FreeAgent CRM Bonsai Release

Welcome to FreeAgent CRM Bonsai

If you saw last week’s Taco Tuesday, you’re probably dying of suspense about our big release. Well, wait no more! We’re excited to officially release Bonsai, delivering an always-on marketing platform for small business teams to grow their business efficiently, increase customer loyalty, and gain deeper customer insight.

1. Mailchimp Integration

Included in the release, is a best-in-class integration with Mailchimp, the industry-leading email marketing solution, for email activities within a Campaign.

2. All-in-One Small Business Platform

Small business teams need everything in one place. That’s why we’re continuing to innovate FreeAgent CRM as the only all-in-one platform of it’s kind. This extends to the way we integrate your favorite tools, like Mailchimp. Generic CRM simulates this by tagging on apps around their original hard-coded systems on a surface level – but these micro-integrations can’t grow with you as your business grows and are not extensible as small business needs evolve. At FreeAgent, we do things differently.

FreeAgent CRM Bonsai Release

February 19, 2019

Release Overview

Email Marketing

Free Agents already love their email drip campaigns, orchestrating unique steps based on segmentation. This has always been a key feature for making sure your customers feel catered to – not marketed to. Staying true to this customer-first approach in bulk outbound mailing was our top priority.

That’s why we’re really proud to support Amazon Simple Email Service and Mailchimp – makers of the industry-leading email marketing solution – who also believe what we believe:

“We make innovative, beautiful products that empower small businesses”.


A lot of small businesses we talk to started with Mailchimp before looking at CRM software. As business grows, it becomes necessary to add more robust contact management with a central system of record – not to mention sales and customer service. For small businesses, to be able to work with the tools they’re already using has been a huge help in a successful CRM adoption (and when 80% of CRM adoptions fail, we take that pretty seriously here at FreeAgent.)

“Our customers are especially excited about the Mailchimp integration. We’ve combined their beautiful email templates and simple outbound bulk emailing with power and simplicity of the FreeAgent platform.”

– Ryan Manning, CSO and Co-Founder of FreeAgent CRM

Import Contacts Automatically, from Anywhere

Relevant and comprehensive contact data is key to running an effective marketing campaign. FreeAgent CRM can increase the accuracy of your house list by 45% by connecting to a variety of resources such as:

  • Web Forms: Connect FreeAgent CRM to your website to create or update contacts in real-time
  • Mailchimp Lists: Sync your Mailchimp mailing lists to FreeAgent in just a few clicks
  • Spreadsheets: Import all your CSV files into FreeAgent
  • Suggested Contacts: A dynamically updated list of people that seem like high potential prospects or important contacts. It works auto-magically with the email you paired with FreeAgent CRM.

Quickly Build Target Lists that Stay Relevant as Contact Data Changes

Filtering and segmenting contact data doesn’t have to be complicated. Campaign targets can be setup in minutes, not hours. More importantly, dynamic lists can increase email open and click rates 2x by ensuring the right contacts are receiving the right message.

  • Advanced Filtering: From out-of-the-box to custom fields, users can apply an unlimited amount of conditions to target and filter contacts into segments, or views into a certain set of contact data. These segments can be saved away for later use in FreeAgent CRM.
  • Dynamic Lists: Don’t you hate it when a former client receives content related to an existing client campaign? FreeAgent views are dynamic, not static! So, as new leads are added OR existing contacts are edited to include data specific to that view, they’ll be automatically added to or removed from your segment lists.

Automate A Single Message, or a Nurture Series

Make life easier with intuitive workflows that leverage automation triggers. You can set up campaigns that automate loads of manual tasks and increase customer retention rates by 10- 15%. More than just emails, FreeAgent CRM can automate all your work as you nurture contacts towards your campaign goal.
You can do things like…

  • Create a welcome email that fires out as soon as a contact fills out an online form
  • Build a drip series that send emails at specific times and auto-creates Next Step reminders to Call
  • Re-engage with contacts who haven’t opened your emails or answered calls from you in a while by asking how you can serve them better
  • Send a follow-up series to contacts who have engaged with a previous campaign

Optimize Your Marketing Efforts

With FreeAgent CRM analytics, you can get a little smarter with every campaign. Unlike stand- alone email marketing solutions, FreeAgent can track data beyond just email open and click rates by:

  • Tracking and analyzing ALL customer interactions, not just email: phone call outcomes, meetings, and more
  • Correlating data outside of the Campaign container
  • Previous, existing, or future purchases or customer satisfaction rates


Want to learn more? Check out our growing tutorial category:

Mailchimp Tutorials

Send us your feedback!

Like the new updates? Let us know! Have an idea to improve the usability of FreeAgent CRM? Chat us up, send us an email, or give us a call.

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 same information isn’t equally important to every company. You’re unique! That’s why we launched Configurable Preview Cards in the Aspen Release. This Taco Tuesday, we’re launching enhancements to Preview Cards that makes them WAY more powerful – and a little prettier, too!

A refresher on Configurable Preview Cards:

  • See what matters to you – Each object has its own card configuration so you can decide which fields are most important to your business.
  • Set it and forget it – Your custom Cards show all throughout the application (Rolodex, Board, Related List) but you only have to configure it once.
  • Your team on the same page – Your custom Card configuration is shared with your whole team, making collaboration even more seamless.
  • Don’t forget mobile – Unlike any other CRM, Cards even show on your mobile app with your custom configuration, so it works for you wherever you work.

What’s a Preview Card?

We call it a preview because these cards provide a quick overview of your Detail Card which is complete with segments of data for Filtering, Sorting, and Reporting. This includes data such as Lead Source, Dates, and even quick links to Account and Referral Contacts.

You can include any of FreeAgent’s out-of-the-box fields or your own Custom Fields, so each card is truly unique to your business.

This latest enhancement to Preview Cards brings your most important information front and center while minimizing what’s less important, so your experience stays uncluttered and visually-pleasing (one of your favorite things about FreeAgent CRM!)

Here’s what’s new:

  • All objects will now have the 6 field layout (previously only on Contacts) with the option to select “None” (so you can have 4 or 5 if you prefer)
  • Ability to hide/show the Next Step footprint icon on the card
  • Ability to select an icon from the Icon Library that will be used as a default image for records of that object
    • This replaces the initials that were previously used on records that did not have an image
    • You can still use auto-magic google search to populate an image on any record and it will show instead of the icon
    • Have instant context across Contacts, Accounts, Deals and Custom Tabs

Watch the Video!
Discover the Power of Configurable Preview Cards with Ryan

Want to learn more?

Check out the tutorial:
How can I customize the configuration for the Cards?

M2M Relationships

This Taco Tuesday also introduces a new type of data relationship to FreeAgent CRM.

M2M, or Many-to-Many, is an incredibly powerful relationship type you can now enjoy across the platform with both Standard and Custom objects.

Here’s an example from ZenPPM – a company with a custom object Products. Deals can be related to many Products AND Products can be related to many Deals.

Here’s what that could look like in FreeAgent CRM on the Products and Deals tabs:

Things to Know

An M2M relationship is created between two objects when a field is added of type: Reference – Multi Select.

When this field is added:

  • There will be a Related list on both objects so that you will always know which records are related
  • You’ll always have the ability to select “Manage object_name” in the “Things You Can Do” dropdown

Want to learn more? Check out the tutorial.

What is a Reference – Multi Select Custom Field?

Automatic Activity Roll-Up

By Free Agent request! You asked for the ability to turn off and on the automatic roll-up of activities between the following objects:

  • Leads to Deals
  • Leads to Companies
  • Companies to Deals

You got it! Make changes to your roll-up settings in Settings > Activity Roll Ups

Things to Know

  • Turning activity roll-ups on or off will only impact activities made after the change, and will not update/change any past activities that were already rolled-up



Say hi to Custom Objects (Tabs)

Say hi to Custom Objects (Tabs)

Introducing an excitingly customizable feature

FreeAgent CRM Platform Update December 11, 2018

In this update:

Custom Objects
Streamlined Activity Timeline

We must admit, we’ve been a bit impolite. We never formally introduced Custom Objects (or Custom Tabs, as some of its closest friends call it.)

But it’s a customer favorite feature AND it just got some exciting new updates. So that’s why this Taco Tuesday is all Custom Objects.

Many of you are already using Custom Objects to tailor FreeAgent CRM for your unique business needs. You guys will LOVE this update which superpowers your Custom Objects with the same features you love in Standard objects: Activity Timeline and Next Steps.

And if you’re not already using Custom Objects, it’s never been a better time to get to know them. We’ve included a complete rundown below.

“We aren’t a typical sales company so we definitely had atypical needs and they catered to them perfectly It’s pretty cool how everything we ask for they can do; I’d like to imagine that everybody’s FreeAgent looks different. That’s pretty awesome.” – Heather Millevoli, South Jersey Tournaments, FreeAgent CRM Customer

We think it’s awesome too! Check out some of the amazing uniqueness you can create with FreeAgent CRM in the slideshow below.



Custom Objects

FreeAgent CRM has a few Standard Objects you’re probably familiar with, like Contacts, Deals, Accounts, etc. You might have renamed them so they make more sense for your business, since FreeAgent is the only CRM with that fancy feature.

But did you know you can also create completely Custom Objects, too?

What are custom objects?

Custom Objects are versatile containers that store information unique to your company and superpowers that data with all of the features and functionality of the FreeAgent CRM platform. You can create relationships to Contacts and other records, generate reports, create Next Steps, and way more! It’s as dynamic and unique as each small business itself.

What’s New

Before today, Custom Objects were powerful, but they didn’t have a layout and functionality consistent with the rest of the platform. We’re excited to announce these additions to custom objects:

Activity Timeline and Next Steps
Notes and Attachments

Things to Know

Creating a Custom Object is easy! Check out our Support Center Tutorial and video below:

Tutorial: How to Create Custom Objects

Video: How to Create Custom Tabs



More enhancements

Streamlined Activity Timeline

We’ve redesigned the Activity Timeline throughout the entire platform so you can see more of what’s important in less space with even less clutter (like repetitive words and unnecessary extra lines). It’s the small things that really add up, and our product team really sweats the small stuff to make your experience better.


FreeAgent CRM Aspen Release

Welcome to FreeAgent CRM Aspen

We’re particularly excited here at FreeAgent to announce our latest release, FreeAgent CRM Aspen – with a fresh and exciting new look, powerful new features, and major enhancements to usability.

For months we’ve been working on this special update and we’re thrilled to be able to share it with you. These enhancements represent progress in two of our biggest goals:

1. Usability

First and foremost, your mission is our motivation, so we constantly innovate to find better ways for you to accomplish your goals easier and faster.
» Read more: Usability Refinements to FreeAgent CRM, June 15, 2018

You could say that usability in CRM is how easy it is to use powerful tools. Most CRM’s get more complex and more rigid as they add features – that’s why they all end up the same, and nothing like your actual business. Which leads to our next goal…

2. Do things differently

As a small business owner, you do things differently. That’s why we’re continuing to innovate FreeAgent CRM as the only platform of it’s kind – one that’s as unique as you are, and will grow with you as your business needs change.

FreeAgent CRM Aspen Release

November 6, 2018


  • 25%+ faster
  • The “rolodex” is now available for Deals and Accounts, enabling you to quickly move from Deal to Deal or Account to Account
  • Board layout has been completely re-designed
    • It now shows 30% more records in the same vertical space
    • You can now pivot on even more fields
    • You can now drag-and-drop records on custom choice field pivots
    • You can pivot on date fields and choose various bucketing options
  • The Card that FreeAgent CRM shows for a Contact, Deal, or Account is now CONFIGURABLE! You decide what fields are most important and, voila, they’ll appear consistently throughout the desktop AND mobile app

Common Layouts

Previously, the layouts for leads, accounts, and deals were designed to be different. When you asked that the Rolodex layout be extended to Accounts and Deals, we got to work! But we also got to thinking…

Users should have the same experience no matter where they are in FreeAgent CRM.

Now all major Objects (you might call them Tabs – i.e. Leads, Deals, Accounts) will have the same awesome layout options.

3 Layouts to Optimize Efficiency


Rolodex Layout
Form meets function. This layout is a game-changer when you’re working through a list and taking actions, like calls or emails.

List Layout
Sometimes a traditional list is the best way to view and search for information.

Board Layout
When you want a visual view of important data. Use the power of pivot to unlock endless board configurations. Enjoyable drag-and-drop interface to make global changes.


Custom Card Configurations

While you already have complete control over fields, tabs, labels and lists (and just about everything else) you also asked for the ability to customize the card layouts, too. That’s exactly what we did.

  • See what matters to you – Each object has its own card configuration so you can decide which fields are most important to your business.
  • Set it and forget it – Your custom Cards show all throughout the application (Rolodex, Board, Related List) but you only have to configure it once.
  • Your team on the same page – Your custom Card configuration is shared with your whole team, making collaboration even more seamless.
  • Don’t forget mobile – Unlike any other CRM, Cards even show on your mobile app with your custom configuration, so it works for you wherever you work.

Board Layout Enhancements

You told us you love the board layout. And now, your custom Card configurations will show in every board across every Object (Tab). But we wondered if we could make it even more loveable. Here’s what’s we added:

More ways to view the data that’s important to you

  • Pivot by any date or number fields
  • Specify the column grouping when pivoting on a date field (Daily, Weekly, Monthly, Quarterly)
  • Smarter filters on date fields

Choose a currency field to aggregate the columns in you board layout (Example: Calculate the Amount field on Deals)


Send us your feedback!

Like the new updates? Let us know! Have an idea to improve the usability of FreeAgent CRM? Chat us up, send us an email, or give us a call.

Switch from English to Spanish Language in 3 Simple Clicks

We heard you. You need a CRM in Spanish and we made it happen. You can easily translate from English to Spanish language in 3 simple clicks—select Settings -> Language –> Espanol, that’s it!

Watch the video below and see how easy it is to switch from English to Spanish in FreeAgent CRM.

“Switching from English to Spanish language is helpful for my staff. We’re based in Mexico and we have Spanish and English users” – Eduardo Cue, Co-Founder of Epicnest

Sign-up for a free trial or call now for a 10- minute demo @ (650) 729-8400.

Now Available: Team and Individual Access Levels

We’ve added the ability to control Access Level for FreeAgent CRM users. Account owners of FreeAgent CRM can go to their “My Team” view and Edit a user account changing their access level from “Team” to “Individual.” Individual access limits a user’s view to Leads, Accounts, and Deals they are assigned. Let us know how this new capability works for you!


The Automations are Coming!

FreeAgent CRM will soon allow you to automate how you followup with leads! Want to send all new leads a Welcome email, follow it up with a phone call, then email them again in a day? No problem! Let me know if you’d like to preview what we’ll be delivering.


Ahora está disponible en Español :) / Now available in Spanish

FreeAgent CRM ya tiene la versión en español! Tenemos una oficina en Guadalajara y vamos a crecer nuestra presencia en México y otros países de habla hispana, manteniendo nuestro compromiso con las empresas latinoamericanas para incrementar sus ventas.

Sin más por el momento, me despido, 🙂


FreeAgent Adds Support for Custom Fields

We’ve added support for Custom Fields to Leads, Accounts, and Deals! Add as many as you need, and configure and edit them at any time.

Custom fields come in many shapes and sizes
  • Lists (e.g. Country)
  • Dates (e.g. Renewal Date)
  • Values (e.g. Pilot Revenue)

Our support for ‘Lists’ is really special & way better than any other sales solution on the market! Instead of requiring that you have an admin or sales ops resource maintain a list of values, FreeAgent maintains the list values automatically. So when you need to add a new value, just use it when importing your Lead/Account/Deal and you’re done.

Custom fields are automatically available in Filters & for use in Saved Views, Reporting, and Import/Export.

See how it works below: