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.

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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.

PROFESSIONAL

AUTOMATION

Office 365

Collaborate for free with online versions of Microsoft Word, PowerPoint, Excel, and OneNote.

ESSENTIALS

PRODUCTIVITY

Mailchimp

An All-In-One integrated marketing platform for small businesses, to grow your business on your terms.

PROFESSIONAL

AUTOMATION

Lead the way
to a better workday

Talk to a CRM expert and
unleash your team’s potential.

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