Zoom In on Pipeline Snapshots: Official Beta Release

Zoom In on Pipeline Snapshots: Official Beta Release

We invite you to a revolutionary new way to gain insight into your business and make smarter decisions by harnessing auto-captured activity and data to drive increased sales.

FreeAgent CRM Platform Update March 19, 2019

Snapshots: Beta Release

This week’s Taco Tuesday features the official announcement of Snapshots Beta Release.

We also invite you to be a part of Snapshots Beta release. To experience the power of snapshots for your business, reach out directly to our Product Team at ryan@freeagentcrm.com

Building on last weeks sneak-peek, today we’re excited to get a little more in-depth on Snapshots and zoom in on some exciting ways to leverage the data already being captured in FreeAgent CRM automatically.

What is Pipeline Snapshots?

Snapshots is visually stunning real-time tracking for your pipeline over time. Gain instant insight in a revolutionary new way, from quarter-to-quarter forecasting right down to day-to-day changes.

Fuelled by your daily activity, Pipeline Snapshots connects the dots to provide predictability, foster collaboration and drive revenue growth. The power of Snapshots is real-time tracking combined with insights over time. So whether you want to know…

“What happened since Friday to alter the pipeline forecast by 25k?”
or…
“How to gain better foresight into risk and opportunity to have confidence in the next forecast call?”

… we’ve got you covered.

Pipeline Snapshots Tour

Click-through a visual tour below to zoom in on:

  • Track every material change to your pipeline in Real-time
  • Analyze daily, weekly, or monthly variances to your pipeline
  • Quickly pivot to the time interval you want to focus on
  • Have a Birds-eye View of Your Pipeline Progression
  • Zoom in to see the daily activity of your pipeline
  • Analyze your Pipeline across different angles: Pivot by Sales Stage, Status and Forecast Category
  • Set Targets and Keep Track of Pipeline Coverage
  • Isolate snapshots by a single team member or the entire team
  • Always 1-click Away from the Opportunity Details
  • Drill through to actual opportunity information to view complete change history

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.

Super-power your follow-up with Bulk Actions from Email Analytics

Super-power your follow-up with Bulk Actions from Email Analytics

Customize your Related Lists and a special sneak-peek at Snapshots!

FreeAgent CRM Platform Update March 12, 2019

In this update:

Related List Configuration
Bulk Actions from Email Analytics
Sneak-peek at Snapshots – Beta Announcement

Customer relationships are your top priority. But in your CRM, data relationships matter, too! Your business is unique, so some related list items are more important to you than others – naturally, you want to see those first. Also, some items don’t need to appear in your Related Lists at all. One of the things that makes FreeAgent CRM so visually pleasing to use is the ability to NOT see a bunch of stuff that doesn’t matter to you.

1. Related List Configuration

Creating data relationships in FreeAgent CRM is super easy. When a relationship is created, FreeAgent includes a Preview Card in a Related List that provides quick context into the related record.

Things to Know

Admin users can customize their Related List configurations in Settings.

  • Customize the Order of Related List items
  • Activate/Deactivate Related Lists
  • Rename Related Lists

2. Bulk Actions from Email Analytics

We’re super excited about this game-changer that will 10x your follow-up!

Email analytics has always empowered you to send the exact right message at the exact right time. By seeing that your lead has opened up or clicked a link in an email you sent, you can customize your next interaction and perfect their customer journey.

If you already use this powerful feature, get ready to feel super-powered with bulk actions from email analytics! Respond to many open/clicks all at once, but with the same professional personalization that makes your customers feel catered to – not marketed to.

Have a perfect “next-step” content to share with your leads who opened up the last newsletter? Want to send a quick “last day to save” reminder to the customers that clicked on your special offer?

You can mix and match your response types, between one-time emails, your custom FreeAgent email templates, and Mailchimp campaigns!

Things to Know

You can take the following bulk actions based on Opens / Clicks:

  • Email All
  • Add to Campaign

3. Sneak-peek at Snapshots – Beta Announcement

Never a dull Taco Tuesday here at FreeAgent! We’re fired up to announce the Beta release of Snapshots.

Snapshots is visually stunning real-time tracking for your pipeline over time. Gain instant insight to pipeline forecasting and day-to-day changes in a revolutionary new way.

  • Track every material change to your Pipeline in Real-time
  • Analyze daily, weekly, or monthly variances to your pipeline
  • Quickly pivot to the time interval you want to focus on
  • Have a Birds-eye View of Your Pipeline Progression
  • Zoom in to see the daily activity of your pipeline
  • Analyze your Pipeline across different angles: Pivot by Sales Stage, Status and Forecast Category
  • Set Targets and Keep Track of Pipeline Coverage
  • Isolate snapshots by a single team member or the entire team
  • Always 1-click Away from the Opportunity Details
  • Drill through to actual opportunity information to view complete change history

If you’d like to be a part of the beta experience for Snapshots, please reach out directly to our Product Team at ryan@freeagentcrm.com

 

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.

Announcing the FreeAgent + Zapier Integration

Integrations just got easier – or should we say, Zap-ier!

A product update for people who LOVE saving time


Here at FreeAgent, we LOVE saving you time – so you can focus on your customers and growing your business. That’s why we’re so excited to announce FreeAgent’s Integration with Zapier. You can now do SO much more with FreeAgent by connecting it to tools your team already uses.

FreeAgent CRM already effortlessly automates the sales, marketing, and support tasks you used to do manually. But what about automation with systems that go outside of FreeAgent? No problem! You’re just a Zap away..

Zapier connects FreeAgent CRM with over a thousand apps, including MailChimp, LinkedIn Lead Gen Forms, Google Sheets and more. You can now set up Zaps – a Zap is an automated workflow that connects two or more apps – to communicate with your customers and track all those interactions, automatically.  And best of all, no coding required!

Most of the integrations can be used with Zapier free of charge in their “free forever” plan.

Here are a few examples of our favorite FreeAgent CRM Zaps.

Create Mailchimp subscribers from new FreeAgent leads

Wouldn’t it be great if new leads inside of FreeAgent automatically sent information over to your email marketing list? This automation can help you save time by not doing any extra manual work to get contacts from FreeAgent over to MailChimp. When new leads are created in FreeAgent, it automatically creates a subscriber in MailChimp.

Add FreeAgent Deals to a row in Google Sheets

Do you like to use Google Sheets to maintain a detailed record of events within your company? Set up this automation, and every time new deal is created in FreeAgent, we will add a new row to a selected Google Sheets spreadsheet. Automatically update your records and make sure your data is always accurate and up to date.

Add LinkedIn Lead Gen Forms leads to FreeAgent contacts

If you’ve spent too much time entering contact details into your CRM by hand, give this integration a try. After you’ve set it up, whenever a new lead submits their info to one of your LinkedIn Lead Gen forms we will also log their details on FreeAgent as a new person, saving you from the trouble of having to do so yourself.

These are very basic scenarios that can be expanded to multiple steps with many different apps. Learn more about Multi-Step Zaps.

Want to learn more?

FreeAgent + Zapier Tutorial
Connect FreeAgent CRM with 1000+ apps with Zapier

View more integrations below and click to try them out!

FreeAgent + Mailchimp Resource Guide

You already know all about the latest release FreeAgent CRM Bonsai and the much anticipated best-in-class integration with Mailchimp (the industry-leading email marketing solution).

To help you get started – or take your campaigns to the next level – we’ve created a resource guide with helpful topics that range from pairing Mailchimp within FreeAgent to template design tips to getting the most out insight of campaign reporting.

FreeAgent + Mailchimp Overview
If you missed the fiesta, find out about the benefits and features of the latest FreeAgent CRM release.

Mailchimp 101
If you’re just starting out with Mailchimp as a marketing tool, this article is a great place to begin.

Getting Started with FreeAgent + Mailchimp Together
Unleashing the power and simplicity of Mailchimp within FreeAgent CRM is as simple as pairing your Mailchimp account.

Email Design Guide
Look and feel professional when using your Mailchimp templates with campaigns launched within FreeAgent. Here’s some great advice on conveying your message with great looking emails for better conversion.

Create Your First Mailchimp + FreeAgent CRM Campaign
Annnd launch! When it’s time to create your first campaign, here’s all you need to know to get started.

Email Marketing Benchmarks
Ever wonder how your campaigns are doing compared to other businesses in your industry? Mailchimp has compiled benchmarks for you.

Getting the Most from Your Mailchimp Reports
See your campaign reports directly in FreeAgent CRM. Follow up perfectly with customers who opened-and-clicked.

Additional Resources

We’re just scratching the surface of what’s available on both platforms. For deeper information, start here:
FreeAgent CRM Tutorials
Mailchimp Marketing Resources

Happy campaigning!

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

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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

Enjoy!

 

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 easier to get started in FreeAgent, it also helps you easily and effortlessly keep your inbox in sync with your CRM, and ensures important contacts aren’t slipping through the cracks.

“Traditional CRM’s get out of date very quickly. They become dependent on labor-intensive manual intervention, or they require you to leave the CRM entirely – disrupting your workflow to use email or plugins separately. This makes them not much better than Excel as a tool for small business.

As a productivity platform that’s way more than just sales pipeline management, FreeAgent acts as an integrated central hub for front office and external facing interactions such as calls, emails, meetings and more.

That’s why we’re so excited about our newest feature: Suggested Contacts. It works by intuitively generating a list of contacts based on actual relationships – not dependent on existing email contacts (because if you’re anything like 90% of us, you don’t actually create contacts manually anymore in your email either).” – Ryan Manning, Chief Strategy Officer at FreeAgent CRM

What is Suggested Contacts?

Suggested Contacts is 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.  It gives you the option to immediately and effortlessly create a contact in FreeAgent by selecting just the one suggested contact, or you can rapidly select and add many at a time.

Don’t worry! Your list is completely personal to your account and is not shared with your team. In fact, Suggested Contacts is a great way to get an overview of contacts in FreeAgent, so you always know what’s being tracked (“In FreeAgent”) what’s not being tracked (“Not In FreeAgent”) and you can easily choose with 1-click which contacts FreeAgent CRM ignores.

Why it’s better than email plugins
1. You never have to leave your CRM
2. Doesn’t matter what your email provider is, even IMAP
3. If you have multiple emails paired, it combines them together in a unified Suggested Contacts list

Pro Tip

Combine Suggested Contacts with Saved Views to keep your inbox and FreeAgent in sync

What’s Ryan’s favorite saved view?

“I like to Filter ‘Not in FreeAgent’ and sort by Last Inbound Email to find the most relevant contacts quickly.

Also, sorting by outbound emails makes it easy to rule out spam.”

Things to Know

  • See and sort by key analytics (Total # of Emails, Last Inbound Email, etc.)
  • Create new contacts with a single click
  • Quickly filter, sort, and search to find the right contacts to bring into FA
  • “Ignore” any contacts you don’t want tracked in FreeAgent
  • Works with and combines multiple paired email addresses

Want to learn more? Check out the tutorial.

How to use Suggested Contacts in FreeAgent CRM

Select All Bulk Actions

It’s been a month since your big networking event and you want to update the lead status of all of the prospects you met there. No problem!

Bulk Edit has always been a powerful feature. Now with Select All, you can filter, select (Select ALL), and edit even easier. Here’s how it works:

  • Clicking the top checkbox in the list view will first select 50 records (or up to the amount listed)
  • An additional option will show to Select All records (FreeAgent will always obey filters with Select All)
  • Bulk Edit all records selected (unlimited) – Boom!

Things to Know

Bulk Actions have the following limits:

  • Edit – Unlimited
  • Delete – Unlimited
  • Email – 50 Records
  • Merge – 10 Records

 

You’re going places. And now your Saved Views are, too!

In 2019, you’re going places. And now your Saved Views are, too!

Saved Views + Mobile App is a match made in heaven to grow your business on the go

FreeAgent CRM Platform Update January 15, 2019

In this update:

Saved Views on Mobile
Automated ID Number
Always on @mentions

Saved Views has always been a feature-favorite, keeping your most important info at your fingertips on the desktop.

And the FreeAgent mobile app has always been first-in-class compared to traditional CRM mobile apps (for example, it automatically brings over your Custom Objects, Renamed Tabs, Configurable Cards and much more).

Better together – we daresay that Saved Views on the Mobile App is a match made in heaven!

What are Saved Views?

Saved Views help you capture, share and re-visit the information that’s important to you even faster. Keep your favorite filters as Saved Views so that you don’t have to re-apply them to your data each time. In addition to filters, Saved Views also includes list configurations, pivots, and much more. And now with dynamic date fields, the Saved View is always showing real-time data!

They can be created for any object within FreeAgent CRM including custom objects.

Discover the power of Saved Views! Check out some top Tutorials.

How can I create Saved Views in FreeAgent CRM?

How can I share Saved views with my Team members?

How can I manage my Saved Views?

 

Automated ID numbering

Once your data is in FreeAgent, the possibilities are endless. Now we’ve added another way to superpower your data – all objects in FreeAgent CRM will now have an automated ID number. Referencing, reporting and tracking just got even easier and more powerful.

This includes existing objects, custom objects and all new objects going forward.

Always on @Mentions

We got your feedback and we listened. You told us you need to be absolutely sure that your @mentions trigger a notification for your teammate. Your wish is our command!

What are @Mentions?

@Mentions allow you to select a specific team member and leave him or her a note in any of your existing tabs where the activity timeline is available. Users will instantly receive a notification (even on mobile!) when they are @mentioned.

Instant context.
Draw attention to a high-priority conversation with a simple tag. Get notified when something needs your attention. Tag your team for follow-up, questions, or help finding the right info.

Instantly adoptable.
They work with the same intuitive ease as other tagging tools, like Slack and Facebook.

Want to learn more about @Mentions?

 

 

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 with specific features and enhancements requested by Free Agents like you.

We have big ambitions for small business in 2019! Stay tuned as we roll out more features and enhancements weekly. This special holiday Taco Thursday is all about the first batch of the year.

 

Import Enhancements

A CRM is powered by your data. That’s why we’re committed to super-powering it, by capturing information from anywhere and getting it all in one place. Like most businesses, you probably have a constant stream of data coming in – via email, phone calls, calendar events, notes and attachments – that need to get captured on the fly. But for larger data sets, like Contact lists, (or Products, or Venues… with Custom Objects, you name it (literally!) – these exports from Excel or other legacy systems need to get into your CRM too, and we believe it shouldn’t be a painful process.

Here’s a rundown of the Import Enhancements

  • New centralized location in Settings > Import Data
  • Every import will be logged in the Import Data table where users will be able to see the following:
    # of new records created
    # of records updated (when importing with the ID column which matches to existing records)
    # of errors (can be expanded to see a list of all errors, including row/column)
    Errors could be any of the following:
    – Invalid format (Example: Importing a text into a number field)
    – Value does not exist (Example: Importing a Choice List option that does not exist)
  • Note: If any errors are found during an import, then no records will be created or updated. We want to ensure everything will look just right before making big changes with your data.

“Before this enhancement, it was harder for Free Agents to know if there was an error in their data import or if the import was still running. Now the Import Status, # of New/Updated Records, and Errors (including row/column) show for every import, really improving the process and recordlist.” – Brian Hudson, Product Manager for FreeAgent CRM

Activity Sharing

Activities are actions tracked within FreeAgent CRM, like Emails, Phone Calls, Notes, and Calendar Events. You know – the ones that show up in your Activity Timeline. Activities have always automatically shared between Standard Objects: Leads, Accounts, Deals (even if you renamed them to work better for you) – and they still will be. But now we’ve extended the ability to share Activities between your Custom Objects. You choose which ones to share using the new Share icon right from your Activity Timeline.

Things to Know

  • Share activities to any other record including custom object
  • Related records will automatically show as suggestions when sharing an activity
  • See where an activity originated from when looking at a shared activity
  • Activities will continue to automatically share (roll-up) from Leads to Accounts, Leads to Deals, & Accounts to Deals

Blacklist Emails

One of the best things about FreeAgent CRM is the way it works auto-magically with your paired email inbox to capture emails and seamlessly track all interactions with your customers. But what about emails that you don’t want to be captured into the system, even if they’re associated with a contact in your CRM? No sweat!

Protect sensitive information and conversations between colleagues. By blacklisting email addresses, you can ensure emails are never logged in the system.

To use this feature, go to Settings > Email > Blacklist.

Things to Know

  • Team Members are automatically on the blacklist
  • Emails will still show in FreeAgent as long as there is at least (1) contact that is not blacklisted in the From, To, or CC fields

Introducing… Themes!

FreeAgent CRM themes are another way to personalize your CRM interface and make it even more uniquely you.

Available Themes:
– Double Rainbow
– Blue Steel
– Fuchsialicious
– Flight of the bumblebee
– Tangerine Tango
– Razamataz
– Sally’s seaside
– Winter Wonderland
– Blackberry Pie
– Love Bug

Things to Know

  • Themes are a personal setting, and not team-wide, so you can each rock your own style
  • Try on the new looks in Settings > Themes

We hope you enjoy them as much as our team here at FreeAgent! We’re wishing you all a happy new year and outstanding success in 2019 – and as always, we’ll be here along the way to help make it happen!

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.