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FreeAgent CRM Blog

It’s about better customer relationships.

(Customer) Relationship Advice from the Experts – Valentine’s Day Edition

All great relationships require nurturing. And while we don’t usually think of customer relationships the same way we think about love… when it comes to the best expert advice on the subject, we couldn’t help but notice a lot of similarities. For Valentine’s Day, enjoy this timeless advice from the experts about customer relationships – […]

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Taco Tuesday: Preview Cards you’ll love at first sight!

Preview Cards you’ll love at first sight! Plus, introducing a whole new kind of data relationship FreeAgent CRM Platform Update February 5, 2019 In this update: 6-Part Preview Cards Icon Library M2M Relationships Preview Cards you’ll love at first sight, because they know exactly what matters most to you! Your data is important. But the […]

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Suggested Contacts is your intuitive contact-list based on actual relationships

Suggested Contacts is your intuitive contact-list based on actual relationships Easily and effortlessly keep your inbox in sync and your contacts up to date FreeAgent CRM Platform Update January 22, 2019 In this update: Suggested Contacts Select All Bulk Actions We’re super fired up to announce our latest feature which not only makes it even […]

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New year, new features

New year, new features! And Razamatazstic new looks! FreeAgent CRM Platform Update January 2, 2019 In this update: Import Enhancements Activity Sharing Blacklist Emails Introducing Themes We’re off to a rocking start on our new years resolutions list – and guess what? It looks a lot like a wishlist from small businesses who want to grow, along […]

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Collaboration features worth @mentioning

Work better, together Modern collaboration features worth @mentioning FreeAgent CRM Platform Update December 4, 2018 In this update: @Mentions Lock Down Choice List Location Hyperlink Board Pivot by Reference In this week’s product update, we’ve added new features and enhancements to help your team work together even better. FreeAgent has always been a great tool […]

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Changing the M in CRM

If you’re reading this, you probably already know that CRM stands for Customer Relationship Management; and that a CRM is a system that supposedly manages your contacts and sales cycle. But in a world of social media where customer relationships die as quickly as they’re started, do customers want to be “managed?” And do customers […]

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