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Easy step-by-step guides to learn more about FreeAgent CRM features
An overview of FreeAgent CRM, first login, concepts, navigation, and more.
FreeAgent Hazel is the 5th Major Release of FreeAgent CRM. Discover the latest innovations here.
Start-to-finish guides to help you customize your FreeAgent experience.
Apps define how your organization gets work done in FreeAgent. Manage and work with your records in each App.
Learn to create beautiful and powerful Dashboards thanks to our one of a kind reporting engine.
Review your email analytics and work with Tasks to take your CRM-ing to the next level.
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.
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Changing your password after your first login, and periodically will help to keep your account safe. Edition Qualifier: This feature is available i...
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 have any questions or technical issues you can reach out to our Support team no matter what FreeAgent package you have. There are two ways to reach out.
1. Chat: You can do so by accessing your profile menu in the top right-hand corner of FreeAgent and clicking on 'Live Chat with Support'. Our Support team will be in contact with you right away.
Note: Our chat support is available from 9am-5pm CT - and our team will respond in 24 hours and as soon as we are back online if anything comes in after hours.
If you have new information to share you can access any of your old chat conversations with our support team.
2. Email: email@example.com
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 have the ability to 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.
Our Support team will create a ticket to track your issue and will make sure it's updated any time new information is provided.