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GROW YOUR REVENUE

Scale with confidence

Boost sales efficiency and gain revenue predictability.

Empower your team

Empower your sales team to crush their quotas and delight your prospects. Boost cycle times and follow-up with push notifications, email templates, customizable deal stages and automated task management.

Ready, set, action

FreeAgent captures all your digital customer interactions across every channel, automagically organizes the data, and triggers automations customized for you.

More teamwork, with less you-work.

Automated task assignments, push notifications, real-time activity "hustle boards" keep work flowing and deals closing

Custom fields, custom stages, custom anything!

Track and celebrate the daily activities that lead to sales

Learn more about THE PLATFORM

Efficiency meets happy

Switch between tasks, not apps! Centralized outreach means you can email, call, set meetings, jot notes, and more – without leaving the page.

Real-time integrations to all your favorite tools

Instant context on entire accounts while emailing, calling

Work from anywhere mobile app

Real-time alerts on email opens and clicks

Learn more about THE PLATFORM

Building customer relationships
and driving revenue

FreeAgent CRM Opera Event Case Study

Opera Event

OAKLAND, CA

Industry

Software & Services

Favorite Feature

Custom Fields

Impact

2x Faster Cycle timeđź’¨

⚡ 16-20 employee hours saved/week

+ 70% increase in pipeline

The centralization of our data has improved our collaboration considerably. The visibility has saved us 16-20 hours a week/employee and helped us reduce our cycle time by more than 50% (2x faster).

FreeAgent gives me the agency to be experimental. With other CRMs, it feels like you are working to benefit the CRM. With FreeAgent, it feels like the CRM is working to benefit you.”

Matt Espinoza

Co-Founder & Director of Partnerships

DISCOVER ALL STORIES

Work is better together. Bring your
teams and tools together, in one
happy place.

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

Connect with our CRM experts to
unleash your team’s potential.

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