FreeAgent CRM is a cloud-hosted marketing, sales, and customer support program that empowers small enterprises to build quality customer relationships. The software automatically pairs with your email to generate and classify leads, execute custom automations, send follow-up reminders, and track all engagements with consumers. It displays the latest activity as well as full buyer history organized by contact on an activity timeline that is easily searchable. You can automatically assign leads and follow-up reminders in real time to boost response times.
FreeAgent CRM also presents reporting tools, visual custom dashboards, and open-n-click email analytics for all messages. Visual calendars synchronize with Office 365 and Gmail calendars. You can personalize your email communications to promote your brand professionally and send individualized follow-up emails to nurture relationships with customers.
With FreeAgent CRM, you can organize your contacts, documents, deals, to-do lists, notes, calls, and more in a secure cloud-hosted location that you can access anytime, from anywhere. Track your meetings, calls, and emails, and get an instant overview of everything on one searchable timeline. Plus, the software is integration friendly and allows you to utilize the programs you need.
Enhance productivity by automating manual tasks and save up to 20 hours each week. Utilize the Next Steps feature and reminder notifications to follow up with your customers on time. Plus, you can send well-timed professional emails that are automatically individualized with your customer’s info to add a personal touch.
FreeAgent CRM is simple to use yet visually attractive. If you run into any issues, the vendor’s customer support team is at hand to resolve them swiftly. You can get started instantly and there are no setup charges or outside consultants.
FreeAgent CRM is fully customizable, including categories and primary tab names. You can craft your own custom fields, reports, status/stages, and hints. The system is cloud-hosted and can be accessed on any device from anywhere. Finally, support is offered via phone, web chat, and email.
FreeAgent CRM offers a free trial and 3 priced editions:
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