Detailed Full Review of FreeAgent CRM: All you need to know (2024)

What is FreeAgent CRM?

You need a CRM software for your small business? FreeAgent is the solution that offers all the features you need to track every stage of your customers' journey and is incredibly easy to use.

FreeAgent CRM is a free and open-source tool for customer relationship management (also email tracking software) for small businesses and any management team.

One of the important functions of this application is a contact manager that you can use to keep track of your leads, customers, potential customers, and others that are relevant to your business.

The application also allows you to maintain a list of businesses that are important to your business. With this tool, you can keep track of all business contact information, including addresses, phone numbers, and emails.

Other features included in Free Agent CRM are activity tracking, lead qualification, email marketing, sales funnel, and reporting tools.

Features

FreeAgent CRM has a wide range of features that make it ideal for small business owners. The fact that it is a free, open source application makes it one of the best CRM applications that you can use for your business.

You can use it on mobile devices so it's easy to use. Here is how the various functionalities and the wide variety of characteristics of the application are addressed:

1. Work Management

Work or task management makes it possible to optimize small, project-based businesses by streamlining the workflow or activities of the various roles.

With this feature, you can assign tasks to different employees or freelancers and track their progress.

This feature is crucial for any business, as it helps keep various employees up to date with the work done by others and also provides an easy way to distribute work between employees.

Here are some of its main characteristics

• Web application notifications
• Native mobile app
• Click to edit records
• Payroll feature
• Quick addition
• Click to create records
• Global search
• International billing
• Contact assignments
• Drag and drop columns
• Detailed index toggle
• Quick links for related records
• Job engine
• Bulk editing

2. Task and activity management

Free Agent's CRM platform helps teams, big or small, manage their tasks and activities so you can easily control them. With this tool, it's easier to know what needs to be done and how long you need to do it. It also allows you to create deadlines for specific tasks and monitor them so that they are completed on time. This tool allows you to track the progress of each task, each sales process and to see if they are on time or late. Here are some of the features of this sales forecasting software.

• Priority of tasks
• Attachments
• Calendar of activities
• Scheduling tasks
• Mentions
• Referral of tasks
• Sharing activities
• Task reminders
• Automating tasks
• Notes
• Task results
• Rich text editor

3. Adaptability

You can customize your Free Agent CRM so that it perfectly meets the needs of your business. You can choose which features you want to use for your business and which features you don't need. This application allows you to customize its look, usability, functionality, and characteristics according to your preferences. Here are the various features and characteristics of this application:

• Custom dashboards
• Email templates and report templates
• Data access control
• Inventory function
• Invoice templates
• Data import/export
• Customizable workflows
• API support for developers
• Pre-filled fields
• Forms and templates
• Addresses/Texts of scanned emails
• Customizing the mobile application
• Custom fields and customer database
• Unique signature
• Customizable templates
• Shared calendars

4. Personalization

Free Agent CRM is a free application that you can download and install on your system. You can also choose to use it in a hosted environment. This application works on Windows, Linux, and web browsers. You can customize this tool by changing its appearance, functionality, and characteristics according to the needs of your business. It helps you personalize your work tasks and activities and make them easier to manage. Here are some features and characteristics that you can customize:

• Business topics
• Date and time preferences
• Language selection
• Personal topics
• Integrated email signatures
• Notification preferences
• User profiles
• Work calendar
• Home pages
• Pin columns
• Brand image
• All views are customizable
• Favorites

5. Process Management

FreeAgent CRM allows you to better manage your business processes and tasks. This tool offers mobile access that makes it easy to monitor, manage, and track your business activities. It's a robust tool that helps you improve the way you manage your workflow.

You can also create a list of the products you will use for each project. This application allows you to create more personalized workflows via mobile access or web access. Here are some features and characteristics that you can use to manage your business workflow:

• Form rules
• Dependent fields
• Define field values
• Mandatory fields
• Locking after creation
• Approval Workflow
• Quick Create related record
• Kanban boards
• Drag and drop

6. Automation

FreeAgent CRM allows you to automate your business processes, tasks, and activities by making them more efficient and more accessible. You can create automated workflows for your tasks and activities, and you'll be able to track your progress at any time. You can create automated workflows that will help you manage your time and activities more effectively. You can also automate the reports you need to generate for your professional or personal needs. This automation will reduce the time and effort you spend tracking your business activities. Here are some features you can automate

• Custom code automations or marketing automation
• Future date and time-based automation trigger
• Schedule a Cron-based automation trigger
• Triggering the Vast Majority Update
• Automated assignments
• Automated email addresses
• Calendar management

7. Report

Free Agent CRM allows you to track and report on your business activities in a well-organized manner. You can create reports that will help you manage your time, tasks, and activities. You can get reports on things you've done for your professional or personal needs. You can also use this application to create a report on the progress of each project you have. This way, you can determine which tasks have been completed and which have not been completed. You can check the status of each project and then move on to the ones that are still pending. Here are the features offered by this tool.

• List layout
• Sales reports and sales tax rates with billing function
• Filtering fields
• Exporting XLSX charts
• Filter operators for choice and reference fields
• Filter operators for date fields
• Filter operators for numeric fields
• Activity report
• Task report
• Filter operators for currency and percentage fields
• Report on the lines
• Filter operators for text fields
• Age report

Integrations

Free Agent has numerous third-party integrations and is still growing. It's completely free and open-source, so anyone can build and integrate their customizable dashboard. It also has a lot of pre-installed social media integration features.

1. Free Agent's Zapier integration allows users to connect to over 500 applications. With this integration, users can automate various tasks in no time. It has numerous pre-established Zaps that users can choose from to automate their work.
2. Free Agent's Office 365 integration is one of the most popular and reliable automation tools out there. It helps users automate tasks and workflows with the various cloud-based office services.
3. Free Agent's Google Drive integration allows users to attach their Google Drive files and access them from within the app. It also helps you sync your Office documents to Google Drive.
4. Free Agent's Dropbox integration allows remote teams to attach their folders from Dropbox and access them from within the app. It also helps you sync your files to Dropbox.
5. Free Agent's Drive Folder Sync integration allows users to sync files from Dropbox and Google Drive directly into the app.

Security

You can also control the security settings of your Free Agent CRM. You'll have total control over the features you choose to use for your business. You can set different security levels according to your preferences. You can also control which application activities you activate or deactivate for each user of the application. This way, you can monitor the activities of your employees. You can also track their productivity and what they've done for your business. Here are the main features of this tool.

• Email privacy
• Email blacklist
• SSO (single sign-in support)
• Team organization
• Define roles
• Access controls and constant checks

Pricing

CRM pricing options are per user/per month and Flexible, predictable, and scalable. It offers a free trial, after which you will need to take out a subscription tailored to your needs. It offers the following three value-based subscriptions, or you can visit the FreeAgent website to check the latest price lists.

Contact Management: Its monthly cost is $35 per user per month; it is a free agent platform with contact management, task management, multi-channel communication, and customizable branding.

B2B Sales: This FreeAgent CRM pricing plan costs $75 per user per month and offers a free agent with additional features than contact management.

B2B Full-Funnel Sales: From a sales perspective, it's very useful for the sales team and businesses that want to get key sales metrics. It costs $100 per user per month and offers a free trial; then, you'll need to take out a subscription for your needs.

If you want, you can request a FreeAgent demo via this special link and try it for free now!

Alternatives to FreeAgent CRM

There are hundreds of customer relationship management programs out there, so it's hard to sort through all the ones that offer a robust work management environment. No business software is perfect, but there are plenty that approach the level of a free agent. We recommend doing your research, but here are a few alternatives that can be used as a starting point.

1. Keap

Keap CRM is another popular software that offers lots of advanced features for any type of business owner. With Keap CRM, you'll find all the options you may need to manage your CRM for a small business or even a big business.

2. Pipedrive

Pipedrive is a great option for any business looking to quickly manage their sales pipeline. It offers a free trial that can help you understand what it is capable of. You can then see if the app is right for your business without spending a cent.

3. HubSpot

HubSpot Is one of CRM platforms the most powerful, but also the most user-friendly, with functions for social media marketing, website analysis, online store creation, and much more for entrepreneurs and small businesses. It's like having your own marketing team, but without the high price tag.

Final Verdict

By the end of this FreeAgent CRM review, we hope you've found a new and better way to run your business.

To summarize some of the key points from our review: FreeAgent is an incredible tool for your business if you are looking for a simple and effective way to manage your customers and grow your sales. It offers a lot of features that can help you grow your business while having more time for yourself. It also has lots of pricing options so it can fit any budget or business size.

If there's one thing we'd like to add about the platform, it's that its best feature might just be its ease of use. It makes sense, because if customers are happy with their service, they will come back again and again! FreeAgent therefore guarantees total customer satisfaction and a very easy way to switch between different powerful functions in the same application.