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Powerful, easy to use CRM your whole team will love.
Phone
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Tasks
Reporting
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Learn why 1000’s+ of teams are moving to FreeAgent CRM
Grow your revenue
Increase sales efficiency and scale operations with confidence.
Improve your sales efficiency
Boost cycle times, follow-up and daily rep activity.
Make your number
Convert more leads, crush your quotas, and increase revenue predictability.
Support your customers
Nurture customer-relationships to last a lifetime.
Full-funnel visibility
Unlock productivity
Learn more about SOLUTIONS
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Task & Activity Management
Create, assign, prioritize, complete and track tasks of any type across your organization.
Track tasks for everyone on your team to keep work on track.
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.
Create and assign tasks to yourself or other users efficiently based on resource availability.
Prioritize tasks based on due date, priority selection or automate prioritization with custom conditions.
Categorize your tasks based on a task type (phone call, email, todo, meeting) and custom task types.
Automate recurring task creation and task reminders.
Create tasks within or related to specific parent records across all your apps.
Create and track sub-task steps within a parent task record.
Receive notifications when a task has an upcoming due date.
Set escalation rules to alert managers when important tasks are overdue by a certain period of time or meet custom parameters.
Automate task creation and assignment with custom condition-based triggers and actions.
See every digital interaction your team makes all in one easy to understand, searchable timeline.
Log basic notes or rich format notes in activity timelines.
Visualize team members availability and agendas for scheduling and resource availability.
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.
Upload attachments to activity timelines.
Centralized, filterable chronicle of all digital interactions, internal notes, attachments, images, completed tasks and @mentions across all users, within the context of any record.
Keyword search within the activity timeline to quickly pull up an activity or group of activities containing the keyword.
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.
Star or pin important activities within an activity timeline to quickly locate the most important activities within a record.
Simply share any activity from one record to any other record across the platform with a couple clicks.
Automatically roll-up activities from a contact record to the account level and opportunities they are associated with.
Use color coding and icons to make task statuses pop.
Track task cycle time from creation to completion with ability to breakdown across task stages when applicable.
Log and measure task outcomes for any task type.
Format, add hyperlinks, attachments and images to notes, emails and templates.
Lead the way
to a better workday
Talk to a CRM expert and
unleash your team’s potential.
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