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 Clinics
Boost Provider referrals by 25%
Learn more about how FreeAgent CRM for Clinics can help maximize referrals and boost 1st appointment attendance rates.
Download a customer case study from Focus Physio to see what’s possible.
CAPTURE & TRACK TEXT MESSAGES
Maximize your clinic's referral network
Keep provider referrals rolling in via automated marketing campaigns
Track provider’s referral rate and take action if you detect a slowdown from top referrers.
Grow your referral network through automated outreach to new providers.
Effectively market to past patients
Stay top of mind with past patients for their new clinical needs.
Send promotional offers for optional services to applicable past patients.
Segment types of patients based on predefined clinical criteria.
Increase 1st attendance for new patients
Automate 1st appointment reminders to patients via text.
Send custom email campaigns quickly to your patients.
One-click reschedule via text so appointment cancellations are lower.
Who can benefit from using FreeAgent
Community Clinics
Large Hospitals & Health System
Specialty Clinics
Imaging Centers
Health &
Wellness Services
HIPAA COMPLIANT CRM + BAA INCLUDED
The #1 hassle-free HIPAA compliant CRM for Healthcare
Maximize efficiency with a native HIPAA-compliant CRM system, without the need for third-party vendors.
Frequently Asked Questions
What is FreeAgent and how is it HIPAA-compliant?
Across the healthcare industry, FreeAgent delivers a HIPAA-compliant CRM (customer relationship
management software) that meets the standards set by HIPAA (Health Insurance Portability and
Accountability Act) for the handling and protection of PHI (Personal Health Information)...
It is specifically designed to meet the requirements of clinics, life sciences, biotech, pharmaceutical and healthcare organizations that deal with PHI. FreeAgent’s healthcare CRM software helps clients manage and track data for enhanced practice management and lead management that is always HIPAA compliant (BAA Included).
How does FreeAgent empower clinics' success?
FreeAgent helps clinics automate reminders through SMS and email, improving attendance rates and
preparation. The CRM offers an auto-prioritized task list, enhancing the efficiency of patient
follow-ups and referrals while maintaining high-quality care...
Real-time reporting provides insights into clinic operations, including patient attendance, wait times, satisfaction, and revenue. FreeAgent streamlines clinic processes, from appointment booking to record management, increasing overall productivity.
FreeAgent delivers real-time monitoring and fosters patient engagement for long-term success, simplifying clinic management, enhancing efficiency, and improving patient care to save time on manual work, help patients better, and grow revenue and reputation.
What features does the FreeAgent CRM platform deliver?
FreeAgent helps you sell better and faster, across all of your sales channels. Scale communications
without losing your personal touch...
Schedule meetings faster and manage them easier. Tracking team meetings can be the best leading indicator on hitting goals.
Enjoy a fresh take on task management with all of your CRM context connected to each task to 10x sales and project efficiency. With FreeAgent, reps always know their next steps – and it’s easy to auto-assign tasks based on triggers like new leads, email opens, or status changes.
FreeAgent has robust built-in reporting. Automatically measure what matters, and never again scramble to spin up management reports. Understand performance and gain insights at a glance.
Change the trajectory of your entire business by automating your sales process. Eliminate repetitive work, run your best plays every time, and scale.
With hassle-free marketing automation and workflow automation, FreeAgent simplifies customer nurturing and retention. It empowers the management of long-term relationships with multiple stakeholders while delivering the ability to easily customize unique processes (without code!).
Clinical organizations often find FreeAgent’s document management particularly useful, as well as its seamless integrations with software such as Twilio, which enables SMS capabilities and more.
Of course, the best HIPAA-compliant CRMs, such as FreeAgent, also include features that ensure the security and privacy of PHI. This includes encryption, access controls, audit trails, and secure data storage.
Is it difficult to implement FreeAgent?
No. Most teams are up and running and getting value from FreeAgent within the first two weeks...
While FreeAgent is designed with the ease of the user in mind, we offer 30-day onboarding if you want assistance.
A dedicated onboarding specialist will contact you and be available to answer any questions via email and weekly meetings during the onboarding process. They will help you with setup and training. And we’ll always be there for you after the onboarding period ends. For more information about onboarding, click here.
We offer support and guidance throughout the implementation process. Our goal is to ensure that healthcare organizations are able to meet HIPAA requirements and use our next-generation CRM’s functionality effectively.
Our team safeguards the experience and enables peak data security, avoiding a data breach. Our process was designed following the principles set by fellow market leaders such as Caspio, NexHealth, and Salesforce Health Cloud.
Why do clinics, healthcare organizations, and life sciences companies need a HIPAA-compliant CRM?
Our clients deal with a broad range of customers and potentially access sensitive health information
during the course of a project lifecycle. HIPAA regulations require this information be protected
and kept confidential...
A HIPAA-compliant CRM ensures that this information is handled securely and that the organization is in compliance with the law.
Lead the way to a better workday
Talk to a CRM expert and unleash your clinic’s potential.
