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AI-POWERED PLATFORM

Built for intelligent growing efficient driven savvy productive smart effective happy successful teams

Fueling profitable business growth through
improved efficiency.

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Trusted by 1000s+ of the world's smartest teams

THE NO BS PLATFORM

Fuel profitable business growth through improving efficiency

Focus Physio

Jerry Lee, Director of Marketing

25%

increased in referrals

Community Legacy Health

Latisha Hull, Community Manager

3x

faster response times

Status Medical

Bret Boudousquie, CEO

3x

faster cycle times

GP Reeves

Larry Jaskson, Sales Manager

16%

increased in revenue

Capital Waste Services

Kim Hucakbee, VP of Sales

37%

increased in revenue

Newfi Wholesale

Amit Pall, SVP

45k

saved annual SaaS spend

Status Medical

Will Pankey, VP of Sales

200%

increased conversions

ImaginAb Biotech

Ivan Plavec, CBO

250%

increased revenue / employee

Newfi

Doug Hansen, VP of Wholesales

300%

increased in conversions

GP Reeves

Christine Melvin, Marketing Lead

2x

faster employee onboarding

ImaginAb Biotech

Cody Jorgenson, Director of Marketing

3x

faster cycle times

Focus Physio

Jerry Lee, Director of Marketing

10%

increase in attendance rates

Paramount Staffing

Anthony Hegarty, VP of Sales

30%

sales productivity

Focus Physio

Jerry Lee, Director of Marketing

25%

increased in referrals

Community Legacy Health

Latisha Hull, Community Manager

3x

faster response times

Status Medical

Bret Boudousquie, CEO

3x

faster cycle times

GP Reeves

Larry Jaskson, Sales Manager

16%

increased in revenue

Capital Waste Services

Kim Hucakbee, VP of Sales

37%

increased in revenue

Newfi Wholesale

Amit Pall, SVP

45k

saved annual SaaS spend

Status Medical

Will Pankey, VP of Sales

200%

increased conversions

ImaginAb Biotech

Ivan Plavec, CBO

250%

increased revenue / employee

Newfi

Doug Hansen, VP of Wholesales

300%

increased in conversions

GP Reeves

Christine Melvin, Marketing Lead

2x

faster employee onboarding

ImaginAb Biotech

Cody Jorgenson, Director of Marketing

3x

faster cycle times

Focus Physio

Jerry Lee, Director of Marketing

10%

increase in attendance rates

Paramount Staffing

Anthony Hegarty, VP of Sales

30%

sales productivity

A VALUE FIRST COMPANY

Helping teams navigate growth

We are driven by providing value to our customers quickly with a high degree of service.
As a fast-growing company, we understand how speed and efficiency can impact the organization if the right tools and processes are not in place. We help organizations foster transparency, align departments, and enable teams to build better, longer-lasting customer relationships that fuel growth. 

Dave Stephens, CEO

“Founded in 2016 by a team of industry experts, our mission has always been to empower teams to create valuable products that help businesses scale profitably, reduce costs to do extraordinarily well in their marketplace.”

Ram Dodda, CTO

“My past stints were at Yahoo, Netflix, and ServiceNow, building scalable consumer platforms and intuitive enterprise applications. My passion is to build a flexible yet intuitive platform for big and small businesses with best-in-class capabilities.”

Hear from intelligent customers

Having FreeAgent means we're able to have more revenue with less employees. Way more efficiency in the sales process. Our salespeople can communicate with more customers per day than was possible before, manage more accounts, with even better quality interactions and higher revenue outcomes.”

Ivan Plavec

Chief Business Officer, ImaginAb Biotech

FreeAgent sped up all of our cycle times dramatically which really impacted our company growth. Our team likes to use it because it makes their workday easier, they feel connected to their team, and it’s nice to look at. ”

Cody Jorgenson

Director of Marketing, Stratus Medical

FreeAgent organizes all of our tasks and sets up the workday for myself and everyone on the team. We just log in and GO. FreeAgent ensures we deliver on our commitment to our customers. The dashboards allow me to track thousands of data points and compile them in an easy-to-digest format, easy to share with my team and stakeholders.”

Al Broida

Vice President, Telecom Management Resources

Our team activity levels in the first month with FreeAgent were 30% higher than before, and that translates to revenue. It’s been an immediate and resounding success. FreeAgent makes my sales team look better. It gave us differentation and made us more competitive in our market.”

Anthony Hegarty

VP of Sales, Paramount Staffing

With FreeAgent, we have a level of visibility that we didn’t have with our previous CRM. Our sales reps love FreeAgent and the mobile app. And because they like to use it, the reporting is automatic and incredibly informative. We love our beautiful dashboards.”

Kim Huckabee

VP of Sales, CWS

FreeAgent has allowed us to streamline our processes. It’s freeing up a couple of hours a day for everybody, and it’s also allowing us to be more consistent and targeted. The visibilty it provided has allowed us to improve our business and scale more rapidly.”

Doug Hansen

VP of Wholesale, Newfi

With FreeAgent, we now truly understand the impact of different business channels. It has helped our team get true visibility and share all the work we’ve done with other departments and the board.”

Latisha Hull

Manager, Legacy Community Health

With FreeAgent, we were able optimize our sales process, and take advantage of insights to deliver a consistent, high-performing message across our market. The gained visibility into customer interactions was a game changer. Our staff is empowered to serve our customers more efficiently and independently.”

Will Pankey

Director of Sales, Stratus Medical

The visibility provided by FreeAgent has been incredible. We can track all of our orders by stage and see them progress in real-time. That helps us stay on track and offer accurate updates to our clients. It's extremely easy to use, and allowed us to bring our marketing campaign management into the same platform. An amazing tool for organizing your entire business — highly customizable and inexpensive.”

Kelsey Kolodinsky

Director of Operations, Moving Targets

FreeAgent is so much more than sales. We manage our inventory, vendors, and customers all within the same platform. What’s more, it's all connected in a centralized hub, allowing us to get a full picture view of our operations. We love automations and how easily we can customize. Our customer relationships have THRIVED.”

Michael Palmer

VP of Operations, Telecom Management Resources

We’ve been using FreeAgent for 3 years, and we've seen faster cycle times and have more happy customers. FreeAgent has been a contributing factor for sure in our exponential q/q growth. It’s really helped us grow our business.”

Bret Boudousquie

CEO, Stratus Medical

Having FreeAgent means we're able to have more revenue with less employees. Way more efficiency in the sales process. Our salespeople can communicate with more customers per day than was possible before, manage more accounts, with even better quality interactions and higher revenue outcomes.”

Ivan Plavec

Chief Business Officer, ImaginAb Biotech

FreeAgent sped up all of our cycle times dramatically which really impacted our company growth. Our team likes to use it because it makes their workday easier, they feel connected to their team, and it’s nice to look at. ”

Cody Jorgenson

Director of Marketing, Stratus Medical

FreeAgent organizes all of our tasks and sets up the workday for myself and everyone on the team. We just log in and GO. FreeAgent ensures we deliver on our commitment to our customers. The dashboards allow me to track thousands of data points and compile them in an easy-to-digest format, easy to share with my team and stakeholders.”

Al Broida

Vice President, Telecom Management Resources

Our team activity levels in the first month with FreeAgent were 30% higher than before, and that translates to revenue. It’s been an immediate and resounding success. FreeAgent makes my sales team look better. It gave us differentation and made us more competitive in our market.”

Anthony Hegarty

VP of Sales, Paramount Staffing

With FreeAgent, we have a level of visibility that we didn’t have with our previous CRM. Our sales reps love FreeAgent and the mobile app. And because they like to use it, the reporting is automatic and incredibly informative. We love our beautiful dashboards.”

Kim Huckabee

VP of Sales, CWS

FreeAgent has allowed us to streamline our processes. It’s freeing up a couple of hours a day for everybody, and it’s also allowing us to be more consistent and targeted. The visibilty it provided has allowed us to improve our business and scale more rapidly.”

Doug Hansen

VP of Wholesale, Newfi

With FreeAgent, we now truly understand the impact of different business channels. It has helped our team get true visibility and share all the work we’ve done with other departments and the board.”

Latisha Hull

Manager, Legacy Community Health

With FreeAgent, we were able optimize our sales process, and take advantage of insights to deliver a consistent, high-performing message across our market. The gained visibility into customer interactions was a game changer. Our staff is empowered to serve our customers more efficiently and independently.”

Will Pankey

Director of Sales, Stratus Medical

The visibility provided by FreeAgent has been incredible. We can track all of our orders by stage and see them progress in real-time. That helps us stay on track and offer accurate updates to our clients. It's extremely easy to use, and allowed us to bring our marketing campaign management into the same platform. An amazing tool for organizing your entire business — highly customizable and inexpensive.”

Kelsey Kolodinsky

Director of Operations, Moving Targets

FreeAgent is so much more than sales. We manage our inventory, vendors, and customers all within the same platform. What’s more, it's all connected in a centralized hub, allowing us to get a full picture view of our operations. We love automations and how easily we can customize. Our customer relationships have THRIVED.”

Michael Palmer

VP of Operations, Telecom Management Resources

We’ve been using FreeAgent for 3 years, and we've seen faster cycle times and have more happy customers. FreeAgent has been a contributing factor for sure in our exponential q/q growth. It’s really helped us grow our business.”

Bret Boudousquie

CEO, Stratus Medical

IN-HOUSE SUPPORT

We’re always here for you

Onboarding

Our in-house team will configure FreeAgent with industry expertise, help set up out-of-box integrations, and roll out team training to ensure you’re set up for success.

Customer Support

Our Self-Service Support Portal and support team are available for all plan editions; we’re here with you every step of the way.

Lead the way to a better workday

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

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