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What is FreeAgent CRM?

FreeAgent CRM offers a modern work experience that enhances team collaboration and efficiency. Our cloud-based solution empowers teams to effortlessly boost their productivity and sales performance. With AI-driven sales assistance, you can maintain focus on your goals. The platform features a flow-based feed that expertly organizes and emphasizes tasks, ensuring you only view what’s essential when it's necessary. You can seamlessly navigate between comprehensive overviews and detailed activity monitoring, with this process being fully automated. Additionally, you can monitor and celebrate the efforts that contribute to successful sales and satisfied customers, fostering a positive work environment.

What is ASPEC?

ASPEC serves as the sales counterpart to the Getting Things Done approach, facilitating the input of all emerging sales opportunities into a structured cycle specifically designed for sales, which revolves around three critical skill phases. By evaluating the probability of success for each opportunity, ASPEC utilizes a simple algorithm that factors in both the chances of winning and the potential risks tied to each sale that may not go through. This system is crafted for precision and reliability, requiring minimal user input while maximizing efficiency. In addition to estimating the likelihood of success, ASPEC accounts for the time remaining to close each sale, allowing it to automatically prioritize opportunities in your pipeline and keep this information updated in real-time. With ASPEC, sales professionals can concentrate on the prioritized list, ensuring that they do not waste time on less promising deals or rush efforts on those that are more likely to succeed. Moreover, the ASPEC Expert Analysis component assesses the salesperson's understanding and performance in relation to the unique context of each opportunity, delivering personalized coaching and strategic insights aimed at achieving the best outcomes. This holistic methodology not only enhances sales effectiveness but also fosters improved decision-making throughout the entire sales journey, ultimately contributing to a more successful sales operation. Furthermore, the adaptability of ASPEC to different sales environments makes it a versatile tool for any sales team looking to optimize their processes.

Media

Media

Integrations Supported

APIANT
Act-On
ActiveCampaign
Adobe Marketo Engage
Asana
Bitium
CleanManager
Cognito Forms
Facebook
Gmail
Google Contacts
Intercom
LinkedIn
Mailchimp
Microsoft 365
Slack
Workato
Wufoo
Zapier
Zil Money

Integrations Supported

APIANT
Act-On
ActiveCampaign
Adobe Marketo Engage
Asana
Bitium
CleanManager
Cognito Forms
Facebook
Gmail
Google Contacts
Intercom
LinkedIn
Mailchimp
Microsoft 365
Slack
Workato
Wufoo
Zapier
Zil Money

API Availability

Has API

API Availability

Has API

Pricing Information

$33 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FreeAgent Network

Date Founded

2016

Company Location

United States

Company Website

www.freeagentcrm.com

Company Facts

Organization Name

SalesWays

Date Founded

2008

Company Location

Canada

Company Website

www.SalesWays.com

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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