From Spreadsheets to CRM: A Guide for Business Owners and Managers
If you’re still running your business in Excel, it’s time to upgrade from spreadsheets to a CRM. Here’s how a CRM can improve your business.
Powerful, easy to use CRM your whole team will love.
Phone
SMS
Meetings
Tasks
Reporting
Automation
AI Assistant
Uplift your work with generative AI-powered features.
Webforms
Deploy webforms and capture data in your CRM instantly.
Integrations
FreeAgent CRM solutions to empower your business.
B2B Sales & Support
Lift your business up out of spreadsheets and email.
CRM for Clinics
Maximized referrals and boosted attendance rates.
CRM for Healthcare
Connect your systems and teams in one holistic workplace.
CRM for MedTech
Accelerate operational efficiency and surface new opportunities.
CRM for Manufacturers
Connect your people, data, and processes for better outcomes.
In-House Services
Delivering lasting value from start-up to success.
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FreeAgent is trusted by the world’s most productive teams
If you’re still running your business in Excel, it’s time to upgrade from spreadsheets to a CRM. Here’s how a CRM can improve your business.
The world of work was transitioning to a more remote model even before the global pandemic. In the post-pandemic world that transition has been accelerated. We are now living in the age of the “new normal” and that means we need to adapt if we are going to continue to thrive.
Fast forward to today; Apple is regarded as one of the top companies in the world to work for. They foster a culture that is renowned for its inclusivity and openness.
If you want to attract the top minds in your industry, you need to join the culture club.
Finding a few minutes each day can’t be *too* much of a stretch…
The remote transformation was happening before the pandemic, but it was dramatically accelerated over the last year. Not only are we confronting the challenge of remote work, we are doing so at a time when our personal and social lives are flipped upside down, and work-life balance is an ever-retreating aspiration.
Turn Your Office Into A Gym – Without Those Pesky Fees We all know we perform better and are more productive when we feel great.
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to a better workday
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