What’s New @ FreeAgent – May 2023

All the new features and enhancements coming your way in May 2023

Isaac
June 6, 2023
product updates

At FreeAgent, we’ve been working hard to deliver new enhancements to help you crush your goals in 2023!

To make sure your up-to-date with all the latest FreeAgent features, check out our previous updates below ⬇️

Browse Apps Page Improvements

Now admins can manage menus easier from the Browse Apps page. Simply click the “…” icon next to any Submenu to rename it, re-order Apps within it, or even Add an App.

Learn more

Don’t see the menu section title? Ensure ‘All Apps’ and other menus like ‘Activities’ have ‘Yes’ for both ‘Show Name’ and ‘Apps Container’ by going to Settings / Advanced / Menus and editing as below:

Dedicated Login Page

Now enterprise customers can setup a dedicated login page for their organization!

The dedicated login page uses a company ‘shortname’ admins define in the Company Settings page. It also enforces your login options, simplifying the login experience for the whole team.

Easier Menu Navigation

Now you can use access your App’s menu items + all your favorites for that App from the current view title.

Learn more

New Number Widget for Dashboards

Now you can use a shiny new Number Widget on your Dashboards and Dashlets. Reports never looked better!

Improved Dashboard Toolbar, Add to Menu

Admins can now add dashboards to menus more quickly by linking them to a “Primary App”. The toolbar on a dashboard page is simpler too, with one-click Save and other minor usability improvements for frequently used actions.

QuickBooks Online Integration

Now QuickBooks Online customers can connect FreeAgent and QuickBooks – improving customer data management & streamlining the process of invoicing customers and tracking payment.

Using the integration, admins can easily sync QuickBooks Customers to FreeAgent Accounts, ensuring accurate and up-to-date customer data across both systems. In addition, admins can sync QuickBooks Invoices into FreeAgent, providing visibility to invoiced amounts and payment status to the extended team. And you can go even further too – utilizing the integration to create QuickBooks Invoices straight from FreeAgent, eliminating manual entry by finance, improving invoice accuracy, and speeding up the invoicing process. Wow!

Learn more

Introducing FreeAgent Webforms

Now admins can deploy beautiful webforms straight from FreeAgent: to capture important information from prospects and customers with ease.

Say goodbye to deploying webforms through various providers like Google Forms, JotForm, or Cognito Forms, only to grapple with connecting them to a Google sheet, setting up zaps in Zapier, and meticulously mapping fields to the CRM. (And then crossing your fingers that everything remains working.)

Instead admins can now create a beautiful webform directly in FreeAgent. Here’s an example 😍

Admins can build out fields using the very easy-to-use Form Builder, manage all their Publish Settings, see all previously submitted entries from an Inbox as well.

When editing Publish Settings admins can map webform fields directly to a FreeAgent app using Flip-to-App. No more integration hassle! Webform data flows easily and reliably straight into the CRM.

Wow!

There’s a lot more to say about this powerful new capability. Stay tuned for more in-depth documentation to learn more.

New Self-Service Support Portal

Now authorized admins can utilize a new self-service support portal to log support issues, check issue status, and provide supplemental support information to the FreeAgent team. Once authorized, admins will see a new option under their profile menu:

Upon clicking, admins will see a new browser window open where a portal session will be initiated where they can see all their support issues.

They can log a new issue easily by clicking the “New Issue” button.

As FreeAgent support personnel work the ticket, admins see each update directly on the ticket, including resolution information.

In addition, a future update will add real-time notifications to an admin’s phone or email so they know about changes to issue status immediately.

Last but certainly not least, this new Support Portal is also available for your organization to use with your customers. It’s configurable, fast, and easy! Be sure to reach out for more information, and expect future updates on this part of the FreeAgent platform over the coming month.

Learn more

Slack Integration

Wow! There’s a super easy new Slack integration. Admins can use it to automate sending all kinds of alerts to Slack. Head on over to the automation builder, select an App and the conditions, and add the action “Slack Alert.” Pick the channel, specify the “message blocks” (Slack’s API standard) and off you go!

Need some ideas on what to Slack? Use it for New Leads, Closed-Won Deals, celebrating Contract Signatures, and more.

The Slack integration can be activated and authorized by going to Settings/Integrations/Slack.

Phone Numbers, Emails

Now phone numbers will always be stored in the International Phone Number format standard. In the US, entering ‘6505551212 x123’, or ‘650.555.1212’ will result in the following being stored and displayed:

In addition, all emails are now stored lowercase. So entering ‘MyEmail@Gmail.com’ will result in myemail@gmail.com being stored and displayed.

Support Portal Email Notifications

Now authorized admins using the FreeAgent Support Portal will receive Email Notifications when their issues have new updates, including status changes or new notes.

Email Open/Click 'Bot' Suppression

Now open and click tracking for FreeAgent-sent email will automatically suppress opens & clicks associated with known ‘bots’ such as crawlers, spambots, virus checkers, and other non-human sources.

Improved Bulk Editing

Previously, bulk edits were made in a “transaction”, meaning no changes were applied until the whole record-set was ready. This caused delays & general uncertainty when performing larger bulk edits. However, we have now removed this transactional approach.

Bulk edits will now be applied record-by-record in real-time, allowing you to see the updates progress as they happen. Subsequent operations, such as automations, will start sooner, allowing your work to complete much faster.

Email Template Analytics

Now you can track the effectiveness of all your Email Templates. First, make sure you select “Track Effectiveness” when creating your Email Template. This cannot be changed later!

Then as your team uses the Email Template the system will automatically aggregate opens and clicks from your individual emails to the template.

Select ‘View Effectiveness Report’ to view a handy report on how the Email Template is performing.

Fast, Personalized Bulk Emailing via Email Campaigns

Our new Email Campaigns are designed to boost your email marketing efforts. They use FreeAgent’s seamless integration with SendGrid. Use Email Campaigns to send personalized bulk email quickly, optimize delivery, and gain valuable insights into your email campaign effectiveness. Some email marketing tools now have delivery rates below 50%, while SendGrid boasts above 85%. That makes a huge difference.

Begin supercharging your email outreach by connecting FreeAgent to your SendGrid account. Once done, with just a few simple steps, you can create a compelling campaign: effortlessly selecting your target audience from any Contacts view, crafting your personalized bulk email, and scheduling it for optimal delivery. It’s never been easier to reach your customers and drive meaningful engagement.

Lead the way to a better workday with FreeAgent

FreeAgent CRM is designed for today’s world of work and our robust toolset is ideally suited to supporting the varied work processes of modern businesses. FreeAgent is:

Easy to use: FreeAgent works like you expect modern apps to work, providing a user experience that feels fresh and familiar. Teams love working in FreeAgent, leading to high adoption and greater ROI.

User-configurable: FreeAgent can be configured by you to work the way you do. This means you don’t need outside support to add a form field, adjust a CRM automated workflow, or try out a new process.

Customizable: With FreeAgent, apps, forms, and configurations are all completely customizable, allowing you to capture and connect your data in any way you like.

To see FreeAgent in action, get a demo, and discover for yourself how FreeAgent can help you have workdays full of impact.