Work Management

PRODUCTIVITY

Work Management

Optimize any process, reduce admin work, and have workdays full of impact.

Web App Notifications

Receive notifications in the web browser application when an important event occurs.
Native Mobile App

Full featured, native iOS and Android mobile apps. Entire web-app configuration and data visibility carries over to your mobile device.
Mobile Push Notifications

Receive push notifications on your mobile device when an important event occurs.
Global Search

A global, partial or full text/number search in the navigation panel which retrieves and displays any and all records, across the entire platform, containing the searched string (depending on permissions) for easy navigation.
In App Search

An in-app, partial or full text/number search in app search bar which retrieves and displays records containing the searched string (depending on permissions) for fast record location within the app.
Quick Add

Add a record from a related list instantly by simply naming the new record.
Related Record Quick Links

Access all records of a related list with one click on the related list count button.
Related Records Pop up in Cards

View related records from a record card.
Index Layout

View record cards in a single column while displaying the record details, activity timelline and related lists next to the column. Clicking from one record card to the next instantly displays the highlighted record's details.
Index Detail Toggle

Switch your record detail view in the Index layout to access parent record details and activities.
Saved Views

Save views with filtering, sorting, arranging and a selected layout engaged that will be frequented to become searchable, favorited, added to dashboards and exported.
Favorited Views

A user-based list in the navigation panel of favorited views allowing for fast and easy navigation across the platform to manage work and view data in a streamlined fashion.

Recents

A browser history but within FreeAgent. Quickly return to a page you were recently on.
User-based Views

Filtered and oftentimes a saved view or menu item for user assigned record views to always keep user-assigned work on the screen for the logged-in user.
Unique URLs

Each view in FreeAgent has a unique URL which can be shared with other users.
Contact Assignments

Use assignment rules or round robin logic to automatically assign new contacts team members.
Click-to-Create Records

Create contact, account, opportunity and custom app records and more with a single click.
Default Field Values

Set default values upon creation of a record
Click-to-Edit Records

Edit field values in an existing record.
Bulk Edit

Edit field values across multiple records simultaneously.
Jobs Engine

When importing, running a large bulk action, or scheduled automation, job progress is tracked and alerts you once completed so you can continue your work without waiting.
Scoring

Score leads, accounts, opportunities, and other CRM apps to identify opportunities or risk with AI-powered insights
Duplicate Blocking

Based on custom, unique field settings, block duplicate records from being created in FreeAgent
Drag and Drop Columns

You can now drag and drop column headers in your list view to quickly arrange columns.

Lead the way
to a better workday

Talk to a CRM expert and
unleash your team’s potential.

Web App Notifications

Native Mobile App

Mobile Push Notifications

Global Search

In App Search

Quick Add

Related Record Quick Links

Related Records Pop up in Cards

Index Layout

Index Detail Toggle

Saved Views

Favorited Views

Recents

User-based Views

Unique URLs

Contact Assignments

Click-to-Create Records

Default Field Values

Click-to-Edit Records

Bulk Edit

Jobs Engine

Scoring

Duplicate Blocking

Drag and Drop Columns