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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.
Process Management
Standardize, enforce, and optimize how work is done.
Customize workflow stages within all your apps.
Manage, track, and set rules around how work flows through your organization to ensure work progresses efficiently and follows best practices.
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.
Assign Set Values for any field, dependent on a stage value selection.
Assign Set Values for any field, dependent on any custom Form Rule.
Select fields to be or become mandatory upon record creation or dependent upon form rules.
Lock any field from being editable after the creation of a record.
Automate and manage approval workflows in one place.
Create a record from within a related record, automatically relating the new record and rolls up custom values to avoid duplicated data entry.
View records cards across board columns to track work progression across stages and other progress fields.
Drag & drop record cards across Boards to progress work.
Lead the way
to a better workday
Talk to a CRM expert and
unleash your team’s potential.
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