FreeAgent CRM

Established in 2016 by co-founders Dave Stephens, Ryan Manning, and Mohan Konyala, FreeAgent CRM provides a cloud-based customer relationship management platform geared towards small and medium-sized businesses. The company, officially based in Campbell, USA, aims to help these businesses transition away from less efficient tools like spreadsheets and email for managing their customer interactions and daily workflows. Since its inception, the company has secured $20.2 million in funding over four rounds, including a significant Series A round of $12.6 million in April 2021, led by Pelion Venture Partners. Other investors include BlueRun Ventures, Altara Ventures, and angel investors Ron Wohl and Kevin Haverty.

FreeAgent CRM operates on a subscription-based model, offering various pricing plans such as Starter, Professional, and Enterprise to cater to different business sizes and needs. The platform is designed to consolidate a company's sales, marketing, and customer service efforts into a single, unified interface. This allows teams to manage everything from marketing qualified leads (MQLs) and sales qualified leads (SQLs) to new opportunities and daily tasks without switching between different applications. The core of the business is to provide a tool that enhances team collaboration, provides visibility into daily activities, and ultimately helps close more deals.

The product offers a comprehensive suite of features aimed at improving business processes. Key functionalities include contact and account management, lead and opportunity management, and pipeline tracking. It provides tools for task and activity management, allowing users to create, assign, and prioritize tasks with features like automatic reminders and real-time activity feeds. The platform also includes robust communication tools for logging emails and phone calls automatically, sending automated follow-ups, and utilizing email templates. For analytics, it offers customizable dashboards and reporting to track key metrics like sales performance and lead conversion rates, enabling data-driven decision-making. Highly customizable, the platform allows users to create custom fields, reports, and workflows to align with their specific operational needs.

Keywords: customer relationship management, sales automation, lead management, pipeline management, small and medium business, task management, marketing automation, business process, workflow automation, data-driven decisions