FreeAgent CRM is an all-in-one platform that translates effortlessly from desktop to mobile. Access all of your leads, accounts and deals while you are on the go.
Role: Head of Product Design
Created from scratch a highly extensible platform that can be tailored to any industry. This also translates to our mobile application. Any custom application will be readily accessible on the mobile application.
Leads
The Leads list view uses the same card layout as desktop, which is fully configurable by the user. Swipe to the left to call or email a user directly from the phone.
ACCOUNTS
Each list view has a drill down view to see the record details. From the detail view swipe through the views to access information about the account, track activity, view related lists, and create a next step.
DEALS
A user can view all of their deals on the go, create a new deal, and filter on specific deals to work on.
NEXT STEPS
Work your next steps while on the go. Call, email, get meeting information, and set reminders directly from your android or ios phone.
