FreeAgent CRM Blog

It’s about better customer relationships.

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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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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