Coupa has partnered with FreeAgent CRM

Enjoy 35% off Pro editions of FreeAgent CRM.

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

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

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

Coupa Pro Edition

Special offer exclusive to Coupa suppliers only

Pro+

Enjoy 35% off
FreeAgent CRM

^$60

^$39

per user / per month
billed annually

See what’s included →

Coupa Professional Edition

ISO 27001
CSA STAR LEVEL 1
CASA
GDPR
HIPAA

Main Features
All-in-One: Contacts, Accounts, Deals, Tickets, Projects, and Quotes
All Activities: Tasks, Emails, Phone Calls, Texts, Notes, and Attachments
Support Portal
Custom Apps*	Up to 5 Custom Apps*
Email Features
Automatic 2-Way Sync with Gmail, Outlook, Exchange (Real-time)
Auto-log emails to Contacts, Accounts, and Deals
Visual no-code Automation Builder*
Automated Email Sequences with smart-field personalization*
Share Email Templates with your team
Drag-n-Drop Email Visual Designer
Email Open-Click Notifications (Real-Time)*
Email Template effectiveness reporting*
Bulk Email Blasts with smart-field personalization
Call Features
Fully-integrated Outbound Calling
Auto-log calls to Contacts, Accounts, and Deals
Call duration & outcome reporting
Call recording
Searchable call transcriptions
SMS (Text) Features
Send and receive SMS (including images)
Auto-log texts to Contacts, Accounts, and Deals
Bulk SMS Blasts with smart-field personalization*
Automated SMS Sequences with smart-field personalization*
Tasks & Productivity
Personal page with your tasks, notifications and calender
Automatic Task context for Contacts, Accounts, Deals & Projects*
Automatic Task assignment based on triggers
Flip your real-time Notifications into Tasks with 1-click
1-Click to Call, Email, or Text*
Quick-create tasks from any page
Live feed all activities across your team (real-time)
Reminders and escalation rules for overdue Tasks
Snooze reminders
Personalization
Remove FreeAgent branding from Emails, Meeting Invitations
Brand FreeAgent with your Logo and Theme
Custom Branded Login Page
Custom UI Pages and Page Builder
Management Reporting
Custom Dashboards and reports	Unlimited
Out-of-the-box reports included for sales, marketing, ticketing, +
Customer acquisition and retention reporting
Sales team performance reporting Compare performance by rep / month / lead source, +
Sales team productivity reporting Compare # activities by rep / day / type (calls/emails/meetings), +
Pipeline, revenue & cycle time reporting
Schedule recurring report snapshots and distribute via email
Meetings
Team Calendar
Automatic 2-way sync to Google Calendar or Office Calendar
Automately log meetings to Contacts, Accounts, and Deals
Convenient scheduling of team members
Track and report on Meeting outcomes
Schedule Meeting email link
Automating Work
Visual no-code Automation Builder*	Up to 300 Automations*
Automate lead capture, lead assignment, and lead followup
Automatically assign tasks per stage
Automatically assign tasks from triggers
Automate account followup
Automate email, call, and text campaigns to prospects and customers
Advanced Workflow Builder
AI Assistant / Co-Pilot
Create and Update Records
Build Reports
Navigate the CRM
AI-Based Lead and Deal Scoring
Integrations
Connect to 1000's of other systems via Zapier
Gmail, Outlook, Exchange Email Integrations
Google and Microsoft Calendar Integrations
Mailchimp Integration
Twilio Integration for Voice, SMS/Text
Sendgrid Integration for Bulk Email
DocuSign Integration
Quickbooks Online Integration
Slack Integration
IMAP Email Integration
Webhooks
Direct API access
Out of the Box IPaaS Integration Service
Security
Undelete Records
Set Individual Access
Audit Log of Every Change
Set Field-Level Permissions
Advanced Permissions: Role Based Access Control
Go Live Quickly
Pre-configured Contacts, Accounts, Deals, Quotes, Tasks, and other Apps
Out-of-the-box sales dashboards and reports
Out-of-the-box email templates you can adapt for your business
Easy setup wizards for email pairing, calendar, phone, and text integrations
Future Proof
Frequent updates and enhancements to the platform included
Easily customizable to meet the needs of your business
Integrate easily with the tools you already use
#1 Top-Rated Support
Knowledge Base AI Assistant Finding the answers to your questions faster.
Help Center with easy-to-follow guides, videos, and walk-throughs
Weekly Live Customer Webinars Our expert team will introduce new features and answer customer questions on any topic
Ticket Support Portal (< 2.5 hr issue resolution time)
30-Day Onboarding available Dedicated onboarding specialist will get your team up and running quickly (< 2.5 hr issue resolution time)
PRO Services available Our premium internal agency is available for custom integrations / customizations
Dedicated Account Manager