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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...

  • Applications

    From creating new records in any app to updating them, learn how to make bulk edits among other things.

  • Tips & Tricks

    Useful insights on how to use FreeAgent CRM.

  • 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...

  • FreeAgent Cypress

    Check out our tutorials for the new and improved FreeAgent CRM.

  • FreeAgent Bonsai

    Tutorials for FreeAgent Bonsai version.