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Powerful, easy to use CRM your whole team will love.
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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
Learn more about SOLUTIONS
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Next-gen CRM for the new world of work
Unlock business potential with modern software that boosts visibility and productivity all in one place.
Optimize any process, reduce admin work, and have workdays full of impact.
Receive notifications in the web browser application when an important event occurs.
Full featured, native iOS and Android mobile apps. Entire web-app configuration and data visibility carries over to your mobile device.
Receive push notifications on your mobile device when an important event occurs.
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.
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.
Add a record from a related list instantly by simply naming the new record.
Access all records of a related list with one click on the related list count button.
View related records from a record card.
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.
Switch your record detail view in the Index layout to access parent record details and activities.
Save views with filtering, sorting, arranging and a selected layout engaged that will be frequented to become searchable, favorited, added to dashboards and exported.
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.
A browser history but within FreeAgent. Quickly return to a page you were recently on.
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.
Each view in FreeAgent has a unique URL which can be shared with other users.
Use assignment rules or round robin logic to automatically assign new contacts team members.
Create contact, account, opportunity and custom app records and more with a single click.
Set default values upon creation of a record
Edit field values in an existing record.
Edit field values across multiple records simultaneously.
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.
Score leads, accounts, opportunities, and other CRM apps to identify opportunities or risk with AI-powered insights
Based on custom, unique field settings, block duplicate records from being created in FreeAgent
You can now drag and drop column headers in your list view to quickly arrange columns.
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