FreeLife provides a customizable CRM solution to manage leads, automate customer interactions, and facilitate team collaboration.
Features include webforms for lead capture, tasks and notes management, email integration, and a Kanban view for visual sales pipeline management.
Track lead sources effortlessly with our Webforms feature. Design custom forms and embed them on your website.
When a lead submits the form, FreeLife automatically creates a lead record, notifies the responsible employee, and schedules follow-up tasks to ensure prompt follow-up.
Streamline follow-up processes by setting reminders, automating appointment scheduling, send happy birthday gifts, promotions,...
Enable seamless teamwork with FreeLife. Collaborate by sharing contacts, call notes, meeting summaries, and more.
Create workflows to assign leads and customers efficiently within your team.
Visualize your sales pipeline with Kanban view—an organized card-based display that categorizes leads based on status or sales stages.
Customize the view to show relevant lead information and update lead status simply by dragging and dropping cards.
View in-depth reports about deals closing this month, daily revenue, sales stages, and more.
Use dashboards to identify bottlenecks in the sales process and find areas for potential growth opportunities.
Create detailed quotations by selecting products/services within FreeLife. Customize quotation PDF designs and send them directly via email from FreeLife.
Do not write same email twice. Make a template and reuse it.
Sync effortlessly with Gmail or Outlook for email communication. FreeLife supports two-way sync, allowing you to read and send emails directly from our webmail client.
For non-Gmail or Outlook users, integrate any email service using SMTP to send quotations, invoices, and other PDFs directly from FreeLife.
Use advanced filters and sort functionality to quickly locate deals that fit your criteria so that you can take quick actions on them.
Stay organized with tasks—set reminders for calls, meetings, and follow-ups. Easily add call summaries and share notes with your team for improved coordination.