CRM + Work Management

Work’s better

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

Join the movement

Join thousands of growing teams that are leading the way to a better workday.

Get everything in one place

Optimize any process

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.

Get instant context

View activity timelines for any type of record: Contacts, Tasks, Tickets… you name it (literally!)

Add comments, attachments, next steps, and tag team members so the team is always on the same page.

Work more collaboratively and get more done

Free up time

FreeAgent automagically logs and organizes your teams email, calls and meetings so you can remove tedious tasks from your to-do list.

Workdays full of impact

Your personalized tasklist prioritizes what matters most. Effortlessly flow through activities that build customer relationships and drive revenue.

Track and improve performance

Track performance at a glance

Track workflows with visual boards and reports to gain instant insights and a clear overview of your work.

Customize your workflow

Work your way. Your business is unique, so flexibility is key. With FreeAgent, teams can manage any process and tackle any challenge.

Work is better together

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