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FreeAgent Services

Unleash the power of FreeAgent in your organization.

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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 

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

FreeAgent’s premium in-house Professional Services agency is available for projects if you want assistance with your implementation, customizations, or integrations. Professional Services are available at a completely transparent and competitive rate of $200/hour, sold in 10-hour packs.
These are examples (estimates only) to help you anticipate potential implementation costs if you choose to use FreeAgent Professional Services. Projects can vary for many reasons. Work Orders are provided to current FreeAgent Customers and will be quoted based on specific requirements.
These are typical hours and time is charged as-incurred – scope may vary.
You’re welcome to use your own IT team, or a different services partner. We can also recommend highly-rated third-party Implementation Partners as an alternative to using the FreeAgent Professional Services team.

No-Code Customizations

Creating a Custom App to your specifications

10 Hours

Tailoring an existing App to your specifications

4 Hours

Building a Custom Reporting Dashboard

4 Hours

Build Custom PDF Template for Quoting

4 Hours

Data Import

Importing 100K records - Typical

(clean and orderly original source data)

6 Hours

Importing 100K records, Complex Data Cleansing

(multiple overlapping spreadsheets with poor original data quality)

20 Hours

Automations

Capture Web Form Submissions

To automatically create Contacts, Accounts, Tickets, etc.

6 Hours

Custom Code-Based Automation

6 Hours

Training

Admin Training — Live 1on1 Training

(Recording included)

4 Hours

End User Training — Live Group Training for your team

(Recording included)

4 Hours

Integrations

Zapier-Based Integration Setup

For software integrations where Zapier is available

10 Hours

Typical Custom API Integrations

For software integrations where API's are available but Zapier is not available
(Please note that 2-way integrations or non-standard use-case integrations can sometimes take closer to 20 hours.
The project scope will be outlined in detail with you before the start of the project.)

14 Hours

New VOIP Integration Setup

For VOIP integrations not already included directly within FreeAgent

20 Hours

Payment Gateway Integration Setup

20 Hours

Quickbooks Online Integration Setup

8 Hours

ERP Integration Setup

40 Hours

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