FreeAgent CRM Reviews 2022

There are two things. First: their customer service is bar-none, the best i have ever seen. They have a chat option that allows you to get answers within 5 minutes if not sooner. Second: the system so so robust you can work operations, payments and sales seemlessly together.

Customer Service is outstanding, and the developers listen to my needs and, within hours, have made the necessary updates needed to make things work. My niche is a hard nut to crack because there are so many variables. However, Freeagent stepped into this and together, we have devised a system that flows very well and does what I need. I cannot say enough good things about them.

It is difficult to pick one “best”:

The ability to easily create custom data fields was a critical element for us. We are a smaller school with unique requirements and educational data fields. The “out of the box” systems didn’t meet our needs and didn’t offer the ability for customization. Free Agent allows us to easily create multiple data fields and organize these in the way that makes it most efficient and productive for our staff.

Having the ability to come in first thing in the morning and see the status of each prospect student has saved a lot of time for our Admissions’ team. It is so easy to move a prospect through various stages of the funnel, see all activities related to the prospect (phone calls, texts, emails) and the timeline with each.

I have reports that I need every single week. With FreeAgent, once the reports have been created, it’s just one click and I can have it right there. That saves quite a bit of time.

Client service is excellent! Responsive, friendly and always will to help.

What do you dislike about FreeAgent CRM?

Though their cost is a bit high, it is well worth the money and they will work with you for the best pricepoint that works for them and for you.

No-fault of Freeagent, but I have had to integrate with a third-party system to fire off my information into Freeagent, and I would prefer to bypass that third-party system altogether.

There is nothing specific that we dislike with the product.

I haven’t much to dislike, they are constantly updating the software and pushing out new possibilities!

There hasn’t been a single thing that I’ve disliked about FreeAgent and I use this software constantly throughout my day.

What problems is FreeAgent CRM solving and how is that benefiting you?

I can track payments, partial payments by product and company. I love being able to see the email history and when the client or potential client has opened his/her email and how many times. That way I know how to approach our next conversation.

My organization has never integrated with a CRM that can be a single entry point; Freeagent has solved that problem. Freeagent is storing my data, providing real-time updates to office staff and reps in the field, and supplying me with robust reporting. These are the problems that Freeagent CRM is solving and the benefits.

FreeAgent has really helped us organize our account management. It has made it so much easier to see the status of each prospect and to take the appropriate action based upon the stage/status of the prospect.

It has greatly helped us with timely communication outreach to our prospective students.

FreeAgent has really helped us organize our contact/account management. Without a doubt, we’ve increased revenue with this CRM!

Features

CRM FEATURES

• Segmentation
• Lead Management
• Contact Management
• Interaction Tracking
• Calendar/Reminder System
• Document Storage
• Task Management
• Email Marketing
• Mobile Access
• Marketing Automation
• Internal Chat Integration
• Social Media Integration
• Territory Management

Pros

“I love how you can customize the work flow it best fit you and your need. You can make the system fit you, not the other way around.”

“It felt pretty seamless. I was very very impressed and I have been a CRM hater from way-back since my experience at a big Pharma Company using SalesForce.”

“The compatibility and support. The teams are helpful and committed to providing the best service.”

“We are so amazed with FreeAgent and so happy we decided to go this route for our data needs.”

Cons

“Keeping all communications with members/donors in one place with no effort.”

“Search function is sometimes laborious; difficulty refining search parameters. Inability to delete contacts that are no longer needed.”

“Eddie Lampert likely doubted that established, 100+ year old Sears would fall 99.”

“You don’t offered the principal problems with the companies. For example: send test mailings, send more 30 emails for campaign.”