FreeAgent CRM Review

FreeAgent CRM is a cloud-based platform that is committed to supporting small businesses in improving customer management. Thanks to this CRM software, you will be able to build quality relationships with your customers, former clients, suppliers, vendors, keeping all the interactions with them and the activities of your company under control.
The platform is designed exclusively for small companies that want to focus more on the customer and foster relationships with the latter, which thus become deeper and based on trust. All this naturally increases sales and maximizes profits, allowing you to save time and having a complete 360-degree view of the management of your company. FreeAgent is an online CRM, intuitive and simple to use, through which you can manage your contacts, emails, calls, appointments, offers, reports and much more.

CUSTOMER MANAGEMENT WITH FREE AGENT CRM – TUTORIAL

FreeAgent CRM took everything into account, uploading a series of video tutorials that guide you in using this CRM system. Let’s watch, for example, how to add contacts to the database:

FREEAGENT CRM – FEATURES

Let’s take a look at its main features:

• Customization: personalize the sales steps, create and rename cards, forms, categories, etc.
• Tracking system: track everything to have access to data and timelines
• Calendar management: take note of all the appointments and activities of the day
• Email templates: you can use email templates and customize them to your liking
• Instant central repository: system that contains all your customer data
• Drag-and-drop interface: simple and intuitive
• Customer support: efficient and always available for all your requests and needs
• Training: some free video tutorials available on the YouTube channel