Transactions are a unit of activity.
Transactions simply include: Creates & Updates

A Record is anything you store in your CRM. The most obvious Records are Contacts, Accounts, Opportunities, Tickets, Projects, Products, Notes, Attachments, Call Records… etc. Because FreeAgent is so customizable your Records could be Physicians, Facilities, Labs, Agencies, Donors, Pets… you name it. Literally. 🙂

We understand that setting up the CRM may take a lot more usage/transactions than your team’s typical daily use. Every subscription comes with unlimited transactions for the first 30 days so you can unleash your implementation. Customize, configure, and create your best virtual home for your team, on us.

Automations are a great way to save time! Transactions for automation runs are counted just as if you performed those tasks manually – no more, no less.

Importing data, such as contacts, accounts, and more does not count against your transactions.

Yes! You can change your edition at your next renewal date.

You can cancel the renewal of your plan at any time for any reason.

Yes, your subscription will automatically renew at your renewal date. However, you can cancel the renewal of your plan at any time for any reason.

No. Your monthly transactions amount will reset at your monthly renewal date. If you find you don’t need as many transactions as you expected, you can change your edition at your next renewal date.

The best way is to get started with the FreeAgent Starter plan and try it out with your team. Many businesses are surprised to learn that even though they have a lot of users, some are very light users. Here’s some examples of common usage levels a company might consume each month based on how they use FreeAgent:

• Team A – 5 Active Users, 1 Web Form Integration, Synced Emailing and Calling – 2,000 transactions/month (Starting at $98/month)
• Team B – 5 Power Users, 25 Light Users, 1 Web Form Integration, Synced Emailing and Calling – 5,000 transactions/month (Starting at $245/month)
• Team C – Team C – 100 All-Day Power Users, 3 Real-Time High-Volume Integrations: ERP, Logistics Platform, BI platform – 500,000 transactions/month ($6,450/month)

Need more than 1M transactions? No problem! Explore customized enterprise plans with volume discounting and get a personalized demo with a product expert. Let’s tailor a plan specifically for your needs. Talk to Sales

No! You will only be charged for your subscribed pricing plan. If you exceed your monthly transactions, you’ll have the option to upgrade to another pricing plan at any time, but you will never be required to. Your monthly transactions amount will reset at your monthly renewal date.

You’ll receive an alert when you’re nearing your transaction limit. You’ll have the option to upgrade to another pricing plan at any time, but you will never be required to. If you choose to wait until your transactions reset, you will not be able to transact in the CRM in the meantime, but none of your data or setups will be lost. Your monthly transactions amount will reset at your monthly renewal date.

Yes! You can monitor your usage and set limits to control your costs.

Your monthly transactions limit will reset monthly, 30 days from your subscription start date.

Yes! You can view your Customer Usage Dashboard anytime.

We’re glad you asked!

• FreeAgent is the only CRM with instant ROI, because you only pay for what you use.
• FreeAgent is the only CRM offering unlimited users, forever. So you can bring your whole team together. Even Gary, who just logs in to view the weekly report. And Jenna, who justs wants to see what ever happened to those leads she handed off to sales. And your super users? They’re free, too.
• FreeAgent CRM is easiest to use, easiest to customize, and easiest to integrate.

With FreeAgent, you’ll enjoy exceptional in-app live-chat support as well as email support with outstanding ticket resolution times. For setup and features questions, utilize our handy Help Center and in-product tours and tool-tips.

You can! FreeAgent connects easily to your digital world. Learn More