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Solutions for the new world of work

Grow your revenue

Increase sales efficiency and scale operations with confidence.

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Improve your sales efficiency

Boost cycle times, follow-up and daily rep activity.

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Make your number

Convert more leads, crush your quotas, and increase revenue predictability.

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Support your customers

Nurture customer-relationships to last a lifetime.

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Unlock productivity

Spend less time on admin and have workdays full of impact.

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Full-funnel visibility

Gain a 360° view of every account, from new lead to loyal customer.

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Platform Features

Marketing

FreeAgent is a powerful addition to the marketing tech stack.

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Sales

Empower your sales team to crush their quotas and delight your prospects.

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Tasks & Projects

FreeAgent helps you stay on task and in the zone.

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Ticketing & Support

Nurture customer-relationships to last a lifetime.

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Recruiting

Prioritize open positions and track applicants by stage.

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Integrations

All your teams and tools together.

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EXPLORE MORE PLATFORM FEATURES

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Category: General

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General

Feature & Manage Leads & Contacts

✓ Spreadsheet import

✓ Add from unstructured text

✓ Sync to mobile devices

✓ Add from email interactions

✓ Import from website

✓ Auto assign

✓ Lead & contact followup workflows

✓ Web form builder

✓ Add from email lead source

Manage Customers & Sales Details Effectively

✓ Manage Contacts

✓ Manage Accounts

✓ Manage Opportunities

✓ Activity Timelines

✓ Next steps, todo’s, & reminders

✓ B2B & B2C Capable

✓ Single page productivity

✓ Team calendar

Track Digital Interactions with Customers

✓ Real-time email sync

✓ Email templates

✓ Sync calendar

✓ Create meetings

✓ Web conference integration

✓ Personal calendar with reminders

✓ Shared team calendars

✓ Bulk emails

✓ Opens & clicks

✓ Pair your phone number

✓ Call from app

✓ Log times & durations

✓ Many email platforms

✓ Multiple email accounts

Be Productive & Informed from Anywhere

✓ Native mobile apps

✓ Mobile todo list

✓ Push notifications

Control & Automate Processes

✓ Custom fields

✓ Custom forms

✓ Custom stages

✓ Custom workflows

✓ Custom apps

Gain Complete Visibility into Work

✓ View CRM data in a searchable activity timeline

✓ View CRM data in a card, list, or board layout

✓ Rapidly filter, sort, and search

✓ Shared saved views

✓ Pivot board layouts

✓ Drag & drop boards

✓ Activity reporting

✓ Multiple pipelines

✓ Custom reports

✓ Dashboards

✓ Cycle time analytics

✓ Age reporting

✓ Scoring

✓ Snapshots

Accurately Forecast Outcomes

✓ Sales forecasts

✓ Complete forecast visibility

✓ Custom forecast fields

✓ Forecast by confidence category

✓ Snapshots

Track Customer Issues & Happiness

✓ Track customer cases

✓ Account 360

Manage Customer Work Pre & Post Sale

✓ Projects

✓ Contracts

✓ Orders

✓ Products

✓ Quotes

Get Everyone Involved

✓ Access Levels

✓ Next Steps

✓ Custom Roles

✓ @Mentions

Personalize Your CRM Experience

✓ Personal themes

✓ Brand the CRM

✓ Real-time alerts & notifications

Connect to Any App

✓ Gmail

✓ Office365

✓ Zapier

✓ Full API Access

✓ Mailchimp

✓ Twilio

✓ In-app support

Guarantee Your Success

✓ How-to content

✓ Success plans

✓ Custom onboarding assistance

✓ Dedicated customer success agent

✓ Outsourced sales ops

Solutions

Grow your Revenue

Improve Your Sales Efficiency

Make Your Number

Support Your Customers

Unlock Productivity

Full-Funnel Visibility

Platform

Marketing

Sales

Work Management + Collaboration

Tasks & Project Management

Ticketing / Support Desk

Recruiting

Quoting

Event & Venue Management

Property Management

Product Catalog

System of Record

Lead & Contact Management

Custom Apps

Reporting & Dashboards

Connect to any App

Pipeline Time Machine™

Expense Management

Product

Company News

Master Subscription Agreement

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