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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 Cliffox?

Cliffox fulfills all your needs by providing a range of services, including business analysis, product demonstrations, custom programming, integration of software and hardware, staff training, and extensive support both remotely and in-person, all centralized for your convenience. The invoicing process is simplified through their user-friendly system. With Cliffox Inventory, you can instantly access vital inventory and customer details, eliminating the hassle of searching for important stock or client information. This emphasis on efficiency allows you to focus more on your primary tasks by utilizing Cliffox Inventory effectively. Instead of navigating through chaotic spreadsheets to find data, the Purchase Order feature in the Cliffox app streamlines access to supplier information. Cliffox’s comprehensive and user-friendly inventory and sales management software is crafted to support business expansion while seamlessly linking critical front and back office functions. With Cliffox, you have the capability to manage every element of sales and inventory with precision, ensuring the seamless operation of your business. This efficient methodology not only conserves time but also boosts productivity throughout your organization. Ultimately, Cliffox empowers you to optimize your business operations, paving the way for sustainable growth and success.

Media

Media

Integrations Supported

APIANT
Act-On
ActiveCampaign
Asana
Bitium
Boss Insights
Facebook
Gmail
Insightly
Intercom
LinkedIn
Mailchimp
Marketo
Microsoft 365
Slack
Workato
Wufoo
Zapier
Zil Money
iCloud

Integrations Supported

APIANT
Act-On
ActiveCampaign
Asana
Bitium
Boss Insights
Facebook
Gmail
Insightly
Intercom
LinkedIn
Mailchimp
Marketo
Microsoft 365
Slack
Workato
Wufoo
Zapier
Zil Money
iCloud

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

iCreative Works

Date Founded

2011

Company Location

Sri Lanka

Company Website

www.cliffox.ca

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

Inside Sales

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

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Lead Management

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

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

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