Month: March 2018

Pair Phone and Track Calls

Pair your phone and track outbound calls within FreeAgent CRM

Most CRMs like Salesforce and SugarCRM need to integrate with other apps to simply track sales call activities. This requires additional cost, time, and resources, which does not sit well with many users—and we understand why.   The good news is FreeAgent CRM includes this feature within the application at no additional cost. You can …

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Emailing Attachments now ROCKS!

We’ve given you the ability to include Attachments in email sent directly from FreeAgent CRM. You can also include Attachments in templates! These are s-m-a-r-t. They work with Email Analytics i.e. you know whether your leads and contacts have opened your email or clicked on your Attachment & when they did so. This is such …

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Now Available: Team and Individual Access Levels

We’ve added the ability to control Access Level for FreeAgent CRM users. Account owners of FreeAgent CRM can go to their “My Team” view and Edit a user account changing their access level from “Team” to “Individual.” Individual access limits a user’s view to Leads, Accounts, and Deals they are assigned. Let us know how …

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