FreeAgent CRM

FreeAgent CRM

FreeAgent Network
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About

FreeAgent CRM delivers a next-gen work experience. Our 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. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.

About

For sales & service teams, knowing where your customers are is vital to your business. TrackGo lets you & your team create a map of all your customers. Once your customers are mapped, it’s easy to see which ones are close by, and TrackGo will even route you to their location. When you track customers in TrackGo, the data is private to your team. All customer data is securely stored in the cloud, and is always in sync across your team & devices. TrackGo offers iOS, Android, and web applications. For each customer you are not just keeping track of their location. Setup tasks/reminders for yourself, or another team member for specific times. Keep contacts associated with each spot. View an Activity Feed to see exactly who has been there, when they were there, and what they did. Gone are the days of writing down what you did after each customer visit. Notebooks get lost & people forget. Keep track of exactly what happened during your customer visit right when it happens.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business

Audience

Businesses searching for a solution to improve their services and increase sales

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$33 per user per month
Free Version
Free Trial

Pricing

$20 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FreeAgent Network
Founded: 2016
United States
www.freeagentcrm.com

Company Information

TrackGo
United States
www.trackgo.com

Alternatives

Alternatives

Pocketbiz

Pocketbiz

Entersoft
monday CRM

monday CRM

monday.com
Sterison SFA

Sterison SFA

Sterison Technology

Categories

Categories

CRM Features

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

Contact Management Features

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

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Enablement Features

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 Features

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

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Integrations

APIANT
Act-On
ActiveCampaign
Adobe Marketo Engage
Asana
Bitium
Boss Insights
CleanManager
Cognito Forms
Facebook
Insightly
LinkedIn
Mailchimp
Slack
Workato
Wufoo
Zapier
Zil Money
iCloud

Integrations

APIANT
Act-On
ActiveCampaign
Adobe Marketo Engage
Asana
Bitium
Boss Insights
CleanManager
Cognito Forms
Facebook
Insightly
LinkedIn
Mailchimp
Slack
Workato
Wufoo
Zapier
Zil Money
iCloud
Claim FreeAgent CRM and update features and information
Claim FreeAgent CRM and update features and information
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Claim TrackGo and update features and information