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Tutorials
Easy step-by-step guides to learn more about FreeAgent CRM features
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FreeAgent Hazel
FreeAgent Hazel is the 5th Major Release of FreeAgent CRM. Discover the latest innovations here.
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Getting Started
An overview of FreeAgent CRM, first login, concepts, navigation, and more.
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Apps
Apps define how your organization gets work done in FreeAgent. Manage and work with your records in each App.
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Reporting
Learn to create beautiful and powerful Dashboards thanks to our one of a kind reporting engine.
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Activities
Review your email analytics and work with Tasks to take your CRM-ing to the next level.
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Settings
FreeAgent CRM your way! Find everything you need to customize your FreeAgent CRM account.
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Admin Settings
All you need to know to customize FreeAgent CRM and take your business to new heights.
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Mobile App
Our full-featured mobile app works just as easy as the desktop version. Learn how to use it to work anywhere, anytime.
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FAQ
Our most frequently asked questions will give you useful insights on how to use FreeAgent CRM.
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Releases
At FreeAgent we are always doing our best to innovate, check out our what we've added to the platform here.