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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.

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Twijfels over FreeAgent CRM? Vergelijk met een populair alternatief

FreeAgent CRM

FreeAgent CRM

4,7 (72)
US$ 60,00
maand
Gratis versie
Gratis proefversie
86
149
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4,8 (72)
4,9 (72)
VS.
Beginprijs
Prijsopties
Functies
Integraties
Gebruiksgemak
Prijs-kwaliteitverhouding
Klantenservice
US$ 25,00
maand
Gratis versie
Gratis proefversie
40
Geen integraties gevonden
3,9 (323)
3,8 (323)
3,9 (323)
Groene beoordelingsbalken geven het winnende product aan, op basis van de gemiddelde beoordeling en het aantal reviews.

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Reviews over FreeAgent CRM

Gemiddelde score

In totaal
4,7
Gebruiksgemak
4,6
Klantenservice
4,9
Functies
4,5
Prijs-kwaliteitverhouding
4,8

Reviews op basis van bedrijfsgrootte (werknemers)

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

Reviews zoeken op score

5
69%
4
26%
3
4%
Matt
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

Eerder overwogen alternatieven:

A leap of faith

5,0 3 jaar 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.

Lt
BI Developer in VS
Informatietechnologie en -diensten, 11-50 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Eerder overwogen alternatieven:

The best customizable, responsive, intuitive CRM I've ever used and implemented

5,0 12 maanden geleden

Opmerkingen: I've been so pleased with their support I just had to write a glowing review. If I ever needed a job, I might just go apply to be a CRM integrator - this experience has been fun! Thanks [sensitive content hidden] and team!

Pluspunten:

Honestly the best CRM I've used and implemented. The ease of out-of-the-box customization, the readily-available documentation, the super customizable external customer support Portal for ticketing systems, the stellar and responsive support makes FreeAgent CRM one of the best vendor provided products I've ever worked with in my entire IT/CS career. No exaggeration! Plus, it looks great, simple, the UX is intuitive. This CRM is feature packed and the customization options are seemingly endless. New features are constantly being pushed out and the vendor has been extremely supportive in developing enhancement requests. The reporting features, the ability to integrate with 3rd party software like Twilio and Zapier... I could go on and on.I wouldn't pay attention too much to the cons listed in the previous reviews about certain lack of features. The vendor is constantly improving their product offerings. Someone complained about contacts not being able to be filtered by the company selected, and I think this person didn't read the documentation or explored the features very well, because we have this feature implemented across many of our CRM apps. Questions on features, bugs, issues, enhancements, etc. have been very well received. If we can't figure out how to do something the way we want it, the support team with FreeAgent has always been extremely helpful. Our CRM implementation went smoothly, we planned out and documented steps, and we couldn't be more pleased.

Minpunten:

I really can't think of anything I don't like about FreeAgent. Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed.

Tom
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.

3,0 6 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
Marketing Promotions Specialist in VS
Verzekeringen, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Eerder overwogen alternatieven:

It's All Good

4,0 3 jaar 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)

Kenna
Admissions Counselor in VS
Hoger onderwijs, 51-200 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Eerder overwogen alternatieven:

A unique solution for a unique business

5,0 4 jaar geleden

Opmerkingen: Overall, I'm really happy with the service and product we are receiving with FreeAgentCRM. From the sales perspective, [SENSITIVE CONTENT HIDDEN] was phenomenally responsive to my multiple and various questions, and made the decision process very easy with FreeAgent being a clear winner in meeting the needs and budget requirements we set out with. Our college was starting from scratch with no real CRM solution in place and a lot of fall-through in our processes and communications. [SENSITIVE CONTENT HIDDEN] was understanding and worked with us as we navigated the state purchasing system (since we are a state funded institution and all large purchases go through the attorney general's office). Once the contract was signed, we were seamlessly handed over to the customer success and integration teams, [SENSITIVE CONTENT HIDDEN] made sure to answer all of our questions and work through the set up of the system to meet our specific needs while flawlessly acting as a translator for what the tech team needed for our integration and putting it in to layman's terms for me and my team to understand and respond with what exactly we were looking for and how we planned to use it. FreeAgent has a plethora of functions we need to get started with a CRM without a lot of extras that we either will not use or aren't ready for, but are also constantly improving the platform and adding more capabilities.
TLDR: FreeAgent is the sweet spot for a great product with customizable functionality with stellar customer service.

Pluspunten:

After an extensive review of potential CRM solutions to fit the needs of our admissions and recruitment team, we decided on FreeAgentCRM because of the flexibility to integrate with other solutions we were already using and how well it tracks the various interactions we have with a prospective student and applicants.

Minpunten:

Our biggest requirement was that the CRM integrate with our existing Student Information System, and while the integration has taken longer than anticipated (by no fault of FreeAgentCRM or its team) we are on track to be fully implemented in time to test and prepare for the upcoming semester and open enrollment period. The FreeAgent CRM team have been extremely understanding and accommodating to the multiple hurdles we've encountered with trying to integrate to a complex system with minimal API documentation.