FreeAgent CRM Blog

It’s about better customer relationships.

Now Available: Bulk Editing

We’ve added bulk edit as a convenience feature to Managing Leads, Accounts, and Deals via the List Layout. Popular bulk edits so far are: Tagging a set of leads / contacts with different personal interests e.g. Golf, Skiing, etc. Moving ownership of accounts or leads / contacts from person A to person B e.g. Move […]

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Notifications are here!

We're so excited to "notify" you of our latest update... Notifications! If you're a FreeAgent user, you’ve probably already noticed the new Bell icon - it’s right next to your profile photo in FreeAgent CRM. It may be a small icon, but it’s kind of a big deal! Notifications help you keep a pulse on what’s going on - without interrupting your workflow.

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Usability Refinements to FreeAgent CRM

We're taking some big steps forward in usability for core pages within the FreeAgent CRM application. This blog post walks you through what we have done, are doing, and have planned - and includes some of the "why" as well. Usability is a fundamental value at FreeAgent CRM. You can count on us to always be pushing forward to provide you the simplest, best way of managing your customer relationships.

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FreeAgent CRM is a Game-changer for Etta at Her Biggest Event of the Year

Etta knows a thing or two about the importance of using the best software. As the founder and CEO of gNIS - a specialized consulting firm for ServiceNow’s IT Business Management, she’s focused on solutions that help customers to align projects to business goals and understand costs and investments. When looking for the best CRM for small business, Etta did her research like most of us: she googled what she needed and began going down the list. According to Etta, as soon as she saw the [...]

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Organized in 15 minutes: Message Mechanics Simplify Business with FreeAgent CRM

Jeffrey Pease LOVES simplicity. Chief Marketing Officer turned consultant, he founded Message Mechanics to help businesses grow their sales with clearer stories. In a 20 year Silicon Valley career, Jeffrey’s both used and marketed large-scale CRM systems. But for his own business, he needed a system that was as simple and clear as his own services.

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