Skip to content

Next-gen CRM for the new world of work

Unlock business potential with modern software that boosts visibility and productivity all in one place.

Work Management

Optimize any process, reduce admin work, and have workdays full of impact.

  • Web App Notifications

    Receive notifications in the web browser application when an important event occurs.

  • Native Mobile App

    Full featured, native iOS and Android mobile apps. Entire web-app configuration and data visibility carries over to your mobile device.

  • Mobile Push Notifications

    Receive push notifications on your mobile device when an important event occurs.

  • Global Search

    A global, partial or full text/number search in the navigation panel which retrieves and displays any and all records, across the entire platform, containing the searched string (depending on permissions) for easy navigation.

  • In App Search

    An in-app, partial or full text/number search in app search bar which retrieves and displays records containing the searched string (depending on permissions) for fast record location within the app.

  • Quick Add

    Add a record from a related list instantly by simply naming the new record.

  • Related Record Quick Links

    Access all records of a related list with one click on the related list count button.

  • Related Records Pop up in Cards

    View related records from a record card.

  • Index Layout

    View record cards in a single column while displaying the record details, activity timelline and related lists next to the column. Clicking from one record card to the next instantly displays the highlighted record's details.

  • Index Detail Toggle

    Switch your record detail view in the Index layout to access parent record details and activities.

  • Saved Views

    Save views with filtering, sorting, arranging and a selected layout engaged that will be frequented to become searchable, favorited, added to dashboards and exported.

  • Favorited Views

    A user-based list in the navigation panel of favorited views allowing for fast and easy navigation across the platform to manage work and view data in a streamlined fashion.

  • Recents

    A browser history but within FreeAgent. Quickly return to a page you were recently on.

  • User-based Views

    Filtered and oftentimes a saved view or menu item for user assigned record views to always keep user-assigned work on the screen for the logged-in user.

  • Unique URLs

    Each view in FreeAgent has a unique URL which can be shared with other users.

  • Contact Assignments

    Use assignment rules or round robin logic to automatically assign new contacts team members.

  • Click-to-Create Records

    Create contact, account, opportunity and custom app records and more with a single click.

  • Default Field Values

    Set default values upon creation of a record

  • Click-to-Edit Records

    Edit field values in an existing record.

  • Bulk Edit

    Edit field values across multiple records simultaneously.

  • Jobs Engine

    When importing, running a large bulk action, or scheduled automation, job progress is tracked and alerts you once completed so you can continue your work without waiting.

  • Scoring

    Score leads, accounts, opportunities, and other CRM apps to identify opportunities or risk with AI-powered insights

  • Duplicate Blocking

    Based on custom, unique field settings, block duplicate records from being created in FreeAgent

  • Drag and Drop Columns

    You can now drag and drop column headers in your list view to quickly arrange columns.

Trusted by 1,000+ teams who are leading the way to a better workday

Lead the way
to a better workday

Talk to a CRM expert and
unleash your team’s potential.

We use cookies to improve your browsing experience. By accepting this, you agree to our Privacy Policy

Play Video
Play Video