Work’s better

FreeAgent is a complete CRM platform with robust work management.

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

Great teams deserve great tools

From operations leaders to sales reps, we help the whole team crush your goals and enjoy the 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 with the only true platform for customer relationship work management

"All it took was 20 minutes for me to fall in love. It’s productive, collaborative, and very easy on the eyes."

Ajay Chawla, CEO, GroupClique

"FreeAgent CRM is worth it. The product and the people behind it are great. Simplicity is the word I would use to describe it. It will get you started quickly and your team and performance will definitely improve."

Jim Hathaway, JTEK Data Solutions

"Outstanding in terms of customization, service, interface, simplicity and elegance. The entire user experience if rated on a scale of 1 to 10 is 10+."

Marc Kirst, CEO, The Amazing Group

Our CRM needs were very different than the typical sales model. Choosing FreeAgent is the best decision I made this year. They worked with me to customize FreeAgent CRM to the exact fit I needed for a growing franchise. I have never worked with another company that is so responsive. This robust system has everything I need and beautiful design.

Amy Lofgreen, Basecamp Franchise

Without a doubt, we've made more money using this CRM! The customer service I have had with FreeAgent from the first initial contact through the purchase and training and the support helpdesk has been top notch.

Peggy McElfish, CC Media

"If you are tired of the expensive, difficult and hard to navigate CRM’s, make the switch to FreeAgent CRM like we did. Most adaptable, integrated CRM available. Outstanding for sales people, outstanding for marketing. The team at FreeAgent are focused on client experience from beginning through implementation. Such a refreshing, nimble company to work with."

Joy Gray, Endeavor Communications

Ready to talk to a CRM expert?

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