Streamline your processes
Track everything
Automate work
#1 User-Rated Alternative to Salesforce
10x PRODUCTIVITY
Eliminate admin work, manual updates, and all of the blah — so your team can focus on what matters.
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
Pro+
Enjoy 35% off
FreeAgent CRM
per user / per month
billed annually
See what’s included →
Main Features |
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All-in-One: Contacts, Accounts, Deals, Tickets, Projects, and Quotes |
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All Activities: Tasks, Emails, Phone Calls*, Texts*, Notes, and Attachments |
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Support Portal |
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Custom Apps* |
Up to 5 Custom Apps* |
Email Features |
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Automatic 2-Way Sync with Gmail, Outlook, Exchange (Real-time) |
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Auto-log emails to Contacts, Accounts, and Deals |
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Visual no-code Automation Builder* |
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Automated Email Sequences with smart-field personalization* |
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Share Email Templates with your team |
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Drag-n-Drop Email Visual Designer |
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Email Open-Click Notifications (Real-Time)* |
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Email Template effectiveness reporting* |
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Bulk Email Blasts with smart-field personalization |
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Call Features |
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Fully-integrated Outbound Calling |
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Auto-log calls to Contacts, Accounts, and Deals |
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Call duration & outcome reporting |
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Call recording |
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Searchable call transcriptions |
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SMS (Text) Features |
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Send and receive SMS (including images) |
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Auto-log texts to Contacts, Accounts, and Deals |
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Bulk SMS Blasts with smart-field personalization* |
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Automated SMS Sequences with smart-field personalization* |
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Tasks & Productivity |
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Personal page with your tasks, notifications and calender |
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Automatic Task context for Contacts, Accounts, Deals & Projects* |
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Automatic Task assignment based on triggers |
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Flip your real-time Notifications into Tasks with 1-click |
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1-Click to Call, Email, or Text* |
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Quick-create tasks from any page |
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Live feed all activities across your team (real-time) |
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Reminders and escalation rules for overdue Tasks |
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Snooze reminders |
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Personalization |
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Remove FreeAgent branding from Emails, Meeting Invitations |
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Brand FreeAgent with your Logo and Theme |
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Custom Branded Login Page |
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Custom UI Pages and Page Builder |
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Management Reporting |
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Custom Dashboards and reports |
Unlimited |
Out-of-the-box reports included for sales, marketing, ticketing, + |
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Customer acquisition and retention reporting |
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Sales team performance reporting Compare performance by rep / month / lead source, + |
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Sales team productivity reporting Compare # activities by rep / day / type (calls/emails/meetings), + |
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Pipeline, revenue & cycle time reporting |
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Schedule recurring report snapshots and distribute via email |
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Meetings |
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Team Calendar |
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Automatic 2-way sync to Google Calendar or Office Calendar |
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Automately log meetings to Contacts, Accounts, and Deals |
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Convenient scheduling of team members |
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Track and report on Meeting outcomes |
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Schedule Meeting email link |
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Automating Work |
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Visual no-code Automation Builder* |
Up to 300 Automations* |
Automate lead capture, lead assignment, and lead followup |
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Automatically assign tasks per stage |
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Automatically assign tasks from triggers |
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Automate account followup |
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Automate email, call, and text campaigns to prospects and customers |
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Advanced Workflow Builder |
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AI Assistant / Co-Pilot |
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Create and Update Records |
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Build Reports |
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Navigate the CRM |
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AI-Based Lead and Deal Scoring |
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Integrations |
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Connect to 1000's of other systems via Zapier |
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Gmail, Outlook, Exchange Email Integrations |
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Google and Microsoft Calendar Integrations |
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Mailchimp Integration |
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Twilio Integration for Voice, SMS/Text |
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Sendgrid Integration for Bulk Email |
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DocuSign Integration |
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Quickbooks Online Integration |
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Slack Integration |
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IMAP Email Integration |
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Webhooks |
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Direct API access |
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Out of the Box IPaaS Integration Service |
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Security |
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Undelete Records |
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Set Individual Access |
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Audit Log of Every Change |
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Set Field-Level Permissions |
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Advanced Permissions: Role Based Access Control |
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Go Live Quickly |
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Pre-configured Contacts, Accounts, Deals, Quotes, Tasks, and other Apps |
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Out-of-the-box sales dashboards and reports |
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Out-of-the-box email templates you can adapt for your business |
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Easy setup wizards for email pairing, calendar, phone, and text integrations |
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Future Proof |
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Frequent updates and enhancements to the platform included |
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Easily customizable to meet the needs of your business |
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Integrate easily with the tools you already use |
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#1 Top-Rated Support |
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Knowledge Base AI Assistant Finding the answers to your questions faster. |
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Help Center with easy-to-follow guides, videos, and walk-throughs |
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Weekly Live Customer Webinars Our expert team will introduce new features and answer customer questions on any topic |
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Ticket Support Portal (< 2.5 hr issue resolution time) |
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30-Day Onboarding available (< 2.5 hr issue resolution time) |
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PRO Services available Our premium internal agency is available for custom integrations / customizations |
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Dedicated Account Manager |
Get up and running in days, not months.
FreeAgent integrates seamlessly with Gmail, Google Workspace, Outlook and Office 365.
Now, you’ll never miss a beat with complete contact interaction history.
Don't worry —
personal emails stay personal.
Watch work getting done with real-time Company Live Feed.
Measure sales activity and
get important alerts and insights.
Easily setup your sales process within FreeAgent and automate the busy-work.
Arm your
team with templates, scripts, and next steps.
Easily track and report your wins.
Make sales visual with built-in report templates
and
dashboards.
You're never boxed in.
Connect with our CRM experts to unleash your team’s potential.
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