FreeAgent

FreeAgent

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Website: freeagent.com

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FreeAgent is a comprehensive customer relationship management (CRM) tool designed to help businesses organize and manage interactions across various stages of the customer lifecycle. It provides a centralized platform for collecting and organizing contacts, tracking customer activities, and managing sales and customer service processes. The app offers a range of features, including task management, phone tools, email features, and SMS capabilities, all of which are integrated to enhance communication and workflow efficiency.

One of the key strengths of FreeAgent is its task management system, which includes a personalized homepage for users to view to-do items, receive notifications, and manage tasks using a drag-and-drop calendar interface. The app also supports automation, allowing users to streamline workflows and reduce manual tasks. Additionally, FreeAgent offers advanced email tools, such as email templates and automated sequences, as well as SMS features for personalized bulk messaging.

FreeAgent's CRM capabilities are complemented by its analytics and integration features, which enable businesses to monitor performance and connect with other essential tools and services. The app's intuitive interface makes it user-friendly, allowing teams to easily navigate and utilize its features to improve customer engagement and sales productivity. Whether used in sales, marketing, or customer support, FreeAgent provides a versatile solution for managing customer relationships effectively.

FreeAgent is a multi-award winning online accounting software designed specifically to meet the needs of small businesses, freelancers and their accountants. FreeAgent helps businesses take care of their day-to-day admin, from managing expenses and running fully RTI-compliant payroll to creating and sending professional-looking estimates and invoices. It also allows businesses to keep track of their cash flow and profitability, showing who owes them money - and how much!. FreeAgent also has a personalised ‘Tax Timeline’ of upcoming deadlines and amounts due, as well as the functionality to easily file VAT, RTI payroll and - for sole traders and limited company directors - Self Assessment tax returns directly to HMRC. Around 100,000 customers currently use FreeAgent to manage their business accounts simply, with no confusing accounting jargon and with a team of friendly support accountants on hand to help them stay on track.

Website: freeagent.com

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