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features
design
support

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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

To create exceptional customer experiences, unlock the full potential of customer information. Treasure Data's Enterprise Customer Data Platform combines all types of customer data from online, offline, and IoT devices to unlock the critical business insights required to drive business growth. Data points can be compared to musical notes. They are small but have a lot of potential. Simply put, we are an independent CDP that has proven experience solving complex data problems for enterprises. We have 170+ connectors that can be used with any technology stack. They are schema-flexible and can ingest any type of data. We provide enterprise-level security, scalability, and continuity to help you unlock the power of customer information to deliver exceptional brand experiences at scale. All your customer interactions online and offline are captured. All brand interactions can be analyzed in detail.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

APIANT
ActiveCampaign
Acxiom Real Identity
Adobe Marketo Engage
Asana
Boss Insights
Canopy
CleanManager
Gmail
Hushly
Insider One
Insightly
LinkedIn
Mailchimp
TROCCO
Tapad
Versium REACH
Workato
Zapier

Integrations

APIANT
ActiveCampaign
Acxiom Real Identity
Adobe Marketo Engage
Asana
Boss Insights
Canopy
CleanManager
Gmail
Hushly
Insider One
Insightly
LinkedIn
Mailchimp
TROCCO
Tapad
Versium REACH
Workato
Zapier

Pricing Details

$33 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
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

Treasure Data

Founded

2011

Country

United States

Website

www.treasuredata.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

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Data Management

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

Predictive Analytics

AI / Machine Learning
Benchmarking
Data Blending
Data Mining
Demand Forecasting
For Education
For Healthcare
Modeling & Simulation
Sentiment Analysis

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