Emailing Attachments now ROCKS!

We’ve given you the ability to include Attachments in email sent directly from FreeAgent CRM. You can also include Attachments in templates! These are s-m-a-r-t. They work with Email Analytics i.e. you know whether your leads and contacts have opened your email or clicked on your Attachment & when they did so.

This is such a great capability for sales and marketing. Get your info out in an organized, professional way & track exactly who looks at what! We strongly recommend you try it out!


IMAP Email Integration Support

Although Gmail- and O 365-based corporate email is very popular, we’ve found many small businesses use Yahoo! or a myriad of other email service providers. So we’ve introduced support for an IMAP & SMTP-based email integration to FreeAgent CRM. No matter what email you use we can tie it into FreeAgent CRM and automatically keep your sales efforts organized. Enjoy!


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.


FreeAgent Deepens Gmail, O365 Integrations, Offers Calendar Support

The enhancements just keep coming to the FreeAgent platform. Our goal is to help salespeople “sell more, CRM less” and that means having the CRM system stay up to date on what salespeople are doing without any typing or double-entry.

We’ve achieved that goal when it comes to email – offering the best Gmail and O365-based integration for salespeople on the market.

And now, we’ve added great support for Calendars as well! To keep busy salespeople and sales leaders in-the-know on who’s doing what, when. We automatically sync FreeAgent with your Calendar & update all your Contacts and Deals with your upcoming (and past) Meetings. Upcoming meetings are “Next Steps,” and good ones at that!

How hard is it to activate these new features? Effortless. We’ve already turned it on & it is ready to roll in your accounts.

See Calendars and Meetings in action below!