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Powerful, easy to use CRM your whole team will love

B2B sales teams use FreeAgent CRM to:

Improve sales outcomes

Empower their team

Automate sales playbooks

Get instant visibility on team productivity

#1 User-Rated Alternative to Salesforce

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


Get everything in one, happy place

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.

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

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.

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

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


revenue / employee

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

View Customer Story


faster cycle times

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