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Powerful, easy to use CRM your whole team will love.
Email
Supercharge your company’s most high-leverage channel for selling. Phone
Dial up the wins. Boost sales efficiency and elevate your company’s phone presence. SMS
Enjoy 95% open-rates when you add text messages to your sales toolset. Meetings
Schedule meetings faster and manage them easier. Tasks
FreeAgent helps your team stay on task. Reporting
Finally, reporting you can rely on. Automation
Spend less time on admin and have workdays full of impact.
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.
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
Gain a 360° view of every account, from new lead to loyal customer.Unlock productivity
Spend less time on admin and have workdays full of impact.Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
We design software that transforms the way teams collaborate, grow revenue and communicate with customers.
14 Days left
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.
Phone
Dial up the wins. In B2B sales, 75% of closing interactions are phone calls.
SMS
Enjoy 95% open rates when you add text messages to your sales toolset.
Website
Convert website visitors into business.
Supercharge your company’s most high-leverage channel for selling.
- Effectively manage your team’s email
- Automate sales outreach for maximum efficiency
- Monitor email performance to get actionable insights
- Expand your audience with mass email campaigns
- Harness the power of AI writing
Email
Phone
Meetings
SMS
Tasks
Reporting
Automation
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!
- ESSENTIALS
DIRECT PATH ROI
Up and running
in < 30 days
While traditional CRM averages 6 months, FreeAgent begins working for you immediately.
- ESSENTIALS
CUSTOMIZE
Tailor-made
to work your way
An infinitely extensible platform at your fingertips. Powerful code-free customization for your business’ unique needs.
- ESSENTIALS
LEARN MORE ABOUT PLATFORM FEATURES
Subheading just in case
Welcome to the next generation of CRM
Phone
SMS
Website
Meetings
Tasks
Reporting
Automation
Subheading just in case
Welcome to the next generation of CRM
Phone
SMS
Website
Tasks
Automations
Reports
Meetings
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.”
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
01Feature steps / process
02Feature steps / process
03Feature steps / process
04Feature steps / process
05Feature steps / process
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.
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.
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.
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.
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.
DIRECT EMBEDDED
Exchange
Connect FreeAgent and Exchange to log and create a full history of all of your important email interactions.
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.
01Feature steps / process
02Feature steps / process
03Feature steps / process
04Feature steps / process
05Feature steps / process
Identify tasks for bugs, sprints, people, and more with Item Types. Group tasks by category to build a database for different Item Types.
01Feature steps / process
02Feature steps / process
03Feature steps / process
04Feature steps / process
05Feature steps / process
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
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.
