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
CUSTOMER SERVICE
OPERATIONS
PRODUCTIVITY
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
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