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.
Issue Quotes Faster
FreeAgent makes it easy for teams to issue quotes and get contracts signed.
14 Days left in trial
- FREE DEMO: NO CREDIT CARD NEEDED
Flexibility and Control
Track What You Want, How You Want
As many fields as you need and not one more. With FreeAgent, you can create, customize, and remove fields to suit your needs.
Quoting Done Your Way
Custom quoting designed by you. Faster and seamless quote generation for faster quoting and better quoting consistency.
Layers of Access Under Your Control
Control access with parameters determined by you. Easy user and group management for better control and scalability for your business.
Productivity and Efficiency
One-Click Quote Creation
Quoting has never been easier. Build customized automated quotes that can be generated at the click of a button.
Faster, Simpler Data Entry
Reduce redundant data entry with customizable rules and a workspace that is simple and intuitive.
Reporting Made Simple and Stunning
More than 20 different charts that can be configured in seconds, and reproduced, configured, and shared across your business.
Connectivity and Collaboration
Work Together Even When You're Apart
From pre-sale to post, from Marketing to Service to Finance. Ensure your team has the complete picture regardless of department or location. Even while on the road.
Closing Deals, Simplfied
Send quotes and recieve digital signatures right from within the FreeAgent platform.
Enhanced Capability, Simplified
Tie all of your systems together to reduce complexity while optimizing capability. ERP, dedicated BI, HCM, and more can be supported and enhanced with the FreeAgent platform.
Drive efficiency and multiply revenue-impacting activities.
92%
of businesses said that a CRM is a crucial tool in achieving their revenue goals
80%
of customers are likely to purchase from a company offering a personalized experience
245%
ROI for a CRM system, when properly implemented.
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.
