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Best CRM for Email-Based Selling

Supercharge your company’s most important channel for selling.

Email

Supercharge your company’s most high-leverage channel for selling.

CONNECTED

Integrations

Seamlessly connect FreeAgent CRM to all your favorite tools.

GoLive Quickly

Easy to Use

Customize Easily

Integrate Easily

Amazing Support

Secure +
HIPAA Compliant

Mobile CRM

Welcome to the next generation of CRM

FreeAgent delivers a next-gen work experience. Our cloud-based platform helps teams unlock productivity effortlessly.

EMPLOYEE HAPPINESS

Easy
to use

A visual, intuitive user experience that drives sky-high team adoption — and high-fives!

DIRECT PATH ROI

Up and running
in < 30 days

While traditional CRM averages 6 months, FreeAgent begins working for you immediately.

CUSTOMIZE

Tailor-made
to work your way

An infinitely extensible platform at your fingertips. Powerful code-free customization for your business’ unique needs.

Subheading just in case

Welcome to the next generation of CRM

Email

Phone

SMS

Website

Meetings

Tasks

Reporting

Automation

Subheading just in case

Welcome to the next generation of CRM

Mail

Phone

SMS

Website

Tasks

Automations

Reports

Meetings

Mail

Supercharge your company’s most high-leverage channel for selling.

Phone

Dial up the wins. Your company’s phone presence can impact wins!

SMS

Boost win rates by 200%. Integrating SMS gives you an edge over the competition.

Website

Convert website visitors into business.

CRM perfect for Medical Device, Biotech, Pharmaceuticals, Diagnostics, Research, Facility Management, Specialty Suppliers and more.

Easy to setup. Easy to love.

We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance.

1

With a few clicks,
easily pair your teams Email.

FreeAgent integrates seamlessly with Gmail, Google Workspace, Outlook and Office 365.

2

FreeAgent automatically pulls in interactions with CRM contacts.

Now, you’ll never miss a beat with complete contact interaction history.

3

Now you have instant visibility into work across your company.

Watch work getting done with real-time Company Live Feed.

4

Finally, your sales process all in one place. Set it and forget it.

Easily setup your sales process within FreeAgent.

5

Gain insights right away from automatic reporting.

Easily track and report your wins. Make sales visual with built-in report templates and dashboards.

6

Customize anything

You're never boxed in.

Quantity meets Quality

Quantity

10X sales activities, convert more opportunities

Track all sales metrics and activities in real time, and never miss another opportunity. Celebrate and motivate with sales activity leaderboards. Automate repetitive manual work, so your team can have a bigger impact in less time.

Quality

Enforce best practises, easily coach emails and calls

Automatically track emails, calls and meetings, complete with recording, transcriptions and talk % ratios. Track meetings and meeting outcomes. Arm your team with email templates and call scripts, and automatic next-step reminders, so they can run the best play every time. Get alerts when leads aren’t getting fast enough follow-up, or when deals are getting cold.

Hear from our customers

Track all sales metrics and activities in real time, and never miss another opportunity. Celebrate and motivate with sales activity leaderboards. Automate repetitive manual work, so your team can have a bigger impact in less time.”

Anthony Hegarty

VP of Sale at St. George Science

99%

Adoption rate

I love that FreeAgent is simple, easy to use, and intuitive. Our business is all about relationships and it helps us build better relationships with our clients.”

Dave Speers

Executive Producer at MedMedia

99%

Satisfaction

We were letting more than 25% of our leads slip through the cracks because we weren’t following up. With FreeAgent, we’re capturing more leads in an organized way.”

Lexie Barnhorn

VP of Sales at Wells Pharma

LEARN MORE

25%

More leads

I love how Freeagent is able to grab information from LinkedIn and other tools. It provides us context around who we're talking to, so that we're more likely able to turn contacts into opportunities.”

Leslie Thompson

VP of Marketing at Medici Labs

LEARN MORE

32%

More closed leads

Track all sales metrics and activities in real time, and never miss another opportunity. Celebrate and motivate with sales activity leaderboards. Automate repetitive manual work, so your team can have a bigger impact in less time.”

Anthony Hegarty

VP of Sale at St. George Science

99%

Adoption rate

I love that FreeAgent is simple, easy to use, and intuitive. Our business is all about relationships and it helps us build better relationships with our clients.”

Dave Speers

Executive Producer at MedMedia

99%

Satisfaction

We were letting more than 25% of our leads slip through the cracks because we weren’t following up. With FreeAgent, we’re capturing more leads in an organized way.”

Lexie Barnhorn

VP of Sales at Wells Pharma

LEARN MORE

25%

More leads

I love how Freeagent is able to grab information from LinkedIn and other tools. It provides us context around who we're talking to, so that we're more likely able to turn contacts into opportunities.”

Leslie Thompson

VP of Marketing at Medici Labs

LEARN MORE

32%

More closed leads

DISCOVER ALL STORIES

Identify tasks for bugs, sprints, people, and more with Item Types. Group tasks by category to build a database for different Item Types.

EYEBROW TITLE HERE

Feature 02:
Easy-to-automate email campaigns

Feature / Process / Step 01

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp credentials in the settings and have access to your audiences in minutes.

Feature / Process / Step 02

Once mailchimp is paired you can start building contacts lists with FreeAgents robust reporting engine to create and export a targeted contact list to Mailchimp by simply selecting your filtered contact list and clicking export.

Feature / Process / Step 03

When you are ready to sync your campaign results, import campaign data back into FreeAgent to all of the appropriate contacts in FreeAgent by a simple one-click sync.

Our best integrations

Included in all plans

Pre-Installed, just login and go. Separate accounts required.

Google Calendar

With Google Calendar and FreeAgent pair your calendar to book meetings and track rep avalaiblity.

CALENDAR

DIRECT EMBEDDED

Mailchimp

Create targeted email campaigns and sync campaign activity and contacts from FreeAgent.

EMAIL

DIRECT EMBEDDED

Twilio

Use Twilio with FreeAgent to make calls and send messages directly from within FreeAgent.

SOCIAL

DIRECT EMBEDDED

Gmail

Connect FreeAgent and Gmail to log and create a full history of all of your important email interactions.

EMAIL

DIRECT EMBEDDED

Sendgrid

With FreeAgent and Sendgrid you are able to truly unlock full-featured bulk emailing, and be confident that your emails will be delivered to a contact’s inbox every time.

EMAIL

DIRECT EMBEDDED

Outlook Calendar

With Outlook Calendar and FreeAgent pair your calendar to book meetings and track rep avalaiblity.

CALENDAR

DIRECT EMBEDDED

Outlook

Connect FreeAgent and Outlook to log and create a full history of all of your important email interactions.

EMAIL

DIRECT EMBEDDED

IMAP

FreeAgent is one of the only CRMs that offers IMAP support, with FreeAgent paired with your IMAP server log and create a full history of all of your important email interactions.

EMAIL

DIRECT EMBEDDED

Exchange

Connect FreeAgent and Exchange to log and create a full history of all of your important email interactions.

EMAIL

DIRECT EMBEDDED

EYEBROW TITLE HERE

Feature 03:
Great reporting on effectiveness

Feature / Process / Step 01

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp credentials in the settings and have access to your audiences in minutes.

Feature / Process / Step 02

Once mailchimp is paired you can start building contacts lists with FreeAgents robust reporting engine to create and export a targeted contact list to Mailchimp by simply selecting your filtered contact list and clicking export.

Feature / Process / Step 03

When you are ready to sync your campaign results, import campaign data back into FreeAgent to all of the appropriate contacts in FreeAgent by a simple one-click sync.

Identify tasks for bugs, sprints, people, and more with Item Types. Group tasks by category to build a database for different Item Types.

Identify tasks for bugs, sprints, people, and more with Item Types. Group tasks by category to build a database for different Item Types.

EYEBROW TITLE HERE

Feature 06:
Great reporting on effectiveness

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp credentials in the settings and have access to your audiences in minutes.

Once mailchimp is paired you can start building contacts lists with FreeAgents robust reporting engine to create and export a targeted contact list to Mailchimp by simply selecting your filtered contact list and clicking export.

When you are ready to sync your campaign results, import campaign data back into FreeAgent to all of the appropriate contacts in FreeAgent by a simple one-click sync.

EYEBROW TITLE HERE

Feature 07: Great reporting on effectiveness

Feature / Process / Step 01

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp

Feature / Process / Step 02

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp

Feature / Process / Step 03

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp

EYEBROW TITLE HERE

Feature 08: Great reporting on effectiveness

Feature / Process / Step 01

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp

Feature / Process / Step 02

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp

Feature / Process / Step 03

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp

Include data from website forms to automatically personalize the email with their own information; let them know they’ve been heard.

Set different response emails depending on their form choices, like industry, or whether they asked for pricing information.

Include data from website forms to automatically personalize the email with their own information; let them know they’ve been heard.

Set different response emails depending on their form choices, like industry, or whether they asked for pricing information.

EYEBROW TITLE HERE

Feature 09: Great reporting on effectiveness

Email

Supercharge your company’s most high-leverage channel for selling.

Phone

Dial up the wins. Your company’s phone presence can impact wins!

SMS

Boost win rates by 200%. Integrating SMS gives you an edge over the competition.

Website

Convert website visitors into business.

Customer Stories

Optimized sales process fuels exponential revenue growth at Stratus Medical

200% increase in conversions


3x faster cycle times


10x positive customer interactions

“FreeAgent has for sure been a contributing factor in our exponential q/q growth. It really is the gold standard of CRM, especially for medtech companies.”

ImaginAb increases sales efficiency and revenue with FreeAgent CRM

+250% revenue/employee


Rep onboarding decreased 30 days


100% team adoption

“Having FreeAgent means we’re able to have more revenue with less employees. There’s so much more efficiency in the sales process.”

Legacy Community Health sees productivity and visibility soar

3x faster response times


10+ employee hours saved/week


2x faster employee onboarding

“With FreeAgent, we now truly understand the impact of different business channels. It has helped our team get true visibility.”

VIEW MORE CUSTOMER STORIES

Frequently Asked Questions

Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls

Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls

Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls

Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls

Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls

Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls

Powerful CRM for every budget.

FreeAgent helps you work more collaboratively and track and improve performance.

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