PRODUCT

Best CRM for

Webforms

POPULAR FEATURES

No-Code Webform Builder

Not ready yet. Automatically capture and log ALL inbound and outbound email with prospects and customers, including attachments.

Pre-Populated Update Webforms

Not ready yet. Get real-time notifications when emails are opened or clicked, so you can followup when it matters most.

Survey Features

Not ready yet. Create personalized & beautiful email templates.

Automatic CRM-Integration

Not ready yet. Send personalized emails quickly that effectively represent your company and brand.

Attachment Support in Forms?

Not ready yet. Automate email sequences to maximize rep productivity and boost conversions.

Analytics & Reporting

Not ready yet. Send email campaigns quickly to 1000’s of contacts.

Mobile-Friendly Forms

Not ready yet. Send personalized emails quickly that effectively represent your company and brand.

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SECTION 1

Capture leads directly into your CRM

Real-time Automatic Inbox Sync

Works seamlessly with Gmail, G Suite, and Outlook or Office 365.

Automatic inbox sync for reps; no BCC required.

Optionally, send and receive emails directly in FreeAgent on your browser or mobile app.

Personal emails stay personal.

Real-Time Email Open-Click Notifications

Get notified instantly when prospects open your email so you can make that perfectly timed call.

View aggregated open-click data to spot trends.

Activity Timeline

Neatly organizes all your emails, calls, meetings, attachments, and notes for every contact for a complete relationship history.

Team Inboxes

Support for group email accounts, like
support@mycompany.com and sales@mycompany.com

Activity Roll-Ups

Interactions with individual contacts automatically roll-up to the parent account and linked opportunities, keeping everyone on the same page.

SECTION 2

Update Webforms

Pre-populate

Respond to form queries and new leads instantly with personalized follow-ups.

Include data from website forms to automatically personalize the email with their own information; let them know they've been heard.

Set different response emails depending on their form choices, like industry, or whether they asked for pricing information.

Automatic Link Expire

Send emails automatically based on triggers such as account status, website engagement, lead readiness, form fields and more.

Personalize with CRM data

Include more than just email; add SMS messages, phone call reminders

Secure

Save hours writing repetitive emails.

Built for highly productive sales reps. Choose a template, automatically personalize with CRM data, add any extra tailoring in the moment, and send.

Share email templates with your team.

Send emails with personalized messages to multiple recipients at once.

Template Library

Take advantage of proven high-performing email templates built-in to FreeAgent's email template library. Of course, you can always create your own from scratch!

Optionally, organize your email templates into folders for easy administration.

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Improve internal workflows with forms

Lots of great Form field types

See email activity by rep, by team, or company-wide.

View aggregated open-click data to spot trends.

Optimize for your most effective emails with email template effectiveness reporting.

Aggregate email template data from shared templates across all reps.

Easy form sharing

Gain insights to fuel improvement.

Compare email activity by rep, day, and even time of day

Compare email volume vs. meeting sets

Analyze open and click rates by lead channel to enhance lead scoring

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Flip form!

Turn any app into a form instantly

Send email campaigns quickly to 1000's of contacts.

Personalize at scale with merge tags, automated nurture sequences and follow-ups.

Use any Saved View or set of filters to easily create an audience for your email blast.

Turn any form into an Custom app instantly

Use a drag-and-drop builder to create beautiful email templates for all your customer and prospect interactions.

Include images, dividers, buttons, and all sorts of text, even video content.

Preview the email for both web and mobile. Send yourself a test version to make sure it's perfect for using in automations or bulk email sends.