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Instrumented Account Management

FreeAgent helps you transform scattered account information into knowledge and insight.

14    Days left in trial
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A Digital System of Record

A Centralized Data Platform Updated in Real-Time

Ditch the out of date spreadsheets and centralize all your account information in one easy-to-navigate workspace.

A Collaborative Work Environment

You can work right from within the FreeAgent platform. Allowing you to capture every interaction automatically, improving collaboration while providing data-driven insights.

One Location For All of Your Tools

Integrate with websites and 3rd-party tools to simplify processes and reduce distractions. FreeAgent is so simple your team won't want to use anything else.

Intelligence, Delivered

Glanceable, Accessible Reporting

Quickly and easily create an unlimited number of dashboards that provide deep insights at a glance. With more than 20 different chart types available, your data has never been more accessible, more shareable, and more visually stunning.

Codified Processes That Are Repeatable

Configure workflows and automations that ensure no step is missed. Deliver a consistent customer experience every single time.

Automated Task Management

Help your team stay on task and codify your client communications with automations and task alerts.

Foundation for the Future

A Single Source of Truth For All of Your Accounts

The entire customer journey is captured from pre-sale to post, providing you the whole story with just the push of a button.

Deliver a Complete Customer Experience From One Platform

With quoting, ticketing, and service management all in one place, you can get a true 360Âş view of your account interactions.

Enhanced Capability, Simplified

Tie all of your systems together to reduce complexity while optimizing capability. ERP, dedicated BI, HCM, and more can be supported and enhanced with the FreeAgent platform.

Drive efficiency and multiply revenue-impacting activities.

74%

of users say that a CRM has improved their access to customer data

88%

 of CRM users are most satisfied with contact and account management 

78%

of customers expect consistent interactions across departments

Work is better together. Bring your
teams and tools together

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Mailchimp

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

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unleash your team’s potential.

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