We looked at a lot of other CRM’s and they look like they’re stuck in the early 2000’s.

When I saw FreeAgent, I felt more comfortable immediately in the way it looks and the user experience. It’s very clean and simple to use. We’re a modern company, creating leading-edge technology. The way I describe it to people is that FreeAgent is made for our generation.

I would really drive home the fact that you can customize it in any way you want fairly easily and quickly.

Because it’s straightforward how to create things, you can really manipulate the apps to do whatever you want. We use an app to track our competitors, for example.

We used to spend a lot of time preparing to reach out to customers. That preparation has been significantly reduced — from hours to minutes. We can quickly glance and have all the information at our fingertips.

That’s probably our biggest efficiency gain because it’s led to having more well-managed customer accounts and opportunities per sales rep.

Our salespeople now communicate with more customers per day than was possible before.

Onboarding reps are able to do their jobs a whole month quicker because of FreeAgent.

Our sales leader has seen huge improvements and been able to drive much more efficiency in the sales process.

Visibility went from 0 to 100 using FreeAgent. Now we log in and everything’s there. I think it made the salespeople power users.

That’s a big difference we see with FreeAgent vs other CRM’s — we use FreeAgent for everything; from managing our highest revenue customer down to keeping our meeting minutes from our team meetings.

Now, anytime we find ourselves working in spreadsheets, our first thought is ‘Can we do this in FreeAgent instead?’ And most of the time the answer is yes.”