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


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


Enjoy 35% off
FreeAgent CRM



per user / per month
billed annually

See what’s included →

Coupa Professional Edition
  • ISO 27001
  • CASA
  • GDPR

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


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


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


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


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


Direct API access

Out of the Box IPaaS Integration Service


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

Easy to setup. Easy to love.

Get up and running in days, not months.


With a few clicks,
easily pair your teams email.

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


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.


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.


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.


Gain insights right away from automatic reporting.

Easily track and report your wins.

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


Customize anything.

You're never boxed in.

Lead the way to a better workday

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

© 2023 FreeAgent CRM. All rights reserved.


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