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Issue Quotes Faster

FreeAgent makes it easy for teams to issue quotes and get contracts signed.

14    Days left in trial
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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.

Let’s get started!

14    Days left in trial

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