support is very responsive and helpful. The team spent a lot of time training and is willing to answer all questions. **What do you dislike about FreeAgent CRM?** There have been issues with some of the automation, tech support has been there and worked with us through those issues. **What problems is FreeAgent CRM solving and how is that benefiting you?** Keeping track of hundreds of contacts and all the communication with those contacts. ### 28. FreeAgent Review **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2021 **What do you like best about FreeAgent CRM?** The team at FreeAgent is great and super helpful with getting our questions and concerns answered. Their customer service is incredible! **What do you dislike about FreeAgent CRM?** FreeAgent does happen to glich a lot and we do have some issues on how things save and autofil. **What problems is FreeAgent CRM solving and how is that benefiting you?** We are solving organization of our leads and our customers. We are able to assign tasks and keep track of where each customer is in the process. **Official Response from Aria Remington:** > Thank you for your feedback! We're glad you are experiencing good customer support. On any issues re: save or auto-fill - we are happy to do a thorough review of your configuration and setup to address any problems you're experiencing. We want your day to day usage to be as smooth as silk, please reach out via our inline chat & we'll assist you in streamlining your workflow and addressing any product issues you've found. ### 29. Easy to use right from the start **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan E. | Board Member, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2021 **What do you like best about FreeAgent CRM?** Having a platform that I can customize myself without assistance as my needs change and expand is the best aspect of the platform. **What do you dislike about FreeAgent CRM?** A few minor UX tweaks for record saving. **What problems is FreeAgent CRM solving and how is that benefiting you?** Keeping the whole team informed of account status as prospects move thru the funnel ### 30. Agile changes but relational information complex to obtain **Rating:** 3.5/5.0 stars **Reviewed by:** Yvonne D. | Business Analyst - Technology, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2021 **What do you like best about FreeAgent CRM?** The helpful weekly meetings to discuss needs and test out changes **What do you dislike about FreeAgent CRM?** Too difficult to obtain relational information when everything is an app. **What problems is FreeAgent CRM solving and how is that benefiting you?** Reporting is much easier with the updated pulls and widgets ### 31. Free Agent is too clunky and requires too much customization **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2021 **What do you like best about FreeAgent CRM?** The support staff was committed to working with us. They did try hard to customize what we needed. Also, our going through Free Agent's process and documenting our sales flow was helpful. **What do you dislike about FreeAgent CRM?** Free Agent felt like it was new out-of-the-box with glitches. There would be user-interface problems (can't scroll, can't select). The set-up wasn't very intuitive. Also, to send emails (like a CRM), we had to integrate with a third-party solution. **What problems is FreeAgent CRM solving and how is that benefiting you?** We are no longer using Free Agent. We were so frustrated with it that we moved to another solution. One benefit was realizing what was important in a sales/CRM service. **Official Response from Aria Remington:** > Thank you for your feedback. To clarify, FreeAgent supports native integration to Gmail and Office 365 (both Microsoft-hosted and EWS). This is best-in-class for sales CRM's. Some marketing solutions use their own mail servers e.g. MailChimp & we do integrate with those services for high-volume outbound bulk emailing. We're sorry your experience with our UX was frustrating & we're glad you felt supported by our support staff. Our UX is rated very highly so we trust your experience was an anomaly. For example our page response times are 3-5x faster than most other vendors. & we do take a different approach than other vendors: we often help companies get their 1st CRM and as a result they need time figuring out what their lead and sales processes really are. We're glad you found that help valuable & hope to earn your business again in the future. ### 32. User friendly, Mobile friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **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 tracking and reminders. ### 33. What short time I have been using Free Agent CRM has been easy to learn and helpfully **Rating:** 5.0/5.0 stars **Reviewed by:** Wendi B. | Inside Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2021 **What do you like best about FreeAgent CRM?** I am able to store all information needed for customers **What do you dislike about FreeAgent CRM?** I wish there were a place for site addresses and a place to add more than one person to one account. Most constructions companies have contractors that have the option to request containers or hauls. **What problems is FreeAgent CRM solving and how is that benefiting you?** I have had no problems—the benefit of having contact information on your computer. ### 34. From first contact on our experience with FreeAgent has been superb. **Rating:** 5.0/5.0 stars **Reviewed by:** curtis c. | Vice President of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2021 **What do you like best about FreeAgent CRM?** Customer service and tech support are great! **What do you dislike about FreeAgent CRM?** Haven't yet had a single problem, the whole experience had been great. **Recommendations to others considering FreeAgent CRM:** If you are looking for a user friendly easy to access CRM I would highly recommend FreeAgent. **What problems is FreeAgent CRM solving and how is that benefiting you?** Analyzing sales data, pulling sales reports, tracking growth by region. ### 35. This program has it all! :-) **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **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. ### 36. Delayed and Unmet Expectations **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2021 **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. **Official Response from Madison Smith:** > Thank you for your feedback. FreeAgent CRM has VOIP integrations with most major providers e.g. Five9, RingCentral, Zoom Phone, etc. If your issue still persists, please escalate it via our in-app Support Chat and I will personally follow up to make sure we deliver to your expectations. If there has been a substantial delay in your go-live I would like to address that as well. All our best, the FreeAgent team. ### 37. A CRM still in its infancy - not ready to support or scale a business **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about FreeAgent CRM?** Did not use the product long enough to find anything inliked **What do you dislike about FreeAgent CRM?** Not really geared towards admins or end users. Challenging reporting, inflexible data schema. Limited workflows **What problems is FreeAgent CRM solving and how is that benefiting you?** Starting point for CRM but no realized benefits ### 38. Easy to use and very thorough. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **What do you like best about FreeAgent CRM?** It's super intuitive and highly customizable. Everything is easy to find. **What do you dislike about FreeAgent CRM?** Nothing. We were using a different CRM and switched to Free Agent to fix our past problems. **What problems is FreeAgent CRM solving and how is that benefiting you?** Full visibility into what's going on inside the team. ### 39. The FreeAgent interface is so easy to use. It keeps me allows me to spend more time selling. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2021 **What do you like best about FreeAgent CRM?** Phone and email link to track activity, follow up suggestions **What do you dislike about FreeAgent CRM?** Loading speeds, not much else. Very good system **Recommendations to others considering FreeAgent CRM:** N/A **What problems is FreeAgent CRM solving and how is that benefiting you?** Tracking activity, knowing next steps, deal history. ### 40. User Friendly easy to maneuver **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2021 **What do you like best about FreeAgent CRM?** creating favorites and reports for ease of searching and updating data **What do you dislike about FreeAgent CRM?** sometimes the reports don't always reflect the search criteria **What problems is FreeAgent CRM solving and how is that benefiting you?** searching for incorrect database information ### 41. Super friendly and great UX experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2021 **What do you like best about FreeAgent CRM?** How simple everything and the overall flow of incoming leads **What do you dislike about FreeAgent CRM?** No pre populated fields for each card, all has to be done from scratch **What problems is FreeAgent CRM solving and how is that benefiting you?** We have never had a CRM so its solving quite a bit. We haven't launched it quite yet- still working out tweaks but already know it will automate and keep us organized ### 42. Very customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **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. ### 43. CRM Free Agent **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2021 **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. ### 44. The Platform that provided ease to the daily tasks of my Company. **Rating:** 4.5/5.0 stars **Reviewed by:** Neal A. G. | Office Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2019 **What do you like best about FreeAgent CRM?** FreeAgent not only covered our needs, but exceeded all our expectations, and that was one of my main concerns when I started working with this software, because we are a different company, but it was easily integrated and also allows us to be very organized, realizes functions that allow the team to concentrate on other tasks, making our company more efficient, since it automates many daily activities that took time, as well as adding notes, files and more. I love that it does all its functions perfectly, because humanly sometimes errors occurred when sending documents, but this does not happen anymore because this system seeks to avoid any error you may have with a client, as well as any other contact in a correct way and without errors. **What do you dislike about FreeAgent CRM?** Actually, there are no negative aspects that prevent me from working with this platform, but if I have to add something and report it to the technical support team, it has an algorithm that can automatically delete the repeated contacts. Also, certainly the costs of this system are not economic, but the results are worth it. **Recommendations to others considering FreeAgent CRM:** This platform was of great help to the company, allowing my staff to become very familiar with their functions and generating excellent results. For this reason and the previously mentioned previously I highly recommend this system. **What problems is FreeAgent CRM solving and how is that benefiting you?** Thanks to this platform we have improved as a company, since we have reduced errors, saving a lot of time in tasks and activities, since Freeagent CRM can do automatically and without setbacks several processes, besides that it is very easy to use, and it is not complicated Know your options and abilities. Undoubtedly, our work has been simplified, in addition to making it more efficient and precise. Another thing that I must mention, is that it has a great customer service team, I sometimes resorted to it, and was very quick to answer my questions, very professional, attentive, pleasant and helpful, willing to solve. ## FreeAgent CRM Discussions - [What is FreeAgent CRM used for?](https://www.g2.com/discussions/what-is-freeagent-crm-used-for) - [View FreeAgent CRM pricing details and edition comparison](https://www.g2.com/products/freeagent-crm-freeagent-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-13+15%3A17%3A34+-0500&secure%5Bsession_id%5D=dc4f04d9-cc6e-4cd2-872e-1d232479d81b&secure%5Btoken%5D=579819715c45875975d3bf15157d8dd93dc9412b8e8a57b0da797ecd9e7d9507&format=llm_user) ## FreeAgent CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Integrations** - MS Teams Integration - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Analytics** - Open Rates - Link Activity - Attachment Activity **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Branding & Customizatio** - Custom Booking Page - Personalized Links - Personalized Web Embed **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Automatic Rules & Configurations** - Set Working Hours - Automatic Updates - Buffer Times **Generative AI** - AI Text Generation **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Generative AI** - AI Text Generation **Agentic AI - Business Scheduling** - Autonomous Task Execution - Multi-step Planning **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top FreeAgent CRM Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,264 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,666 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,042 reviews)