Streamline your data management process with the CSV Online File + FreeAgent CRM integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

FreeAgent CRM offers a cloud-based platform to help teams unlock productivity and increase sales. FreeAgent CRM helps improve team productivity through artificial intelligence-driven sales. Users see only what is needed, with a feed based on the flow of personalized and priority activities and key insights.

FreeAgent CRM allows users to gain visibility into customer work and also acquire an immediate context in all customer relationships, visualizing the activity related to any change in the pipeline and its impact.

With FreeAgent CRM, users can also measure and improve performance by monitoring activities that bring sales and satisfied customers. Thanks to FreeAgent CRM you can increase the sales cycle with customizable stage-gate processes and eliminate manual work with automation.