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Tutorials

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.

  • Activities & Reports

    Create Next steps, review your Email Analytics, create beautiful and useful Dashboards for your reports.

  • Personal Settings

    FreeAgent CRM your way! Create your email signature, pair your email and your phone number, configure your notificati...

  • Company Settings

    Update your company profile, manage your users and more!

  • System Settings

    Automate your flow, create custom apps and contact assignment rules and configure your integrations

  • 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

    Learn more about some of the recent updates.