Über FreeAgent CRM

FreeAgent CRM bietet eine cloudbasierte Plattform zum Organisieren von Anrufen, Dokumenten, Geschäften, Verträgen und Aufgabenlisten. Die Plattform bietet Open-and-Click-E-Mail-Analysen, visuelle nutzerdefinierte Dashboards und mehr für jede Nutzermeldung. FreeAgent CRM bietet eine zentrale Kundendatenbank und einen durchsuchbaren Aktivitätenzeitplan und ermöglicht es den Verkaufsteams, Aufgabenlisten, Erinnerungen und Push-Benachrichtigungen sowie Automatisierungs-, Nachverfolgungs- und Integrationsfunktionen mit bekannten Apps wie G Suite, MailChimp, Zapier, Office 365 und Twilio zu verwalten und effektiv zu arbeiten.

Mit FreeAgent CRM können große und kleine Versicherungsunternehmen Kundenbeziehungen aufbauen und aufrechterhalten. Nutzer können von einem zentralen Ort aus auf alle Projekte, Telefonanrufe, Belege, wichtige Dokumente und andere Daten zugreifen. Als cloudbasierte Lösung haben Nutzer die Flexibilität, jederzeit und von überall aus über jedes internetfähige Gerät auf ihre Projekte und Dokumente zuzugreifen. Mit FreeAgent CRM können Nutzer E-Mails automatisch den entsprechenden Kontakten zuordnen, Bilder hinzufügen, Notizen importieren und Dateien anhängen sowie Systemansichten wie Listenansichten vereinfachen. Dank nativer iOS- und Android-Apps können Nutzer unterwegs auf mobilen Geräten Vertriebspräsenz erlangen.


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FreeAgent CRM

4,7 (72)
VS.
Häufig bewertet

Startpreis

60,00 $
Monat
25,00 €
Monat

Preisoptionen

Kostenlose Version
Kostenlose Testversion
Kostenlose Version
Kostenlose Testversion

Funktionen

86
194

Integrationen

149
26

Bedienkomfort

4,6 (72)
4,0 (18.308)

Preis-Leistungs-Verhältnis

4,8 (72)
4,0 (18.308)

Kundenservice

4,9 (72)
4,1 (18.308)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Nutzerbewertungen

Gesamtbewertung

4,7 /5
(72)
Preis-Leistungs-Verhältnis
4,8/5
Funktionen
4,5/5
Bedienkomfort
4,6/5
Kundenbetreuung
4,9/5

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Andere Softwarekäufer brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Zeigt 5 von 72 Bewertungen
Kenna
Gesamtbewertung
  • Branche: Hochschulbildung
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

A unique solution for a unique business

Bewertet am 22.10.2020

Overall, I'm really happy with the service and product we are receiving with FreeAgentCRM. From the...

Overall, I'm really happy with the service and product we are receiving with FreeAgentCRM. From the sales perspective, [SENSITIVE CONTENT HIDDEN] was phenomenally responsive to my multiple and various questions, and made the decision process very easy with FreeAgent being a clear winner in meeting the needs and budget requirements we set out with. Our college was starting from scratch with no real CRM solution in place and a lot of fall-through in our processes and communications. [SENSITIVE CONTENT HIDDEN] was understanding and worked with us as we navigated the state purchasing system (since we are a state funded institution and all large purchases go through the attorney general's office). Once the contract was signed, we were seamlessly handed over to the customer success and integration teams, [SENSITIVE CONTENT HIDDEN] made sure to answer all of our questions and work through the set up of the system to meet our specific needs while flawlessly acting as a translator for what the tech team needed for our integration and putting it in to layman's terms for me and my team to understand and respond with what exactly we were looking for and how we planned to use it. FreeAgent has a plethora of functions we need to get started with a CRM without a lot of extras that we either will not use or aren't ready for, but are also constantly improving the platform and adding more capabilities.
TLDR: FreeAgent is the sweet spot for a great product with customizable functionality with stellar customer service.

Vorteile

After an extensive review of potential CRM solutions to fit the needs of our admissions and recruitment team, we decided on FreeAgentCRM because of the flexibility to integrate with other solutions we were already using and how well it tracks the various interactions we have with a prospective student and applicants.

Nachteile

Our biggest requirement was that the CRM integrate with our existing Student Information System, and while the integration has taken longer than anticipated (by no fault of FreeAgentCRM or its team) we are on track to be fully implemented in time to test and prepare for the upcoming semester and open enrollment period. The FreeAgent CRM team have been extremely understanding and accommodating to the multiple hurdles we've encountered with trying to integrate to a complex system with minimal API documentation.

In Betracht gezogene Alternativen

Salesforce Marketing Cloud, Freshsales, Ellucian und Akero

Gründe für den Wechsel zu FreeAgent CRM

The price and functionality were really unbeatable. They were not the cheapest option but the customer service was above and beyond what we received from the cheapest company and in a field that depends on good communication, we felt that a company that practices what they preach was going to be a good fit.
Lt
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

The best customizable, responsive, intuitive CRM I've ever used and implemented

Bewertet am 27.7.2023

I've been so pleased with their support I just had to write a glowing review. If I ever needed a...

I've been so pleased with their support I just had to write a glowing review. If I ever needed a job, I might just go apply to be a CRM integrator - this experience has been fun! Thanks [sensitive content hidden] and team!

Vorteile

Honestly the best CRM I've used and implemented. The ease of out-of-the-box customization, the readily-available documentation, the super customizable external customer support Portal for ticketing systems, the stellar and responsive support makes FreeAgent CRM one of the best vendor provided products I've ever worked with in my entire IT/CS career. No exaggeration! Plus, it looks great, simple, the UX is intuitive. This CRM is feature packed and the customization options are seemingly endless. New features are constantly being pushed out and the vendor has been extremely supportive in developing enhancement requests. The reporting features, the ability to integrate with 3rd party software like Twilio and Zapier... I could go on and on.I wouldn't pay attention too much to the cons listed in the previous reviews about certain lack of features. The vendor is constantly improving their product offerings. Someone complained about contacts not being able to be filtered by the company selected, and I think this person didn't read the documentation or explored the features very well, because we have this feature implemented across many of our CRM apps. Questions on features, bugs, issues, enhancements, etc. have been very well received. If we can't figure out how to do something the way we want it, the support team with FreeAgent has always been extremely helpful. Our CRM implementation went smoothly, we planned out and documented steps, and we couldn't be more pleased.

Nachteile

I really can't think of anything I don't like about FreeAgent. Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed.

In Betracht gezogene Alternativen

Salesforce Platform

Gründe für den Wechsel zu FreeAgent CRM

Cost, customization, and support responsiveness
Tom
Gesamtbewertung
  • Branche: Medizinische Praxis
  • Unternehmensgröße: Selbstständig
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Perfectly adequate, user-friendly starter CRM software with excellent training/support for...

Bewertet am 3.7.2018

Vorteile

Customer support & initial training was very good, individualized, patient, and responsive, even before I had committed to purchase.
More features than I use or need for my small start-up.

Nachteile

Search function is sometimes laborious; difficulty refining search parameters.
Inability to delete contacts that are no longer needed.

Matt
Gesamtbewertung
  • Branche: Computer-Software
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

A leap of faith

Bewertet am 28.9.2021

Migrating a CRM has to be one of the most daunting and challenging things a company can do. Every...

Migrating a CRM has to be one of the most daunting and challenging things a company can do. Every step of the process was made as painless as possible by [SENSITIVE CONTENT] and her team. Constant check-ins and offers of assistance to get it done. After traversing to a live client that same level of importance was continued with [SENSITIVE CONTENT] and our account management team. Engineers attending a call is unheard of elsewhere.

Vorteile

The Dashboards were the winning feature. And the blank canvas approach was unexpected but fun and very unique.

Nachteile

Having to export from our previous CRM was a lot of work. Fields and values were translated into unusable data and it required a lot of work to reconnect all of the dots in order to import the data into FreeAgent. The process of learning something new was a little challenging.

In Betracht gezogene Alternativen

Salesforce Starter, HubSpot Sales Hub und HubSpot CRM

Warum FreeAgent CRM gewählt wurde

Part of the decision was based on cost, but also integration. I have used ZOHO for about ten years, attending their conference and ultimately not satisfied with their lack of adapting to our needs as a customer.

Zuvor genutzte Software

Zoho Creator

Gründe für den Wechsel zu FreeAgent CRM

We had a very positive referral to look at them, and their team seemed very genuine about their desire to help make their product do everything we could possibly need it to. We are developing software of our own that will require API integration and a turnaround that we did not see in other competitors.
Julia
Gesamtbewertung
  • Branche: Versicherung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

It's All Good

Bewertet am 4.8.2021

FreeAgent CRM helps me stay on top of any changes and updates my team members make to our prospect...

FreeAgent CRM helps me stay on top of any changes and updates my team members make to our prospect list. With the help of various "Automations", I am kept in the loop if a change was made or a special note was entered.
The system also helps my team stay accountable, on task and better organized.

Vorteile

The most useful "Pro": The upload capabilities - No more adding and updating one-by-one. One upload and all of your data is populated and ready to use.

The most surprising "Pro": Custom-ability - The FreeAgent team worked side-by-side with us to set up and implement a system that would work BEST for our specific requirements as a Property/Casualty insurance agency. Including introducing and implementing 'custom code' solutions, unique to our needs.

The BEST "Pro" - The Chat function - Most issues or questions can be addressed within a few moments.

Nachteile

I would love to see more integration between the various CRM "apps" and the interface FreeAgent calls "Lines" that sit inside the apps, (I will say that since we have signed on - about 6 months ago- they have already made improvements)
In addition, greater flexibility or higher inclusion when running reports and lists in regards to contacts and their assigned account. (it would be beneficial to me to somehow combine these: so interactions and opportunities will be shown together regardless if the "item" is pertaining to the account, or the contact. (my current understanding is that reports are to be run separate from each other)

Gründe für den Wechsel zu FreeAgent CRM

FreeAgent was the only CRM that was willing to give us a live demo displaying our actual data, helping us to determine if their interface would be compatible with our way of prospecting and marketing. It made a huge difference in our selection process, seeing how the CRM would work for our agency's data and structure before having to sign into a contract or commitment. The Pricing and Service/Tech Team availability also played a role in our selection.
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FreeAgent CRM Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über FreeAgent CRM.

FreeAgent CRM bietet folgende Kostenpläne an:

  • Ab: 60,00 $/Monat
  • Preismodell: Abonnement
  • Gratis Testen: Verfügbar

FreeAgent CRM hat die folgenden typischen Kunden:

11–50, 51–200, 201–500

FreeAgent CRM unterstützt die folgenden Sprachen:

Englisch, Französisch, Spanisch

FreeAgent CRM unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

FreeAgent CRM kann in folgende Anwendungen integriert werden:

AWS Lambda, ActiveCampaign, Acuity Scheduling, Acumatica, Agile CRM, Aircall, Airtable, Amazon S3, Apollo, Asana, Athena Quotient, Azure DevOps Services, BambooHR, Basecamp, BigCommerce, Bind ERP, BombBomb, Brevo, Calendly, CallRail, Campaign Monitor by Marigold, Chargebee, Clearbit, ClickMeeting, ClickUp, Clockify, Cognito Forms, Constant Contact, ConvertKit, Cvent Event Management, Dealfront, Discord, Docparser, DocuSign, Drift, Dropbox Business, Dubsado, Epicor ERP Financial Management, Eventable, Eventbrite, Expensify, Five9, Formstack Suite, Freshdesk, GitHub, GitLab, Glassdoor, Gmail, GoTo Training, GoTo Webinar, GoToMeeting, Google Ads, Google Analytics 360, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Meet, Google Sheets, Gravity Forms, HelloSign CMS, Hootsuite, Indeed, Infor CloudSuite Industrial, Instagram, Intercom, Invoice Ninja, Klaviyo, LeadIQ, LinkedIn for Business, LiveChat, Magento Marketplace, Mailchimp, MailerLite, Mailshake, Marketo Engage, Meta for Business, Microsoft 365, Microsoft Excel, Microsoft Outlook, Microsoft Power Automate, Microsoft Power BI, Microsoft SQL Server, Microsoft Teams, Mitel Business Phones, MongoDB, MySQL, Ninja Forms, Odoo, OneDrive, OpenPhone, PandaDoc, Parseur, PayPal, Pipedrive, Pivotal Tracker, PostgreSQL, Postman, Process Street, Proposify, QuickBooks, Quotient, ReferralHero, RingCentral Engage Voice, SAP Business One, Sage Intacct, Sage X3, SamCart, SendGrid, ShipStation, Shopify, SignRequest, SimpleTexting, Slack, Squarespace, Stannp, Stripe, SurveyMonkey, Teachable, Thinkific, Tidio, Twilio, Twitter/X, Typeform, Unbounce, Verse, Vidyard, Vimeo, Webflow, WhatsApp, Wix, WooCommerce, WordPress, Wrike, Wufoo, Xero, YouCanBook.me, YouTube, Zapier, Zendesk Suite, Zoho CRM, Zoho Campaigns, Zoom Phone, airSlate SignNow, authorize.net, lemlist, mailparser.io, monday.com, tawk.to

FreeAgent CRM bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Telefon-Support, Chat

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