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Powerful, easy to use CRM your whole team will love.
Phone
SMS
Meetings
Tasks
Reporting
Automation
AI Assistant
Uplift your work with generative AI-powered features.
Webforms
Deploy webforms and capture data in your CRM instantly.
Integrations
FreeAgent CRM solutions to empower your business.
B2B Sales & Support
Lift your business up out of spreadsheets and email.
CRM for Clinics
Maximized referrals and boosted attendance rates.
CRM for Healthcare
Connect your systems and teams in one holistic workplace.
CRM for MedTech
Accelerate operational efficiency and surface new opportunities.
CRM for Manufacturers
Connect your people, data, and processes for better outcomes.
In-House Services
Delivering lasting value from start-up to success.
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Solutions for the new world of work
FreeAgent is a virtual home for your business, with all your customer relationships and work management in one, happy place.
MANAGEMENT
Grow your Revenue
Boost sales efficiency and gain revenue predictability. Scale operations with confidence, with real-time reports that link forecast changes directly to individual activities, so you can make business decisions that drive revenue.
SALES
Improve your sales efficiency
Boost cycle times with instant lead follow-up, polished email templates, customizable deal stages, automated task management, and push notifications for the important stuff.
SALES
Make your number
Win every quarter. Convert more leads, crush your quotas, and increase revenue predictability. Unleash the power of FreeAgent for sales leaders.
CUSTOMER SERVICE
Support your customers
Tackle issues quickly and correctly with notifications and instant context of complete customer history. Nurture customer-relationships to last a lifetime.
OPERATIONS
Unlock productivity
Automagically log and organize emails, calls, meetings, and much more, so your team has workdays full of impact.
MARKETING
Full-funnel visibility
Know what happens to your leads after the hand-off to sales; view volume and quality of interactions, see how quickly leads are qualified and gain more insight about leads that are scored low by sales. Target your ICP in advertising by creating lookalike audiences from your most successful customers!
Bring your teams and tools together,
in one happy place
Work is better together. FreeAgent’s open API allows teams to integrate external tools and unleash their full potential.
Zapier
Zapier moves info between your web apps automatically, so you can focus on your most important work.
OPERATIONS
Office 365
Collaborate for free with online versions of Microsoft Word, PowerPoint, Excel, and OneNote.
communication
Mailchimp
An All-In-One integrated marketing platform for small businesses, to grow your business on your terms.
Marketing
Lead the way
to a better workday
Talk to a CRM expert and
unleash your team’s potential.
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