FreeAgent Documentation
We want to help you succeed in your FreeAgent account. We provide you with useful tutorials that give you all of the information you need. Tutorials cover existing functionalities and newly released software enhancements.
Get the information you need in our Knowledge Base by visiting the icon in the header of your FreeAgent webpage, or by visiting support.freeagentcrm.com. Browse through the different categories or use the search functionality to access the tutorial you are looking for. The search functionality works best when searching for keywords such as views, notifications, contact assignments.
Your feedback helps us improve. Share with us if you found the content useful, (or not) at the bottom of each tutorial.
Taco Tuesday
Look for new release information every Tuesday! If you are an active customer, you will receive an email (almost every week!) on Tuesdays, explaining that week's new release. We work hard to add new features and improve our existing product. Release information is sent out on Tuesdays via email and is also available in the Taco icon in the header of your FreeAgent account. Learn about what’s new or improved and how it may impact how you interact with your account! Release features, if they change the functionality of the software, will have new tutorials written for how they work.
Reach FreeAgent Support
Support is available for all FreeAgent customers!
After onboarding with our support team, any other support questions should be asked via the live chat button found in the header of your FreeAgent account or by email support@freeagentsoftware.com.
If you are in a free trial account, or just want to learn more about us, feel free to reach out with any questions you may have!