Resource Center - FreeAgent CRM Resources

Featured Content

Finding the Right Fit: CRM or CSM for Customer Success

Both CRM and CSM are capable of improving nearly every aspect of your customer success efforts but which one is right for your business?

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CRM, customer relationships, Customer Success

New Content

Top 10 CRM Reports You Need to be Using in 2024

CRM, reporting

Reduce Employee Churn and Drive Productivity with CRM

CRM, culture, customer experience, employee experience

Top 10 CRM: The Benefits of CRM for Customer Support

CRM, Customer Service, Customer Support

Blog

Customer Success

CRM vs. CSM: Choosing the Best Approach for Customer Success

CRM, Customer Relationships, Customer Success

The two most prominent tools used by customer success teams are CRM and CSM. Which one is right for your business? We can help you decide.

Product Updates

What’s New @ FreeAgent – June 2024

Company News, CRM, Product Updates

All the new features and enhancements coming your way in June 2024.

Manufacturing

The Top 10 Manufacturing Podcasts You Should be Listening To in 2024 (and where to start)

CRM, Manufacturing

We made a list of the top 10 manufacturing podcasts that you should be listening to in 2024. Plus, we tell you where to start listening!

Customer Stories

SAVE TIME

Royal Palm Properties Saves 16hrs / week While Improving Customer Interactions with FreeAgent CRM

16+ hours saved/month 🕦

100% adoption rate ⚡

Improved Customer Relationships 😀

“The whole team has adopted FreeAgent. It’s the easiest CRM I have seen in terms of usability.“

Marketing Efficiency

FastTrack is Utilizing FreeAgent CRM to Scale Quickly and Reduce Noise

Increased access to customer communications ⬆

Response time from days to minutes 🕦

Launched targeted marketing campaigns ⚡

“FreeAgent helps us move in the right direction. We no longer spend our time on things that aren’t going to add value at the end of the day.”

Adoption

KJ Street Consulting Consolidates Their Data and Saves 100+ Hours / Quarter with FreeAgent CRM

55% Revenue growth ⬆

100+ hours saved/quarter

100% adoption rate 💥

“Having our entire team collaborate on a project is critical for us. FreeAgent helps us align and coordinate so that we can be more than the sum of our parts.”

Reports & Guides

B2B – Sales Benchmark Report

Report, Sales

Sales benchmarks help you evaluate your team’s performance by offering an objective standard of what’s possible. To help you get the most value from benchmarking, let’s first look at how it relates to KPIs and other sales metrics.

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Marketing Guide for FreeAgent

Guide, Marketing

Marketing will always use its own toolset, and FreeAgent is a powerful addition to the marketing tech stack. It helps boost key KPIs with Full-Funnel Visibility, Marketing-Sales Alignment, Enforce Brand and Organize Sales Enablement, and Marketing Project Management.

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Download – ERP vs CRM Guide

Guide

In this guide, we’ll break down the differences between CRM and ERP, whether or not they should be integrated, and in what order.

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Videos

FreeAgent Product Demo Overview

CRM, Featured, Videos

Customer interactions and internal workflow together at last. FreeAgent captures all your digital customer interactions across every channel, automagically organizes the data in your CRM,…

Opportunity & Pipeline Management with FreeAgent CRM

CRM, Featured, Management, Videos

Boost sales efficiency and gain revenue predictability. Scale operations with confidence, with real-time reports that link forecast changes directly to individual activities, so you can…

Contact & Account Management with FreeAgent CRM

Account Management, CRM, Featured, Videos

Nurture customer relationships that last a lifetime. Automatically log and organize account emails, calls, meetings, and more. Connect deals, tickets, feature requests, and any other…

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