Optimize any process, reduce admin work, and have workdays full of impact.
Task & Activity Management
Create, assign, prioritize, complete and track tasks of any type across your organization.
Tailor every aspect of the system so it fits your business perfectly.
Every member on your team can optimize the system for their own tip-top performance.
Standardize, enforce, and optimize how work is done.
Boost your efficiency and magnify your impact by eliminating repetitive work.
Track and monitor key metrics across your organization.
Define teams, roles and access controls to govern what team members can see and what they can do.
Web App Notifications
Receive notifications in the web browser application when an important event occurs.
A browser history but within FreeAgent. Quickly return to a page you were recently on.
Native Mobile App
Full featured, native iOS and Android mobile apps. Entire web-app configuration and data visibility carries over to your mobile device.
Filtered and oftentimes a saved view or menu item for user assigned record views to always keep user-assigned work on the screen for the logged-in user.
Mobile Push Notifications
Receive push notifications on your mobile device when an important event occurs.
Each view in FreeAgent has a unique URL which can be shared with other users.
A global, partial or full text/number search in the navigation panel which retrieves and displays any and all records, across the entire platform, containing the searched string (depending on permissions) for easy navigation.
Use assignment rules or round robin logic to automatically assign new contacts team members.
In App Search
An in-app, partial or full text/number search in app search bar which retrieves and displays records containing the searched string (depending on permissions) for fast record location within the app.
Create contact, account, opportunity and custom app records and more with a single click.
Add a record from a related list instantly by simply naming the new record.
Default Field Values
Set default values upon creation of a record.
Related Record Quick Links
Access all records of a related list with one click on the related list count button.
Edit field values in an existing record.
Related Records Pop up in Cards
View related records from a record card.
Edit field values across multiple records simultaneously.
View record cards in a single column while displaying the record details, activity timelline and related lists next to the column. Clicking from one record card to the next instantly displays the highlighted record's details.
When importing, running a large bulk action, or scheduled automation, job progress is tracked and alerts you once completed so you can continue your work without waiting.
Index Detail Toggle
Switch your record detail view in the Index layout to access parent record details and activities.
Score leads, accounts, opportunities, and other CRM apps to identify opportunities or risk with AI-powered insights
Save views with filtering, sorting, arranging and a selected layout engaged that will be frequented to become searchable, favorited, added to dashboards and exported.
Based on custom, unique field settings, block duplicate records from being created in FreeAgent
A user-based list in the navigation panel of favorited views allowing for fast and easy navigation across the platform to manage work and view data in a streamlined fashion.
Drag and Drop Columns
You can now drag and drop column headers in your list view to quickly arrange columns.
Track tasks for everyone on your team to keep work on track.
Tag a team member in a note or message directly within the context of any record. This triggers a notification to the team member that they have been pinged and with one click, directs them to your @mention.
Like any App in FreeAgent, your Tasks App is completely customizable to fit your business. The Tasks App consolidates every task across your entire organization in on place.
Upload attachments to activity timelines.
Create and assign tasks to yourself or other users efficiently based on resource availability.
Centralized, filterable chronicle of all digital interactions, internal notes, attachments, images, completed tasks and @mentions across all users, within the context of any record.
Prioritize tasks based on due date, priority selection or automate prioritization with custom conditions.
Activity Timeline Search
Keyword search within the activity timeline to quickly pull up an activity or group of activities containing the keyword.
Categorize your tasks based on a task type (phone call, email, todo, meeting) and custom task types.
Activity Timeline Filter
Filter activities within the activity timeline to pull up activity types within the record such as starred items, emails, notes, calls, meetings, reminders, notes and attachments.
Automate recurring task creation and task reminders.
Star or pin important activities within an activity timeline to quickly locate the most important activities within a record.
Create tasks within or related to specific parent records across all your apps.
Simply share any activity from one record to any other record across the platform with a couple clicks.
Create and track sub-task steps within a parent task record.
Automatically roll-up activities from a contact record to the account level and opportunities they are associated with.
Receive notifications when a task has an upcoming due date.
Color Coding and Icons
Use color coding and icons to make task statuses pop.
Automate task creation and assignment with custom condition-based triggers and actions.
Set escalation rules to alert managers when important tasks are overdue by a certain period of time or meet custom parameters.
Task Cycle Times
Track task cycle time from creation to completion with ability to breakdown across task stages when applicable.
See every digital interaction your team makes all in one easy to understand, searchable timeline.
Log and measure task outcomes for any task type.
Log basic notes or rich format notes in activity timelines.
Rich Text Editor
Format, add hyperlinks, attachments and images to notes, emails and templates.
Visualize team members availability and agendas for scheduling and resource availability.
Create custom apps to manage any type of work, across your entire business.
Date Time Field Type
For assigning a specific date and time value to a record (e.g., meeting date & time, due date & time, activity time stamping).
Configure form sections, fields, rules and layouts to provide the simplest user interface for all user types.
Duration Field Type
For calculating the amount of time between events (e.g., phone call duration, time between creation and first activity, automate due dates from a Date or Date Time field value). Commonly used in calculated fields and automations.
Custom Form Fields
Take advantage of over 25 field types to capture important details and boost reporting capabilities.
Email Field Type
For housing email addresses in records and provides single-click-to email functionality.
Choose from 100s of icons and colors for your apps and field values for sensible and aesthetically pleasing visual cues to navigate the platform extra efficiently.
Email List Field Type
For housing lists of email addresses in records and creating meetings with multiple guests. Commonly used in automated email list functions (e.g., meeting invitations, automated report distribution, automated templated email to list of recipients).
Set custom colors for apps and fields for visual cues that extend to your charts.
Image Field Type
For uploading images to a record (e.g., contact photos, account logos, product images). Commonly used in card configurations.
Headers in forms grouping appropriate fields making up each form section.
Location Field Type
For housing location information (e.g., contact addresses, business addresses, shipping and billing addresses). Linked with google maps.
Select single or double column forms to arrange field layout as needed.
Note Field Type
For housing record specific notes with longer strings of texts. Utilizes FreeAgent's Rich Text Editor for formatted notes.
Customizable line items within a parent record allow you to reference records across the platform, leverage custom fields and manage many to one record relationships between line items and the parent record.
Number Field Type
For capturing general purpose, numerical values that are not Applicable to Currency, Percentage or Date fields (e.g., number of interactions, distances, inventories). Commonly used with format masks and in calculated fields.
Assign and list work-efficiency and reporting views with direct click-to functionality in the navigation menu under the parent app.
Number Format Masking
Specify a number format for any number field.
Customizable, action buttons that can update key values, trigger automations, exchange data between integrated solutions and trigger applet pop-outs to support your processes.
Percent Field Type
For assigning and calculating percentages (e.g., discounts, margins, commissions). Commonly used in calculated fields.
Highly configurable record cards that bring to display pertinent field values and app actions from a record for extensive visibility and functionality in Index, Kanban Board and List (hover-over) views as well as Related Lists.
Phone Field Type
For housing phone numbers in records and provides single click-to-call functionality.
Primary Card Action
Set a primary app action to be executable from a record card.
Record Reference Field Type
For setting up dynamic record references between any App records. Commonly used for relating Tasks across any App records in the platform (e.g., tasks specific to contacts, accounts, opportunities, quotes and more).
In-record drop-downs of other records related to therein, displaying record cards.
Reference Field Type
For referencing a singular record in the same or other Apps across the platform to set up custom data relationships and information joining.
Template Based Document Generation
Publish detailed records from our Apps into custom, templated PDF documents.
Reference Join Field Type
For joining field values from a related record by the way of the Reference field data relationship establishment (e.g., auto-join billing address from account account to quote, auto-join signor title from contact to quote).
Boolean Field Type
For when there are only 2 possible values (e.g., yes/no, true/false, incomplete/complete). Customizable labels, colors and icons. Supports calculated fields.
Reference Multi-Select Field Type
For referencing one or more records in the same App or other Apps across the platform to set up custom data relationships (e.g., contacts at an account, subdivisions at a parent organization).
Calculated Field Type
Perform operations using a variety of field types to calculate values or automate field updates using conditional logic.
Schedule Field Type
For invoking a scheduling view of a user or team calendar (e.g., scheduling meetings, tasks, project and other types of work based on user availabilities).
Choice List Field Type
For selecting one option from a predefined set of choices. Customizable labels, colors and icons.
Stage Field Type
For creating custom stage-based workflows within FreeAgent Apps (e.g., Leads, Opportunities, Quotes, Project stage-based workflows). Customizable labels, colors and icons + Dependent fields functionality.
Choice List Multi-Select Field Type
For selecting one or more options from a predefined set of choices. Customizable labels, colors and icons. Commonly used for tagging.
Text Field Type
For housing short-strings of text with no character type limitations (e.g., names, titles, IDs, short notes).
Color Field Type
For assigning a color to a specific record.
URL Field Type
For housing clickable URL hyperlinks (e.g., external websites, in-FreeAgent records and views). Commonly used to sync 3rd party web-based solutions to a record in FreeAgent.
Currency Field Type
For assigning a currency value to a record (e.g., deal amount, discount amount, cost amount). Commonly used in calculated fields.
Date Ago Field Type
For calculating the amount of time that has lapsed since a selected date field (e.g., age of contact, age of deal). Commonly used in cycle time analytics.
Date Field Type
For assigning a specific date value to a record (e.g., close date, due date, renewal date).
Brand FreeAgent with your organization's logo.
Customizable All Views
Admins can now customize each App's 'All' View, showing just the right columns in just the right order. Yay!
Match FreeAgent's color scheme to your brand and logo.
Embedded Email Signatures
Create or apply your email signature to display when sending an email from FreeAgent.
Individual user options to choose their own color schemes.
Embedded Email Signatures
Create or apply your email signature to display when sending an email from FreeAgent.
Add your name, your profile picture, and select your preferred language.
Set your organization's work week.
Custom user-level homepages.
Date Time Preferences
Customize how you want to view date and time values in the platform.
You can also pin columns by dragging them to the upper left area of the table.
Determine which events you want FreeAgent to notify you about in the web-app and as push notifications on your mobile device.
Now all your favorites are kept in one handy place on the menu. You can even favorite Dashboards!
Users can select between Spanish and English.
Customize workflow stages within all your apps.
Lock After Create
Lock any field from being editable after the creation of a record.
Manage, track, and set rules around how work flows through your organization to ensure work progresses efficiently and follows best practices.
Automate and manage approval workflows in one place.
Set role and condition-based form rules to determine which components are visible, editable or mandatory as well as change field values when specific conditions are met to manage processes.
Related Record Quick Create
Create a record from within a related record, automatically relating the new record and rolls up custom values to avoid duplicated data entry.
Assign Set Values for any field, dependent on a stage value selection.
View records cards across board columns to track work progression across stages and other progress fields.
Set Field Values
Assign Set Values for any field, dependent on any custom Form Rule.
Drag & Drop
Drag & drop record cards across Boards to progress work.
Select fields to be or become mandatory upon record creation or dependent upon form rules.
App Action Trigger
Trigger automation based at the click of a button powered by record update or custom code.
Custom Code Automations
Create and manage operations within the FreeAgent platform. Custom webhooks and developer tool referencing allows you to extend workflows with infinite possibilities. Custom Code can be used in both automation triggers and/or actions.
Assign work to specific teams or users based on custom conditions.
Future Date and Time-based Automation Trigger
Set a future date-time to run jobs such as create/update records and/or batch datasets to and from FreeAgent.
Automate an email or email cadence to send pertinent content to the applicable contacts at the right time.
Schedule Cron-based Automation Trigger
Set regular intervals to run jobs such as create/update records and/or batch datasets to and from FreeAgent.
Set a prerequisite condition or conditions based on any field value or values to trigger an action.
Customize workflow automation triggers based on record updation.
Create Record Action
Generate a new record in any App based on condition-based triggers that automatically roll-up important details to increase work management efficiency.
Customize workflow automation triggers based on record creation.
Group reports onto completely configurable & customizable dashboards for instant insight.
Time Based Reporting
Generate reports using time parameters from Date, Date Ago, or Date Time fields.
Create a mini-Dashboard (called a Dashlet!) on top of any View. Show or hide the Dashlet from the View, and include as many Widgets as you want.
Track and report email open and click rates across users and templates as well as receive notifications upon a recipient opening or clicking a link or attachment.
Dashboard components to analyze trends, track key performance indicators and other various key company metrics.
Instantly convert any data set in any app into a chart visualization.
Vertical bars with bar heights proportionate to the value they represent along the x-axis.
Calculate count/average/max/min/sum for currency and number fields in column headers in list and board views.
Horizontal bars with bar lengths proportionate to the value they represent along the y-axis.
Dot.walking allows you to add fields from any reference App to your List view. You can also Filter using dot.walked fields.
Add second pivots to Bar and Horizontal Bar charts to stack and analyze a second data set, grouped in the value they represent.
Group By' replaces 'Pivot By' in Views. Group (up to 2 fields deep) for better organization and more calculation visibility on one page. Add subtotals too! Bar charts and other widgets use 'Group By' fields automatically.
Circular chart with a hole in the center, divided into sectors proportionate to the value they represent.
Order your chart and board view layouts from most to least.
Vertical funnel sectioned into slices proportionate to the value they represent.
Display data in a simple table calculating values attributed to pivotable data groups.
Circular chart divided into slices proportionate to the value they represent.
Scheduled Report Delivery
Automate report distribution to internal recipients or customers.
Track KPIs against targets or ranges with custom color coding.
PDF Dashboard Export
Generate PDFs of dashboards.
Monitor KPIs in a simple number widget or track progress against targets.
Export Widgets as Image
Export widgets as JPG, PDF, PNG, SVG files.
Customize targets on Bar, Column, Gauge and Number Widgets.
PDF Chart Export
Export charts and widgets in PDF format.
Widget Click Through
From any widget, click to view underlying data view.
Import data in CSV format to combine datasets from multiple databases with a few clicks.
Widget Drill Down
From any widget, click a chart proportion of a widget to drill into to a pre-filtered list of records.
Export data in CSV format to combine datasets from multiple databases with a few clicks.
Snapshot any material changes to your pipeline and drill into changes across any period of time.
View records in a list view with in-list charting functionality and hover over card pop ups.
Report on and progress work across multiple pipelines for your different lines of business.
Sort by up to 3 fields to organize views with tiered sorting.
View sales forecasts on a gross or weighted basis with custom, calculated weighting formulas.
Filter by any field or multiple fields and single or multiple field values using various operators.
Set company wide sales targets for monthly, quarterly and annual goals.
Filter Operators for choice and reference fields
Filter by "Is" or "Is Not" values.
Cycle Time Analytics
Breakdown total cycle times to stage-based cycle times across any stage-based workflow and pivot groupings by any stage, choice list, date or reference field.
Filter Operators for Currency and Percent Fields
Filter for values "Between" minimum and max values.
Track number of calls, emails, notes, @mentions, attachments and more by team, user, and record.
Filter Operators for Date Fields
Filter by "After" specific date, "Before" specific date, "Between" specific dates, dynamic date "Period" and dynamic "Rolling" date periods.
Track important, task-based metrics across your team such as cycle times analytics, tasks by owner, by project and more. Customize a task dashboard with various KPIs and metrics using FreeAgent's widgets to keep a pulse on your team's work.
Filter Operators for Number Fields
Filter for values by "Less or Equal to", "Greater or Equal to", "Between", "Is", and "Is Not".
Generate reports using line items and parent records to analyze product-based metrics or anything else.
Filter Operators for Text Fields
Filter for values by "Contains", "Does Not Contain", "Is", "Is Not", and "Starts With".
Identify problem areas through analyzing age in stage and overall age of CRM data.
XLSX Chart Export
Export charts and widgets in XLSX format.
Organize your people into Teams to control data access and track team performance.
Lock individual emails from being visible to others in activity timelines.
Define roles and assign them to your people to make it easier to implement and maintain your data security rules.
Option to turn off email capture and routing for specific email addresses and domains.
Establish fine-grained control over who can see which pieces of data and perform different actions for each of your Apps.
Single Sign-On support for Google and Office 365.
Trusted by 1,000+ teams who are leading the way to a better workday
Lead the way
to a better workday
Talk to a CRM expert and
unleash your team’s potential.