Compare FreeAgent CRM and TapClicks

Comparison

FreeAgent CRM

#1 User-Rated Alternative to Salesforce Find out more

TapClicks

A set of automated marketing solutions designed to work in unison, powered by your data. Find out more

Why you should consider it
#1 User-Rated Alternative to Salesforce Trusted by 1000s+ of the world’s most productive teams
Who is it for?
Account Executives Account Managers Account Representatives B2B Sales Specialists Managers and Leaders Contact Centre Teams Customer Service Managers Customer Support Teams Marketing Agencies Marketing Consultants Marketing Managers Operations Managers Product Managers Project Managers Sales and Marketing Teams Sales Managers Sales Representatives Small Business Owners Startup Companies Team Leaders Virtual Assistants	Marketing Agencies Sales and Marketing Teams
Features
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FreeAgent CRM

#1 User-Rated Alternative to Salesforce

Get everything in one place

FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more — so every employee has workdays full of impact.

Optimize anything

Whether it’s a deal, a project, a support ticket, or anything else, FreeAgent helps your team stay on task. Boards, lists, and cards enable you to organize and prioritize any business flow in a fun, flexible, and rewarding way.

Work your way

Finally, customization without complexity.
Code-free configuration of powerful custom apps. Completely customizable workspaces. Seamless integration with all your favorite apps.

TapClicks

The #1 Automated Marketing Data Platform - A set of automated marketing solutions designed to work in unison, powered by your data.

Data Grouping/Segmentation Divide and group data based on chosen parameters, such as location, so that you can use it more efficiently within marketing and operations. Scale and compare the performance across your parameters to analyze what strategies work.
Normalize Naming Conventions Add meta-data at any level (campaigns, ads, ad sets, etc.) to gain deeper insight. Divide or group data based on the tags. Normalize naming conventions, visualize, compare performance sets and share.
Calculations and Custom Metrics Create custom metrics to show value, KPIs to stakeholders, and more. Easily create these for analysis and visualization within TapAnalytics in just a few clicks.
Goals & Pacing The TapClicks platform allows you to pace campaign budgets or any other metric. With Goals and Pacing, you don’t need to show just the end goal. Track progress at any point in time.
Omni-Channel Reporting All your data on one platform. Measure offline and online marketing campaigns, aggregate data to tell the story of your marketing campaigns. Visualize your data in Report Studio and share it in dashboards and reports.
Simplify Order Entry Create your product catalog with customizable forms that adapt to any sales workflow. Collect details on purchased products applying package guidelines. Hide and show sections based on sales and ad ops roles. Enforce minimums, campaign dates, and apply defaults to prevent costly mistakes.
Visualize Your Leading Indicators and Trends Get back to running your business. With all of your data in a unified dashboard, monitor delivery and get breakdowns of monthly billing by product, task durations by customer, order trending and product adoption. Optimize your business based on data.
Interoperability Integrate with your billing system, collect data from CRMs, and push to external parties for additional processing. Import and export data automatically to save time, reduce costly errors and ensure your invoice activity accurately reflects your orders. Public API and webhook connections available to support specialized integrations.
Self-Service Booking and Payment Processing Provide your clients with an easy to use payment portal to quickly enter campaign requests and provide payment information.
Local Impression Share Insights Benchmark your prospects’ SEM market positioning against the local SEM competitors in their verticals, and identify their unseen weaknesses so you can build winning proposals to close more deals.
Win in Local Market with Users’ Journey Report See competitors’ conversion strategies from keywords, ad copy to landing pages, reveal their PPC landing pages design and offers in their local campaigns to help you develop a winning strategy.
Write Better Ads, Raise Quality Scores, and Retain More Clients Monitor clients’ competitors’ ad copy and their A/B testings to help agencies continually monitor and optimize clients’ SEM campaign performance more effectively.