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Powerful, easy to use CRM your whole team will love.
Phone
SMS
Meetings
Tasks
Reporting
Automation
Learn more about OUR PRODUCT
Learn why 1000’s+ of teams are moving to FreeAgent CRM
Grow your revenue
Increase sales efficiency and scale operations with confidence.
Improve your sales efficiency
Boost cycle times, follow-up and daily rep activity.
Make your number
Convert more leads, crush your quotas, and increase revenue predictability.
Support your customers
Nurture customer-relationships to last a lifetime.
Full-funnel visibility
Unlock productivity
Learn more about SOLUTIONS
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Issue Quotes Faster
FreeAgent makes it easy for teams to issue quotes and get contracts signed.
Flexibility and Control
As many fields as you need and not one more. With FreeAgent, you can create, customize, and remove fields to suit your needs.
Custom quoting designed by you. Faster and seamless quote generation for faster quoting and better quoting consistency.
Control access with parameters determined by you. Easy user and group management for better control and scalability for your business.
Productivity and Efficiency
Quoting has never been easier. Build customized automated quotes that can be generated at the click of a button.
Reduce redundant data entry with customizable rules and a workspace that is simple and intuitive.
More than 20 different charts that can be configured in seconds, and reproduced, configured, and shared across your business.
Connectivity and Collaboration
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.
Send quotes and recieve digital signatures right from within the FreeAgent platform.
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.
of businesses said that a CRM is a crucial tool in achieving their revenue goals
of customers are likely to purchase from a company offering a personalized experience
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.
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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