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Additional
Additional
Additional
Additional
Records
A Record is anything you store in your CRM. The most obvious Records are Contacts, Accounts, Opportunities, Tickets, Projects, Products, Notes, Attachments, Call Records... etc. Because FreeAgent is so customizable your Records could be Physicians, Facilities, Labs, Agencies, Donors, Pets... you name it. Literally. 🙂
Unlimited Users
FreeAgent is the only CRM offering unlimited users, forever. So you can bring your whole team together. Even Gary, who just logs in to view the weekly report. And Jenna, who justs wants to see what ever happened to those leads she handed off to sales. And your super users? They're free, too.
Unlimited Apps
FreeAgent CRM comes with common Apps out of the box: Contacts, Accounts, and Opportunities. You can change/rename these apps to suit your unique business, and you can create unlimited new Apps, including Custom Apps.

FreeAgent vs Salesforce

Work’s better.

MONTHLY
ANNUAL

HIPAA-COMPLIANT

|

ISO 27001

|

Starter

Everything you need to grow your business.
$35
$45

per user / per month
billed annually

per user
billed monthly

→ Try for Free    

Professional

Perfect for teams who want more control and customization.
$75
$90

per user / per month
billed annually

per user
billed monthly

Enterprise

Completely extensible CRM with enterprise-grade features.

$100
$120

per user / per month
billed annually

per user
billed monthly

Need more than 1M transactions?
No problem! Let’s tailor a plan specifically for your need.
Talk to Sales

All plans include:

Trusted by 1000s+ of the world’s most productive teams

FreeAgent CRM HIPAA Healthcare

Bring your teams and tools together, in a safe place. Our CRM is certified by:

FreeAgent is the #1 user-rated
alternative to Salesforce

< 20% of CRM projects succeed

Low-to-No Adoption

Too hard to use = low team adoption

Daily usage rates under 14%

Long Time to Value

Average 6–8 months to go live

Most implementations fail or run out of budget before go-live

Low support rating for businesses less than 50k employees

Too Expensive

Locked into a contract with hidden add-ons and upgrades

90% of customers succeed & renew

#1 User Recommended

A visual, intuitive user experience that drives 100% team adoption

Daily usage rates over 40%

Up and running < 30 days

From day one, FreeAgent automagically logs and organizes your team’s email, calls, and meetings for instant visibility and value

Customizable without IT or admin support

#1 in customer support (included)

Half the cost of ownership

Expert implementation under 50% of the cost

Don’t need costly consultants, dedicated admin or developers

Workdays full of impact

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

Comparing FreeAgent vs Salesforce

is like comparing Apple iPhone XR vs mobile phone 1st generation in the mid 90s. FreeAgent is outstanding in terms of customization, service, interface, simplicity and elegance. The entire user experience if rated on a scale of 1 to 10 is 10+… while I would rank Salesforce 1.”

Marc Kirst

CEO of Amazing Group LLC

3 things you won’t get with Salesforce.

1.

Software your team actually wants to use

Daily Usage Rates:
Apps people LOVE to use

40%

0%

Daily Usage Rates:
Apps people “have to” use

14%

0%

Daily Active Users (DAU%) #of active users / total of paid users

 

97%

Support Conversation Ratings

We love improvising your workday!

 

3m

Live Support Response Time

From a real human!

 

2.5h

Avg. Time to Resolve Issues

We’re instantly dedicated to ensuring FreeAgent always work’s better and better for you team

2.

Rated #1 Customer Support you can be happy about

3.

Shortest Time to Value & Highest ROI

FreeAgent is a modern low-maintenance platform with included market-leading support, robust no-code customization, and expertly guided implementation

Salesforce requires dedicated admin, part-time developer, expensive consultants, and add-ons for support

Workdays full of impact

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

70%

increase in pipeline

FreeAgent gives me the agency to be experimental.

With other CRMs, it feels like you are working to benefit the CRM. With FreeAgent, it feels like the CRM is working to benefit you.”

Matt Espinoza

Co-Founder & Director of Partnerships

FreeAgent is the only CRM platform alternative to Salesforce...

that's way easier to use AND more recommended.

According to Gartner®

The world’s leading research and advisory company for business leaders

Welcome to the next generation of CRM

With modern software that unlocks visibility and productivity without all the complexity of Salesforce.
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STARTER PROFESSIONAL ENTERPRISE

CRM Apps

All-in-One: Contacts, Accounts, Deals, Tickets, Projects, and Quotes

All Activities: Tasks, Emails, Phone Calls, Texts, Notes, and Attachments

Custom Apps

Unlimited Unlimited Unlimited

Email Features

Automatic 2-Way Sync with Gmail, Outlook, Exchange (Real-time)

Auto-log emails to Contacts, Accounts, and Deals

Email Templates with smart-field personalization

Share Email Templates with your team

Drag-n-Drop Email Visual Designer

Bulk Email Blasts with smart-field personalization

Automated Email Sequences with smart-field personalization

Email Open-Click Notifications (Real-Time)

Email Template effectiveness reporting

Call Features

Fully-integrated Outbound Calling

Auto-log calls to Contacts, Accounts, and Deals

Call duration & outcome reporting

Call recording

Searchable call transcriptions

SMS (Text) Features

Send and receive SMS (including images)

Auto-log texts to Contacts, Accounts, and Deals

Bulk SMS Blasts with smart-field personalization

Automated SMS Sequences with smart-field personalization

Tasks & Productivity

Personal page with your tasks, notifications and calender

Automatic Task context for Contacts, Accounts, Deals & Projects

Automatic Task assignment based on triggers

Flip your real-time Notifications into Tasks with 1-click

1-Click to Call, Email, or Text

Quick-create tasks from any page

Live feed all activities across your team (real-time)

Reminders and escalation rules for overdue Tasks

Snooze reminders

Personalization

Remove FreeAgent branding from Emails, Meeting Invitations

Brand FreeAgent with your Logo and Theme

Management Reporting

Custom Dashboards and reports

Unlimited Unlimited Unlimited

Out-of-the-box reports included for sales, marketing, ticketing, +

Customer acquisition and retention reporting

Sales team performance reporting

Compare performance by rep / month / lead source, +

Sales team productivity reporting

Compare # activities by rep / day / type (calls/emails/meetings), +

Pipeline, revenue & cycle time reporting

Schedule recurring report snapshots and distribute via email

Meetings

Team Calendar

Automatic 2-way sync to Google Calendar or Office Calendar

Automately log meetings to Contacts, Accounts, and Deals

Convenient scheduling of team members

Track and report on Meeting outcomes

Schedule Meeting email link

Automating Work

Automate lead capture, lead assignment, and lead followup

Automate email, call, and text campaigns to prospects and customers

Automatically assign tasks per stage

Automatically assign tasks from triggers

Automate account followup

Visual no-code Automation Builder

Advanced Workflow Builder

Integrations

Connect to 1000's of other systems via Zapier

Gmail, Outlook, Exchange Email Integrations

Google and Microsoft Calendar Integrations

Mailchimp Integration

Twilio Integration for VOIP, Text

Sendgrid Integration for Bulk Email

IMAP Email Integration

Webhooks

Direct API access

Security

Undelete Records

Audit Log of Every Change

Set Individual Access

Set Field-Level Permissions

Advanced Permissions: Role Based Access Control

Go Live Quickly

Pre-configured Contacts, Accounts, Deals, Quotes, Tasks, and other Apps

Out-of-the-box sales dashboards and reports

Out-of-the-box email templates you can adapt for your business

Easy setup wizards for email pairing, calendar, phone, and text integrations

Future Proof

Frequent updates and enhancements to the platform included

Easily customizable to meet the needs of your business

Integrate easily with the tools you already use

#1 Top-Rated Support

Live-chat support (< 3m response time — real humans)

Email ticket support (< 2.5 hr issue resolution time)

Help Center with easy-to-follow guides, videos, and walk-throughs

Weekly Live Customer Webinars (our expert team will introduce new features and answer customer questions on any topic)

30-Day Onboarding available (dedicated onboarding specialist will get your team up and running quickly)

Professional Services available (our premium internal agency is available for custom integrations / customizations)

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Custom Enterprise Plan

For organizations that need the full power of the FreeAgent platform, with ease of use for their team. Explore customized enterprise plans with volume discounting and get a personalized demo with a product expert.

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