--- title: FreeAgent CRM Reviews meta_title: 'FreeAgent CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 44 reviews by the users' company size, role or industry to find out how FreeAgent CRM works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 44 scale: '5' date_modified: '2026-08-07' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # FreeAgent CRM Reviews **Vendor:** Servis.ai **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 44 ## About FreeAgent CRM FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM. ## FreeAgent CRM Pros & Cons **What users like:** - Users appreciate the **effective CRM integration** of FreeAgent, enhancing organization and visibility in their workflows. (1 reviews) - Users appreciate the **flexibility** of FreeAgent CRM, reporting improved organization and efficiency in their CRM cycles. (1 reviews) - Users appreciate the **organization and visibility** of FreeAgent CRM, enhancing their lead management and closure times. (1 reviews) - Users value the **organization efficiency** of FreeAgent CRM, noting improvements in CRM cycles and time to closure. (1 reviews) - Users appreciate the **organization structure** of FreeAgent CRM, which enhances flexibility and visibility in their processes. (1 reviews) - Salesforce Integration (1 reviews) - Time-saving (1 reviews) - Visibility (1 reviews) **What users dislike:** - Users feel the need for more **customization options** in FreeAgent CRM, especially for small to medium-sized enterprises. (1 reviews) ## FreeAgent CRM Discussions - [What is FreeAgent CRM used for?](https://www.g2.com/discussions/what-is-freeagent-crm-used-for) - [View FreeAgent CRM pricing details and edition comparison](https://www.g2.com/products/freeagent-crm-freeagent-crm/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+06%3A48%3A31+-0500&secure%5Bsession_id%5D=6fb6587b-ce31-4923-b5a9-c3a572c0335e&secure%5Btoken%5D=cd01f5c2e98e96a280517908bb0002731453506015363dc35d5d693e25c9fc08&format=llm_user) ## FreeAgent CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Contract/License Management **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Integrations** - MS Teams Integration - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration - Third-Party Integrations **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Analytics** - Open Rates - Link Activity - Attachment Activity **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Branding & Customizatio** - Custom Booking Page - Personalized Links - Personalized Web Embed - Online Booking - Room Booking **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Automatic Rules & Configurations** - Set Working Hours - Automatic Updates - Buffer Times - Real-Time Updates **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Agentic AI - Business Scheduling** - Autonomous Task Execution - Multi-step Planning **Additional Functionality** - Task Scheduling - Customizable Branding - Customizable Fields - Reminders - Shift Swapping - Automated Scheduling - Drag & Drop - Mobile Access - Real-time Scheduling - Multi-Location - Personalization and Recommendation - Access Controls/Permissions - Resource Scheduling - Activity Tracking - Timesheet Management - Availability Management - API - Absence Management - Self Service Portal - Generative AI - Calendar Management - Real-Time Notifications - Class Scheduling - Employee Scheduling - Facility Scheduling - Booking Management - User Management - Employee Management - Alerts/Notifications - Reporting & Statistics - Group Scheduling - Customer Database - Appointment Scheduling - Time Zone Tracking - AI Copilot - Calendar Sync **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top FreeAgent CRM Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,299 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,686 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews)