What is FreeAgent CRM?

FreeAgent CRM is a modern, cloud-based customer relationship management solution tailored for small and medium-sized businesses seeking to enhance customer engagement and streamline sales processes. Its standout features include a highly customizable interface, enabling users to tailor the CRM solution to their specific business needs. FreeAgent CRM excels in automating sales workflows, managing customer interactions, and tracking opportunities, thereby increasing team productivity and efficiency. The software also offers robust analytics tools for insightful reporting and forecasting. Notably, it integrates seamlessly with popular applications like Gmail, Outlook, and various social media platforms, facilitating comprehensive communication tracking. The platform's intuitive design and mobile accessibility make it particularly user-friendly, positioning FreeAgent CRM as an ideal choice for businesses prioritizing flexibility and ease of use.

Does FreeAgent CRM offer a free version?

No, FreeAgent CRM does not offer a free version.

Does FreeAgent CRM offer a free trial?

Yes, FreeAgent CRM offers a free trial.

Are Credit Card details required for the FreeAgent CRM trial?

No, Credit Card details are not required for the FreeAgent CRM trial.

What are the pricing plans & packages of FreeAgent CRM?

FreeAgent CRM offers the following pricing plans and packages: Team - $84 (Per Month) .

What payment frequencies does FreeAgent CRM offer?

FreeAgent CRM supports the following payment frequencies: Annual Subscription, Monthly Payment, Quote Based

Does FreeAgent CRM offer an API?

Yes, FreeAgent CRM offers an API.

What type of support options does FreeAgent CRM offer?

FreeAgent CRM offers support with the following options: Email, Phone, Chat, Knowledge Base

What type of training options does FreeAgent CRM offer?

FreeAgent CRM offers training with the following options: In-person, Live Online, Webinar, Documentation, Videos

What different languages does FreeAgent CRM support?

FreeAgent CRM supports the following languages: english, french, spanish

Who uses FreeAgent CRM?

Typical users of FreeAgent CRM include: Small-Business, Midsize-Business, Large-Enterprise-Business

What deployment options does FreeAgent CRM support?

FreeAgent CRM supports the following deployment options: Cloud Hosted

What devices and operating systems does FreeAgent CRM support?

FreeAgent CRM supports the following devices and operating systems: Web-Based, iPhone, Android, Windows, Mac

FreeAgent CRM Reviews Oct 2025: Pricing & Features

Complaint Management Software

Routing
Multi-Channel Communication
Case Management
Issue Tracking
Activity Dashboard
Email Templates
Prioritization
Customer Service Analytics
Forms Management
Knowledge Base Management
Access Controls/Permissions
Feedback Management
Chat/Messaging
Real Time Notifications
Customer Complaint Tracking
Self Service Portal
Social Media Integration
Support Ticket Management
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Survey/Poll Management
Email Management
Alerts/Escalation
Live Chat
Collaboration Tools
Canned Responses
SLA Management

Customer Service Software

Performance Metrics
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Customer Segmentation
Employee Management
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Virtual Assistant
Customer History
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Email Management
Voice Mail
Call Center Management
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Multi-Channel Communication
Live Chat
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Alerts/Escalation
Auto-Responders
Support Ticket Management
Engagement Tracking
Surveys & Feedback
Social Media Integration
Contact Management

Marketing Automation Software

Drip Campaigns
Customizable CTAs
Email Marketing
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Customizable Forms
ROI Tracking
Website Visitor Tracking
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Marketing Calendar
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AB Testing
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Data Import/Export
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Social Marketing
Landing Pages
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Sales Analytics
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Multi-Campaign
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Marketing Automation
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CRM

Healthcare CRM Software

Patient Communications
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Predictive Analytics
Lead Management
Live Chat
Forms Management
Physician Management
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Client Portal
Forecasting
Chat/Messaging
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Task Management
Referral Tracking
Medical History Records
Campaign Management
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HIPAA Compliant
Multi-Location
Pipeline Management
Billing & Invoicing

Customer Engagement Software

Churn Management
Engagement Tracking
Email Management
Social Media Integration
CRM
Multi-Language
Real Time Analytics
Campaign Management
Content Management
Event Triggered Actions
Feedback Management
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Customer Database
Surveys & Feedback
Customer Experience Management
Communication Management
Live Chat
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Visual Analytics
Customer History
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Contact Management Software

Search/Filter
Pipeline Management
Social Media Integration
Data Import/Export
Prospecting Tools
Task Management
Customer Database
Campaign Management
Lead Nurturing
Segmentation
Email Management
CRM
Sales Forecasting
Contact Management
Calendar Management
Document Storage
Drag & Drop
Collaboration Tools
Lead Management
Sales Pipeline Management
Lead Distribution
Email Marketing
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Data Synchronization
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Lead Capture

Online CRM Software

Customizable Templates
Sales Trend Analysis
Calendar Management
Lead Capture
Workflow Management
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Performance Metrics
Email Management
Pipeline Management
Calendar Sync
Email Marketing
Task Management
Forecasting
Campaign Management
Contact Management
Document Storage
Social Media Integration
Collaboration Tools
Sales Reports
Web-based Deployment
Lead Management
Internal Chat Integration
Lead Generation
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Quotes/Estimates
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Territory Management
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Lead Nurturing
Role-Based Permissions

Inside Sales Software

Lead Capture
Email Management
Call Monitoring
Automatic Call Distribution
Lead Qualification
Lead Management
Task Management
Performance Management
Data Management
Contact Management
Meeting Management
Call Recording
Lead Distribution
CRM
Interaction Tracking
Auto-Dialer
Calendar Management
Chat/Messaging
Reminders
Call List Management
Multi-Channel Communication
Deal Management
Sales Pipeline Management

Lead Management Software

Lead Nurturing
Sales Reports
Social Media Integration
Monitoring
Pipeline Management
Template Management
Lead Qualification
Calendar Management
Sales Forecasting
Lead Distribution
Prospecting Tools
Task Management
Document Storage
Lead Segmentation
Reminders
Email Tracking
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CRM
Web Forms
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Lead Generation
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Financial CRM Software

Expense Tracking
Forecasting
Template Management
Relationship Tracking
Interaction Tracking
Access Controls/Permissions
Activity Tracking
Client Management
Collaboration Tools
Sales Reports
Email Management
CRM
Search/Filter
Email Marketing
Task Management
Document Management
Lead Management
Calendar Management
Customer Database
Campaign Management
Marketing Automation
Activity Dashboard
Territory Management
Contact Management
Pipeline Management
Lead Capture
For Financial Institutions
Financial Management

AI Sales Assistant Software

AI/Machine Learning
For Sales Teams/Organizations
Sales Activity Management
Reporting/Analytics
Lead Management
Scheduling
Conversation Intelligence
Sales Pipeline Management
Lead Engagement
Predictive Analytics
Data Entry
Third-Party Integrations
Meeting Management
CRM
Customer Engagement
AI Writing Assistant

Appointment Reminder Software

Recurring Appointments
Payment Reminders
SMS Messaging
Self Service Portal
Rescheduling
Confirmation/Reminders
Appointment Scheduling
Customizable Templates
Call Reminders
Email Reminders
Calendar Sync
Two-Way Communication

Contact Center Software

Automated Routing
Quality Management
Queue Management
IVR/Voice Recognition
Computer Telephony Integration
Collaboration Tools
Agent Interface
Chatbot
Auto-Dialer
Reporting/Analytics
Workforce Management

Customer Communications Management Software

Template Management
Workflow Management
Third-Party Integrations
CRM
Interaction Tracking
Content Management
Activity Dashboard
On-Demand Communications
Personalization
Multi-Channel Communication
Interactive Content
Video Support
Customer Database
Chat/Messaging
Reporting & Statistics
Batch Communications
Customer History
Alerts/Notifications
Feedback Management

Customer Data Platform Software

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

Customer Success Software

Onboarding
Collaboration Tools
Health Score
Account Alerts
Account Management
Reporting/Analytics
Revenue Management
Activity Dashboard
Usage Tracking/Analytics
Customer Engagement
Activity Tracking
Task Management
NPS of Customers

Email Tracking Software

Audience Targeting
Real-Time Notifications
Email Templates
Team Management
Click Tracking
Event Triggered Actions
Contact Management
Location Tracking
Email Management
Activity Dashboard
Campaign Management
Email Distribution

Hospital Management Software

Records Management
Claims Management
In-Patient Management
HIPAA Compliant
Document Management
Out-Patient Management
Bed Management
Physician Management
Inventory Management
Medical Billing
Appointment Scheduling
Accounting Integration
Patient Records Management

Knowledge Base Software

Full Text Search
Self Service Portal
SEO Management
Customizable Branding
Feedback Management
Reporting/Analytics
Rich Text Editor
Cataloging/Categorization
Multi-Language
Customizable Templates
Collaboration Tools
User Management
Drag & Drop Editor
Mobile Interface
WYSIWYG Editor
Knowledge Management

Lead Nurturing Software

A/B Testing
Performance Metrics
Lead Notifications
Lead Segmentation
Personalization
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Lead Capture
Drip Campaigns
Campaign Management
Pipeline Management

Patient Engagement Software

Confirmation/Reminders
Appointment Scheduling
Calendar Management
Patient Intake
Patient Records Management
Automated Scheduling
Mobile Access
Live Chat
Patient Education
Communication Management
Surveys & Feedback
Video Conferencing
Care Plan Management
HIPAA Compliant
Reporting & Statistics
Patient Portal
Electronic Payments
Patient Questionnaires
Alerts/Notifications

Predictive Lead Scoring Software

AI/Machine Learning
Alerts/Notifications
Predictive Analytics
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Demographic/Firmographic Data
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Prioritization
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Referral Software

Lead Engagement
Employee Referral Management
Conversion Tracking
Performance Metrics
Multi-Channel Marketing
For Employee Referrals
Third-Party Integrations
Commission Management
Reporting & Statistics
Lead Capture
Campaign Management
Loyalty Program
For Customer Referrals
Referral Templates
Email Marketing
Promotions Management
Customer Segmentation
Incentive Management

Sales Enablement Software

Goal Management
Contact Management
Workflow Management
Lead Qualification
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Alerts/Notifications
Meeting Management
Collaboration Tools
Sales Onboarding & Training
Activity Tracking
Performance Management
Reporting & Statistics
Customizable Branding
Campaign Management
Document Management

Sales Engagement Platform Software

Communication Management
Campaign Management
Calendar Management
Prospecting Tools
Content Management
Performance Management
Workflow Management
Sales Pipeline Management
Business Process Automation
Lead Generation
Auto-Dialer
Reporting/Analytics
Strategic Planning

Sales Force Automation Software

Email Marketing
Campaign Management
Pipeline Management
Lead Management
Lead Capture
Referral Tracking
Sales Activity Management
Performance Metrics
Third-Party Integrations
Customer Database
Territory Management
Activity Dashboard
Forecasting
Contact Management
Task Management
Opportunity Management
Customizable Fields

Sales Performance Management Software

Incentive Management
Sales Planning
Reporting/Analytics
Forecasting
Territory Management
Quota Planning
Commission Management
Goal Setting/Tracking
For Sales Teams/Organizations
Third-Party Integrations
Activity Dashboard
Gamification
User Management
Training Management
Performance Management

Sales Tracking Software

Sales Pipeline Management
Lead Management
Reporting/Analytics
Appointment Scheduling
Task Management
Interaction Tracking
Alerts/Notifications
Customizable Reports
Activity Dashboard
Commenting/Notes
Third-Party Integrations
Data Import/Export
Lead Scoring
Document Management
Email Templates
Call Logging
Search/Filter

Service Dispatch Software

Customer Database
Real-Time Updates
Job Management
Work Order Management
Billing & Invoicing
Self Service Portal
GPS
Routing
Real-Time Data
Quotes/Estimates
Mobile Access
Accounting Integration
Calendar Management
Technician Management
Inventory Control
Contract/License Management
Service History

Customer Support Software

Queue Management
Email Management
Service Level Agreement (SLA) Management
CRM
Live Chat
Knowledge Base Management
Customer Database
Reporting/Analytics
Multi-Channel Communication
Inventory Management
Chatbot

Customer Relationship Management (CRM) Software

Referral Tracking
Mobile Access
Lead Qualification
Contact Database
Sales Pipeline Management
Territory Management
Quotes/Estimates
Customizable Fields
Calendar/Reminder System
Marketing Automation
Task Management
Interaction Tracking
Social Media Integration
Pipeline Management
Lead Capture
Forecasting
Contact Management
Email Management
Lead Generation
Workflow Management
Activity Dashboard
Internal Chat Integration
Segmentation
Alerts/Notifications
Document Storage
Lead Management
Reporting/Analytics
Data Import/Export

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