Pop-Us
Transactions
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Additional
Additional
Additional
Additional
Records
A Record is anything you store in your CRM. The most obvious Records are Contacts, Accounts, Opportunities, Tickets, Projects, Products, Notes, Attachments, Call Records... etc. Because FreeAgent is so customizable your Records could be Physicians, Facilities, Labs, Agencies, Donors, Pets... you name it. Literally. 🙂
Unlimited Users
FreeAgent is the only CRM offering unlimited users, forever. So you can bring your whole team together. Even Gary, who just logs in to view the weekly report. And Jenna, who justs wants to see what ever happened to those leads she handed off to sales. And your super users? They're free, too.
Unlimited Apps
FreeAgent CRM comes with common Apps out of the box: Contacts, Accounts, and Opportunities. You can change/rename these apps to suit your unique business, and you can create unlimited new Apps, including Custom Apps.
Pricing for Customer Service
Pricing for Project Management
Pricing for IT Management
Finally, CRM pricing for
teams of all sizes
- Instant ROI
- Unlimited Users, forever.
MONTHLY
HIPAA-COMPLIANT
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Starter
Everything you need to grow your business.
$29
per month, annual pre-pay
unlimited users
Professional
Perfect for teams who want more control and customization.
$295
per month, annual pre-pay
unlimited users
Enterprise
Completely extensible CRM with enterprise-grade features.
$795
per month, annual pre-pay
unlimited users
Need more than 1M transactions?
No problem! Let’s tailor a plan specifically for your need.
Talk to Sales
All plans include:
- Unlimited Users
- In-App Live Chat Support
- Real-time Email Sync
- Custom Apps
What are Transactions?
Transactions are a unit of activity.
Transactions simply include: Creates & Updates
Compare to user-based Pricing
5 Active Users on Starter plan typically
= $5.80 / user — $19.60 / user
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Custom Enterprise Plan
For organizations that need the full power of the FreeAgent platform, with ease of use for their team. Explore customized enterprise plans with volume discounting and get a personalized demo with a product expert.
FreeAgent Platform
PRODUCTIVITY
Work Management
Optimize any process, reduce admin work, and have workdays full of impact.
Fully-featured Mobile App
Global Search
Saved Views
Kanban Boards
VISIBILITY
Task & Activity Management
Create, assign, prioritize, complete and track tasks of any type across your organization.
Activity Timeline
@mentions
Reminders
ADOPTION
Customization
Tailor every aspect of the system so it fits your business perfectly.
Custom Fields and Stages
Corporate Branding
Menu Items
Form Sections
ENJOYMENT
Personalization
Every member on your team can optimize the system for their own tip-top performance.
Personal Themes
Homepages
Favorites
CONTROL
Process Management
Standardize, enforce, and optimize how work is done.
Custom Stages
Required Fields
Approval Workflows
Lock After Create
EFFICIENCY
Automations
Boost your efficiency and magnify your impact by eliminating repetitive work.
App Actions
Automated Assignments
Condition-based Automations
Automated Emails
INSIGHT
Reporting
Track and monitor key metrics across your organization.
Dashboards & Dashlets
Widgets
Dot.Walking
Cycle Time Analytics
SECURITY
Security
Define teams, roles and access controls to govern what team members can see and what they can do.
Teams & Roles
Access Controls
Email Blacklisting
CONNECTED
Integrations
FreeAgent connects easily to your digital world.
- Open API
- Zapier
- Twilio
- Mailchimp
Frequently Asked Questions
Transactions are a unit of activity.
Transactions simply include: Creates & Updates
A Record is anything you store in your CRM. The most obvious Records are Contacts, Accounts, Opportunities, Tickets, Projects, Products, Notes, Attachments, Call Records… etc. Because FreeAgent is so customizable your Records could be Physicians, Facilities, Labs, Agencies, Donors, Pets… you name it. Literally. 🙂
We understand that setting up the CRM may take a lot more usage/transactions than your team’s typical daily use. Every subscription comes with unlimited transactions for the first 30 days so you can unleash your implementation. Customize, configure, and create your best virtual home for your team, on us.
Automations are a great way to save time! Transactions for automation runs are counted just as if you performed those tasks manually – no more, no less.
Importing data, such as contacts, accounts, and more does not count against your transactions.
Yes! You can change your edition at your next renewal date.
You can cancel the renewal of your plan at any time for any reason.
Yes, your subscription will automatically renew at your renewal date. However, you can cancel the renewal of your plan at any time for any reason.
No. Your monthly transactions amount will reset at your monthly renewal date. If you find you don’t need as many transactions as you expected, you can change your edition at your next renewal date.
The best way is to get started with the FreeAgent Starter plan and try it out with your team. Many businesses are surprised to learn that even though they have a lot of users, some are very light users. Here’s some examples of common usage levels a company might consume each month based on how they use FreeAgent:
- Team A – 5 Active Users, 1 Web Form Integration, Synced Emailing and Calling – 2,000 transactions/month (Starting at $98/month)
- Team B – 5 Power Users, 25 Light Users, 1 Web Form Integration, Synced Emailing and Calling – 5,000 transactions/month (Starting at $245/month)
- Team C – Team C – 100 All-Day Power Users, 3 Real-Time High-Volume Integrations: ERP, Logistics Platform, BI platform – 500,000 transactions/month ($6,450/month)
Need more than 1M transactions? No problem! Explore customized enterprise plans with volume discounting and get a personalized demo with a product expert. Let’s tailor a plan specifically for your needs. Talk to Sales
No! You will only be charged for your subscribed pricing plan. If you exceed your monthly transactions, you’ll have the option to upgrade to another pricing plan at any time, but you will never be required to. Your monthly transactions amount will reset at your monthly renewal date.
You’ll receive an alert when you’re nearing your transaction limit. You’ll have the option to upgrade to another pricing plan at any time, but you will never be required to. If you choose to wait until your transactions reset, you will not be able to transact in the CRM in the meantime, but none of your data or setups will be lost. Your monthly transactions amount will reset at your monthly renewal date.
Yes! You can monitor your usage and set limits to control your costs.
Your monthly transactions limit will reset monthly, 30 days from your subscription start date.
Yes! You can view your Customer Usage Dashboard anytime.
We’re glad you asked!
- FreeAgent is the only CRM with instant ROI, because you only pay for what you use.
- FreeAgent is the only CRM offering unlimited users, forever. So you can bring your whole team together. Even Gary, who just logs in to view the weekly report. And Jenna, who justs wants to see what ever happened to those leads she handed off to sales. And your super users? They’re free, too.
- FreeAgent CRM is easiest to use, easiest to customize, and easiest to integrate.
With FreeAgent, you’ll enjoy exceptional in-app live-chat support as well as email support with outstanding ticket resolution times. For setup and features questions, utilize our handy Help Center and in-product tours and tool-tips.
You can! FreeAgent connects easily to your digital world. Learn More
Welcome to the next generation of CRM
FreeAgent delivers a next-gen work experience. Our cloud-based platform helps teams unlock productivity effortlessly.
EMPLOYEE HAPPINESS
Easy
to use
A visual, intuitive user experience that drives sky-high team adoption —
and high-fives!
DIRECT PATH TO ROI
Up and running
in < 30 days
While traditional CRM averages 6 months, FreeAgent begins working for you immediately.
CUSTOMIZE
Tailor-made
to work your way
An infinitely extensible platform at your fingertips. Powerful code-free customization for your business’ unique needs.
Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
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