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 Knowledge Base and Support
If you have any questions or technical issues while using FreeAgent, there are different support channels available depending on your issue.
We provide detailed articles packed with images and videos on how to use FreeAgent as well as answer some of our most commonly asked questions. Get the information you need in our Knowledge Base by accessing your profile menu in the top right corner of FreeAgent.
To find exactly what you are looking for, we recommend the search function. Type in the keyword for your search. As you start typing you will start seeing results.
Your feedback helps us improve. You can let us know if you found the information helpful at the bottom of each article.
If you are an Administrator within FreeAgent you can reach out to our Support team no matter what FreeAgent package you have. There are two ways to reach out.
1. Support Portal
Admins can utilize the self-service support portal to log support issues, check issue status, and provide supplemental support information to the FreeAgent team. Once authorized, admins will see a new option under their profile menu.
Once it's clicked you'll be taken to your Support Portal. From here you can see all of your existing support issues and create new tickets.
As FreeAgent Support staff work on your ticket you'll be able to track the progress. This includes updates, notes, and ticket resolution information
Before you contact Support
When chatting or emailing support, there are a few things you can do to ensure your issue is solved more quickly:
- Provide Detail: Instead of just typing "my email isn't working" try to provide more detail concerning what exactly is happening. Is it your account that's being affected or are there others? How long has this been happening? Is there a specific email domain having issues? The more detail the better.
- Include links and screenshots: Our Support agents can access your account if needed. Let us know if there are specific accounts or parts of FreeAgent you're having issues with by sharing links, usernames, email addresses, and screenshots of the issue if possible.
- FreeAgent Administrator: You need to be an Admin within your FreeAgent account to take advantage of Support services.