FreeAgent CRM
VERIFIEDby FreeAgent CRM • Founded 2016
CRM
What is FreeAgent CRM?
FreeAgent CRM is a streamlined CRM for small and mid-size sales teams. It manages contacts, deals, and activities with a focus on eliminating manual data entry, providing real-time pipeline visibility, and delivering actionable sales insights for agile teams.
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FreeAgent CRM Features
Contact management
Lead management
Sales pipeline
Task management
Email integration
Customizable dashboards
View All 41 Features
Reporting and analytics
Mobile access
Workflow automation
Calendar integration
Document management
Custom fields
Role based permissions
Activity tracking
Third party integrations
Sales forecasting
Customer support
Marketing automation
Deal management
Customizable templates
Cloud computing
Contact manager
Crm & sales dashboards
Crm & sales reports
Crm analytics
Email marketing / sms marketing
Email templates
On demand (saas)
Project management
Appointment management
Opportunity management
Sales force automation
Field sales management
Sales collaboration
Workflow management
Pipeline management
Customization
Sales pipeline tracking
Sales dashboards & reports
360° customer view
Sales pipeline management
FreeAgent CRM Pricing Plans
Contact Management
$42
/User/Month
- Contact Management
- Task Management
- Multi-Channel Communication
POPULAR
B2B Sales
$90
/User/Month
- All Contact Management feature plus
- Account Management
- Opportunity Management
B2B Full Funnel Sales
$120
/User/Month
- All B2B Sales feature plus
- Lead Management
- Products Management
- Quote Management
- Project Management
- Knowledge Management
FreeAgent CRM Resources
Frequently Asked Questions
Is there a free plan or free trial for FreeAgent CRM?
FreeAgent CRM does not offer a free plan. A free trial may be available for new users to test the platform.
How much does FreeAgent CRM cost?
FreeAgent CRM offers plans starting at USD 42 per user per month. The Contact Management plan is USD 42 per user per month, B2B Sales is USD 90 per user per month, and B2B Full Funnel Sales is USD 120 per user per month.
What does FreeAgent CRM integrate with?
FreeAgent CRM integrates with popular tools like Zapier, Slack, Google Workspace, Microsoft Outlook, Mailchimp, QuickBooks, HubSpot, and Salesforce, plus it has an API for custom integrations.
Who is FreeAgent CRM best for?
FreeAgent CRM is ideal for small sales teams and growing businesses that need a streamlined CRM for lead management, pipeline tracking, and sales automation. It suits sales managers, small enterprises, and teams focused on B2B sales without complex enterprise needs.
What are the best alternatives to FreeAgent CRM?
Top alternatives include Pipedrive for its visual pipeline focus, HubSpot CRM for free entry-level features and marketing tools, Zoho CRM for affordability and customization, Salesforce for enterprise-scale power, and Freshsales for AI-driven insights.
Is FreeAgent CRM GDPR / SOC 2 compliant?
For specific compliance certifications, it is recommended to contact FreeAgent CRM directly or check their security documentation.
Does FreeAgent CRM have a mobile app?
FreeAgent CRM may offer mobile access through a responsive web app or dedicated mobile applications. Check their documentation for the latest mobile options.
What do real users say about FreeAgent CRM?
Users praise FreeAgent CRM for its intuitive interface, effective pipeline management, and ease of use for small teams. Common feedback highlights strong lead tracking and sales reporting, though some note it may lack advanced features for larger enterprises.
How does FreeAgent CRM compare to its top competitor?
Compared to Pipedrive, FreeAgent CRM offers broader features like project management and email marketing alongside core CRM tools, making it better for small teams needing an all-in-one sales solution, while Pipedrive excels in simple, visual deal tracking.
Does FreeAgent CRM offer customer support?
FreeAgent CRM provides customer support via email, live chat, a knowledge base, and possibly phone support for higher plans, helping users with setup, features, and troubleshooting.
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