FreeAgent CRM Reviews & Product Details

The flexibility of the CRM is incredibly useful. Being able to change the layouts of each group to best suit our needs is really useful. They are also really quick to respond to any issues, and are updating the platform regularly. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

the things I like best about freeagent CRM include its organization, flexibility and visibility. it has improved my overall CRM cycles and time to closure - its been good in that sense Review collected by and hosted on G2.com.

I could not 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 Review collected by and hosted on G2.com.

Completely Customizable. You can set it up however you want. Also covers the whole business process from marketing, sales, project management, invoicing, etc. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It is easy to use, manage all the leads and churn them also Review collected by and hosted on G2.com.

nothing to dislike about it, great software Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There is nothing specific that we dislike with the product. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

I haven't much to dislike, they are constantly updating the software and pushing out new possibilities! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

There hasn't been a single thing that I've disliked about FreeAgent and I use this software constantly throughout my day. Review collected by and hosted on G2.com.