You shouldn’t have to worry about running out of storage space for your most important files and contact data. We only charge you for how many transactions you make, not how much data you use.
A CRM with unlimited contact data means you can scale as much as you need without incurring high costs.
Never start from scratch – simply import your data from your existing spreadsheets and other data sources to
Searching for stuff should be easy. FreeAgent can create inexact matches using special characters (i.e. regex), and by default it returns an exact match for the first word on a record.
The faster you can get to work, the more productive you are throughout the day. FreeAgent shows you your current and overdue tasks in the My Tasks menu.
Stay on track with reminders and updates on your most important tasks.
You should be able to manage your meetings and upcoming events right from your CRM.
Being able to filter leads by different attributes means you can make better decisions based on accurate
An interactive map gives you an idea of who’s working on which accounts and what their progress is. FreeAgent currently shows Map View setup for accounts where latitude and longitude are in the list columns.
With a flick of your wrist, you should be able to move leads from one stage to another.
Intelligent sales automation means your leads progress through your funnel on the backend as you work your
Whether you’re working in different territories or trialing a new sales strategy, your pipeline data
shouldn’t get mixed up.
Your CRM should offer a few common reports out of the box, such as revenue reports and pipeline progression
Portable reports bring important information to everyone in the company.
You should be able to see the metrics that matter most to you upon logging in – so you can tackle the right
A single source of truth for all team and client communications is crucial to visibility and proactiveness.
Tapping your teammates for help helps you get work done faster.
Syncing your client emails to your CRM grants you greater visibility and crucial context into each account.
Grab opportunities quickly by dialing out from within your CRM – all for free.
Email templates ensure a high standard of comms across your team and shorten the time it takes to set up and
List segmentation is a crucial aspect of contact management – allowing you to email only the right people
An intelligent CRM alerts you when a prospect has responded to your outreach, preventing you from coming
across as an automated bot to your prospect.
Your CRM should offer or let you build a sales process guidebook to align your team.
For example, you should be able to assign all leads from the East Coast to Ronny Rep, or all queries from
the website channel to Sally Sales.
Nobody likes endless email sequences. Intelligent email marketing automation means prospects only get
information relevant to their buying journey at any given moment.
Retain that client or close that deal by automating tasks related to follow-up activities.
Your final CRM choice should be intuitive enough to use out of the box.
If your CRM charges you for implementation, you’re paying more than you should.
Your business shouldn’t need to wait more than 90 days to start using a CRM platform.
An on-premise CRM admin costs you money you could be reinvesting in your business.
As a CRM customer, you should be able to reach Support at any time.
An accurate Knowledge Center helps your team troubleshoot issues without waiting for Support.
Your CRM app should work as smoothly on mobile as it does on desktop, no matter where you are – and
shouldn’t cost you a dime.
Modern CRMs come with a host of integrations to keep you connected to the rest of your work.
Zapier is an app that connects different apps through APIs, wherever possible.
Charging according to users prevents you from adding more users easily. Usage-based pricing means your whole team can use it as much as they want, and only pay for what you use.
Instant implementation means you don’t have to wait around for weeks before getting to use your CRM.
Usage-based pricing means you can adjust your monthly transaction units up or down depending on how much you actually need.