Resource Center - FreeAgent CRM Resources

Focus Physiotherapy Increases First Attendance Rate by 10% with FreeAgent CRM

FreeAgent CRM helped the team at Focus Physiotherapy boost physician referrals and increase their first attendance rate.

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Customer Success Stories

New Content

Blog

Videos

Reports & Guides

Blog

Customer Success

Finding the Right Fit: CRM or CSM for Customer Success

CRM, Customer Relationships, 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?

CRM

Top 10 CRM Reports You Need to be Using in 2024

CRM, Reporting

CRM reporting can play a key role in providing business insights and driving strategic decisions across your entire organization.

CRM

Reduce Employee Churn and Drive Productivity with CRM

CRM, Culture, Customer Experience, Employee Experience

Employee churn is a significant challenge for organizations striving to maintain growth and profitability. Fortunately, CRM can help.

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.“

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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.”

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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.”

READ STORY

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…

Lead the way
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Talk to a CRM expert and unleash your team’s potential.

Featured Content

Focus Physiotherapy Increases First Attendance Rate by 10% with FreeAgent CRM

New Content

Blog

Videos

Reports & Guides

Blog

Finding the Right Fit: CRM or CSM for Customer Success

CRM, Customer Relationships, Customer Success

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

Customer Stories

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

FastTrack is Utilizing FreeAgent CRM to Scale Quickly and Reduce Noise

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

Reports & Guides

B2B – Sales Benchmark Report

Marketing Guide for FreeAgent​

Download – ERP vs CRM Guide

Videos

FreeAgent Product Demo Overview

Opportunity & Pipeline Management with FreeAgent CRM

Contact & Account Management with FreeAgent CRM

Marketing Guide for FreeAgent