--- 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: '2026-07-13' 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 value the **CRM integration** of FreeAgent CRM, enhancing organization and streamlining processes for better efficiency. (1 reviews) - Users value the **flexibility** of FreeAgent CRM, enhancing organization and improving their CRM processes effectively. (1 reviews) - Users value the **effective lead management** in FreeAgent CRM, enhancing organization and visibility for better closure times. (1 reviews) - Users value the **organizational efficiency** of FreeAgent CRM, enhancing their CRM cycles and improving time to closure. (1 reviews) - Users appreciate the **organization structure** of FreeAgent CRM, enhancing their CRM cycles and improving visibility. (1 reviews) - Salesforce Integration (1 reviews) - Time-saving (1 reviews) - Visibility (1 reviews) **What users dislike:** - Users suggest that **limited customization options** hinder FreeAgent CRM's appeal for small to medium-sized enterprises. (1 reviews) ## FreeAgent CRM Reviews ### 1. FreeAgent - The Flexible CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Bjorn H. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2023 **What do you like best about FreeAgent CRM?** The flexibility of the CRM is incredibly useful. Being able to change the layouts of each group to best suite our needs is really useful. They are also really quick to respond to any issues, and are updating the platform regularly **What do you dislike about FreeAgent CRM?** While I love the task system in the CRM, it would be nice if it was a little more in your face. A daily email indicating what tasks you have assigned would be great! **What problems is FreeAgent CRM solving and how is that benefiting you?** FreeAgent is helping us keep track of our clients and information we have given to clients. Being able to track emails and see what coworkers have said (in case they are sick or away and you can't reach them) is ideal when helping customers. ### 2. New CRM software for cutting edge life sciences company **Rating:** 4.0/5.0 stars **Reviewed by:** Permveer B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2023 **What do you like best about FreeAgent CRM?** Customizable, easy to use and learn the basics with potential to add a lot more later. They show you how and where you can access and control all aspects of the setup **What do you dislike about FreeAgent CRM?** With its very customizable nature, it does take some time to set things up. Its not an instant plug and play, but you get a lot more value for your time setting things up **What problems is FreeAgent CRM solving and how is that benefiting you?** CRM software for all tracking, linking with other services, opportunities and product set up, able to easily send prospecting emails and so far it has shown improvement ### 3. Easy CRM software **Rating:** 3.0/5.0 stars **Reviewed by:** Anupama K. | AGM, Translation and Localization, Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2023 **What do you like best about FreeAgent CRM?** the things I like best about freeagent CRM include its organization, fli=exibility and visibiity. it has improved my overall CRM cycles and time to closure - its been good in that sense **What do you dislike about FreeAgent CRM?** I could nt think of anything remiss in freeagent CRM -- maybe they can offer more custom options for small to medium sized enterprises -- I think that would up the game a lot **What problems is FreeAgent CRM solving and how is that benefiting you?** freeagent CRM is an easy to use and a more cost effective option for orgs needing quick CRM solutions -- it was pretty quick to install without a lot of tech support too. solved my business problems of faster sales cycles and transparency ### 4. Best Crm Software **Rating:** 5.0/5.0 stars **Reviewed by:** Fahad A. | Business Developement Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about FreeAgent CRM?** It is easy to use, manage all the leads and churn them also **What do you dislike about FreeAgent CRM?** nothing to dislike about it, great software **What problems is FreeAgent CRM solving and how is that benefiting you?** Manage all the leads and easy to find them and work on them, also we can add task ### 5. Most Robust and Customer Service oriented CRM Platform I have ever used. **Rating:** 5.0/5.0 stars **Reviewed by:** Janie W. | Platform Development Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2022 **What do you like best about FreeAgent CRM?** There are two things. First: their customer service is bar-none, the best i have ever seen. They have a chat option that allows you to get answers within 5 minutes if not sooner. Second: the system so so robust you can work operations, payments and sales seemlessly together. **What do you dislike about FreeAgent CRM?** Though their cost is a bit high, it is well worth the money and they will work with you for the best pricepoint that works for them and for you. **What problems is FreeAgent CRM solving and how is that benefiting you?** I can track payments, partial payments by product and company. I love being able to see the email history and when the client or potential client has opened his/her email and how many times. That way I know how to approach our next conversation. ### 6. Highly Recommend Freeagent **Rating:** 5.0/5.0 stars **Reviewed by:** KIMBERLY C. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2022 **What do you like best about FreeAgent CRM?** Customer Service is outstanding, and the developers listen to my needs and, within hours, have made the necessary updates needed to make things work. My niche is a hard nut to crack because there are so many variables. However, Freeagent stepped into this and together, we have devised a system that flows very well and does what I need. I cannot say enough good things about them. **What do you dislike about FreeAgent CRM?** No-fault of Freeagent, but I have had to integrate with a third-party system to fire off my information into Freeagent, and I would prefer to bypass that third-party system altogether. **Recommendations to others considering FreeAgent CRM:** You will need a dedicated person as Freeagent likes the user to own the process and admin settings. If you have a dedicated individual, this will work well for you. Also, make sure you have a good grasp on your path and what you want to achieve. **What problems is FreeAgent CRM solving and how is that benefiting you?** My organization has never integrated with a CRM that can be a single entry point; Freeagent has solved that problem. Freeagent is storing my data, providing real-time updates to office staff and reps in the field, and supplying me with robust reporting. These are the problems that Freeagent CRM is solving and the benefits. ### 7. Free Agent CRM **Rating:** 5.0/5.0 stars **Reviewed by:** David D. | Senior Admissions Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about FreeAgent 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. **What do you dislike about FreeAgent CRM?** There is nothing specific that we dislike with the product. **What problems is FreeAgent CRM solving and how is that benefiting you?** FreeAgent has really helped us organize our account management. It has made it so much easier to see the status of each prospect and to take the appropriate action based upon the stage/status of the prospect. It has greatly helped us with timely communication outreach to our prospective students. ### 8. Top Notch CRM all the way around. **Rating:** 5.0/5.0 stars **Reviewed by:** Peggy M. | Publication Sales Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about FreeAgent CRM?** FreeAgent has really helped us organize our contact/account management. Without a doubt, we've increased revenue with this CRM! FreeAgent is super easy to use for people of all technical experience levels. Very little setup or training needed to get started and that was HUGE!The customer service I have had with FreeAgent from the first initial contact through the purchase and training and the helpdesk on various issues has been top-notch! It's super easy to reach out and ask a question about how to do something or if the software can do something and they respond in a timely and professional manner. Love the mobile app and that it has all the capabilities of the desktop version!" **What do you dislike about FreeAgent CRM?** I haven't much to dislike, they are constantly updating the software and pushing out new possibilities! **What problems is FreeAgent CRM solving and how is that benefiting you?** FreeAgent has really helped us organize our contact/account management. Without a doubt, we've increased revenue with this CRM! ### 9. I would highly recommend FreeAgent CRM to help your business stay organized and to track information **Rating:** 5.0/5.0 stars **Reviewed by:** Amy G. | Executive Directorq, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2021 **What do you like best about FreeAgent CRM?** Easy to use, the great price point for our small business, and their customer service is amazing! They are always available when I need them! **What do you dislike about FreeAgent CRM?** There hasn't been a single thing that I've disliked about FreeAgent and I use this software constantly throughout my day. **What problems is FreeAgent CRM solving and how is that benefiting you?** I love that I can easily organize and label my contacts within FreeAgent. This allows for easy communication with different types of contacts. I also like that it tracks my history with each contact including calls, emails, and appointments. This feature keeps me on my A-game and helps me to look and feel organized when I'm meeting with donors. ### 10. Adaptive platform makes tracking customer contacts less complicated **Rating:** 4.0/5.0 stars **Reviewed by:** Nicole K. | Sales & Estimating Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **What do you like best about FreeAgent CRM?** My favorite thing is how responsive the reps at FreeAgent are - whether we've had an issue, a question, or a suggestion, they are always available and always open to our comments. We've even seen them make platform-wide changes we suggested. **What do you dislike about FreeAgent CRM?** I do not like that incoming emails addressed to multiple contacts seem to be arbitrarily assigned within the contacts listed. For example, Customer Smith sends an email copying Customer Jones, Customer Peterson, Employee Anderson, Employee Lincoln, and Employee Colbert. That email may be tracked to Smith's, Jones's, or Peterson's accounts and may be connected to Anderson's, Lincoln's, or Colbert's emails. It doesn't seem to have any logic to whom it is tracked. This can make finding things a little more complicated than they need to be. **Recommendations to others considering FreeAgent CRM:** Ensure that your team takes the time to do the initial training offered - there is so much more functionality available that you may not even realize. **What problems is FreeAgent CRM solving and how is that benefiting you?** We are keeping better track of emails to customers across the company. We have some employees who are not great at sharing information they've learned (not out of malice) and FreeAgent helps that info be shared. ## 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/freeagent-crm-review-7495096?section=pricing&secure%5Bexpires_at%5D=2026-07-14+15%3A21%3A28+-0500&secure%5Bsession_id%5D=201bbc1b-f0cd-480f-b92d-a74d78b93ade&secure%5Btoken%5D=0431d174540b1bc3572dd79b3c29875ea8761086b8bfbd53548bd7c393cbdb50&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 **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Integrations** - MS Teams Integration - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration **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 **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 **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **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 **Generative AI** - AI Text Generation **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Generative AI** - AI Text Generation **Agentic AI - Business Scheduling** - Autonomous Task Execution - Multi-step Planning **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top FreeAgent CRM Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,265 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,668 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,042 reviews)