CRM (Customer Relationship Management) > FreeAgent CRM
FreeAgent CRM is a sales, marketing and customer service platform for businesses big-and-small who care about their customers.
CRM (Customer Relationship Management)
FreeAgent CRM
FreeAgent CRM is a sales, marketing and customer service platform for businesses big-and-small who care about their customers.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
Agents List
List of your latest agents
Created or Updated Deal
Triggers when a deal is created or updated.
Created or Updated Entity
Triggers when a entity is created or updated.
Created or Updated Lead
Triggers when a lead is created or updated.
Entities List
List of your latest entities.
Entity Fields List
List of your selected entity fields.
Entity values List
List of your latest entity values list.
Leads List
List of your latest leads.
Create Account
Creates a new account
Create Deal
Creates a new deal.
Create Entity
Creates a new entity
Create Lead
Creates a new lead.
Create Notes
Creates a new note
Create Next Step Reminder
Creates a new next step reminder
Update Entity by Field Value
Updates an entity
Update Entity by Id
Updates an entity
Find Entity by Field
Finds a Entity by any matching field and value.
Find Lead by Work Email
Finds a lead by their email address.
Find or create a Entity
Find a Entity by selected field, if it doesn't exist, create it.
Find or create a Lead
Find a lead for a given email, if it doesn't exist, create it.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
