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Work’s better.

We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance.

14    Days left in trial

BEST VALUE + CUSTOMER SERVICE

90 Ops Leaders
Booked a product demo
in the last 5 days
tracked in FreeAgent

Trusted by 1000s+ of the world’s most productive teams

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.

Adil
President, Education
just had a FreeAgent product demo
tracked in FreeAgent

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.

SCROLL DOWN TO SEE OUR SOLUTIONS

Work your way

Finally, customization without complexity.

Code-free configuration of powerful custom apps. Completely customizable workspaces. Seamless integration with all your favorite apps.

CHECK OUT OUR INTEGRATIONS

Get everything in one place
  • Grow your Revenue
  • Improve your sales efficiency
  • Make your number
  • Support your customers
  • Unlock productivity
  • Full-funnel visibility

MANAGEMENT

Grow your Revenue

Boost sales efficiency and gain revenue predictability. Scale operations with confidence, with real-time reports that link forecast changes directly to individual activities, so you can make business decisions that drive revenue.

SALES

Improve your sales efficiency

Boost cycle times with instant lead follow-up, polished email templates, customizable deal stages, automated task management, and push notifications for the important stuff.



SALES

Make your number

Win every quarter. Convert more leads, crush your quotas, and increase revenue predictability. Unleash the power of FreeAgent for sales leaders.



CUSTOMER SERVICE

Support your customers

Tackle issues quickly and correctly with notifications and instant context of complete customer history. Nurture customer-relationships to last a lifetime.



OPERATIONS

Unlock productivity

Automagically log and organize emails, calls, meetings, and much more, so your team has workdays full of impact.




MARKETING

Full-funnel visibility

Know what happens to your leads after the hand-off to sales; view volume and quality of interactions, see how quickly leads are qualified and gain more insight about leads that are scored low by sales. Target your ICP in advertising by creating lookalike audiences from your most successful customers!

LEARN MORE ABOUT OUR SOLUTIONS

CRM +
Work Management

Customer interactions and internal workflow together at last.

14    Days left in trial

Featured FreeAgent

Elizabeth Moley
Director of Administration, Moley Magnetics
+
3
min
Support response
time
5
hrs/wk
Reduced sales time
spent on admin
It's nice to know how quickly our staff is responding to our customers because if you're not helping to solve someone's problem, then somebody else will."
FreeAgent Success Story

Welcome to the next generation of CRM

FreeAgent delivers a next-gen work experience. Our cloud-based platform helps teams unlock productivity effortlessly.

EMPLOYEE HAPPINESS

Easy
to use

A visual, intuitive user experience that drives sky-high team adoption —
and high-fives!

DIRECT PATH TO ROI

Up and running
in < 30 days

While traditional CRM averages 6 months, FreeAgent begins working for you immediately.

CUSTOMIZE

Tailor-made
to work your way

An infinitely extensible platform at your fingertips. Powerful code-free customization for your business’ unique needs.

SUCCESS GUARANTEE

90 Day Success
Guarantee

Eliminate your risk in choosing and implementing CRM with our 90-day money-back guarantee.


Work is better together. Bring your
teams and tools together, in one
happy place.

Zapier

Zapier moves info between your web apps automatically, so you can focus on your most important work.

NATIVE

AUTOMATION

Office 365

Collaborate for free with online versions of Microsoft Word, PowerPoint, Excel, and OneNote.

NATIVE

COMMUNICATION

Mailchimp

An All-In-One integrated marketing platform for small businesses, to grow your business on your terms.

NATIVE

ENGAGEMENT

Work more collaboratively and
improve performance

Paramount Staffing

NORTHBROOK, IL

Industry

Logistics Staffing

Favorite Feature

99% Adoption

Impact

+30% higher sales activity

More competitive in their market

Enforced best-practises in sales 

I know from my experience adoption rates with CRM systems can be a difficult thing. My folks have a 99% adoption rate using FreeAgent.

In our industry, it’s competitive. Differentiation is tough. FreeAgent gives you differentiation.

FreeAgent gives me the ability to enable my sales people at the point of sale and make them look better than any other sales team through best-in-class built-in practices.

My team has adopted it wholeheartedly. The team activity levels in the first month were 30% higher than the previous month before we had FreeAgent. It’s been a resounding success.”

Anthony Hegarty

VP of Sales

Stratus Medical

SALT LAKE CITY, UT

Industry

Healthcare

Favorite Feature

Customizable

Impact

Sales +45%

Cycle time ⚡ months to days

3x Positive Customer Interactions

FreeAgent is a customizable CRM platform

that allows us to make the most effective use of our valuable resource: our people.”

“My board of directors LOVE this. Really seeing the team members being interactive with their customers allows quick insights. Plus, my team always knows what’s going on, they don’t have to make calls to find out. The measure of that value, I don’t think you can put a dollar amount on it.”

Will Pankey

Director of Sales, US | Stratus Medical

DISCOVER ALL STORIES

Lead the way
to a better workday

Connect with our CRM experts to
unleash your team’s potential.

Get Started

14    Days left in trial

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