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Easy step-by-step guides to learn more about FreeAgent CRM features

  • Onboarding

    Our onboarding process is divided into two phases, the 1st phase consists of the "Initial Set Up", once you have comp...

  • Integrations

    Save time with the integrations, so that you can focus on your customers and growing your business.

  • Settings

    Complete freedom to work the way you want. Customizations, team management, importing and exporting, and more.

  • Profile

    From pairing your phone number, to calendar integrations, to personalizing your own account.

  • Apps

    Effortlessly add, edit, delete, and learn about bulk edit and saved views, too.

  • Customizations

    Customize a little or customize a lot. How to effortlessly create custom tabs, fields, stages, and way more.

  • Email

    Everything email! Pairing your email, sending and receiving, using templates, and your custom email signature.

  • Next Steps

    Your automatically created to-do list, under your full control: Learn to add, edit, automate, and mark as done.

  • Tips & Tricks

    Useful insights on how to use FreeAgent CRM.

  • Reports

    Create and share custom reports, and save them as widgets in your custom dashboard to always see what's important to ...

  • Mobile Apps

    Our full-featured mobile app works just as easy as the desktop version. Learn how to use it to work anywhere, anytime.

  • Webinars

    Here you can review all the Webinars, read the summary, play the videos and review the answers to the questions asked...