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Easy step-by-step guides to learn more about FreeAgent CRM features
Our onboarding process is divided into two phases, the 1st phase consists of the "Initial Set Up", once you have comp...
From creating new records in any app to updating them, learn how to make bulk edits among other things.
Activities & Reports
Create Next steps, review your Email Analytics, create beautiful and useful Dashboards for your reports.
FreeAgent CRM your way! Create your email signature, pair your email and your phone number, configure your notificati...
Update your company profile, manage your users and more!
Automate your flow, create custom apps and contact assignment rules and configure your integrations
Tips & Tricks
Useful insights on how to use FreeAgent CRM.
Our full-featured mobile app works just as easy as the desktop version. Learn how to use it to work anywhere, anytime.
Here you can review all the Webinars, read the summary, play the videos and review the answers to the questions asked...
Learn more about some of the recent updates.