Overview
FreeAgent is an extensive CRM platform and a powerful project management tool. With the help of FreeAgent software, teams can save everything in one place and collaborate more effectively to complete more tasks and monitor and enhance the performance of the company. Freeagent was founded in 2016 and is located in the United States. FreeAgent helps the team remain on track with each task, whether it be a transaction, a project, or a service request. FreeAgent automatically keeps track of and schedules calls, meetings, and emails for the team, freeing users from time-consuming administrative tasks. Remote teams flourish in the contemporary workplace thanks to complete visibility into everyday operations, real-time collaboration, and powerful code-free customization that users can use to perform better. Users may optimize sales, marketing, customer success, project management, and more by reducing manual data entry and cutting down on time spent looking for information with the help of the Freeagent suite. The program enables teams to keep track of their performance, work more cooperatively, and receive everything at their fingertips. GlobalPPE, the New Primal, CWS, Picture Shop, and many more are among the well-known customers of the program.
About Freeagent
FreeAgent is a cloud-based technology that enables teams to easily increase sales and boost productivity. Keep yourself focused on AI-guided selling. With a flow-based feed of tailored and prioritized activities and important insights. FreeAgent CRM was created for the modern workplace. Complete insight throughout daily operations, real-time communication, and potent code-free customization is essential for the success of remote teams. A few of the key features are interactive sales dashboards, automatic follow-ups, automated emails and phone call tracking, contact and prospect management, pipeline management, and sales forecasting of the FreeAgent. FreeAgent CRM equips managers to maximize sales, marketing, customer success, and project management by decreasing manual data entry and eliminating time wasted looking for information. Every year, FreeAgent records and organizes 7 million interactions. This software empowers 12K employees. FreeAgent supports English, French, and Spanish-language native speakers. Freeagent offers four types of pricing plans, which are named starter, professional, enterprise, and starter per year. Monthly and yearly subscriptions are available for this software. A cutting-edge work environment is delivered by FreeAgent CRM software. The cloud-based technology enables teams to easily increase sales and boost productivity. The entire group is a productive team that maintains focus with customized work lists and recurring reminders. Without leaving the website, you can effortlessly breeze through activities that will increase revenue. Get full visibility of customers’ interactions High-level overviews and in-depth activity tracking are zoomed in and out automatically. Obtain immediate context for all of your customer interactions and observe activities associated with each modification to the pipeline along with its effects. As users assess and improve performance, they keep track of and value the actions that lead to sales and increased customer satisfaction. Users’ sales cycles will be sped up by stage gate procedures that may be configured and automated. Create a high-five culture and give the team access to gamify goal-tracking.
What Does Freeagent Software Company Provide?
Freeagent provides a wide range of features for improved customer relationship management. Please review the following list of specified features.
It optimizes processes and reduces admin work and workdays with full impact with the help of web app notifications, global search, contact assignments, jobs engine, and scoring.
- Task and Activity Management
This feature creates, prioritizes, completes, and tracks tasks of any type across the organization with the help of recurring tasks, task reminders, and many more.
- Personalization
Every member of the software can optimize the system for better performance with the help of branding, user profiles, homepages, embedded email signatures, and working calendars.
- Automation
By removing tedious tasks, you will increase your efficiency and the effect of your actions. With the help of app action triggers, automated assignments, and custom-made automation.
- Reporting & Security
Track and keep an eye on important KPIs within the company. Security measures to limit what team members can see and do; team members' roles, and access controls.
Pros
- For all enterprises, Freeagent offers the greatest customer satisfaction management and supports a variety of platforms.
- The software is cost-effective and simple to use.
- There are many training alternatives that FreeAgent CRM provides which are live online webinars, held in person, with documentation.
- These are the support options offered by FreeAgent CRM: Chat Support through Phone, Knowledge Base, and Help Desk and FAQs.
- The following deployment choices are available with FreeAgent CRM. Android, iPhone, and Windows.
- Freeagent provides a free trial for the users.
- FreeAgent is trusted by 1000+ customers of the most productive teams in the world.
- Users can spend a lot more time selling and a lot less time on administration thanks to FreeAgent CRM's automatic logging and organization of all emails, meetings, and calls.
- The software effortlessly goes through tasks that generate sales, develop customer relationships, and increase income for the company or a small business.
Conclusion
A cloud-based technology called FreeAgent CRM enables teams to easily boost productivity. It is the platform for sales, marketing, and customer support that is made to assist organizations in developing strong client connections. It helps in increasing income and sales efficiency. By providing additional value to customers and boosting productivity with cutting-edge collaboration tools, it allows teams to boost sales and growth, enabling organizations to align teams, promote transparency, and boost revenue. FreeAgent CRM offers a variety of training options, including live online webinars, in-person classes, and manuals. The support choices provided by FreeAgent CRM are as follows: Telephone, Knowledge Base, Help Desk, and FAQs Chat Support is available. There is a live chat on the website for better knowledge. Users of Freeagent can sign up for a free trial also. Full-funnel visibility, marketing-sales alignment, brand enforcement, sales enablement, and marketing project management all contribute to the improvement of the company or a business. With push alerts, email templates, customized deal phases, and automated task management, it improves cycle times and follow-up. So, if you're looking for good customer relationship management software, Freeagent is the best suite for any organization or small business to collaborate more effectively and improve team performance.