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PRODUCT

Best CRM for

Email-based Selling

Supercharge your company’s most high-leverage channel for selling.

POPULAR FEATURES

Real-time Automatic Inbox Sync

Works seamlessly with Gmail, G Suite, and Outlook or Office 365. No BCC required.

Email Capture & Logging

Automatically capture and log ALL inbound and outbound email with prospects and customers, including attachments.

Real-Time Notifications

Get real-time notifications when emails are opened or clicked, so you can follow-up when it matters most.

Polished & Branded

Send personalized emails quickly that represent your company brand and always look professional.

Sales Email Sequences

Automate email sequences to maximize rep productivity and boost conversions.

Personalized Templates (Smart-Fields)

Easily create email templates for sales and marketing with smart-fields that get automatically personalized with CRM data.

Email Marketing

Send email campaigns quickly to 1000’s of contacts.

Email Effectiveness Reporting

Measure and compare email template and campaign effectiveness.

GET EVERYTHING IN ONE PLACE

Effectively manage your team’s email

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.

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.

View aggregated open-click data to spot trends.

SELL FASTER AND BETTER

Automate sales outreach for maximum efficiency

Email Auto-Responders

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.

Automate Follow-Ups & Email Sequences

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

Personalized Email Templates (Smart-Fields)

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.

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.

Personalize with CRM data

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

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.

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

AUTOMATIC EMAIL REPORTING

Monitor email performance to get actionable insights

Email Effectiveness Reporting

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.

Sales Activity Reporting

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

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.

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

EMAIL MARKETING TOOLS

Expand your audience with mass email campaigns

Email Campaigns

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.

Visual Email Template Builder

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.

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.

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.

IMPROVE YOUR WRITING

Harness the power of AI

AI-Assisted Writing

FreeAgent CRM has partnered with OpenAI to offer you a powerful email writing assistant that uses advanced artificial intelligence to review, correct, and enhance your email writing before you hit ‘Send.’

It’s like having a professional writing coach at your fingertips.

Choose from a range of pre-defined prompts or create your own custom prompt to suit your specific needs. With a single click, the AI-powered assistant will generate an alternate version of your email, correcting grammar, improving phrasing, injecting humor, and more.

Lead the way to a better workday

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

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