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Description
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.
Description
Visually prioritize your data for enhanced efficiency in prospecting tasks. With a single click, you can conduct research that significantly increases productivity. Eliminate the overwhelming amount of data to emphasize only the essential information required during phone conversations. We advocate for the principle that having less data can lead to better outcomes. This approach is particularly beneficial for Sales Development Representatives (SDRs) and business development teams. Utilize data filtering to streamline priorities for account executives and account-based selling strategies. By incorporating location-centric data alongside lead and account information, you can effectively strategize for travel and meetings. Take advantage of location-based functionalities to promote local events such as expos, workshops, user group meetings, and other regional gatherings. Tailor campaigns to target specific industries related to upcoming conferences in your vicinity. Ensure effective communication prior to travel arrangements for meetings with prospects and clients. Customize user views depending on the role, such as SDRs versus Regional Managers, or filter by division. This system promotes repeatable and scalable processes. Additionally, it simplifies training and expedites onboarding by providing all team members within a group with uniform features. Furthermore, all desktop functionalities are optimized for seamless use on mobile devices, ensuring productivity even while on the move. This holistic approach not only enhances individual performance but also fosters team collaboration and efficiency.
API Access
Has API
API Access
Has API
Integrations
APIANT
Act-On
ActiveCampaign
Adobe Marketo Engage
Bitium
Boss Insights
CleanManager
Facebook
Google Contacts
Insightly
Integrations
APIANT
Act-On
ActiveCampaign
Adobe Marketo Engage
Bitium
Boss Insights
CleanManager
Facebook
Google Contacts
Insightly
Pricing Details
$33 per user per month
Free Trial
Free Version
Pricing Details
$21 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FreeAgent Network
Founded
2016
Country
United States
Website
www.freeagentcrm.com
Vendor Details
Company Name
Valgen
Country
United States
Website
www.valgen.com
Product Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Customer Data Platforms (CDP)
Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Product Features
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
