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.

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.

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


Overview

  • 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

Auto-Sum
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.

FreeAgent CRM Pricing Update

We’ve updated our pricing for new customers to $29 USD per user per month in the US and Canada, and $499 MXN in Mexico. We think this pricing reflects tremendous value – less than $1 a day to get Email Analytics, Rich Templates, the Best Email and Phone Tracking in a CRM, and a ton of customization capabilities.

For our current customers – know that we will honor your current pricing through renewal. You bet on us, and we’re going to continue to bet on you. Let’s grow together!