What’s New @ FreeAgent – November 2023

All the new features and enhancements coming your way in November 2023.

Isaac
December 1, 2023
Featured, 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 ⬇️

Pair Email Alert

Now if your paired email account becomes un-paired for any reason you will receive a notification & can re-pair it immediately.

See Automation History

Now you can see the Automation History for any Contact, Account, Deal, or other App record by using the “…” menu in the top right of the detailed page.

You can also Cancel any long-running automations from this view.

Learn more.

Improved Task Management

Note: Customers can activate these and other great new capabilities by going to Company Settings and selecting “Use latest UI”

Now everyone can manage tasks like a Pro using FreeAgent’s improved Task Management. Add a todo from a Contact in just a few seconds, including setting a due date or adding helpful notes.

Add an email task along with the email template to use. Even auto-send the email at the due date and time if you want!

Just click on the email button to open the email compose window for your task. The template will pop right in. Proof and further personalize your email and send it in seconds.

Improved tasks are great for planning phone calls too! Add phone task in just a few clicks along with a phone script to refer to for your call. Click call from the task to make your call and your phone script will pop into your call window automatically.

Want to schedule SMS/Text followups too? No problem! Even add an SMS/Text task including a template to use when sending. Auto-send it at the due date and time also!

Access all your tasks for any app record (i.e. a Contact) from the Tasks panel. So easy!

Learn more.

Browse Apps includes Menu

Now when using Browse Apps you can access all your menu items & save a click! 💫

Learn more.

Auto-Open Related Lists

Now admins can configure a related list to auto-open on the detail page. Yay!

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.