List of FreeAgent CRM Customers
Campbell, 95008, CA,
United States
Since 2010, our global team of researchers has been studying FreeAgent CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FreeAgent CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FreeAgent CRM for CRM include: Revival Health, a United States based Healthcare organisation with 120 employees and revenues of $20.0 million, Hall Mansfield, a United States based Education organisation with 10 employees and revenues of $1.0 million, Guardian Tax Solutions, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using FreeAgent CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The FreeAgent CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Guardian Tax Solutions | Professional Services | 10 | $1M | United States | FreeAgent Network | FreeAgent CRM | CRM | 2023 | n/a |
In 2023, Guardian Tax Solutions implemented FreeAgent CRM, adopting the CRM to centralize client relationship data and formalize onboarding processes for its United States practice. The deployment positioned FreeAgent CRM as the primary system for intake, client record management, and compliance tracking within the small professional services firm.
Configuration emphasized core CRM capabilities alongside onboarding and compliance workflow automation, inferred from the partner case example, including contact and engagement tracking, document collection checkpoints, and KYC gating logic consistent with CRM-based onboarding workflows. FreeAgent CRM was configured to surface verification status and next-step tasks to client services personnel, enabling a structured client lifecycle from prospect to active client.
The implementation integrated IdentityCheck with FreeAgent CRM to automate client onboarding and KYC verification in the United States, the integration moves identity verification outcomes into FreeAgent CRM and updates onboarding stages to reflect verification status. Integration work focused on embedding verification triggers into intake forms and maintaining verification metadata on client records to support compliance review.
Governance changes included embedding KYC checkpoints into CRM workflows and using the CRM audit trail for verification records and process accountability, which aligned client services and compliance responsibilities around system-driven gates. An integration partner reported approximately a 90% reduction in onboarding time, reflecting the operational impact on client onboarding and KYC processing.
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Hall Mansfield | Education | 10 | $1M | United States | FreeAgent Network | FreeAgent CRM | CRM | 2024 | n/a |
In 2024, Hall Mansfield implemented FreeAgent CRM to streamline admissions, case management and communications across its US residential learning locations. FreeAgent CRM in the CRM category was configured to centralize prospect tracking, intake workflows and case notes, reflecting use of CRM records and custom application forms for admissions and case management as inferred from the vendor testimonial. Configuration emphasized templated communications and standardized data capture to support front line admissions and residential staff.
Operational scope covered admissions, case management and communications across multiple residential sites, directly impacting admissions staff and resident care coordination. Governance changes focused on consolidated records and standardized intake and follow up workflows, and the vendor testimonial states the platform transformed their admissions department.
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Revival Health | Healthcare | 120 | $20M | United States | FreeAgent Network | FreeAgent CRM | CRM | 2024 | n/a |
In 2024, Revival Health implemented FreeAgent CRM to centralize healthcare operations and field-service workflows across its United States operations. The FreeAgent CRM deployment was positioned as the organizations CRM backbone to support care coordination, visit scheduling, and field staff orchestration within a single CRM environment.
The implementation emphasized CRM core capabilities alongside field-service and workflow automation capabilities inferred from the vendor listing, using FreeAgent CRM to consolidate contact and patient records, coordinate visits, and automate routine visit workflows. Configuration included scheduling and dispatch-oriented workflows and mobile-enabled access for field clinicians, consistent with typical CRM and field-service orchestration patterns.
Operational coverage focused on US-based clinical operations, scheduling teams, and field staff, with the application supporting care coordination and operational scheduling functions. Revival Health centralized visit coordination and standardized workflow processes as part of the rollout, aligning CRM records and field-service tasking with clinical operations and patient engagement workflows.
The vendor highlighted improved visit coordination and staff productivity as outcomes of the deployment, noting those improvements in vendor materials. The narrative reflects Revival Health FreeAgent CRM CRM implementation for healthcare operations and field-service workflow centralization.
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Buyer Intent: Companies Evaluating FreeAgent CRM
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