At FreeAgent, we’ve been working hard to deliver new enhancements to help you crush your goals in 2024!
New Gantt View
Now you can use a Gantt view across any App. Resource schedulers rejoice! Watch this video to learn more.
New and Improved Menu Management
Now admins can manage menus for their team a whole lot easier. Add and reorder menu groups, add and reorder menu items all from the Menu page. Admins can watch this video for a quick tutorial!
Confidential Email Sync
Now admins and business owners can keep their emails and meetings confidential. Simply click the checkbox and all future email and meetings exclusively between you and Contacts will be for the admin or business owner’s eyes only.
Webform Automation Improvement
Webforms of type “create” can now trigger full-blown automations, empowering admins to create and update multiple records and perform other automated actions, such as sending email or text confirmations, with each webform submission.
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.
