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Software Status:Active

About FreeAgent CRM

FreeAgent CRM is a business operations platform from FreeAgent Technologies, Inc. that supports healthcare operations powered by AI. It combines wound care, healthcare provider management, and in-home health solutions to provide better insights for healthcare professionals. This platform is designed to simplify complex operations, allowing users to access critical data more easily. FreeAgent CRM also offers features tailored for medical devices and financial services, ensuring comprehensive management across various sectors in healthcare. Key capabilities: wound care healthcare provider management in-home health solutions medical device integration financial service support Best for: healthcare professionals and organizations that need improved visibility and efficiency in operations.

FreeAgent CRM Details

Vendor
FreeAgent CRM - FreeAgent Technologies, Inc.
Year Launched
Location
San Francisco, California, USA
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
Channel Management, Contact Center, CRM, Customer Communications Management, Customer Data Platform, Customer Engagement, Customer Service, Customer Support, Financial CRM, Hospital Management, Inside Sales, Insurance CRM, Knowledge Base, Lead Management, Lead Nurturing, Mac CRM, Marketing Automation, Online CRM, Sales Enablement, Sales Force Automation, Sales Tracking, Service Dispatch, Small Business CRM, Predictive Lead Scoring, Patient Engagement
Users
Typical users of FreeAgent CRM software include Channel Managers, Contact Center Agents, CRM Administrators, Customer Communications Managers, Customer Data Analysts, Customer Engagement Specialists, Customer Service Representatives, Customer Support Agents, Financial CRM Managers, Hospital Administrators, Inside Sales Teams, Insurance Agents, Knowledge Base Managers, Lead Managers, Lead Nurturing Specialists, Mac CRM Users, Marketing Automation Specialists, Online CRM Managers, Sales Enablement Teams, Sales Force Automation Administrators, Sales Tracking Analysts, Service Dispatch Coordinators, Small Business Owners, Predictive Lead Scoring Analysts, and Patient Engagement Coordinators.
Industries Served
Healthcare, Education, Finance, Retail
Tags
Channel Management, Contact Center, CRM, Customer Communications Management, Customer Data Platform, Customer Engagement, Customer Service, Customer Support, Financial CRM, Hospital Management, Inside Sales, Insurance CRM, Knowledge Base, Lead Management, Lead Nurturing, Mac CRM, Marketing Automation, Online CRM, Sales Enablement, Sales Force Automation, Sales Tracking, Service Dispatch, Small Business CRM, Predictive Lead Scoring, Patient Engagement

FreeAgent CRM's In-App Market Place

Does FreeAgent CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

5

Mini Apps

1. Mailchimp Integration - Sync your FreeAgent CRM contacts with your Mailchimp account to streamline your email marketing campaigns.

2. Zapier Integration - Connect FreeAgent CRM with hundreds of other apps to automate workflows and save time on repetitive tasks.

3. Google Calendar Integration - View and manage your Google Calendar events directly within FreeAgent CRM for improved scheduling and time management.

4. QuickBooks Integration - Seamlessly sync your FreeAgent CRM data with QuickBooks for easy accounting and financial management.

5. Slack Integration - Keep your team updated and collaborate more effectively by integrating FreeAgent CRM with Slack for real-time communication.

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CHF (Fr), NZD ($), HKD ($)

Pros & Cons

  • User-friendly interface makes it easy to navigate and use
  • Comprehensive customer data platform allows for thorough customer relationship management
  • Marketing automation capabilities streamline marketing processes
  • Sales force automation feature helps boost sales productivity
  • Predictive lead scoring feature helps prioritize leads effectively
  • Limited integrations with other software platforms
  • Steep learning curve for new users
  • Some users report occasional glitches and bugs
  • Lack of advanced reporting features
  • Limited customization options for workflows and processes

FreeAgent CRM's Support Options

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