FreeAgent CRM
FreeAgent CRM enables custom app creation and configuration without coding, offering tailored CRM solutions for various industries with a wide range of features including automation, AI assistance, and integrations.
Services
FreeAgent CRM provides a versatile set of CRM solutions designed to cater to various industries including B2B Sales & Marketing, Customer Service, Clinics, Healthcare, MedTech, and Manufacturing. Their platform enables custom app creation and configuration without the need for coding, making it accessible to a wide range of users. They offer a comprehensive suite of CRM features such as email, phone, SMS, meetings, tasks, reporting, automation, AI assistant, and webforms. In addition, FreeAgent CRM offers a partner program with affiliate, referral, and solutions partner levels.
Product Features
FreeAgent CRM's platform includes a variety of features aimed at enhancing user productivity and efficiency. These features include real-time automatic inbox sync with Gmail, G Suite, Outlook, and Office 365, as well as automatic call logging, recording, and transcription. Users can also benefit from a visual automation builder to create custom automations easily. The platform supports integration with popular tools like Slack, Mailchimp, DocuSign, Google Workspace, and Office 365. Furthermore, the CRM solution is enhanced with AI-powered features for email writing assistance and lead scoring.
Industry Solutions
FreeAgent CRM tailors its solutions to meet the specific needs of various industries. For healthcare organizations, they provide HIPAA-compliant CRM solutions, ensuring the security and confidentiality of sensitive patient information. Their platform is suitable for various sectors such as Clinics, Healthcare, and MedTech by providing features relevant to their operational needs. Industries such as B2B Sales & Marketing, Customer Service, and Manufacturing also benefit from the customizable and integrated nature of FreeAgent CRM, which helps streamline their workflows and enhance productivity.
Integration and Automation
FreeAgent CRM supports a range of integrations with popular tools like Slack, Mailchimp, DocuSign, Google Workspace, and Office 365, making it easier for teams to manage their workflows within a single platform. Their visual automation builder allows users to create custom automations without the need for coding, streamlining processes and improving efficiency. The platform includes features like automatic call logging, recording, and transcription, as well as real-time automatic inbox sync with Gmail, G Suite, Outlook, and Office 365.
Cloud Infrastructure
FreeAgent CRM utilizes Amazon Web Services (AWS) technologies to provide a secure and scalable cloud infrastructure. This ensures that the platform can handle the demands of various businesses while maintaining high levels of security. By leveraging AWS, FreeAgent CRM can offer reliable performance and flexibility, enabling businesses to integrate and configure their CRM solutions according to their specific needs. This use of cloud technology underpins the capabilities of FreeAgent CRM's robust reporting system and real-time dashboards.