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Powerful, easy to use CRM your whole team will love.
Phone
SMS
Meetings
Tasks
Reporting
Automation
Integrations
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
Resource Center
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Supercharge your company’s most important channel for selling.
Supercharge your company’s most high-leverage channel for selling.
Dial up the wins. In B2B sales, 75% of closing interactions are phone calls.
Enjoy 95% open rates when you add text messages to your sales toolset.
Convert website visitors into business.
Supercharge your company’s most high-leverage channel for selling.
CONNECTED
GoLive Quickly
Easy to Use
Customize Easily
Integrate Easily
Amazing Support
Secure +
HIPAA Compliant
Mobile CRM
FreeAgent delivers a next-gen work experience. Our cloud-based platform helps teams unlock productivity effortlessly.
EMPLOYEE HAPPINESS
A visual, intuitive user experience that drives sky-high team adoption — and high-fives!
DIRECT PATH ROI
While traditional CRM averages 6 months, FreeAgent begins working for you immediately.
CUSTOMIZE
An infinitely extensible platform at your fingertips. Powerful code-free customization for your business’ unique needs.
LEARN MORE ABOUT PLATFORM FEATURES
Phone
SMS
Website
Meetings
Tasks
Reporting
Automation
Phone
SMS
Website
Tasks
Automations
Reports
Meetings
Supercharge your company’s most high-leverage channel for selling.
Dial up the wins. Your company’s phone presence can impact wins!
Boost win rates by 200%. Integrating SMS gives you an edge over the competition.
Convert website visitors into business.
CRM perfect for Medical Device, Biotech, Pharmaceuticals, Diagnostics, Research, Facility Management, Specialty Suppliers and more.
We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance.
FreeAgent integrates seamlessly with Gmail, Google Workspace, Outlook and Office 365.
Now, you’ll never miss a beat with complete contact interaction history.
Watch work getting done with real-time Company Live Feed.
Easily setup your sales process within FreeAgent.
Easily track and report your wins. Make sales visual with built-in report templates and dashboards.
You're never boxed in.
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.
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.
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.”
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.”
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.”
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.”
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.
Organize tasks using five different levels of priorities, ranging from low to urgent, so everyone knows what to work on first.
Identify tasks for bugs, sprints, people, and more with Item Types. Group tasks by category to build a database for different Item Types.
Organize tasks using five different levels of priorities, ranging from low to urgent, so everyone knows what to work on first.
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
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.
Included in all plans
Pre-Installed, just login and go. Separate accounts required.
With Google Calendar and FreeAgent pair your calendar to book meetings and track rep avalaiblity.
CALENDAR
DIRECT EMBEDDED
Create targeted email campaigns and sync campaign activity and contacts from FreeAgent.
DIRECT EMBEDDED
Use Twilio with FreeAgent to make calls and send messages directly from within FreeAgent.
SOCIAL
DIRECT EMBEDDED
Connect FreeAgent and Gmail to log and create a full history of all of your important email interactions.
DIRECT EMBEDDED
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.
DIRECT EMBEDDED
With Outlook Calendar and FreeAgent pair your calendar to book meetings and track rep avalaiblity.
CALENDAR
DIRECT EMBEDDED
Connect FreeAgent and Outlook to log and create a full history of all of your important email interactions.
DIRECT EMBEDDED
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.
DIRECT EMBEDDED
Connect FreeAgent and Exchange to log and create a full history of all of your important email interactions.
DIRECT EMBEDDED
EYEBROW TITLE HERE
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.
Identify tasks for bugs, sprints, people, and more with Item Types. Group tasks by category to build a database for different Item Types.
Build clear workflows for everything from feature launches to issue tracking. Use templates to save time or create your own to reuse later.
Identify tasks for bugs, sprints, people, and more with Item Types. Group tasks by category to build a database for different Item Types.
Build clear workflows for everything from feature launches to issue tracking. Use templates to save time or create your own to reuse later.
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.
Organize tasks using five different levels of priorities, ranging from low to urgent, so everyone knows what to work on first.
Identify tasks for bugs, sprints, people, and more with Item Types. Group tasks by category to build a database for different Item Types.
Organize tasks using five different levels of priorities, ranging from low to urgent, so everyone knows what to work on first.
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
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
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
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
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
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
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
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
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.”
+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.”
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.”
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
FreeAgent helps you work more collaboratively and track and improve performance.
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