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Pipeline Management, Your Way

FreeAgent helps you bring order to the chaos of selling without losing those unique things that make your team effective.

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It’s More Than a Platform, It’s a Better Way to Work

A Solid Foundation You Can Build On

Everything you need right out of the box. Everything you want can be configured directly in FreeAgent with no-code, low-code implementation.

Work's Better Your Way

With FreeAgent you can do things your way. Customize your sales stages, your deal structure, your processes. Truly make it your CRM.

Your Vision, Your Insights

Forcast and pipe reviews that provide the insights you need. With FreeAgent's robust built-in reporting engine, get the insights you need, and the ability to drill down into your reports to view the source data.

Introducing CR”W”M – Customer Relationship & Work Management

Never Miss a Lead

Capture leads from anywhere, assign them automatically, and follow up instantly.

Codify Your Processes

Automated task management that codifies processes, structures lead and deal follow up, and helps your team pritorize their work.

Capture All Your Interactions in Real-Time

Automatically capture your team's interactions with contacts, and deals all within the Activity Timeline. Maintaining a full history of every interaction from open to close.

Sales is More Than Just Selling

Provide Your Team With the Complete Picture

Ensure your team has the complete picture, from pre-sale to post, from Marketing to Service to Finance, and more.

One Platform, All Your Tools

Connect to all your unique systems using our industry-first built-in iPaaS (Integration Platform-as-a-Service).

Agile and Dynamic

With FreeAgent's no-code, low-code platform, your business's processes are agile and dynamic, allowing you to grow and evolve to meet market demands.

Drive efficiency and multiply revenue-impacting activities.

92%

of businesses say that a CRM is crucial in achieving their revenue goals.

74%

of users said that a CRM gave them improved access to customer data.

300%

conversions boosted by utilizing a CRM.

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.

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