Dave Stephens

Beautiful Calendaring & FreeAgent CRM Meet

All our customers now have access to beautiful Day, Week, and Monthly calendar views inside FreeAgent CRM. These views pull in all your meetings from your Gmail or Office 365 account and also include your Next Steps – all the followups FreeAgent CRM helps you complete so you can rock your sales goals. Enjoy!  

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 …

Emailing Attachments now ROCKS!Read More »

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 …

Now Available: Team and Individual Access LevelsRead More »

IMAP Email Integration Support

Although Gmail- and O 365-based corporate email is very popular, we’ve found many small businesses use Yahoo! or a myriad of other email service providers. So we’ve introduced support for an IMAP & SMTP-based email integration to FreeAgent CRM. No matter what email you use we can tie it into FreeAgent CRM and automatically keep …

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Lead Automation – Phase 1

Today we’ve introduced the first set of changes to better support Lead Automation in FreeAgent. We’ve enhanced the “rolodex” view of Leads, and now show you at a glance how many Attempts you’ve made to contact your leads. We show you the lead status & any Next Steps you need to accomplish. Next Steps will …

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The Automations are Coming!

FreeAgent CRM will soon allow you to automate how you followup with leads! Want to send all new leads a Welcome email, follow it up with a phone call, then email them again in a day? No problem! Let me know if you’d like to preview what we’ll be delivering.  

Ahora está disponible en Español :) / Now available in Spanish

FreeAgent CRM ya tiene la versión en español! Tenemos una oficina en Guadalajara y vamos a crecer nuestra presencia en México y otros países de habla hispana, manteniendo nuestro compromiso con las empresas latinoamericanas para incrementar sus ventas. Sin más por el momento, me despido, 🙂 Davíd

Back to Basics – Quicker Followups, Better Content, Smarter Selling

There’s a huge disconnect between the CRM “in-crowd” & their buzzword-laden recommendations for how to manage sales & what we hear from our customers. The “LinkedIn” crowd is talking about whether Leads even belong in a sales system & what “methodologies” can “orchestrate” the right “outcome-based sales culture.” What? They sound like Michael Krasny from …

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