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
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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.
Instrumented Account Management
FreeAgent helps you transform scattered account information into knowledge and insight.
A Digital System of Record
Ditch the out of date spreadsheets and centralize all your account information in one easy-to-navigate workspace.
You can work right from within the FreeAgent platform. Allowing you to capture every interaction automatically, improving collaboration while providing data-driven insights.
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
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.
Configure workflows and automations that ensure no step is missed. Deliver a consistent customer experience every single time.
Help your team stay on task and codify your client communications with automations and task alerts.
Foundation for the Future
The entire customer journey is captured from pre-sale to post, providing you the whole story with just the push of a button.
With quoting, ticketing, and service management all in one place, you can get a true 360º view of your account interactions.
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.
of users say that a CRM has improved their access to customer data
 of CRM users are most satisfied with contact and account managementÂ
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.
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.
Let’s get started!
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