Next-gen CRM for the new world of work

Unlock business potential with modern software that boosts visibility and productivity all in one place.

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MARKETING

PRODUCTIVITY

Marketing

FreeAgent is a powerful addition to the marketing tech stack. It helps boost key KPI’s with full-funnel visibility, marketing-sales alignment, brand enforcement, sales enablement, and marketing project management.

ESSENTIALS

MARKETING

PRODUCTIVITY

Marketing

FreeAgent is a powerful addition to the marketing tech stack. It helps boost key KPI’s with full-funnel visibility, marketing-sales alignment, brand enforcement, sales enablement, and marketing project management.

ESSENTIALS

SALES

PRODUCTIVITY

Sales

Empower your sales team to crush their quotas and delight your prospects. Boost cycle times and follow-up with push notifications, email templates, customizable deal stages and automated task management.

ESSENTIALS

SALES

PRODUCTIVITY

Sales

Empower your sales team to crush their quotas and delight your prospects. Boost cycle times and follow-up with push notifications, email templates, customizable deal stages and automated task management.

ESSENTIALS

PRODUCTIVITY

Work Management +
Collaboration

Everyone on the team has workdays full of impact, and customer interactions and internal workflow are finally all in the same place. Effortlessly flow through activities that build customer relationships and drive revenue.

ESSENTIALS

PRODUCTIVITY

Work Management +
Collaboration

Everyone on the team has workdays full of impact, and customer interactions and internal workflow are finally all in the same place. Effortlessly flow through activities that build customer relationships and drive revenue.

ESSENTIALS

PRODUCTIVITY

Tasks &
Project Management

FreeAgent helps you stay on task and in the zone. Boards, lists, cards and reminders enable you to organize any workflow in a fun, flexible, and rewarding way.

ESSENTIALS

PRODUCTIVITY

Tasks &
Project Management

FreeAgent helps you stay on task and in the zone. Boards, lists, cards and reminders enable you to organize any workflow in a fun, flexible, and rewarding way.

ESSENTIALS

CUSTOMER SERVICE

Ticketing /
Support Desk

Tackle issues quickly and correctly with notifications and instant context of complete customer history. Nurture customer-relationships to last a lifetime.

ESSENTIALS

CUSTOMER SERVICE

Ticketing /
Support Desk

Tackle issues quickly and correctly with notifications and instant context of complete customer history. Nurture customer-relationships to last a lifetime.

ESSENTIALS

OPERATIONS

Recruiting

Prioritize open positions and track applicants by stage. Onboard new hires quickly with a centralized system of record with activity timelines across every account, so new team members can pick up where others left off.

ESSENTIALS

OPERATIONS

Recruiting

Prioritize open positions and track applicants by stage. Onboard new hires quickly with a centralized system of record with activity timelines across every account, so new team members can pick up where others left off.

ESSENTIALS

operations

SALES

Quoting

Generate polished, branded quotes at the push of a button, and close deals faster. FreeAgent pulls in contact and company information, and attaches the quote to all related records.

ESSENTIALS

operations

SALES

Quoting

Generate polished, branded quotes at the push of a button, and close deals faster. FreeAgent pulls in contact and company information, and attaches the quote to all related records.

ESSENTIALS

operations

Event &
Venue Management

Get instant context into contacts, vendors and venue details, like capacity and special features. Track events and quotes by stage, and automatically send beautiful email templates, so you never miss out on the celebration.

ESSENTIALS

operations

Event &
Venue Management

Get instant context into contacts, vendors and venue details, like capacity and special features. Track events and quotes by stage, and automatically send beautiful email templates, so you never miss out on the celebration.

ESSENTIALS

operations

System
of Record

An authoritative source of truth is mission-critical for any business. Get everything in one place and build the foundation for important business decisions.

ESSENTIALS

operations

System
of Record

An authoritative source of truth is mission-critical for any business. Get everything in one place and build the foundation for important business decisions.

ESSENTIALS

sales

Lead &
Contact Management

Automatically capture leads and contacts from all of your channels! Automatically follow-up, assign them to reps, and even run workflows with custom conditions. Manage and gain visibility into all digital interactions across reps, accounts, and communication channels.

ESSENTIALS

sales

Lead &
Contact Management

Automatically capture leads and contacts from all of your channels! Automatically follow-up, assign them to reps, and even run workflows with custom conditions. Manage and gain visibility into all digital interactions across reps, accounts, and communication channels.

ESSENTIALS

operations

Custom Apps

Manage any process and tackle any challenge. Create custom apps code-free in minutes. Custom fields, stages, and even add Custom Action Buttons to the web UI of any of your Apps that when clicked, run any automation you decide!

ESSENTIALS

operations

Custom Apps

Manage any process and tackle any challenge. Create custom apps code-free in minutes. Custom fields, stages, and even add Custom Action Buttons to the web UI of any of your Apps that when clicked, run any automation you decide!

ESSENTIALS

operations

Reporting &
Dashboards

Easily and enjoyable customize reports on the fly, and group them into completely customizable dashboards, so you see what's important to YOU. Share Saved Views with a simple quick-link, and "Star" your favorite real-time reports so they always show up in your personalized menu.

ESSENTIALS

operations

Reporting &
Dashboards

Easily and enjoyable customize reports on the fly, and group them into completely customizable dashboards, so you see what's important to YOU. Share Saved Views with a simple quick-link, and "Star" your favorite real-time reports so they always show up in your personalized menu.

ESSENTIALS

PRODUCTIVITY

operations

Connect to any App

Bring all your teams and tools together to unlock your team’s potential in one, happy place.

ESSENTIALS

PRODUCTIVITY

operations

Connect to any App

Bring all your teams and tools together to unlock your team’s potential in one, happy place.

ESSENTIALS

sales

operations

Pipeline Time Machine™

Discover true visibility. View the exact activities linked to any pipeline change, so you can increase revenue predictability and scale your business.

ESSENTIALS

sales

operations

Pipeline Time Machine™

Discover true visibility. View the exact activities linked to any pipeline change, so you can increase revenue predictability and scale your business.

ESSENTIALS
Get everything in one place
  • Grow your Revenue
  • Improve your sales efficiency
  • Make your number
  • Support your customers
  • Unlock productivity
  • Full-funnel visibility

MANAGEMENT

Grow your Revenue

Forecast with confidence through real-time reports, and make business decisions that drive revenue.

SALES

Improve your sales efficiency

Follow-up faster and professionally to secure more sales than ever with FreeAgent’s automated sales process.

SALES

Make your number

Convert more leads, crush your quotas, and increase result predictability. Uncover the power of sales leaders.

CUSTOMER SERVICE

Support your customers

View activity timelines for any type of record, contact, tasks, tickets, and more, to nurture customer relationships and win the day.

OPERATIONS

Unlock productivity

Automagically log and organize emails, calls, meetings, and much more, so your team has days full of impact.

MARKETING

Full-funnel visibility

Confidently forecast and identify where to focus your time to achieve your goals.

LEARN MORE ABOUT OUR SOLUTIONS

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