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CASE STUDIES

Resources for the new world of work

Case Studies

Opera Event Sees Their Pipeline Grow More Than 70% with FreeAgent CRM

“With FreeAgent, it’s less intimidating to go in and try to do something outside of the box. Most of the things we are using the platform for are non-conventional, and if I were with our old CRM and wanted to try something new, I would have to hire a 3rd party engineer to go in and set it up. After seeing the results, if I wanted to make changes, I would have to re-hire the engineer again to implement the changes. That makes it feel like it’s not our CRM or environment. With FreeAgent, I think of something and work it through in my mind, and then I go in and do it.”

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FreeAgent CRM FastEST Case Study

FastEST automates their lead creation process with FreeAgent- saves 24+ hours/week

The team at FastEST knew that spreadsheets and outdated data entry software were no longer going to be enough to support their year-over-year growth. They needed something that could centralize their data, optimize their processes, and minimize their day-to-day operational workload. What they found was FreeAgent CRM, an enterprise software platform that offered everything they were looking for and more, at a price well below the other solutions they were looking at.

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Port TMS is leveling the playing field and growing sales

“We’re a People-First company. We believe if we take care of our employees and we take care of our customers, everything else will take care of itself. FreeAgent allows our team to have better communication. Our Analyst, Customer Success, Implementation, Sales, and Dev teams are all on the same page. Less time, less work. Everything is right there; all of us know what’s going on.”

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ImaginAb multiplies sales activities / per day with FreeAgent CRM

“With FreeAgent, each sales rep can manage more customer accounts and opportunities, and manage them well. We have much higher sales-driving activities than was possible before. Rep onboarding is a whole 30 days quicker due to FreeAgent. Our sales leader has seen huge improvements and been able to drive much more efficiency in the sales process.”

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