PRODUCT

Best CRM for

Webforms

POPULAR FEATURES

Create & Update Records

Streamline data entry and updates using natural language. Remove manual data entry, and experience efficient record creation and updates with generative AI.

Generate Reports & Build Charts

Elevate your data game and simplify your workflow, as you create custom reports with the user-friendly, conversational AI assistant. Unlock insights and empower your team faster.

Navigate the CRM

Intuitive, efficient, and user-friendly CRM navigation using natural language. Helping teams learn FreeAgent CRM faster as they explore with support.

Bulk Create and Update Records

Create mtuliple records using the AI Asisstants CSV prompts. Use a few words to update multiple records at once within a single view.

Image Data Capture

Add contacts from business cards or toss expense items into your report from web, web or camera images.

Admin Management

Manage FreeAgent CRM Admin settings. Get help by bulk adding fields to apps, adding multiple line items when using FreeAgent’s form builder.

No Code Webform Builder

Update Customer Data

Seamless Third-Party Integrations

No Code Webform Builder

Deploy Webforms and capture data in your CRM instantly, no code needed

“What you see is what you get” form builder

Build forms visually using dozens of different field types;
customize the look and feel to best match your brand.

Automatic inbox sync for reps; no BCC required.

Automatically create records

Once deployed, a Webform can create leads and more, all with no code, instantly. No integrations to manage, ever!

View aggregated open-click data to spot trends.

Form rules

Your forms can be amazing - even hide and show fields and sections based on the conditions you specify.

Audit trail

All FreeAgent Webform submissions get captured and stored safely and securely so you can see the "who did what - when".

Webform automations

Trigger amazing follow-ups using automations to send an email or text, set follow-up tasks, reminders, etc.

Update Customer Data

Use Webforms to update customer information, eliminating repetitive work

Update email

Keep your data fresh by sending emails to customers and prospects inviting them to update their information and add additional detail via update Webforms.

Pre-populate fields

Include defaults and current values in update Webforms to keep typing to a minimum, and to ensure the highest data quality possible.

Single-use safety

Update Webforms are specially designed to keep your data secure and tidy, once the update is made, the link is invalidated.

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.

Seamless Third-Party Integrations

Integrate third-party Webform tools and connect them to your CRM

Support for webhooks

Have a favorite third-party Webform tool? No problem! Use webhooks for a simple, easy way to integrate it into FreeAgent and capture Webform data quickly and easily.

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

Lead the way to a better workday

Connect with our CRM experts to unleash your team’s potential.