FreeAgent CRM Features
What are the features of FreeAgent CRM?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Product & Price List Management
- Quote & Order Management
Marketing Automation
- Email Marketing
Customer Support
- Knowledge Base
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
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Technology Glossary Features
View definitions of the features and discover new technology terms.
FreeAgent CRM Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | Not enough data | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | Not enough data |
Sales Force Automation
Contact & Account Management | As reported in 13 FreeAgent CRM reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 83% (Based on 13 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 12 FreeAgent CRM reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 83% (Based on 12 reviews) | |
Task / Activity Management | Based on 13 FreeAgent CRM reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 74% (Based on 13 reviews) | |
Territory & Quota Management | As reported in 10 FreeAgent CRM reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 85% (Based on 10 reviews) | |
Desktop Integration | Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | Not enough data | |
Product & Price List Management | Based on 10 FreeAgent CRM reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 82% (Based on 10 reviews) | |
Quote & Order Management | As reported in 10 FreeAgent CRM reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 82% (Based on 10 reviews) |
Marketing Automation
Email Marketing | As reported in 11 FreeAgent CRM reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 89% (Based on 11 reviews) | |
Campaign Management | Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | Not enough data | |
Lead Management | Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | Not enough data | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities | Not enough data |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. | Not enough data |
Customer Support Portal | Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | Not enough data | |
Knowledge Base | Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. 10 reviewers of FreeAgent CRM have provided feedback on this feature. | 87% (Based on 10 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | Not enough data | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | Not enough data |
Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. | Not enough data | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data |
Mobile & Social
Social Collaboration Features | Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | Not enough data | |
Social Network Integration | Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. 10 reviewers of FreeAgent CRM have provided feedback on this feature. | 82% (Based on 10 reviews) |
Reporting & Analytics
Reporting | Based on 10 FreeAgent CRM reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 83% (Based on 10 reviews) | |
Dashboards | Based on 11 FreeAgent CRM reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 79% (Based on 11 reviews) | |
Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | Not enough data |
Calling
Record Calls | Records calls for future reference. | Not enough data | |
Generate Location | Generates an area code local to where the user is calling to increase likelihood of pick-up. | Not enough data | |
Call Types | Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. | Not enough data | |
Click-to-Call | Gathers contacts from integrated tools, allowing users to call with one click. | Not enough data |
Contacts
Personalization | Retains a log of extraneous contact information such as timezone and contact engagement. | Not enough data | |
Information Locater | Finds and opens saved contact information for reference at the time of a new call. | Not enough data | |
Record Prospect Data | Allows users to denote which contacts they believe are prospective customers. | Not enough data |
Insights
Notes | Allows users to take notes during or after the call for future reference. | Not enough data | |
Daily Summary | Delivers users a daily summary of activity. | Not enough data | |
Automated Voicemails | Sends automated voicemails to prospective clients who fail to answer. | Not enough data | |
Automated Emails | Sends automated emails to increase engagement with prospective clients. | Not enough data | |
Sorts Prospects | Organizes contacts based on probability of success. | Not enough data |
Analytics
Open Rates | Records the rate at which emails are opened. | Not enough data | |
Link Activity | Records the rate at which links in emails are followed. | Not enough data | |
Attachment Activity | Records the rate at which email attachments are opened or downloaded. | Not enough data |
Customizations
Email Platform Integration | Syncs information from other software such as contacts, emails and calls to reduce manual data entry. | Not enough data | |
Email Scheduling | Allows administrators to schedule out emails in advance. | Not enough data | |
Notifications | Reminds administrators to follow-up on emails based on pre-set reminders. | Not enough data | |
Email Categorization | Allows for the categorization of emails. | Not enough data | |
Templates | Allows for the creation of templates for frequently-sent emails. | Not enough data |
Incentives
Badges | Assigns achievement badges to high-performing employees based on pre-determined standards. | Not enough data | |
Triggers | Automatically recognizes achievements that should be added to the leaderboard. | Not enough data | |
Commission Calculator | Helps users determine sales goals by calculating potential commission rates. | Not enough data | |
Leaderboards | Highlights top-performing employees to publicly reward their achievements. | Not enough data |
Personalization
Profiles | Creates user profiles similar to social media pages that display private or public statuses and updates. | Not enough data | |
Custom Reports | Generates reports with customizable fields to further understand employee performance. | Not enough data | |
Dashboards | Visualizes individual and team insights such as new leads and outbound calls. | Not enough data | |
Goal Setting | Allows teams to set trackable goals within the tool. | Not enough data |
Administrative
Integration | Integrates with CRM and financial systems to help determine goals | Not enough data | |
Employee Structure | Organizes team members by roles, activities and objectives and weighs tasks by importance. | Not enough data | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | Not enough data |
Integrated Workflows
Task Management | Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | Not enough data | |
Email Tracking/Automation | Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | Not enough data | |
Calls and Voice | Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | Not enough data | |
Other Outreach Options | Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. | Not enough data | |
CRM Integration | Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. | Not enough data | |
Calendar | Integrates with calendar software so users can seamlessly schedule calls. | Not enough data | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. | Not enough data |
Repeatability and Reportability
Content Management | Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. | Not enough data | |
Workflow Management | Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. | Not enough data | |
Workflow Performance | Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. | Not enough data | |
Sales Coaching and Insights | Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. | Not enough data | |
Gamification | Provides gamifaction features to rank sales reps on performance | Not enough data |
AI and Automation
Lead Prioritization | Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | Not enough data | |
Lead Scoring | Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | Not enough data | |
Best Time of Day Scheduling | Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations | Not enough data | |
Buyer Intelligence | Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. | Not enough data | |
Machine Learning | See feature definition | Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. | Not enough data |
Integrations
MS Teams Integration | This software integrates with Microsoft Teams. | Not enough data | |
Email Integration | This software integrates with popular email providers. | Not enough data | |
Zoom Integration | This software integrates with Zoom. | Not enough data | |
Google Meet Integration | This software integrates with Google Meet. | Not enough data | |
Salesforce Integration | This software integrates with Salesforce. | Not enough data |
Branding & Customizatio
Custom Booking Page | Provide the ability to create a custom booking page. | Not enough data | |
Personalized Links | Provide the ability to create custom scheduling URLs. | Not enough data | |
Personalized Web Embed | Provide the ability to create a personalized web embed. | Not enough data |
Automatic Rules & Configurations
Set Working Hours | Allow users to set automatic working hours. | Not enough data | |
Automatic Updates | Automatically update calendars after a meeting has been booked. | Not enough data | |
Buffer Times | Provide the ability to incorporate buffer times, leaving time before and after meetings. | Not enough data |
