FreeAgent CRM Blog

It’s about better customer relationships.

Zoom In on Pipeline Snapshots: Official Beta Release

Zoom In on Pipeline Snapshots: Official Beta Release We invite you to a revolutionary new way to gain insight into your business and make smarter decisions by harnessing auto-captured activity and data to drive increased sales. FreeAgent CRM Platform Update March 19, 2019 Snapshots: Beta Release This week’s Taco Tuesday features the official announcement of […]

Read More

Super-power your follow-up with Bulk Actions from Email Analytics

Super-power your follow-up with Bulk Actions from Email Analytics Customize your Related Lists and a special sneak-peek at Snapshots! FreeAgent CRM Platform Update March 12, 2019 In this update: Related List Configuration Bulk Actions from Email Analytics Sneak-peek at Snapshots – Beta Announcement Customer relationships are your top priority. But in your CRM, data relationships […]

Read More

FreeAgent + Mailchimp Resource Guide

You already know all about the latest release FreeAgent CRM Bonsai and the much anticipated best-in-class integration with Mailchimp (the industry-leading email marketing solution). To help you get started – or take your campaigns to the next level – we’ve created a resource guide with helpful topics that range from pairing Mailchimp within FreeAgent to […]

Read More

FreeAgent CRM Bonsai Release

Welcome to FreeAgent CRM Bonsai If you saw last week’s Taco Tuesday, you’re probably dying of suspense about our big release. Well, wait no more! We’re excited to officially release Bonsai, delivering an always-on marketing platform for small business teams to grow their business efficiently, increase customer loyalty, and gain deeper customer insight. 1. Mailchimp Integration […]

Read More

(Customer) Relationship Advice from the Experts – Valentine’s Day Edition

All great relationships require nurturing. And while we don’t usually think of customer relationships the same way we think about love… when it comes to the best expert advice on the subject, we couldn’t help but notice a lot of similarities. For Valentine’s Day, enjoy this timeless advice from the experts about customer relationships – […]

Read More

Taco Tuesday: Preview Cards you’ll love at first sight!

Preview Cards you’ll love at first sight! Plus, introducing a whole new kind of data relationship FreeAgent CRM Platform Update February 5, 2019 In this update: 6-Part Preview Cards Icon Library M2M Relationships Preview Cards you’ll love at first sight, because they know exactly what matters most to you! Your data is important. But the […]

Read More

Suggested Contacts is your intuitive contact-list based on actual relationships

Suggested Contacts is your intuitive contact-list based on actual relationships Easily and effortlessly keep your inbox in sync and your contacts up to date FreeAgent CRM Platform Update January 22, 2019 In this update: Suggested Contacts Select All Bulk Actions We’re super fired up to announce our latest feature which not only makes it even […]

Read More