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What’s New @ FreeAgent – March 2024

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

Hierarchy Support

Now admins can easily enable hierarchy support for Accounts and other Apps. Just specify a “Parent Field” when configuring your App.

Hierarchy Support image
Once configured navigating the hierarchy is easy; just hove over the hierarchy icon next to the page title. Click any node in the hierarchy to navigate to it.

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.

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