3 minute read

What’s New @ FreeAgent – January 2024

January 17, 2024

Featured, product updates

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

At FreeAgent, we’ve been working hard to deliver new enhancements to help you crush your goals in 2024!

What’s New @ FreeAgent – 2023 Year in Review

What’s New @ FreeAgent – February 2024

What’s New @ FreeAgent – March 2024

Expand and Collapse Form Sections

Now you can expand and collapse form sections for Contacts, Accounts, and all other Apps.

New Automation Builder

Now admins can enjoy a more visual automation builder for Automations. Add automation actions at any step, and simply click on an automation action to edit it’s values. Set start and stop conditions and more.

See automation history for any app record in the system too. Just click on the “…” in the upper right of the detailed page, and select ‘Automation History.’ Wow!

Learn more

Auto-associate emails with Tickets, Deals, Projects and more

Now when your email is automatically synchronized with FreeAgent, it undergoes a scanning process to identify matching IDs, allowing it to be automatically associated with relevant app records. Simply include a ticket ID, such as ‘TIC111223,’ in the email’s subject line or within the email body, and voilà, it becomes instantly visible within the corresponding ticket. Works across all your Apps, from Tickets to Deals, Projects to Invoices, Accounts and more.

Task Due Notification

Now you can give yourself or others a gentle reminder to complete tasks with Task Due Notifications.

When the time comes to complete your task, the system will send you a notification. Dismiss or even snooze the notification. And receive it not only in the web app & native mobile app, but also across all the delivery channels you want. Set them via your personal preferences.

Hey admins, works when creating Tasks from Automations too!

Viewing Emails

Now you can view emails in a big beautiful window, whether clicking into the email from Notifications, Live Feed, the Activity Timeline, or anywhere else. Quickly see and manage the email’s references to Contacts, Accounts, and more.

And if the email is sent from FreeAgent and you’ve enabled open and click tracking, you’ll see Open and Click totals as well as Last Opened and Last Clicked. Wow! 😍

Faster Performance for Slower Computers

Now any users with slower CPU clock speeds should experience faster performance while using the Web App. 🚀

Lead the way to a better workday with FreeAgent

FreeAgent CRM is designed for today’s world of work and our robust toolset is ideally suited to supporting the varied work processes of modern businesses. FreeAgent is:

Easy to use: FreeAgent works like you expect modern apps to work, providing a user experience that feels fresh and familiar. Teams love working in FreeAgent, leading to high adoption and greater ROI.

User-configurable: FreeAgent can be configured by you to work the way you do. This means you don’t need outside support to add a form field, adjust a CRM automated workflow, or try out a new process.

Customizable: With FreeAgent, apps, forms, and configurations are all completely customizable, allowing you to capture and connect your data in any way you like.

To see FreeAgent in action, get a demo, and discover for yourself how FreeAgent can help you have workdays full of impact.