We’ll be at HIMSS Chicago April 18-20 🚀 Visit us at booth 7521!
Powerful, easy to use CRM your whole team will love.
Phone
SMS
Meetings
Tasks
Reporting
Automation
AI Assistant
Uplift your work with generative AI-powered features.
Integrations
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.
Resource Center
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Pipeline Management, Your Way
FreeAgent helps you bring order to the chaos of selling without losing those unique things that make your team effective.
It’s More Than a Platform, It’s a Better Way to Work
Everything you need right out of the box. Everything you want can be configured directly in FreeAgent with no-code, low-code implementation.
With FreeAgent you can do things your way. Customize your sales stages, your deal structure, your processes. Truly make it your CRM.
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
Capture leads from anywhere, assign them automatically, and follow up instantly.
Automated task management that codifies processes, structures lead and deal follow up, and helps your team pritorize their work.
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
Ensure your team has the complete picture, from pre-sale to post, from Marketing to Service to Finance, and more.
Connect to all your unique systems using our industry-first built-in iPaaS (Integration Platform-as-a-Service).
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.
of businesses say that a CRM is crucial in achieving their revenue goals.
of users said that a CRM gave them improved access to customer data.
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.
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.
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