We’ll be at HIMSS Chicago April 18-20 🚀 Visit us at booth 7521!
FreeAgent CRM solutions to empower your business.
B2B Sales & Marketing
Lift your business up out of spreadsheets and email.
B2B Customer Service
Maximize your team’s efficiency and enhance customer satisfaction.
CRM for Clinics
Boost attendance rates, and maximize your referral network.
CRM for Healthcare
Connect your systems and teams in one holistic workplace.
CRM for MedTech
Accelerate operational efficiency and surface new opportunities.
CRM for Manufacturers
Connect your people, data, and processes for better outcomes.
In-House Services
Delivering lasting value from start-up to success.
Powerful, easy to use CRM your whole team will love.
Email
Supercharge your company’s most high-leverage channel for selling. Phone
Dial up the wins. Boost sales efficiency and elevate your company’s phone presence. SMS
Enjoy 95% open-rates when you add text messages to your sales toolset. Meetings
Schedule meetings faster and manage them easier. Tasks
FreeAgent helps your team stay on task. Reporting
Finally, reporting you can rely on. Automation
Spend less time on admin and have workdays full of impact. AI Assistant
Uplift your work with generative AI-powered features.
Webforms
Deploy webforms and capture data in your CRM instantly.
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.Discover the FreeAgent difference
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.
Best CRM for
B2B Sales & Marketing
Powerful, easy-to-use CRM your whole team will love
Streamline your sales processes
Track pipeline and grow revenue
Automate your sales playbooks
#1 User-Rated Alternative to Salesforce
B2B SALES & SUPPORT
Grow your revenue
Boost sales efficiency, gain predictability, and make business decisions that drive revenue.
Improve your sales efficiency
Move your leads faster and close more deals with tools that improve your sales outcomes.
Make your number
Convert more leads, crush your quotas, and increase revenue predictability.
Support your customers
Tackle issues quickly and nurture customer relationships with complete customer history.
Full-funnel visibility
See the complete picture of customer history and lifecycle at your fingertips.
Unlock productivity
Have success sooner by automating your sales process, and run your best plays every time.
Trusted by 1000s+ of the world’s most productive teams
10x PRODUCTIVITY
Have success sooner by automating your sales process.
Eliminate repetitive work and run your best plays every time.
Reps always know their next steps.
Share email templates and call scripts.
Phone
Dial up the wins. Boost sales efficiency and elevate your company’s phone presence.
10x PRODUCTIVITY
Stay on task and focus on what matters
Focus on the most important tasks with auto-prioritized task lists.
Automatically capture emails, calls, meetings, and more.
Get notified instantly when prospects interact with your follow-ups.
Auto-assign tasks to streamline your sales playbook.
Automate follow-ups and sequences based on triggers.
INSTANT VISIBILITY
Watch working getting done in real-time
Get real-time visibility of your team's activities with Company Live Feed.
Celebrate and motivate your team with sales activity leaderboards.
Get alerts for missed follow-ups with real-time notifications.
Have the full picture with a complete activity history at your fingertips.
Rep call recording with transcriptions and insights for better context.
STAY ON TASK
Work smarter, faster, and improve sales outcomes
Track and report on wins, and gain actionable insights on sales activities.
Foster a high-five culture and share gamified goal-tracking across your sales team.
Team and individual scoreboards help teams stay on track and improve performance.
AUTOMATE ANY ACTION
Automate your sales playbooks and processes
Auto-assign tasks based on triggers, like incoming leads, email opens, or account status changes.
Route leads and inquiries to the right agent automatically based on rules.
Attach email templates and phone scripts to tasks automatically. Enable faster follow-up and get automatic reporting on what's working best.
Automate repetitive tasks like follow-up emails and texts after a call so reps can quickly move on to the next call.
Easy to setup. Easy to love.
Get up and running in days, not months.
1
With a few clicks,
easily pair your teams email.
FreeAgent integrates seamlessly with Gmail, Google Workspace, Outlook and Office 365.
2
FreeAgent automatically pulls in interactions with CRM contacts.
Now, you’ll never miss a beat with complete contact interaction history.
Don't worry —
personal emails stay personal.
3
Now you have instant visibility into work across your company.
Watch work getting done with real-time Company Live Feed.
Measure sales activity and
get important alerts and insights.
4
Finally, your sales process all in one place.
Easily setup your sales process within FreeAgent and automate the busy-work.
Arm your
team with templates, scripts, and next steps.
5
Gain insights right away from automatic reporting.
Easily track and report your wins.
Make sales visual with built-in report templates
and
dashboards.
6
Customize anything.
You're never boxed in.
Hear from our customers
Having FreeAgent means we're able to have more revenue with less employees. Way more efficiency in the sales process. Our salespeople can communicate with more customers per day than was possible before, manage more accounts, with even better quality interactions and higher revenue outcomes.”
+250%
revenue / employee
FreeAgent sped up all of our cycle times dramatically which really impacted our company growth. Our team likes to use it because it makes their workday easier, they feel connected to their team, and it’s nice to look at. ”
3x
faster cycle times
FreeAgent organizes all of our tasks and sets up the workday for myself and everyone on the team. We just log in and GO. FreeAgent ensures we deliver on our commitment to our customers. The dashboards allow me to track thousands of data points and compile them in an easy-to-digest format, easy to share with my team and stakeholders.”
Our team activity levels in the first month with FreeAgent were 30% higher than before, and that translates to revenue. It’s been an immediate and resounding success. FreeAgent makes my sales team look better. It gave us differentation and made us more competitive in our market.”
+30%
sales productivity
With FreeAgent, we have a level of visibility that we didn’t have with our previous CRM. Our sales reps love FreeAgent and the mobile app. And because they like to use it, the reporting is automatic and incredibly informative. We love our beautiful dashboards.”
+37%
increase in revenue
FreeAgent has allowed us to streamline our processes. It’s freeing up a couple of hours a day for everybody, and it’s also allowing us to be more consistent and targeted. The visibilty it provided has allowed us to improve our business and scale more rapidly.”
300%
increase in conversions
With FreeAgent, we now truly understand the impact of different business channels. It has helped our team get true visibility and share all the work we’ve done with other departments and the board.”
3x
faster response times
With FreeAgent, we were able optimize our sales process, and take advantage of insights to deliver a consistent, high-performing message across our market. The gained visibility into customer interactions was a game changer. Our staff is empowered to serve our customers more efficiently and independently.”
200%
increase in conversions
The visibility provided by FreeAgent has been incredible. We can track all of our orders by stage and see them progress in real-time. That helps us stay on track and offer accurate updates to our clients. It's extremely easy to use, and allowed us to bring our marketing campaign management into the same platform. An amazing tool for organizing your entire business — highly customizable and inexpensive.”
FreeAgent is so much more than sales. We manage our inventory, vendors, and customers all within the same platform. What’s more, it's all connected in a centralized hub, allowing us to get a full picture view of our operations. We love automations and how easily we can customize. Our customer relationships have THRIVED.”
We’ve been using FreeAgent for 3 years, and we've seen faster cycle times and have more happy customers. FreeAgent has been a contributing factor for sure in our exponential q/q growth. It’s really helped us grow our business.”
3x
faster cycle times
Having FreeAgent means we're able to have more revenue with less employees. Way more efficiency in the sales process. Our salespeople can communicate with more customers per day than was possible before, manage more accounts, with even better quality interactions and higher revenue outcomes.”
+250%
revenue / employee
FreeAgent sped up all of our cycle times dramatically which really impacted our company growth. Our team likes to use it because it makes their workday easier, they feel connected to their team, and it’s nice to look at. ”
3x
faster cycle times
FreeAgent organizes all of our tasks and sets up the workday for myself and everyone on the team. We just log in and GO. FreeAgent ensures we deliver on our commitment to our customers. The dashboards allow me to track thousands of data points and compile them in an easy-to-digest format, easy to share with my team and stakeholders.”
Our team activity levels in the first month with FreeAgent were 30% higher than before, and that translates to revenue. It’s been an immediate and resounding success. FreeAgent makes my sales team look better. It gave us differentation and made us more competitive in our market.”
+30%
sales productivity
With FreeAgent, we have a level of visibility that we didn’t have with our previous CRM. Our sales reps love FreeAgent and the mobile app. And because they like to use it, the reporting is automatic and incredibly informative. We love our beautiful dashboards.”
+37%
increase in revenue
FreeAgent has allowed us to streamline our processes. It’s freeing up a couple of hours a day for everybody, and it’s also allowing us to be more consistent and targeted. The visibilty it provided has allowed us to improve our business and scale more rapidly.”
300%
increase in conversions
With FreeAgent, we now truly understand the impact of different business channels. It has helped our team get true visibility and share all the work we’ve done with other departments and the board.”
3x
faster response times
With FreeAgent, we were able optimize our sales process, and take advantage of insights to deliver a consistent, high-performing message across our market. The gained visibility into customer interactions was a game changer. Our staff is empowered to serve our customers more efficiently and independently.”
200%
increase in conversions
The visibility provided by FreeAgent has been incredible. We can track all of our orders by stage and see them progress in real-time. That helps us stay on track and offer accurate updates to our clients. It's extremely easy to use, and allowed us to bring our marketing campaign management into the same platform. An amazing tool for organizing your entire business — highly customizable and inexpensive.”
FreeAgent is so much more than sales. We manage our inventory, vendors, and customers all within the same platform. What’s more, it's all connected in a centralized hub, allowing us to get a full picture view of our operations. We love automations and how easily we can customize. Our customer relationships have THRIVED.”
We’ve been using FreeAgent for 3 years, and we've seen faster cycle times and have more happy customers. FreeAgent has been a contributing factor for sure in our exponential q/q growth. It’s really helped us grow our business.”
3x
faster cycle times
Lead the way to a better workday
Connect with our CRM experts to unleash your team’s potential.
