FreeAgent CRM Onboarding Services
Speed Up Success with Personalized Onboarding and Support
Simplify onboarding with expert guidance
Our onboarding experts will help you configure your system, roll out team training, and ensure you are set up for success.
- Get up and running with dedicated support
- Training and support for your team
- Dedicated onboarding expert
- Dedicated account manager
- Configuration and data import assistance
- Out-of-the-box integration support
Your CRM onboarding, made simple
Set goals and get started
1
Define your highest priority goals and design your action plan with your assigned onboarding expert.
Make it your own
2
Dedicated meetings with your onboarding expert to walk through your system and customize it to your business needs.
Set up for success
3
Data import support, dashboard and reporting customization, tech stack integration, and much more.
Start driving growth
4
Optimize your FreeAgent CRM system to immediately see value and tangible results.
Training & Resources
Accesses tutorials, help documentation, and webinars for deeper product knowledge
