--- 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: '2026-08-07' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # FreeAgent CRM Reviews & Product Details 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. * * * Seller [Servis.ai](https://www.g2.com/sellers/servis-ai) Discussions [FreeAgent CRM Community](https://www.g2.com/products/freeagent-crm-freeagent-crm/discuss) Languages Supported English, French, Spanish Solution Type All-in-One Overview by Madison Smith Show More ## Pricing Pricing provided by FreeAgent CRM. ### Team (per user / month — pay upfront, commit annually $28.00 ### Team (per user / month — pay monthly, commit annually) $33.00 [ View More Pricing Information ](https://www.g2.com/products/freeagent-crm-freeagent-crm/pricing) ## Top-Rated Alternatives [ ![HubSpot Sales Hub](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,907) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,873) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![Pipedrive](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pipedrive") Pipedrive 4.3/5(3,105) ](https://www.g2.com/products/pipedrive/reviews) [ View All Alternatives ](https://www.g2.com/products/freeagent-crm-freeagent-crm/competitors/alternatives) ## User Insights Average based on 44 real user reviews. Perceived Cost $$$$$ Typical contract price $0k - $0k [Sign in to view](/login) [Log in to unlock pricing and user insights](/login) NK Nicole K. Sales & Estimating Coordinator Small-Business (50 or fewer emp.) 7/27/2021 "Adaptive platform makes tracking customer contacts less complicated" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Charlie W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Charlie W.") CW Charlie W. Sales Small-Business (50 or fewer emp.) 7/27/2021 "Charlie Wolter with Treetop Enterprises" 4.5/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Marc K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marc K.") MK Marc K. Partner & Head of Institutional Investors Small-Business (50 or fewer emp.) 7/27/2021 "FreeAgent CRM - by far the best CRM. | Great & Simple Customization. | Excellent to Manage Business." 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller SG Shannon G. Marketing Specialist Small-Business (50 or fewer emp.) 7/27/2021 "Excellent CRM Software" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller AL Abi L. Office Manager Small-Business (50 or fewer emp.) 10/21/2021 "FreeAgent is super customizable and easy to use." 5/5 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. Review collected by and hosted on G2.com. What do you dislike about FreeAgent CRM? Sometimes the fonts are weird in the email templates. Review collected by and hosted on G2.com. Recommendations to others considering FreeAgent CRM: Give them a try. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care") AH Verified User in Hospital & Health Care Small-Business (50 or fewer emp.) 12/30/2021 "Top notch CRM with terrific implementation and support team" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering FreeAgent CRM: Establish a clear vision of your organization's needs ahead of working with FreeAgent or any CRM vendor. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Food Production](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Food Production") UF Verified User in Food Production Mid-Market (51-1000 emp.) 7/27/2021 "The most intuitive CRM I could find" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 10/21/2021 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Andrew F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrew F.") AF Andrew F. Agency Development Manager Small-Business (50 or fewer emp.) 7/28/2021 "Great Service, Customizable Platform, Super Affordable!" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. Show More 7/28/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Environmental Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Environmental Services") AE Verified User in Environmental Services Mid-Market (51-1000 emp.) 11/18/2021 "We love the mobile app!" 5/5 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Landon E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Landon E.") LE Landon E. Vice President Small-Business (50 or fewer emp.) 7/27/2021 "Good features, but still limited" 3.5/5 What do you like best about FreeAgent CRM? Free Agent is always seeking to improve their product. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering FreeAgent CRM: If FA tech specs fit your companies needs, go for it! They are great to work with. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 10/19/2021 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about FreeAgent CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about FreeAgent CRM ](https://www.g2.com/products/freeagent-crm-freeagent-crm/discussions/new) GU Guest User What is FreeAgent CRM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-freeagent-crm-used-for) [ View all Discussions ](https://www.g2.com/products/freeagent-crm-freeagent-crm/discuss) ## Pricing Options Pricing provided by FreeAgent CRM. ### Team (per user / month — pay upfront, commit annually $28.00 ### Team (per user / month — pay monthly, commit annually) $33.00 ### Pro (per user / month — pay upfront, commit annually) $60.00 [ View More Pricing Information ](https://www.g2.com/products/freeagent-crm-freeagent-crm/pricing) FreeAgent CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image") HubSpot Sales Hub 4.4/5(13,907) [ Compare Now ](https://www.g2.com/compare/freeagent-crm-freeagent-crm-vs-hubspot-sales-hub) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_11df00d92568ecc89d4d15e072df8cc6/pipedrive.png "Product Avatar Image") Pipedrive 4.3/5(3,105) [ Compare Now ](https://www.g2.com/compare/freeagent-crm-freeagent-crm-vs-pipedrive) ##### ##### FreeAgent CRM Features Sales Force Automation Contact & Account Management Opportunity & Pipeline Mgmt. Task / Activity Management Marketing Automation Email Marketing Customer Support Knowledge Base Mobile & Social Mobile User Support [ View More Features ](https://www.g2.com/products/freeagent-crm-freeagent-crm/features) ##### Categories on G2 [Sales Engagement](https://www.g2.com/categories/sales-engagement)[Business Scheduling](https://www.g2.com/categories/business-scheduling)[CRM](https://www.g2.com/categories/crm) [Sales Engagement](https://www.g2.com/categories/sales-engagement)[Business Scheduling](https://www.g2.com/categories/business-scheduling)[CRM](https://www.g2.com/categories/crm)[Email Tracking](https://www.g2.com/categories/email-tracking) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which unified workspace platforms let remote and hybrid teams collaborate from one shared digital hub rather than switching between disconnected tools all day?](https://www.g2.com/discussions/which-unified-workspace-platforms-let-remote-and-hybrid-teams-collaborate-from-one-shared-digital-hub-rather-than-switching-between-disconnected-tools-all-day%20)[Which screen and video capture software offers the highest resolution?](https://www.g2.com/discussions/which-screen-and-video-capture-software-offers-the-highest-resolution)[Which bot platforms are good for running 24/7 customer support when your team is small and you cannot afford to staff it around the clock?](https://www.g2.com/discussions/what-bot-platform-handles-the-handoff-from-chatbot-to-a-live-human-agent-well-without-the-customer-having-to-repeat-themselves) [What is the best email marketing software for small businesses?](https://www.g2.com/discussions/what-is-the-best-email-marketing-software-for-small-businesses)[Best EOR provider for a digital services company](https://www.g2.com/discussions/best-eor-provider-for-a-digital-services-company)[Pros and Cons Details](https://www.g2.com/products/freeagent-crm-freeagent-crm/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)