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FreeAgent CRM

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43 reviews
  • 1 profiles
  • 6 categories
Average star rating
4.2
Serving customers since
2016
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52 reviews

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FreeAgent CRM Reviews

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Star Rating
28
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2
KH
Kim H.
11/18/2021
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

We love the mobile app!

Our sales reps love the mobile app. They use it throughout the day, They don't have to pull out their laptop and get sut up; they can grab their phone and use FreeAgent right there. I think that's a big reason why they have so much activity within FreeAgent
DD
David D.
11/16/2021
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Free Agent CRM

It is difficult to pick one "best": The ability to easily create custom data fields was a critical element for us. We are a smaller school with unique requirements and educational data fields. The "out of the box" systems didn't meet our needs and didn't offer the ability for customization. Free Agent allows us to easily create multiple data fields and organize these in the way that makes it most efficient and productive for our staff. Having the ability to come in first thing in the morning and see the status of each prospect student has saved a lot of time for our Admissions' team. It is so easy to move a prospect through various stages of the funnel, see all activities related to the prospect (phone calls, texts, emails) and the timeline with each. I have reports that I need every single week. With FreeAgent, once the reports have been created, it’s just one click and I can have it right there. That saves quite a bit of time. Client service is excellent! Responsive, friendly and always will to help.
AL
Abi L.
10/22/2021
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

FreeAgent is super customizable and easy to use.

We've been using FreeAgent for about 3 years now. It's highly customizable and their staff is very knowledgeable. They will help you get it set up just as you need. They can learn your process and help develop tracking systems that will make your business run smoothly and you won't miss any leads. Maria and Sam are the best and will make you you have what you need at your fingertips.

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HQ Location:
Campbell, California

Social

@iamFreeAgent

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Year Founded
2016