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Solutions for the new world of work
Increase sales efficiency and scale operations with confidence.
Boost cycle times, follow-up and daily rep activity.
Convert more leads, crush your quotas, and increase revenue predictability.
Nurture customer-relationships to last a lifetime.
Learn more about SOLUTIONS
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Lead the way to a better workday
Talk to a CRM expert and unleash your team’s potential.
Platform Features
Optimize any process, reduce admin work, and have workdays full of…
Create, assign, prioritize, complete and track tasks of any type.
Tailor every aspect of the system so it fits your business perfectly.
Every member on your team can optimize the system for their own…
Standardize, enforce, and optimize how work is done.
Boost your efficiency and magnify your impact by eliminating…
Track and monitor key metrics across your organization.
Define teams, roles and access controls to govern what team…
All your teams and tools together.
Leading the way to a better workday
It all starts with freedom.
Be a part of a winning team on a mission to improve lives.
Leading the way to a better workday.
EXPLORE MORE COMPANY FEATURES
FreeAgent is trusted by the world’s most productive teams
We design software that transforms the way teams collaborate, grow revenue and communicate with customers.
Automations
Boost your efficiency and magnify your impact by eliminating repetitive work.
Trigger automation based at the click of a button powered by record update or custom code.
Assign work to specific teams or users based on custom conditions.
Automate an email or email cadence to send pertinent content to the applicable contacts at the right time.
Set a prerequisite condition or conditions based on any field value or values to trigger an 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.
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
Set a future date-time to run jobs such as create/update records and/or batch datasets to and from FreeAgent.
Set regular intervals to run jobs such as create/update records and/or batch datasets to and from FreeAgent.
Customize workflow automation triggers based on record updation.
Lead the way
to a better workday
Talk to a CRM expert and
unleash your team’s potential.
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