How can we help?
Easy step-by-step guides to learn more about FreeAgent CRM features
An overview of FreeAgent CRM, first login, concepts, navigation, and more.
Start-to-finish guides to help you customize your FreeAgent experience.
Previously recorded webinars covering various FreeAgent features.
Learn to create beautiful and powerful Dashboards thanks to our one of a kind reporting engine.
This section tracks all activities from meetings to emails and tasks. You can follow all activities across your platf...
FreeAgent CRM your way! Find everything you need to customize your FreeAgent CRM account.
All you need to know to customize FreeAgent CRM and take your business to new heights.
Our full-featured mobile app works just as easy as the desktop version. Learn how to use it to work anywhere, anytime.
Troubleshooting and FAQ
Some of the most common issues with solutions are listed here.
Security and Customer Support Info
Information on FreeAgent Support as well as our Security and Privacy policies.
Most Popular Articles
The email templates builder has everything you need to build smart templates for your business needs. You can use email templates to send emails...
User preferences are for updating all settings related to you as an individual user. We recommend updating these settings when you first start usin...
FreeAgent CRM gives you full control over your Users. Add, edit, suspend, or activate members of your team at any time. User Permissions: Only the...