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FreeAgent Services

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Professional Services

At FreeAgent, we offer a premium in-house professional services option as an alternative to implementing customizations/integrations yourself or hiring a third-party solutions partner.

These are product experts who are passionate and knowledgeable about FreeAgent, so you’ll find that it is a good option if you do want to have a custom integration made. Our in-house services team uses simple hourly pricing at a current rate of $200/hour. Customized estimates for professional services are typically only provided for current FreeAgent customers. View some Examples of Professional Services Billing Hours.

Onboarding

What about implementation or personalized live training for my team?

Our in-house services team is happy to provide onboarding services at the same simple hourly rate. Hours are sold in 10-hour-packs. FreeAgent customers can access Professional Services for expert, personalized onboarding services at any time.

Integrations & Customizations

A lot can be accomplished with No-Code Integrations via Zapier, Webhooks, and our Direct Integration Platform. But for more custom or complex implementations, with FreeAgent’s robust Open API, the possibilities are endless.

Data Import

Need help importing your data?

Sometimes data isn’t as clean and it can be time-consuming to tidy it up for import, let us help you with this task!

Work your way

It can be hard to figure out where to start when getting a new CRM, and even when you’re up and running, you want to be sure you keep getting the most out of your software.

Get your new software up and running quickly

Code-free customization for your business needs

Work more collaboratively to get more done

Empower your team to get more done and crush their goals

FreeAgent
delivers a next-gen work experience

Our cloud-based platform helps teams unlock productivity effortlessly.

Leading with Experience, Succeeding Through Access

Moving Targets

Perkasie, PA

Industry

Marketing and Advertising 

Favorite Feature

Custom Fields 

Impact

⚡ Simplified account management

91% adoption rate 💥

Increased visibility across teams

 Streamlined operational processes 

With our previous CRM, if I wanted to add a dropdown menu or unique field,

I needed to hire a 3rd party engineer. It was so expensive and time-consuming that it made it all but impossible. With FreeAgent, I am empowered to make changes myself.”

Kelsey Kolodinsky

Operations Manager | Moving Targets

Work more collaboratively and improve performance

Want to learn more? We can help find the service that’s right for you.

Examples of Professional Services Billing Hours

These are examples and estimates only to help you anticipate potential implementation costs if you choose to use FreeAgent professional services. Individual projects can vary for many reasons. Each project includes a custom statement of work. Custom SOW’s are only provided to current FreeAgent customers.

Integrations

RingCentral, MS Teams, Zoom Phone, Dialpad Integrations

FreeAgent Integration Platform
Software Subscription Required
4-6 Hours

Gmail, O365, Exchange Integrations

FreeAgent Integration Platform
Software Subscription Required
4-6 Hours

Mailchimp Integration

FreeAgent Integration Platform
Software Subscription Required
4-6 Hours

LiveChat Integration

Executed via Zapier
Software Subscription + Zapier Subscription Required
15-20 Hours

Aircall Integration

Executed via Webhooks
Software Subscription Required
4-8 Hours

Twilio Integration

Executed via Webhooks
Software Subscription Required
30-40 Hours

QuickBooks Online Integration

Executed via Zapier
Software Subscription + Zapier Subscription Required
20-30 Hours

ERP Integrations

40-80 Hours

Custom / Complex Configurations

Basic Workflows

FreeAgent only
4-6 Hours

Advanced Workflows

Involving Integrations
10-30 Hours

Workflow Maintenance / Troubleshooting

Depending on complexity
6-18 Hours

Custom App Actions

Depending on complexity
6-10 Hours

RingCentral, MS Teams, Zoom

Depending on complexity
6-10 Hours

Training

Personalized Team Training

Basic FreeAgent Usage / Common Use-Cases
4-6 Hours

Personalized Team Training

Admin Training / Power-User Q&A
12-18 Hours

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