Wat is FreeAgent CRM?

FreeAgent CRM is een op de cloud gebaseerd platform voor verkoop, marketing en klantenservice dat kleine bedrijven helpt om hoogwaardige relaties met klanten te onderhouden. Het systeem werkt automatisch met de e-mail van de gebruiker om leads te creëren en te classificeren, herinneringen op te volgen, aangepaste automatiseringen uit te voeren en alle interacties met klanten bij te houden.

Wie gebruikt FreeAgent CRM?

FreeAgent CRM helpt kleine bedrijven groot te worden door hun cloudgebaseerde CRM-oplossing. Beheer moeiteloos leads, contacten, e-mails en oproepen, accounts en deals en creëer aangepaste rapporten en dashboards.

Waar kan FreeAgent CRM worden geïmplementeerd?

Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (mobiel), iPhone (mobiel), iPad (mobiel)

Over de leverancier

  • FreeAgent Network
  • Gevestigd in Half Moon Bay, VS
  • Opgericht in 2016
  • Telefonische ondersteuning
  • Chatten

Beschikbaar in deze landen

Canada, Verenigd Koninkrijk, Verenigde Staten

Talen

Engels, Frans, Spaans

Over de leverancier

  • FreeAgent Network
  • Gevestigd in Half Moon Bay, VS
  • Opgericht in 2016
  • Telefonische ondersteuning
  • Chatten

Beschikbaar in deze landen

Canada, Verenigd Koninkrijk, Verenigde Staten

Talen

Engels, Frans, Spaans

Video's en afbeeldingen van FreeAgent CRM

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Vergelijk de kosten van FreeAgent CRM met soortgelijke producten

FreeAgent CRM

N.v.t
Gratis versie
Gratis proef
US$ 25,00/maand
Gratis versie
Gratis proef
N.v.t
Gratis versie
Gratis proef
US$ 50,00/maand
Gratis versie
Gratis proef

Functies van FreeAgent CRM

  • A/B-tests
  • Aanpasbare rapporten
  • Aanpasbare velden
  • Activiteiten volgen
  • Batchverwerking
  • Beheer van salesactiviteit
  • Beheer van verkooppipeline
  • Bellijstbeheer
  • CRM
  • Communicatie via meerdere kanalen
  • Contactenbeheer
  • Content delivery
  • Dashboard
  • Documentbeheer
  • Documenten opslaan
  • Drip -campagnes
  • E-mailbeheer
  • E-mailmarketing
  • Gedeelde contacten
  • Gegevens importeren en exporteren
  • Integratie van sociale media
  • Integraties van derden
  • Interactie bijhouden
  • Kalender-/herinneringssysteem
  • Kalenderbeheer
  • Kansenbehee
  • Klantenbeheer
  • Klantendatabase
  • Klantensegmenten
  • Leadkwalificatie
  • Leads beheren
  • Leads vastleggen
  • Leadsegmentering
  • Marketingautomatisering
  • Mobiele toegang
  • Offertes
  • Online implementatie
  • Personalisatie
  • Pipelinebeheer
  • Predictieve analyse
  • Prestatiebeheer
  • Prestatiemeetwaarden
  • Priorisering
  • Rapportage en analyse
  • Rapportage en statistieken
  • Samenwerkingstools
  • Segmentering
  • Sjabloonbeheer
  • Taakbeheer
  • Territoriumbeheer
  • Voor Mac-apparaten
  • Voor iPad-apparaten
  • Voor start-ups
  • Waarschuwingen/Meldingen
  • Workflowbeheer
  • Zoeken/filteren

Alternatieven voor FreeAgent CRM

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Reviews over FreeAgent CRM

Gemiddelde score

In totaal
4,6
Gebruiksgemak
4,5
Klantenservice
4,9
Functies
4,5
Waar voor je geld
4,8

Reviews op basis van bedrijfsgrootte (werknemers)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Reviews zoeken op score

5
69%
4
27%
3
4%
Mateo G.
Growth Marketing & Business Development in VS
Informatietechnologie en -diensten, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Overwogen alternatieven:

FreeAgent CRM

5 2 jaar geleden

Opmerkingen: FreeAgent allows our Sales & Marketing teams to work efficiently and effectively together as one revenue-focused team. The automation features & Zapier integration has allowed our small team to set up many different marketing automation workflows that have saved us a ton of time.

Pluspunten:

The platform is super intuitive, easy to navigate, and simplifies the way we track our joint marketing & sales pipeline. There's no steep learning curve and most importantly, the customer support all the way up through senior leadership has been incredible. They're quick to respond and escalate any issues immediately and there's been plenty of productive face-time with the management team who seems genuinely interested in taking customer feedback to shape their product roadmap. On multiple occasions they've turned around and pushed into production our product feature requests in a matter of days or weeks. Zapier & Mailchimp integrations are a huge plus too!

Minpunten:

Could be more robust on the reporting/dashboard side of things, but I'm told a lot is coming in early 2020 with regards to reporting.

Matt E.
Co Founder, Director of Partnerships in VS
Computersoftware, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Overwogen alternatieven:

A leap of faith

5 8 maanden geleden

Opmerkingen: Migrating a CRM has to be one of the most daunting and challenging things a company can do. Every step of the process was made as painless as possible by [SENSITIVE CONTENT] and her team. Constant check-ins and offers of assistance to get it done. After traversing to a live client that same level of importance was continued with [SENSITIVE CONTENT] and our account management team. Engineers attending a call is unheard of elsewhere.

Pluspunten:

The Dashboards were the winning feature. And the blank canvas approach was unexpected but fun and very unique.

Minpunten:

Having to export from our previous CRM was a lot of work. Fields and values were translated into unusable data and it required a lot of work to reconnect all of the dots in order to import the data into FreeAgent. The process of learning something new was a little challenging.

Tom W.
Principal in VS
Medische praktijk, Zelfstandig ondernemer
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Perfectly adequate, user-friendly starter CRM software with excellent training/support for very small businesses.

3 4 jaar geleden

Pluspunten:

Customer support & initial training was very good, individualized, patient, and responsive, even before I had committed to purchase. More features than I use or need for my small start-up.

Minpunten:

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

Julia G.
Marketing Promotions Specialist in VS
Verzekeringen, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Overwogen alternatieven:

It's All Good

4 10 maanden geleden

Opmerkingen: FreeAgent CRM helps me stay on top of any changes and updates my team members make to our prospect list. With the help of various "Automations", I am kept in the loop if a change was made or a special note was entered.
The system also helps my team stay accountable, on task and better organized.

Pluspunten:

The most useful "Pro": The upload capabilities - No more adding and updating one-by-one. One upload and all of your data is populated and ready to use. The most surprising "Pro": Custom-ability - The FreeAgent team worked side-by-side with us to set up and implement a system that would work BEST for our specific requirements as a Property/Casualty insurance agency. Including introducing and implementing 'custom code' solutions, unique to our needs. The BEST "Pro" - The Chat function - Most issues or questions can be addressed within a few moments.

Minpunten:

I would love to see more integration between the various CRM "apps" and the interface FreeAgent calls "Lines" that sit inside the apps, (I will say that since we have signed on - about 6 months ago- they have already made improvements) In addition, greater flexibility or higher inclusion when running reports and lists in regards to contacts and their assigned account. (it would be beneficial to me to somehow combine these: so interactions and opportunities will be shown together regardless if the "item" is pertaining to the account, or the contact. (my current understanding is that reports are to be run separate from each other)

Christian C.
VP of Sales in VS
Informatietechnologie en -diensten, 11-50 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Overwogen alternatieven:

Excellent Sales Focused CRM

5 12 maanden geleden

Opmerkingen: So far it’s been very good. I was comparing them to Salesforce and asked a lot from my sales rep. He was able to demonstrate everything I was asking for and pulled in resources to ensure it would work for us. The ability for them to do nearly everything I requested coupled with their cost made it a no brained compared to the big guy.

Pluspunten:

It was built for sales not marketing. It’s a little daunting at first as most everything has to be built but all the building blocks are there. They are actively taking feedback and rolling out updates as well - while we’ve only been a customer for 3 months we’ve already had new features added each month.

Minpunten:

The way data is nested or lack there of is something that needs immediate attention. Currently when attaching a contact to a deal or a quote you see all contacts available not just ones associated to that account. Probably fine for companies in the small business or consumer space but it doesn’t work in mid-market and enterprise when I have 3 Tom Jones and there is no way to decipher who is who