We’ll be at MD&M Minneapolis Nov 2-3 🚀 Visit us at booth 3419!
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.
14 Days left
Instrumented Account Management
FreeAgent helps you transform scattered account information into knowledge and insight.
14 Days left in trial
- FREE DEMO: NO CREDIT CARD NEEDED
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Ditch the out of date spreadsheets and centralize all your account information in one easy-to-navigate workspace.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 360º 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
Zapier
Zapier moves info between your web apps automatically, so you can focus on your most important work.
NATIVE
OPERATIONS
Office 365
Collaborate for free with online versions of Microsoft Word, PowerPoint, Excel, and OneNote.
NATIVE
communication
Mailchimp
An All-In-One integrated marketing platform for small businesses, to grow your business on your terms.
NATIVE
Marketing
Lead the way
to a better workday
Talk to a CRM expert and
unleash your team’s potential.
