Powerful, easy to use CRM your whole team will love

Lift your business up out of spreadsheets and email.

Streamline your processes

Track everything

Automate work

#1 User-Rated Alternative to Salesforce

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

CONVERT MORE LEADS

Better follow-up

More opportunities from less leads

WIN MORE DEALS

Automate sales

More revenue with less employees

SPEND LESS

Reduce costs

Get more done with less software

10x PRODUCTIVITY

Have success sooner by automating your sales process.

Eliminate repetitive work and run your best plays every time.

Reps always know their next steps.

Share email templates and call scripts.

Email

Supercharge your company’s most high-leverage channel for selling.

Phone

Dial up the wins. Your company’s phone presence can impact wins!

SMS

Boost win rates by 200%. Integrating SMS gives you an edge over the competition.

Meetings

Set and manage meetings easier. Tracking team meetings can be the best leading indicator on hitting goals.

Tasks

Boost productivity. FreeAgent helps your team stay on task.

Reporting

Supercharge your company’s most high-leverage channel for selling.

Automation

Have success sooner by automating your sales process. Eliminate repetitive work and run your best plays every time.

10x PRODUCTIVITY

Empower your team

Eliminate admin work, manual updates, and all of the blah — so your team can focus on what matters.

FreeAgent helps your team stay on task.

Reps always know their next steps

Automatically capture emails, calls, meetings and more

Instant notifications for prospect email opens and website visits

Auto-assign tasks based on triggers

Automate follow-ups

INSTANT VISIBILITY

Know what’s really going on

Remote work visibility for managers

Watch work getting done with real-time Company Live Feed

Real-time online status, ”last active” timestamp, geo-location, and activity charts

Celebrate and motivate with sales activity leaderboards

Get alerts for missed follow-ups

Complete account history at your fingertips

Rep call recording with transcriptions and insights

Improve sales outcomes

Track and celebrate all sales activities (calls, emails, meetings) that lead to wins.

Foster a high-five culture and share gamified goal-tracking across your sales team.

Team and individual scoreboards ands targets help teams stay on track and forecast performance.

Automate your sales playbook

Auto-assign tasks based on triggers, like incoming leads, email opens or account status changes.

Route leads and inquiries to the right agent automatically based on rules.

Attach email templates and phone scripts to tasks automatically. Enable faster follow-up and get automatic reporting on what's working best.

Automate repetitive tasks like follow-up emails/texts after a call so reps can move onto the next call quicker, while impressing prospects with professional follow-ups every time.

Easy to setup. Easy to love.

Get up and running in days, not months.

1

With a few clicks,
easily pair your teams email.

FreeAgent integrates seamlessly with Gmail, Google Workspace, Outlook and Office 365.

2

FreeAgent automatically pulls in interactions with CRM contacts.

Now, you’ll never miss a beat with complete contact interaction history.

Don't worry — personal emails stay personal.

3

Now you have instant visibility into work across your company.

Watch work getting done with real-time Company Live Feed.

Measure sales activity and get important alerts and insights.

4

Finally, your sales process all in one place.

Easily setup your sales process within FreeAgent and automate the busy-work.

Arm your team with templates, scripts, and next steps.

5

Gain insights right away from automatic reporting.

Easily track and report your wins.

Make sales visual with built-in report templates and dashboards.

6

Customize anything.

You're never boxed in.

Hear from our 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

View Customer Story

+250%

revenue / employee

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

View Customer Story

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

View Customer Story

+30%

sales productivity

Lead the way to a better workday

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

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