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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.
From creating new records in any app to updating them, learn how to make bulk edits among other things.
Learn to create beautiful and useful Dashboards through our unique Saved Views.
Review your email analytics and work with Next Steps 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.
Our most frequently asked questions will give you useful insights on how to use FreeAgent CRM.
Here you can review all the Webinars, read the summary, play the videos and review the answers to the questions asked...