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Tutorials
Easy step-by-step guides to learn more about FreeAgent CRM features
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Getting Started
An overview of FreeAgent CRM, first login, concepts, navigation, and more.
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How-To Guides
Start-to-finish guides to help you customize your FreeAgent experience.
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Webinars
Previously recorded webinars covering various FreeAgent features.
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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
This section tracks all activities from meetings to emails and tasks. You can follow all activities across your platf...
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Preferences
FreeAgent CRM your way! Find everything you need to customize your FreeAgent CRM account.
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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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Troubleshooting and FAQ
Some of the most common issues with solutions are listed here.
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Security and Customer Support Info
Information on FreeAgent Support as well as our Security and Privacy policies.
Most Popular Articles
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Email Templates
The email templates builder has everything you need to build smart templates for your business needs. You can use email templates to send emails...
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General
User preferences are for updating all settings related to you as an individual user. We recommend updating these settings when you first start usin...
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Users
FreeAgent CRM gives you full control over your Users. Add, edit, suspend, or activate members of your team at any time. User Permissions: Only the...