Describe who the software is best for - their role(s) within what kind of companies.
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.
How does this software benefit them?
• Efficiency meets happy. FreeAgent CRM automagically logs and organizes all your emails, meetings, and calls so you spend way more time selling and way less time on admin.
• A workday full of impact. AI-assisted prioritization of next steps keeps you working on what matters most. Effortlessly flow through sales-driving activities that build customer relationships and drive revenue.
• Add the time dimension. Discover the only CRM that enables sales leaders to track every change in week-by-week snapshots of pipeline and linked activity.
• Zoom in. Combine high-level insights with deep-dive tracking; with pivot-able, sum-able boards across all of your CRM data - leads, accounts, deals, and more.
• Ready, set, action. Establish gates and controls and enforce best practice in every deal. Continually optimize your processes and workflows for the ultimate winning play.
• Foster a high-five culture. Hustle Board tracks individual and team activity and celebrates the incremental small steps that lead to BIG sales.
How technical do users need to be to use the software?
It's very important for us that new users become ramped and productive as soon as possible, we made a platform very easy to use and intuitive, that doesn't require the previous CRM experience for high user adoption.
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