We’ll be at HIMSS Chicago April 18-20 🚀 Visit us at booth 7521!
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.
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.
FreeAgent CRM solutions to empower your business.
B2B Sales & Support
Lift your business up out of spreadsheets and email.
CRM for Clinics
Maximized referrals and boosted attendance rates.
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.
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.
Pipeline Management, Your Way
FreeAgent helps you bring order to the chaos of selling without losing those unique things that make your team effective.
14 Days left in trial
- FREE DEMO: NO CREDIT CARD NEEDED
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.
