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FreeAgent CRM Blog

It’s about better customer relationships.

Suggest 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 […]

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New year, new features

New year, new features! And Razamatazstic new looks! FreeAgent CRM Platform Update January 2, 2019 In this update: Import Enhancements Activity Sharing Blacklist Emails Introducing Themes We’re off to a rocking start on our new years resolutions list – and guess what? It looks a lot like a wishlist from small businesses who want to grow, along […]

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Collaboration features worth @mentioning

Work better, together Modern collaboration features worth @mentioning FreeAgent CRM Platform Update December 4, 2018 In this update: @Mentions Lock Down Choice List Location Hyperlink Board Pivot by Reference In this week’s product update, we’ve added new features and enhancements to help your team work together even better. FreeAgent has always been a great tool […]

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Changing the M in CRM

If you’re reading this, you probably already know that CRM stands for Customer Relationship Management; and that a CRM is a system that supposedly manages your contacts and sales cycle. But in a world of social media where customer relationships die as quickly as they’re started, do customers want to be “managed?” And do customers […]

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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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