Platform is a SaaS solution and requires no additional hardware for installation.
Vendor works with SOHO, small and midsize insurance companies and small businesses.
Contact vendor directly for case studies.
FreeAgent CRM is a cloud-based sales, marketing and customer service platform that helps small businesses nurture quality customer relationships. The platform works automatically with the user’s email to create and classify leads, send follow-up reminders, perform custom automations and track all interactions with customers.
The software organizes contracts, deals, documents, calls, notes and to-do lists in single place, provides users email analytics to show open and click activity, and creates a central customer database and searchable customer activity timeline. Additionally, the platform automatically matches emails to corresponding contacts, enables users to add pictures, attach files and import notes, and facilitates custom system views such as list views and a drag-and-drop interface.
FreeAgent CRM was founded in 2016.