Skip to content
6 minute read

What’s New @ FreeAgent

New Year, New Features!

At FreeAgent, we’ve been working hard to deliver these latest enhancements to help you crush your goals in 2023!

Inline Edit - Quickly Edit From List View

Learn more

list view 1

Call Recordings

FreeAgent’s Twilio integration can access call recordings on Timelines, Related Lists, and even List views.

Learn more

Image of call recording in a CRM

Always Visible Floating Panels

Admins can modify floating panels, like Ring Central or other VOIP apps, so they are ‘always visible.’ Upon login, always visible floating panels will be minimized.

Learn more

Image of floating panels in a CRM

Improved Custom Code Wrapper

Technical admins and low code developers will notice an improved start and end to custom functions on Automations.

Image of custom code in a CRM

Emoji Support for Text Fields

Admins can add an emoji helper to text fields and can also set a character limit for 3rd party integrations.

Learn more

Image of emojis in a CRM

Support for SMS / Texts

A new App called “Texts” uses FreeAgent’s Twilio integration to support inbound and outbound texting. It requires Twilio-issued phone numbers to operate.

Learn more

Image of viewing text messages in a CRM

@Mention Improvement

@mention notifications include a snippet of the note so you can click less and know more. This applies to in-app notifications, Chrome desktop notifications, and mobile push notifications.

Image of notifications in a CRM

Simpler Settings

You can access all your preferences from a single page.

Learn more

Image of settings in a CRM

Confetti for Completing Tasks

You’ll get a little confetti every time you complete a task, or submit a Data Import, or even complete the Setup Wizard. 😀 

Image of confetti in a CRM

@Mention Replies

You can you reply to @mentions from your mobile phone!

Learn more

Image of @mentions in a CRM

More Powerful Manage Views for Admins

Admins can use filter, sort, and other operators to manage their organization’s views. Non-admin users can still quickly access their Views under Settings/My Views.

Learn more

Image of managed views in a CRM

Stage Field Highlighting

Stage fields with customer colors will be highlighted in the list view so they ‘pop’ like holiday popcorn.

Learn more

Image of stage fields in a CRM

Better in App Notifications

Clicking the bell to view notifications is more satisfying. Notifications have more information, and clicking them takes you directly to the source record.

Learn more

Image of in app notifications in a CRM

Call Transcriptions

FreeAgent supports incredibly powerful call transcriptions via the native Twilio integration. This new capability uses AI from Deepgram and is fully integrated within your existing Twilio account.

In addition each transcribed call will automatically compute Talk Ratio. Talk Ratio is the amount of time the Agent talks (50% = Customer and Agent talk the same amount of time).

Learn more

Image of call transcriptions in a CRM

Click on ‘View Transcription’ to open a player window with the complete contents of the call.

Note you can playback the call at different speeds, and as the call plays the transcribed text will highlight in bold.

Image of call transcriptions in a CRM 2

In addition, transcriptions across all calls can be easily filtered to find just the calls you want to review. You can even receive Notifications should calls include good or bad keywords that are important to your business e.g. Agent Text contains ‘Discount’ or Customer Text contains ‘Pricing’.

Image of call transcriptions in a CRM 3

To activate Call Transcription, admins can simply plug in their Twilio account info, and enable ‘Transcription.’

Image of Twilio integration in a CRM

Please note nominal fees for transcribed text will be charged directly to your Twilio account.

SendGrid Support for Bulk Emailing

Customers can use SendGrid for high volume bulk emails. Select up to 1K emails at a time, with full support for Open, Click, Bounce, and Delivered tracking.

Learn more

Image of bulk emailing in a CRM

Setup is very simple. Admins can just input their company’s SendGrid API key and they are good to go.

Image of bulk emailing in a CRM 2

Improved Duration Format

Duration fields will show in lists, forms, and cards with 1 decimal place of precision e.g. 4.3 days, 4.5 hours and so on.

Learn more

Image of bulk emailing in a CRM

Email Template List Improvement

When looking at your Email Templates you’ll see a micro-preview of each in the list. Click on ‘Preview’ to see a larger version so you can more quickly find what you’re looking for.

Learn more

Image of email templates in a CRM

New Email Template Builder

You can use a drag-and-drop builder to create beautiful email templates for all your customer and prospect interactions.

Learn more

Image of email template builder in a CRM

Include images, dividers, buttons, and all sorts of text, including video content. Preview the email for both web and mobile, and even send yourself a test version to make sure it’s perfect for using in automations or bulk email sends. Amazing!

Image of email template builder in a CRM 2

Introducing FA Bot for Automated Creates and Updates

When Automations and Workflows create or update App records those changes will be “by” the FA Bot. In addition the system will record the Automation or Workflow that made the change in 2 new fields: Created By Job and Updated By Job. Use the link on the Job to navigate to the Automation or Workflow in 1-click.

Image of a chat bot builder in a CRM

Better 'Print to PDF'

The ‘Print to PDF’ action available for Dashboards (and Views) completes more quickly and prints more completely.

Learn more

Image of print settings in a CRM

What's New Notifications

You can elect to receive a notification whenever FreeAgent receives a product update. Manage your preferences to this and any other notification by navigating to Preferences and selecting ‘Notifications’.

Learn more

Image of notifications in a CRM

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.

Share the love

Related Posts




communication, Statistics

Email Marketing

Email Marketing, Statistics

Lead the way
to a better workday

Connect with our CRM experts to
unleash your team’s potential.

We use cookies to improve your browsing experience. By accepting this, you agree to our Privacy Policy

Play Video
Play Video