In-House Services
Delivering lasting value from start-up to success.
IN-HOUSE
Onboarding
A personalized onboarding plan designed to help grow your business with FreeAgent CRM.
Our in-house onboarding experts will customize and configure FreeAgent CRM to fit your needs within 30 days of your kick-off call so you can get to what matters most.
IN-HOUSE
Professional Services
Premium in-house professional services option as an alternative to hiring a third-party solutions partner.
These FreeAgent CRM product experts deliver lasting success by bringing your team’s vision to life with custom configurations and integration services.
ALWAYS INCLUDED
We’re always here for you
Customer Support
A Ticket Support Portal is available for all editions; we’re with you every step of the way.
Help Center Resources
IN-HOUSE
Onboarding
FreeAgent CRM onboarding is an excellent option for those seeking assistance getting up and running.
With dedicated in-house support, your onboarding expert will configure FreeAgent CRM, help set up out-of-box integrations for your business, and roll out team training to ensure you’re set up for success.Â
- Get up and running within 30 days
- Dedicated in-house onboarding expert
- Configuration and data import
- Team training and support
- Out-of-the-Box integrations support
- Dedicated in-house account manager
ONBOARDING
Out-of-the-Box Integrations Support
Onboarding includes assistance with all out-of-the-box integrations like Gmail, Outlook, Twilio, SendGrid, and more.
For custom or more complex integrations, FreeAgent’s robust Open API and professional services team lead the way for endless possibilities.Â
IN-HOUSE
Professional Services
At FreeAgent, we offer premium in-house professional services as an alternative to implementing customizations/integrations yourself or hiring a third-party solutions partner. These FreeAgent CRM product experts deliver lasting success by bringing your team’s vision to life with custom configurations and integration services. |
- Premium in-house professional service experts
- Custom integrations and complex configurations
- Custom scope of work and timeline estimates
- Transparent and competitive rates of $200/hour
PROFRESSIONAL SERVICES
Integrations + Customizations
FreeAgent delivers value immediately as a pre-configured CRM. For custom or more complex integrations, FreeAgent’s in-house professional services team leads the way for endless possibilities.
- Freedom and flexibility with custom integrations
- Use our in-house team team or third-party partner you trust
- Robust Open API documentation
Frequently Asked Questions
Here are answers to some common questions about FreeAgent. If you don’t see an answer to your question here, we invite you to request a demo.
Our CRM experts are standing by to provide advice.
Onboarding + Support
What happens after I buy FreeAgent, do I get some help?
Onboarding is an excellent option for those seeking assistance getting up and running. You receive a dedicated onboarding specialist who will reach out as soon as you sign and be available to answer questions via email and schedule meetings once per week for the duration of onboarding to answer questions and help you move forward with your setup and training.
How long does it take to get up and running with FreeAgent?
Onboarding is 30 days. However, most teams are up and running and getting value from FreeAgent within the first 2 weeks.
Does it include any integrations that I need?
Onboarding includes assistance with all included direct integrations listed on our Pricing page as included, like Gmail, Outlook, and Twilio, for example. For integrations beyond that, you have many options (including self-service integration via Zapier), but most customers choose to hire our in-house Professional Services team for integrations. This is separate from onboarding and support. They work like an IT agency but are better because they are FreeAgent platform experts. They work at a completely transparent and competitive rate of $200/hour, sold in 10-hour packs. You can start a PS project while going through Onboarding if you like, or you can wait until after you’re up and running with FreeAgent, which is recommended.
What happens after onboarding, am I on my own?
Integrations + Customizations
What if I want to connect FreeAgent to my website, marketing tool, VOIP, or create a custom integration?
You can! FreeAgent connects easily to your digital world. There are several options to integrate with FreeAgent, whether you’re an IT wizard or a completely non-technical user.
Connecting Email Accounts
Connecting Phone Calls & VOIP Services
No-Code Integrations via Zapier
Most of our customers use Zapier, a user-friendly integration/automation tool, to connect FreeAgent to thousands of loved applications, such as LinkedIn, Google Sheets, Web Forms, Mailchimp, Slack, DocuSign, and many more. These integrations are easy-breezy to set up and customize for the non-technical user. FreeAgent also supports some alternatives to Zapier, such as Postman.
Low-Code Integrations via Webhooks
Webhooks are automated messages sent from apps when something happens. They use a permanent, stable URL that 3rd party systems can call to perform an action in FreeAgent — kind of like an SMS message. Webhooks are most commonly used for VOIP / Phone Integrations, such as Twilio, Zoom Phone, Ring Central, Five 9, and more.
FreeAgent Integration Platform
FreeAgent has existing direct integrations with popular apps such as Slack, Mailchimp, DocuSign, Google Workspace, Office 365, and more. Just add your authentication code, configure your calls, and off you go. We’re constantly working on adding more direct integrations. Contact us for any requests.
Direct API Access
FreeAgent embraces modern GraphQL APIs for exposing customizable graph data across multiple Apps within the FreeAgent Platform. Any operation or data available through the FreeAgent Web interface is accessible via secure backwards-compatible APIs. All authentication via the FreeAgent platform is handled by the standard and secure OAuth2 protocol for all 3rd-party integrations and general API access.
Learn more: FreeAgent CRM Architecture | Security | api.freeagent.network
Custom Integrations / Complex Configurations
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. For custom integrations, FreeAgent customers have 3 options:
- Most customers choose to use their internal IT resources for custom integrations. Our Open API is well documented and robust enough for any purpose.
- Use a third-party solutions partner to develop and maintain the integration for you. This is common in case you don’t have the internal IT resources for your project.
- FreeAgent Professional Services
At FreeAgent, we offer a premium in-house professional services option as an alternative to 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 want to have a custom integration made. Our in-house services team uses simple hourly pricing at a current $200/hour rate. Customized estimates for professional services are typically only provided for current FreeAgent customers.
