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Easy step-by-step guides to learn more about FreeAgent CRM features
Our onboarding process is divided into two phases, the 1st phase consists of the "Initial Set Up", once you have comp...
Save time with the integrations, so that you can focus on your customers and growing your business.
Complete freedom to work the way you want. Customizations, team management, importing and exporting, and more.
From pairing your phone number, to calendar integrations, to personalizing your own account.
Effortlessly add, edit, delete, and learn about bulk edit and saved views, too.
Customize a little or customize a lot. How to effortlessly create custom tabs, fields, stages, and way more.
Everything email! Pairing your email, sending and receiving, using templates, and your custom email signature.
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.
Create and share custom reports, and save them as widgets in your custom dashboard to always see what's important to ...
Our full-featured mobile app works just as easy as the desktop version. Learn how to use it to work anywhere, anytime.