FreeAgent CRM

05/05/2022

If you work in Sales today, you’re likely switching between:

1. Gmail
2. Slack
3. Excel
4. Calendar
5. Your CRM software

All this context-switching punctures your focus and makes it easier to get distracted.

Salespeople already spend two-thirds of their time on non-sales work — but there’s an easy solution to this problem:

Unified views.

1. Get every email you’ve ever sent lined up perfectly in your mailbox, ready for you to pore over later.
2. See which documents were sent to who, when, and what the context was.
3. Centralized outreach means you can email, call, set meetings, jot notes, and more – without leaving the page.

Try out FreeAgent today to enjoy unified views 💪

04/25/2022

Admin.

It’s the bane of your existence — and totally unavoidable.

But it’s only when you’re still doing stuff manually that admin takes on a painfully large role in your work.

That’s why we’ve built tools to help you get more done, faster — sans the admin.

FreeAgent CRM automatically logs and organizes all your emails, meetings, and calls so you spend way more time selling and way less time on admin.

No more clicking around repeatedly to do simple tasks.

What could you do with two more hours in your day?

04/01/2022

In a massive aquarium at FreeAgent’s offices in San Francisco, CA, six dolphins swim around and casually chat to CEOs, VPs, and directors across America.

These sea-suite whisperers build ongoing relationships with America’s top decision-makers throughout the year.

Read our newest post to learn how it happened — link in the comments! 🐬

03/16/2022

We’re giving away $15,000 to a lucky winner in our FreeAgent Friendsy contest. The competition runs from Mar 15-17, 2022.

Stop by Booth 4372 at , the healthcare conference, to play and win!

See contest details at: https://freeagentcrm.com/freeagent-friendsy/

03/07/2022

Email templates make your job much, much easier.

But if everyone on your team is using their own templates to communicate with clients, that can quickly lead to confusion down the line.

We solve this by providing a central source truth for your email templates within FreeAgent CRM.

With one click, your reps can send application emails, follow-up emails, meeting scheduling emails, implementation emails, and more - all prefilled with customer data.

You can oversee email templates and track post-sale interaction ratings to drive loyalty and lifetime customer value.

This helps you ensure brand consistency across all interactions and content.

03/05/2022

That complex spreadsheet of your sales accounts in Excel?

You can recreate it fully in FreeAgent CRM, no matter how granular you get with your sales account data.

Example:

1. Add fields tracking everything from the prospect’s address to their account health.

2. Filter everything and create customized views with just a few clicks.

3. Sort everything by date, name, value, territory, etc.

4. Let everyone on your team view it all in one place.

Your account database is already rich. Port it over to a CRM and work faster today.

The future is at www.freeagentcrm.com

We help teams to get everything in one place and work collaboratively to get more done while tracking and improving performance.

02/28/2022

30% of SaaS companies reported their churn rates have increased in the past year.

But over a third (38%) of companies still don’t have a customer success tool.

Here's why that's dangerous:

Customer success is about driving value for your customers to increase retention and LTV.

But if you’re a sales-heavy company, you need a way to spot these opportunities in advance.

A helps with that, but most CRMs only offer singular views of your customer.

FreeAgent CRM is designed to unify every piece of data you have on each customer to help you know:

1. Their implementation status + next steps
2. Their current spend + future needs
3. Their account rep + latest comms

It’s time to nurture your customer relationships and drive revenue by prioritizing what matters most: their experience.

Love your customers and they’ll love you back. 💚

(See the link below for more.)

02/17/2022

Crushing quota is at the top of every sales manager’s to-do list.

But it’s extremely difficult to accomplish this without advanced oversight into who you’re speaking to, how your reps are advancing in their deals, and what roadblocks stand in the way of more Closed-Won deals.

This goal gets harder to attain when you’re trying to track all of this in different spreadsheets. Cue the misalignment, outdated info, and confusion as you or your team try to make sense of who is responsible for what.

In such a situation, a CRM isn’t just a nice-to-have tool — it’s table stakes in a game where high visibility means the difference between revenue and another quarter of poor results.

We call this revenue-driven CRM implementation — but you might know it better as “making your life easier.”

At FreeAgent, we’re working around the clock to build features that sales managers and Ops leaders can lean on to drive greater business results.

See how we’re doing it at the link below — and let us know how your company is managing sales right now. Your feedback helps us improve.

08/13/2021

We had a great time at 🎉

It was an amazing event and a wonderful opportunity to connect with the world's leaders in healthcare. Already looking forward to next year💥

08/13/2021

Have you heard? FreeAgent, the #1 user-rated CRM + work management platform, announced hassle-free HIPAA compliance for all customers.

This security layer comes without the need for 3rd-party vendors, which is a common barrier with laggard CRM platforms, such as Salesforce.

FreeAgent empowers secure collaboration in Healthcare.
Learn More https://freeagentcrm.com/hipaa-for-healthcare-crm-work-management-solutions/