FreeAgent CRM delivers a next-gen work experience on a customizable cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights without leaving the page. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Gain instant context into all of your customer relationships, and view activity linked to any pipeline change and it’s impact. Measure and improve performance. Track and celebrate activities that lead to sales and happy customers. Supercharge your sales cycle with customizable stage gate processes and eliminate all the manual work with automation. Foster a high-five culture and share gamified goal-tracking across your team.
FreeAgent CRM delivers a next-gen work experience on a customizable cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights without leaving the page. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Gain instant context into all of your customer relationships, and view activity linked to any pipeline change and it’s impact. Measure and improve performance. Track and celebrate activities that lead to sales and happy customers. Supercharge your sales cycle with customizable stage gate processes and eliminate all the manual work with automation. Foster a high-five culture and share gamified goal-tracking across your team.
Specifications
Business Size
Startup
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
Automated Lead Assignments
Automated Personalized Emails
CRM System
Calendar/Reminder System
Call Logging
Call Management
Contact Import/Export
Customizable Fields
Dashboards for Custom Reports
Document Management
Deal Management
Document Management
Email Account Sync
Email Analytics Dashboard
Email Parser
Gmail / Office 365 Integration
IMAP Support
Industry Templates
Interaction Tracking
Internal Chat Integration
Lead Segmentation
Marketing Automation Integration
Note Management
Sales Pipeline Management
Segmentation
Source Tracking
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By claiming your product on Warebuy, you are contributing to the Warebuy business database. By keeping your Product up-to-date, you will be promoting yourself to a huge online audience and helping to maintain our owner-verified dataset. After claiming, you can add images, prices, features, case studies, etc. to your product at free of cost.
