FreeAgent CRM

FreeAgent CRM

All-in-one CRM platform for sales-led organizations

4.6/5 (25 avis)

FreeAgent CRM - Présentation

FreeAgent CRM provides a cloud-based platform for organizing calls, documents, deals, contracts and to-do lists. The platform provides open-and-click email analytics, visual custom dashboards, and more for every user message. FreeAgent CRM offers a central customer database and searchable activity timeline, and enables sales teams to stay on track and work effectively with to-do lists, reminders, and push notifications, plus automation, tracking tools and integrations with familiar apps like G Suite, MailChimp, Zapier, Office 365, and Twilio.

FreeAgent CRM helps big and small insurance companies build and sustain relationships with customers. Users can access all projects, phone calls, receipts, important documents, and other data from a single, central location. As a cloud-based solution, users have the flexibility to access their projects and documents anytime, anywhere, via any internet-enabled device. FreeAgent CRM helps users automatically match emails to corresponding contacts, add pictures, import notes, and attach files, along with facilitating system views like list views. Native iOS and Android apps allow users to gain sales visibility on-the-go from mobile devices.

Prix

À partir de
99,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Brésil, Canada, Chine et 5 autres, Europe, Allemagne, Inde, Japon, Amérique latine

Langues

anglais

FreeAgent CRM - Avis

Note globale
4.6/5
92% d'avis positifs
16
Excellent
7
Très bien
2
Moyen
0
Médiocre
0
Horrible
Amy L.
Traduire avec Google Translate

I Didn't Know A Team Could Be So Responsive

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 12/10/2018
Provenance de l'avis : SoftwareAdvice

I have never asked more from a company. Our CRM needs were very different than the typical sales model. I chose FreeAgent because their team seemed willing to work with me to make the changes I needed for my unique circumstances. When shopping for the CRM, other companies told me they would charge thousands of dollars to train me how to build a system to fit my unique needs. FreeAgent CRM said they would be happy to build what I need at no extra cost. They have done just that and exceed my expectations every day. This robust system has everything I need and I appreciate its beautiful design.

Avantages

Choosing FreeAgent CRM is the best decision I made this year. They have worked with me to make their CRM the exact fit I needed for a growing franchise. I have never worked with another company that is so responsive to my requests and needs. Every day I am amazed at how willing they are to make improvements to meet my needs and their team always teaches me how I can personalize the program to our unique circumstances. They take the time to understand my need and then go to work to find a solution.

Inconvénients

I love the product so much that this is difficult for me to answer, but the two things I am hoping to someday have is a #hashtag feature for being able to search activities by topics and to someday be able to have texting also documented in the system. (I think I just thought of how this can be done simply!)! And another request is born....

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Marc K.
Traduire avec Google Translate

FreeAgent CRM vs Salesforce = Apple iPhone XR vs mobile phone 1st generation in the mid 90s.

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 12/10/2018
Provenance de l'avis : SoftwareAdvice

If Salesforce customers would be aware of FreeAgent CRM, Salesforce would have no clients any longer. It reminds me of an upstart like Amazon in 2000 vs the established retailer Sears. I would highly recommend Marc Benioff to take over FreeAgent CRM and let FreeAgent CRM's management revamp Salesforce's entire software and sales/marketing concept. If Sears would have bought Amazon their share price would have been up several thousand percent vs being down 99% during the last 11+ years. Eddie Lampert likely doubted that established, 100+ year old Sears would fall 99%. Better and more agile competitors like FreeAgent CRM can erode the market position of other established leaders over time as Apple, Amazon, Google, Facebook, Netflix have proven.

Avantages

FreeAgent CRM's management and team are outstanding in terms of customization, service, interface, simplicity and elegance. The entire user experience if rated on a scale of 1 to 10 is 10+ while I would rank Salesforce 1 having seen Salesforce performing ten years ago and recently. Salesforce is a sales focused company with an extremely frustrating user experience vs FreeAgent CRM being a true CRM company. It's like using a new generation Apple iPhone vs a mobile phone by other leading providers in the mid 90s. We have no association with the company besides being a customer.

Inconvénients

I have done extensive searches on many CRMs in the last 10 years and wish this 2016 founded company would have been existed 25 or 10 years ago.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Abi L.
Traduire avec Google Translate

FreeAgent Is the best value for your money.

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 02/11/2018
Provenance de l'avis : SoftwareAdvice

This is my first experience with CRMs and its been so pleasant and not frustrating. Thats hard to find in the tech world for me. Our rep is wonderful and knows her stuff!

Avantages

Simple, easy to use and easily learnable. Helpful staff that are there quickly to help with any issues that come up or that you have questions about. Integrates well with Office 365. Looks great and is neat and tidy.

Inconvénients

Any cons that I did have, have quickly been fixed. They are open to suggestions and are constantly improving.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
John M.
Traduire avec Google Translate

FreeAgent CRM is a Great Tool!

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 30/10/2018
Provenance de l'avis : SoftwareAdvice

Customer representatives really work very hard to provide the best training and support! If you are a Mortgage Loan Originator, Real Estate Agent ora stand alone Sale Rep, I think FreeAgent is a great fit!

Avantages

I like how easy it is to work with, especially for my small sales consulting business. It has all the key features I need!

Inconvénients

I really can’t come up with a feature that detracts. Perhaps smaller type for the screen; but I would be very picky choosing that.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Magdalena C.
Traduire avec Google Translate

Excellent Product

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 23/08/2018
Provenance de l'avis : SoftwareAdvice

I have never had an experience like this before... they contacted me, and made follow up, answered all my questions, and even invited me to their offices. They have been great with customer support; it is almost 24/7. They are very nice and willing to help out, and hear your suggestions.

Since I can customize it to my needs, it’s a perfect product. I recommend it 100%.

Avantages

What I love the most about this product is that it is customizable, so the program adapts to my needs instead of the other way around. It is super user friendly, and it has great customer support!! They even give you 1:1 training, and help you customize your profile, and they won’t leave you alone until you are happy with the end product.

Inconvénients

There are a few (almost none) user experience things that can improve... but they are constantly updating features.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

FreeAgent CRM - Prix

À partir de
99,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Starter: $99/month for 3 users
Pro: $399/month for 5 users
Business: $999/month for 10

Contact FreeAgent CRM for other pricing information.

FreeAgent CRM - Fonctionnalités

  • API
  • Base de données de clients
  • Base de données de contacts
  • Champs personnalisables
  • Gestion des calendriers
  • Intégration de tiers
  • Intégration des e-mails
  • Rapports et statistiques
  • Rapports personnalisables
  • Suivi des activités

  • Importation et exportation de données
  • Intégration CRM
  • Intégration des médias sociaux
  • Intégration mobile
  • Modèles personnalisables
  • Notifications automatiques
  • Paiements électroniques
  • Rappels automatiques
  • Stratégie de marque personnalisable
  • Tableau de bord d'activités

Plus d'informations sur FreeAgent CRM

FreeAgent CRM - Principales fonctionnalités

  • Activity Tracking
  • Channel Management
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract Management
  • Customer Database
  • Document Storage
  • Email Integration
  • Email Marketing
  • Field Sales Management
  • Forecasting
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Prospecting Tools
  • Referral Tracking
  • Sales Forecasting
  • Shared Contacts
  • Task Management
  • Territory Management
  • Third Party Integration
  • Workflow Management

Avantages

• A drag-and-drop interface supports instant data uploading, and allows users to add pictures and attach files easily.

• FreeAgent CRM focuses on activity tracking, lead scoring, lead nurturing, lead distribution, pipeline management, lead segmentation and lead capture.

• Users have access to email templates and options for customizing actions, views and tabs.

• FreeAgent CRM helps small businesses customize workflows based on their business requirements.

• The platform is integration-friendly, allowing users to work with G Suite, MailChimp, Zapier, Office 365, and Twilio.

FreeAgent CRM - FAQ

Voici quelques-unes des questions fréquentes sur FreeAgent CRM.

Q. Quels sont les types de licence disponibles pour FreeAgent CRM ?

Types de licences disponibles pour FreeAgent CRM :

À partir de: 99,00 $US/mois

Type de licence: Abonnement

version d'essai gratuite: Disponible

Starter: $99/month for 3 users
Pro: $399/month for 5 users
Business: $999/month for 10

Contact FreeAgent CRM for other pricing information.

Q. Quelles sont les principales fonctionnalités du logiciel FreeAgent CRM ?

Fonctionnalités du logiciel FreeAgent CRM :

  • Activity Tracking
  • Channel Management
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract Management
  • Customer Database
  • Document Storage
  • Email Integration
  • Email Marketing
  • Field Sales Management
  • Forecasting
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Prospecting Tools
  • Referral Tracking
  • Sales Forecasting
  • Shared Contacts
  • Task Management
  • Territory Management
  • Third Party Integration
  • Workflow Management

Q. Qui utilise FreeAgent CRM ?

Utilisateurs habituels du logiciel FreeAgent CRM :

Grandes entreprises, Entreprises de taille moyenne, PME

Q. Dans quelles langues FreeAgent CRM est-il disponible ?

Langues dans lesquelles FreeAgent CRM est disponible :

anglais

Q. Quels sont les types de licence disponibles pour FreeAgent CRM ?

Types de licences disponibles pour FreeAgent CRM:

Abonnement

Q. FreeAgent CRM prend-il en charge les appareils mobiles ?

Appareils pris en charge par FreeAgent CRM :

Android, iPhone, iPad

Q. Avec quelles applications FreeAgent CRM peut-il s'intégrer ?

Applications s'intégrant à FreeAgent CRM :

Act-On, Asana, Facebook, Gmail, Intercom, LinkedIn, Mailchimp, Marketo, Office 365, Slack

Q. Quelles sont les ressources d'aide disponibles pour FreeAgent CRM ?

Ressources d'aide disponibles pour FreeAgent CRM :

Support en ligne, Support téléphonique