Customer relationships matter.
AXP 2017 Customer Service Barometer
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Customers who feel engaged and connected to your business are…
more likely to
purchase products & services
more likely to
become lifelong customers
more likely to
recommend to friends
Source: 2017 Gartner Customer Exp. Survey
There’s one key reason consumers choose small business…
Better customer relationships.
We know that consumers choose to deal with small business (even if they’re paying more) because they prefer the customer focus, service, and connection.
That’s why we build software that helps small businesses deliver that – better than ever.
Top Consumer Reasons for Choosing Small Business
Source: 2014 Web.com Consumer & Small Business Perception Survey
Did you know?
Source: 2017 Connected Small Business Report
Source: American Express® Global Customer Service Barometer
Source: 2015 Capterra
Your small business needs to do more than just sell…
Source: AMEX 2017
So when we say CRM, we really mean:
Customer Relationships Matter.
Everything we do is designed to help small business have better customer relationships.
Those deeper customer relationships allow you to deliver more value – automatically and authentically increasing sales.
Everything in one place.
Contacts, deals, documents, calls, notes, to-do lists… everything you need to run your business all together in a secure cloud-based space all your own – that you can access from anywhere!
Emails, calls, meetings… track everything. Get an instant “birds-eye-view” on a single, searchable timeline.
Keep using the tools you already love.
FreeAgent CRM is integration friendly so you can use the tools you need. If they’re working for you, they’ll work with us too!
Be instantly 10x more productive.
With your own Automated Actions that are SO easy to create. By automating tasks you used to do manually, you can save 20 hours per week.
Speed-up your follow-up.
Make customers happy when you follow up on time, every time with reminder notifications, and Next Steps.
Market like a pro.
Represent your growing brand with perfectly-timed professional emails, automatically personalized with your customer’s information – so they feel catered to, not marketed to.
Experience the easiest-to-use CRM.
Enjoy your workday with a platform designed to be visually stunning and beautifully simple.
All the support you need.
Our team is your team! Relax with the highest-rated team of customer care and dedicated product specialists, dedicated to your success.
Get up and running immediately. No setup fees, no outside consultants, no funny business.
Your mission is our motivation
We love to be a small part of our customer’s success stories.
Get an instant “birds-eye-view” on a single, searchable timeline.
Tailor your sales stages, create custom forms, and even rename your main tabs.
Visually Stunning Calendars
See everything coming with your automatically populated calendar.
Beautiful Email Templates
Market like a pro with personalized email templates that represent your brand.
Are you a Free Agent?
a person not restricted in their actions by an organization;
an independent entity who can do whatever they want
Our team is comprised of a talented group of individuals from all over the world, who all believe in a common goal: helping small business get bigger. We are enterprise software executives turned growth-hacking (buzzword-using) start-up founders. We are mission-makers, dream-believers, and team players. We are tech innovators, problem solvers, small business activists, customer advocates, change-makers, out-of-the-box thinkers, and helpers. We are Free Agents.
We Love Our Customers
The overall attention we received throughout our shopping for CRM made FreeAgent the obvious choice. The interface is attractive, easy to use, and the incredible support team provides help to import all of the customers, leads, and contact information. Adding and editing contact info is easy, and linking business email addresses and phone numbers takes seconds, so the functionality to make calls and targeted emails within the CRM itself is a great tool.INFINIT Nutrition
Customer support and initial training was very good, individualized, patient, and responsive, even before I had committed to purchase. Perfectly adequate, user-friendly starter CRM software with excellent training/support for small businesses.LabShare Partners, LLC
Great setup team! The support team loaded all of my client data and used that to help me customize settings and fields to my needs.Outreach Medicare
Perfect solution for me. Wonderful to work with. Easy to use, can sync my email and phone, keeps track of customers, activity, pipeline and next steps. It is a great solution and very inexpensive.Sales Consultant, Custom Window Decorators
The most amazing part of this software for us has been the customer service. The FreeAgent team has helped us customize our product to create a format where we can highly specialize our CRM to the need of our small business. This platform is perfectly functional and integrates well with Sales date, Point of Sale software, and email to provide a 360-degree view of your current customer base. Our experience with FreeAgent has been nothing short of impressive.Infinit Nutrition
The CRM is very nice. I love the fact that you get one on one training with the team and they listen to you so they can make all the modifications to the CRM. I have looked at so many CRM's to use with my Insurance Business and even though I am still in the process of customizing it I am very optimistic the final result will work well with my workflows. I like the interface, its very appealing visually speaking. Usability is very good. I like the fact that you can do so many integrations like Mail chimp and Zapier.Owner, Life Solutions Insurance
Having all my contacts and clients in FreeAgent CRM allows me to quickly understand which client I need to contact and work with. It is also super easy to use.Electric Motors and Pump, LLC
The user interface is one of the best in the market. It is very easy to use and you get premium support for free to get you started. It was an easy choice because I'm a visual person and like when things are simple. Before FreeAgent, everything was taking too long, and I missed opportunities for follow-up and sales. This year, we’re going to be on it!CEO, gNIS
All it took was 20 minutes for me to fall in love. It’s productive, collaborative, and very easy on the eyes.CEO of GroupClique
It has all the features that I have been looking for to help me grow my small business quickly!Owner, Insurance Agency
FreeAgent CRM is worth it. The product and the people behind it are great. Simplicity is the word I would use to describe it. It will get you started quickly and your team and performance will definitely improve.CEO of JTEK Data Solutions
I actually felt more organized in 15 minutes - just by going through the very smart setup screens. You don’t need a bunch of training to use it. Put your contacts in and you will be productive almost immediately.I’m also impressed with the email capabilities, especially the open and click tracking analytics. It is easier than you think, and way easier than other CRM.CEO, Message Mechanics
FreeAgent CRM is the simplest solution to use on the go or on the desktop. I recommend this solution to anyone. It’s super easy to customize. The support I received getting started - and afterward - made it way easier than I expected to switch from excel spreadsheets.Insurance Agent, Assure, LLC.
I picked FreeAgent CRM because it’s not complicated to use. It tracks everything I need including my emails, outbound calls, and meetings so I can keep my business on track.Chicago Title
We've been looking for a system that we can easily customize without spending more on consultants. It took us less than an hour to set things up and create custom fields. I love it!
I have never had an experience like this before... they contacted me, and made follow up, answered all my questions, and even invited me to their offices. They have been great with customer support; it is almost 24/7. They are very nice and willing to help out, and hear your suggestions. Since I can customize it to my needs, it’s a perfect product. I recommend it 100%.
What I love the most about this product is that it is customizable, so the program adapts to my needs instead of the other way around. It is super user friendly, and it has great customer support!! They even give you 1:1 training, and help you customize your profile, and they won’t leave you alone until you are happy with the end product.
We’re very happy with everything so far. Things have been great and help is always only a click away if needed. All of the work on our data is very much appreciated as well. Before FreeAgent CRM, it had been a little tough keeping up with our data entry and adding new contacts/accounts/deals when we have a high volume of data coming in. There were definitely a few quick and dirty entries that you cleaned up, so thank you again. We started using the email template/analytics features and are very pleased with the functions! Things are going very well and we’re moving closer to utilizing FreeAgent CRM to its full potential.Mixing Dynamics
I love it! I'm more visual so I like the pictures and different ways of reviewing my policies. I had other demos, but FreeAgent is the only one really insurance optimized. It is exactly what I was looking for. Now that I have purchased and been trained on the variety of ways to use this program, I am SO excited and recommend it highly to anyone. One reason I love it so much is how easy it is to tailor it to what I want. I have been in the Financial Services industry for over 25 years and have used several systems both on desktop and online. This system is easy, tailorable, and comprehensive. And what I love about it even more is that it is affordable for an individual agent to use. Additionally, the fact that they have a mobile app to interface is a double benefit. Can't say enough how much I appreciate you!Cascade Financial and Insurance Services
This is so much better than AMO! I am experiencing a new level of service with FreeAgent CRM.
I am thrilled to grow my business on FreeAgent's CRM platform. Thank you, Maria! Without your assistance and dedication to me and my business needs, I certainly would be feeling that I was alone. But with you and the support team that FreeAgent has, I am NOT alone. I really feel that you guys have my back!The customer service I received from Maria Lopez was fantastic. Her knowledge of their CRM, understanding my business needs, and merging the two together was superb! She went above and beyond, exceeding my expectations which really showed me that both she and FreeAgent CRM appreciates my business.
I’ve been checking out other platforms like Zoho, but none of them have an easy-to-use platform or the experience FreeAgent has on Insurance.Zaki Enterprise
We looked at EVERYTHING and were quickly losing hope. Copper and InfusionSoft couldn’t give us what we needed. Pipedrive, HubSpot, and Zoho just flatout didn’t work. If we did not find you guys, we would have just stayed in Excel.Seamless Roofers
FreeAgent is the best value for your money. This is my first experience with CRMs and its been so pleasant and not frustrating. That's hard to find in the tech world for me. Our rep is wonderful and knows her stuff! Simple, easy to use and easily learnable. Helpful staff that are there quickly to help with any issues that come up or that you have questions about. Integrates well with Office 365. Looks great and is neat and tidy.New Home Sales Coach
Free Agent has been fun, easy & exciting to get started with! It's totally customizable! That's why we chose to go with FreeAgent. We aren't a typical sales company so we definitely had atypical needs and they catered to them perfectly It's pretty cool how everything we ask for they can do; I'd like to imagine that everybody's FreeAgent looks different. That's pretty awesome.South Jersey Tournaments
FreeAgent CRM is a great tool! Customer representatives really work very hard to provide the best training and support! If you are a Mortgage Loan Originator, Real Estate Agent or a stand alone Sales Rep, I think FreeAgent is a great fit! I like how easy it is to work with, especially for my small sales consulting business. It has all the key features I need!J Manley and Associates LLC
Easy to use, good pricing, intuitive, great view options, great support.Owner, Complete Background Screening
Customer Service is top notch - easiest CRM to throw at non-technical users.
I rolled this out to a sales team of 8. 4 were tech-savvy under 40 and 4 were tech dinosaurs over 60. The 4 tech-savvy users picked it up the first day and have ran with it. The 4 dino's are working with FreeAgent with 1on1 training sessions and are getting the hang of it. I see this being a complete game-changer once my entire team is using this software.- Simple for less tech-savvy users - Customer Service exceeds expectations - Customization for unique business needs is very possible - UI is easy to digest - Email tracking is a fantastic tool
I didn't know a team could be so responsive! I have never asked more from a company. Our CRM needs were very different than the typical sales model. I chose FreeAgent because their team seemed willing to work with me to make the changes I needed for my unique circumstances. When shopping for the CRM, other companies told me they would charge thousands of dollars to train me how to build a system to fit my unique needs. FreeAgent CRM said they would be happy to build what I need at no extra cost. They have done just that and exceed my expectations every day. This robust system has everything I need and I appreciate its beautiful design. Choosing FreeAgent CRM is the best decision I made this year. They have worked with me to make their CRM the exact fit I needed for a growing franchise. I have never worked with another company that is so responsive to my requests and needs. Every day I am amazed at how willing they are to make improvements to meet my needs and their team always teaches me how I can personalize the program to our unique circumstances. They take the time to understand my need and then go to work to find a solution.BaseCamp Franchising
FreeAgent CRM's management and team are outstanding in terms of customization, service, interface, simplicity and elegance. The entire user experience if rated on a scale of 1 to 10 is 10+ while I would rank Salesforce 1 having seen Salesforce performing ten years ago and recently. Salesforce is a sales focused company with an extremely frustrating user experience vs FreeAgent CRM being a true CRM company. It's like using a new generation Apple iPhone vs a mobile phone by other leading providers in the mid 90s. I have done extensive searches on many CRMs in the last 10 years and wish this 2016 founded company would have been existed 25 or 10 years ago.The Amazing Group
Effective marketing and customer service tool for small business. Great value for money and round the clock customer support. You can customize and tailor to suit your purpose.Lawrencia Consulting
Customization is a great plus with the ability to change things to be industry specific. Support had been wonderful in getting started.Payton Agency
This CRM is perfect for our small business. The customer service is top notch! It allows me to perform my job faster, better and with more accuracy. I like the fact that all my notes, emails, calls and to do's are up front and center. Ease of use and how it can be modified to fit my business. I appreciate the training and the customer support. After having used it for less than six months I have zero complaints. It does everything I need it to do.Atlantic Coast Container
We really like the ease with which FreeAgent can be customized to our sales process. Also, the direct integration with our Outlook inboxes is a nice feature.Onpoint Real Estate Solutions