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FreeAgent CRM

A fully customizable and scalable CRM platform
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FreeAgent CRMProduct Overview

  1. About FreeAgent CRM
  2. Pros of FreeAgent CRM
  3. Cons of FreeAgent CRM
  4. Breakdown of core features

FreeAgent CRM product overview

FreeAgent CRM is a complete platform and robust work management system that helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance.

FreeAgent CRM helps teams stay on task, whether it’s a deal, a project, or a support ticket. It logs and organizes team emails, calls, and meetings so tedious tasks can be removed from to-do lists.

FreeAgent CRM is designed for the new world of work. Remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization. By eliminating time spent searching for information and reducing manual data entry, FreeAgent CRM empowers leaders to optimize sales, marketing, customer success, and project management.

FreeAgent CRM lets every employee have days full of impact.

Pros of FreeAgent CRM

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  • FreeAgent CRM is custom built for businesses. Its customizable app suite allows teams to access the features they need without having to navigate through a library of features they don’t.
  • Custom views let each member of the team see only what they want to see, how they want to see it. Custom automation and task management help teams create workflows that fit their unique needs and work style. FreeAgent CRM works the way users want so that they can work better.

Cons of FreeAgent CRM

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  • The robust and collaborative nature of the FreeAgent CRM platform means that companies with under 10 employees may not be able to utilize some of the advanced team-specific features to the fullest. While these features will provide some benefit, getting ROI out of these tools grows exponentially with more users.

Breakdown of core features

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FreeAgent CRM provides features for unlocking productivity and growing sales.


Teams can boost efficiency and magnify impact by eliminating repetitive work through automation. Time-saving features include configurable rules for prioritizing actions, automated alerts on overdue actions, meeting reminders, and configurable actions based on alerts.


The solution has sophisticated dashboards and dashlets to help track and monitor key metrics across the organization.

Task and activity management

FreeAgent CRM lets users create, assign, prioritize, complete, and track tasks of any type across the organization. Teams can organize and prioritize work in a fun, flexible, and rewarding way. The platform records contacts, tasks, tickets, comments, and attachments. It also enables users to tag team members and assign tasks, so they can stay on the same page.

Full funnel visibility

FreeAgent CRM ensures all customer information is close at hand, providing the insight and context needed to tackle issues consistently. With the help of email templates, push notifications, and task reminders, users can be assured that the team is providing a quality brand experience for every customer. Additionally, FreeAgent CRM allows users to track post-sale interaction ratings, helping to drive loyalty and ensure customer satisfaction.

Alternatives to FreeAgent CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 MS Dynamics

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Microsoft Dynamics CRM's automated features and AI help sales teams better understand their customers, know the best time to send an email, and monitor social channels better than ever before. MS Dynamics also includes a direct connection to the business social platform LinkedIn. Their core CRM package—Dynamics 365 Sales—is focused on sales force automation and helping teams find and close opportunities, and comes as a single tool or can be bundled with other business operations tools.

Learn more about MS Dynamics

2 Hubspot

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HubSpot CRM is everything users need to organize, manage, track contacts, and build better relationships with customers. Eliminate spreadsheets, manage pipeline, get better customer insights, and speed up sales. The CRM will also let your entire company operate off of one source of truth about the contacts in your database instead of sharing spreadsheets or finding emails. Every interaction is stored in a timeline, including notes about the contact and the content they’ve consumed.

Learn more about Hubspot

3 Nimble

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Nimble combines the strength of a traditional CRM with contact management, social media, sales intelligence, and marketing automation to deliver relationship insights to help professionals build better work relationships in a multi-channel world. The software integrates productivity apps to gather user contacts, communications, calendar, and collaborations in one platform and draws data from popular social media channels including Facebook, LinkedIn, and Twitter.

Learn more about Nimble

(Last updated on 03/07/2022 by Liz Laurente-Ticong)

Quick Facts

  • Industry Specialties
    Computer and Technology, Consulting / Professional Services, Consumer Brands, Customer Service / Call Centers, Education and Training, Enterprise, Hospitality / Entertainment / Travel, Field Services / Maintenance, Financial Services, Government / Public Administration, Healthcare, Legal, Manufacturing, Staffing / Recruiting, Non-Profit / Public Sector, Pharmaceutical, Private Security, Sales, Telecommunications, Transportation / Shipping
  • Pricing
  • Works Best For
    Mid Sized Businesses





  • Sales
  • Marketing
  • Work Management and Collaboration
  • Tasks and Project Management
  • Ticketing / Support Desk
  • Recruiting
  • Quoting
  • Event and Venue Management
  • System of Record
  • Lead and Contact Management
  • Custom Apps
  • Reporting and Dashboards
  • Connect to any App
  • HIPAA Certified
  • GDPR Compliant


  • Zapier
  • Office 365
  • Google Workspace
  • Mailchimp
  • Twilio
  • API


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