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CRM taking your team to new heights illustration

What’s New @ FreeAgent – January 2024

All the new features and enhancements coming your way in January 2024.
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Top 10 CRM KPIs for Tracking Marketing Success

With CRM, marketing leaders can create reports and dashboards that translate marketing activities into quantifiable metrics that measure marketing campaign success.
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Top 10 CRM KPIs for Tracking Customer Support Effectiveness

With CRM, Customer support leaders can create reports and dashboards that translate customer support activities into quantifiable metrics that measure customer success effectiveness.
Tracking sales quota illustration

Top 10 CRM KPIs for Tracking Sales Performance

With CRM, sales leaders can create reports and dashboards that translate sales activities into quantifiable metrics that measure sales performance.
Sales leader meeting with his team

Evaluating Sales Performance: Finding Sales Benchmarks

When evaluating sales performance, context matters. That is why sales benchmark data is so important.
Sales leader meeting with his team

Evaluating Sales Performance: Choosing the Right Sales Benchmarks

When evaluating sales performance, context matters. That is why sales benchmark data is so important.
Sales leader meeting with his team

Using Sales Benchmarks to Evaluate Sales Performance

When evaluating sales performance, context matters. That is why sales benchmark data is so important.
FreeAgent announcement image

What’s New @ FreeAgent – December 2023

All the new features and enhancements coming your way in December 2023.
Healthcare administrator working with a vendor

Improving Vendor Relationships with CRM for Clinics

For clinic administrators, maintaining strong vendor relationships is a challenge that often gets overlooked. A CRM platform can help administrators improve vendor communication, simplify vendor management, and track and organize vendor account data.
A waiting room at a healthcare facility

Simplifying Facility Management with CRM for Clinics

For clinic administrators, managing the clinic’s physical facility is a challenge that often gets overlooked — at least until it becomes an issue. A CRM platform can help healthcare administrators simplify facility management, freeing them up to focus on patient facing processes and driving business success.
A clinician working on a microscope

CRM for Clinics Part 2: Facility and Vendor Management

For clinic administrators, maintaining strong vendor relationships and managing the clinic’s physical facility are challenges that often get overlooked — at least until they become an issue.
FreeAgent announcement image

What’s New @ FreeAgent – November 2023

All the new features and enhancements coming your way in November 2023.
Intercom vs. Kayako image

Intercom vs. Kayako: A Customer Support Tool Showdown

Intercom and Kayako are two of the top customer support solutions on the market, but which one is right for you? We’ll compare their features and pricing to help you decide.
Medical professionals in a business meeting

CRM vs. Medical Practice Management Software

The healthcare industry is undergoing a technological revolution, with clinics and private medical practices leading the way. Medical practice management software is at the forefront of this digital transformation but CRM is quickly emerging as a must-have tool as well.
A manufacturing leader directing the team

Top 10 CRM: The Benefits of CRM for the Manufacturing Industry

Adoption of new technology in manufacturing has traditionally been a slow process. In recent years, however, that has changed. That’s where CRM comes in.
A healthcare practitioner celebrating positive results with a patient

CRM for Clinics Part 1: Relationship Management

Relationship management is the lifeblood of healthcare clinics making CRM as vital a tool for these facilities as it is for sales and marketing teams.
Illustration of clinicians analyzing test results

Improve Patient Relationships with CRM for Clinics

Building and maintaining strong relationships with patients is always top of mind for healthcare clinics. CRM can help take these vital relationships to the next level.
An illustration of a healthcare practitioner working on a computer

Grow Referring Physician Relationships with CRM for Clinics

Growing relationships with referring physicians is a top priority for healthcare clinics. CRM can provide clinics with all the tools they need to take their referring physician relationships to the next level.

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