FreeAgent CRM

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FreeAgent CRM Reviews: Find the key features, pricing plans, integrations, and alternatives in this unbiased tool review. 

What is FreeAgent CRM?

FreeAgent is an advanced enterprise-grade and customizable CRM software. The platform allows you to create a competitive roadmap that will help you get an edge over your competitors. 
Gain complete visibility into your business without having to hire a sales consultant or an administrator. The tool is packed with the best-in-class features that improve sales outcomes for your business. The automated sales processes make it easier to follow up with leads. 
Besides, FreeAgent grows with your business to strengthen your understanding of post-sales customer work. 
All in all, FreeAgent is a well-rounded CRM software that optimizes your sales and marketing efforts while improving team collaboration.

Vendor Information

FreeAgent CRM Key Features

  • Work Management

Optimize your business processes by minimizing administrative work  Users will receive instant notifications when important events take place. Score your leads, opportunities, and accounts to find opportunities with AI-driven insights. Stay on top of your lead activity and customize how you view the same. 

  • Task Management

You can create, assign, track, prioritize, and complete all types of tasks. Use @mentions to tag different team members to provide your feedback. Upload different attachments to activity timelines, schedule different tasks, You can also categorize tasks and use the activity timeline search feature to look for different tasks. 

  • Customization

Customize the tool to ensure that it fits your business perfectly. Create custom applications, forms, form fields, icons, and more. Right from the color scheme to the design of different menus, you can customize everything according to your requirements. 
Admins can also customize every application’s ‘All’ View which shows you different items the way you want them to be displayed. 

  • Process Management

You can standardize and optimize the different processes within your business. Create customized workflow stages, workflows, and manage approvals of all workflows in one place. 
Set roles according to condition-based form rules to identify which parts can be viewed, edited, and mandatory. 

  • Automation

Wave goodbye to repetitive and recurring activities and enhance your efficiency. Use custom conditions to assign work to different teams, deliver automated emails to the right contact at the right time, and also create conditions-based automations. 

FreeAgent CRM Features Overview

  • AB Testing
  • Alerts
  • Batch communications
  • Calendar management
  • Call management
  • Channel management
  • Collaboration tools
  • Contact management
  • Content delivery
  • Customer database
  • Customizable reports
  • Data management
  • Data integration
  • Drip campaigns
  • Expense tracking
  • Goal management
  • Lead management
  • Marketing automation
  • Performance management
  • Pipeline management
  • Proposal generation
  • Sales forecasting
  • Task management
  • Territory management
  • Volunteer management
  • Segmentation
  • Third-party integrations

FreeAgent CRM Pricing

FreeAgent CRM pricing plans vary from module to module. Check out the prices of different modules below. 

Sales and Marketing

  • Contact management: $35 per user/month
  • B2B sales: $75 per user/month
  • B2B full funnel sales: $100 per user/month

Customer Service

  • Help desk: $50 per user/month
  • B2B customer service: $75 per user/month

Project Management

  • Project management: $25 per user/month
  • Agile PPM: $50 per user/month

IT Management

  • IT management: $75 per user/month

FreeAgent CRM Pros and Cons

  • The dashboards are amazing and provide data pertaining to all the key metrics. 
  • The vendor keeps track of user suggestions and implements new features consistently to improve the product. 
  • Customer support and training make it easier to understand how the tool functions
  • The platform is intuitive, easy to navigate, and makes it extremely easy to track your sales and marketing pipeline. 
  • The support team responds to escalations in a timely manner. 

  • The visualization and charting features need to be improved
  • Some users have complained about the email fonts. However, the vendor has rolled out new updates to fix the problem. 
  • Users have to feed user information in different areas of the tool.
  • The mobile applications are not as easy to use as the desktop version.

FreeAgent CRM Integrations

FreeAgent CRM Specifications

Free Trial – Yes

Free Version – No


  • Cloud, SaaS, Web-based

Devices supported

  • Windows
  • Mac
  • Android
  • iPhone/iPad


  • In-person
  • Live online
  • Webinars
  • Documentation
  • Videos

FreeAgent CRM pricing plans

Sales and Marketing

  • Contact management: $35 per user/month
  • B2B sales: $75 per user/month
  • B2B full-funnel sales: $100 per user/month

Customer Service

  • Help desk: $50 per user/month
  • B2B customer service: $75 per user/month

Project Management

  • Project management: $25 per user/month
  • Agile PPM: $50 per user/month

IT Management

  • IT management: $75 per user/month

Typical customers

  • Small businesses
  • Medium-sized businesses
  • Large businesses

Languages supported

  • English

FreeAgent CRM support

  • Email
  • Knowledge base
  • Phone support
  • Chat

FreeAgent CRM Alternatives

Did you like this FreeAgent CRM review? Leave your comments below and tell us about your experience while using the tool.

Free Trial
Supported Devices
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
Pricing Model
Monthly payment
Annual Subscription
In Person
Live Online
Customer Types
Small Business
Large Corporations
Medium Business
24/7 (Live Rep)
Knowledge Base
Phone support
Chat support
Email Marketing
Landing Pages
Marketing Automation
Workflow builder
8.8 Total Score

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Karandeep V

Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency. At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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