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Tutorials
Easy step-by-step guides to learn more about FreeAgent CRM features
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FreeAgent Banyan
FreeAgent Banyan is the 4th 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
From creating new records in any app to updating them, learn how to make bulk edits among other things.
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Reports
Learn to create beautiful and useful Dashboards through our unique Saved Views.
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Activities
Review your email analytics and work with Next Steps 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 Apps
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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Webinars
Here you can review all the Webinars, read the summary, play the videos and review the answers to the questions asked...