FreeAgent CRM offers the first complete CRM with robust work management. At FreeAgent, we know that the customer journey isn’t always a straight line. Modern companies need a better way to manage the work surrounding customer relationships, like email, calls, meetings, docs, notes, etc… We provide a central place where customer interactions and internal workflows work together to create an efficient and effective work environment.
With FreeAgent’s work management tools, we give you time back. Our system captures all of your digital customer interactions across every channel, automatically organizes the data in your CRM, and triggers automations customized for you. Favorite a record, report, or view with your customizations to reference them easily. Our real-time integrations ensure that all work is done, even on a separate platform, is visible across FreeAgent applications. Work from your desktop, or your mobile device and enjoy the same effectiveness in your work capabilities.
Our custom CRM, tailor-made for your business is sure to provide the customization needed to grow your business and venture into uncharted territory! Utilize your personalized task list which prioritizes what matters most so you and your team can effortlessly breeze through activities and focus on building customer relationships and generating revenue. Sales and operations leaders gain valuable insights into the day-to-day activities of employees and real-time deal to pipeline updates, making it easy to spot trends and create forecasts.
Our FreeAgent team is excited that you’ve chosen to tap into the full potential of your business by choosing FreeAgent CRM as your way forward. We look forward to helping you achieve your goals!