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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.
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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.
Optimize any process, reduce admin work, and have workdays full of impact.
Receive notifications in the web browser application when an important event occurs.
Full featured, native iOS and Android mobile apps. Entire web-app configuration and data visibility carries over to your mobile device.
Receive push notifications on your mobile device when an important event occurs.
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.
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.
Add a record from a related list instantly by simply naming the new record.
Access all records of a related list with one click on the related list count button.
View related records from a record card.
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.
Switch your record detail view in the Index layout to access parent record details and activities.
Save views with filtering, sorting, arranging and a selected layout engaged that will be frequented to become searchable, favorited, added to dashboards and exported.
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.
A browser history but within FreeAgent. Quickly return to a page you were recently on.
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.
Each view in FreeAgent has a unique URL which can be shared with other users.
Use assignment rules or round robin logic to automatically assign new contacts team members.
Create contact, account, opportunity and custom app records and more with a single click.
Set default values upon creation of a record
Edit field values in an existing record.
Edit field values across multiple records simultaneously.
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.
Score leads, accounts, opportunities, and other CRM apps to identify opportunities or risk with AI-powered insights
Based on custom, unique field settings, block duplicate records from being created in FreeAgent
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.
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