We’ll be at MD&M Minneapolis Nov 2-3 🚀 Visit us at booth 3419!
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.
Learn more about SOLUTIONS
Featured content
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.
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.
We use cookies to improve your browsing experience. By accepting this, you agree to our Privacy Policy