Optimize any process, reduce admin work, and have workdays full of impact.
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Web App Notifications
Receive notifications in the web browser application when an important event occurs.
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Native Mobile App
Full featured, native iOS and Android mobile apps. Entire web-app configuration and data visibility carries over to your mobile device.
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Mobile Push Notifications
Receive push notifications on your mobile device when an important event occurs.
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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.
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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.
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Quick Add
Add a record from a related list instantly by simply naming the new record.
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Related Record Quick Links
Access all records of a related list with one click on the related list count button.
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Related Records Pop up in Cards
View related records from a record card.
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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.
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Index Detail Toggle
Switch your record detail view in the Index layout to access parent record details and activities.
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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.
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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.
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Recents
A browser history but within FreeAgent. Quickly return to a page you were recently on.
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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.
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Unique URLs
Each view in FreeAgent has a unique URL which can be shared with other users.
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Contact Assignments
Use assignment rules or round robin logic to automatically assign new contacts team members.
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Click-to-Create Records
Create contact, account, opportunity and custom app records and more with a single click.
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Default Field Values
Set default values upon creation of a record
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Click-to-Edit Records
Edit field values in an existing record.
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Bulk Edit
Edit field values across multiple records simultaneously.
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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.
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Scoring
Score leads, accounts, opportunities, and other CRM apps to identify opportunities or risk with AI-powered insights
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Duplicate Blocking
Based on custom, unique field settings, block duplicate records from being created in FreeAgent
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Drag and Drop Columns
You can now drag and drop column headers in your list view to quickly arrange columns.
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