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.”
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Be a part of a winning team on a mission to improve lives.
Leading the way to a better workday.
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We design software that transforms the way teams collaborate, grow revenue and communicate with customers.
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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
Onboarding is a great 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 as well as schedule meetings once per week for the duration of onboarding to answer questions and help you move forward with your setup and training.
Onboarding is 30-days, however most teams are up and running and getting value from FreeAgent within the first 2 weeks.
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
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.
