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
#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
Trusted by 1000s+ of the world’s most productive teams
Bring your teams and tools together, in a safe place. Our CRM is certified by:
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.
Daily Usage Rates:
Apps people LOVE to use
40%
Daily Usage Rates:
Apps people “have to” use
14%
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.
3.
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
According to Gartner®
The world’s leading research and advisory company for business leaders
Pricing for Sales & Marketing
HIPAA-COMPLIANT
|
ISO 27001
|
Starter
per user / per month
billed annually
per user
billed monthly
→ Try for Free
Professional
per user / per month
billed annually
per user
billed monthly
Enterprise
Completely extensible CRM with enterprise-grade features.
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
Welcome to the next generation of CRM
STARTER | PROFESSIONAL | ENTERPRISE |
CRM Apps |
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All-in-One: Contacts, Accounts, Deals, Tickets, Projects, and Quotes |
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All Activities: Tasks, Emails, Phone Calls, Texts, Notes, and Attachments |
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Custom Apps |
Unlimited | Unlimited | Unlimited |
Email Features |
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Automatic 2-Way Sync with Gmail, Outlook, Exchange (Real-time) |
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Auto-log emails to Contacts, Accounts, and Deals |
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Email Templates with smart-field personalization |
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Share Email Templates with your team |
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Drag-n-Drop Email Visual Designer |
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Bulk Email Blasts with smart-field personalization |
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Automated Email Sequences with smart-field personalization |
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Email Open-Click Notifications (Real-Time) |
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Email Template effectiveness reporting |
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Call Features |
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Fully-integrated Outbound Calling |
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Auto-log calls to Contacts, Accounts, and Deals |
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Call duration & outcome reporting |
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Call recording |
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Searchable call transcriptions |
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SMS (Text) Features |
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Send and receive SMS (including images) |
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Auto-log texts to Contacts, Accounts, and Deals |
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Bulk SMS Blasts with smart-field personalization |
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Automated SMS Sequences with smart-field personalization |
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Tasks & Productivity |
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Personal page with your tasks, notifications and calender |
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Automatic Task context for Contacts, Accounts, Deals & Projects |
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Automatic Task assignment based on triggers |
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Flip your real-time Notifications into Tasks with 1-click |
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1-Click to Call, Email, or Text |
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Quick-create tasks from any page |
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Live feed all activities across your team (real-time) |
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Reminders and escalation rules for overdue Tasks |
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Snooze reminders |
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Personalization |
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Remove FreeAgent branding from Emails, Meeting Invitations |
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Brand FreeAgent with your Logo and Theme |
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Management Reporting |
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Custom Dashboards and reports |
Unlimited | Unlimited | Unlimited |
Out-of-the-box reports included for sales, marketing, ticketing, + |
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Customer acquisition and retention reporting |
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Sales team performance reporting Compare performance by rep / month / lead source, + |
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Sales team productivity reporting Compare # activities by rep / day / type (calls/emails/meetings), + |
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Pipeline, revenue & cycle time reporting |
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Schedule recurring report snapshots and distribute via email |
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Meetings |
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Team Calendar |
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Automatic 2-way sync to Google Calendar or Office Calendar |
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Automately log meetings to Contacts, Accounts, and Deals |
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Convenient scheduling of team members |
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Track and report on Meeting outcomes |
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Schedule Meeting email link |
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Automating Work |
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Automate lead capture, lead assignment, and lead followup |
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Automate email, call, and text campaigns to prospects and customers |
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Automatically assign tasks per stage |
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Automatically assign tasks from triggers |
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Automate account followup |
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Visual no-code Automation Builder |
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Advanced Workflow Builder |
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Integrations |
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Connect to 1000's of other systems via Zapier |
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Gmail, Outlook, Exchange Email Integrations |
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Google and Microsoft Calendar Integrations |
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Mailchimp Integration |
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Twilio Integration for VOIP, Text |
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Sendgrid Integration for Bulk Email |
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IMAP Email Integration |
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Webhooks |
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Direct API access |
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Security |
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Undelete Records |
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Audit Log of Every Change |
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Set Individual Access |
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Set Field-Level Permissions |
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Advanced Permissions: Role Based Access Control |
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Go Live Quickly |
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Pre-configured Contacts, Accounts, Deals, Quotes, Tasks, and other Apps |
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Out-of-the-box sales dashboards and reports |
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Out-of-the-box email templates you can adapt for your business |
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Easy setup wizards for email pairing, calendar, phone, and text integrations |
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Future Proof |
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Frequent updates and enhancements to the platform included |
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Easily customizable to meet the needs of your business |
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Integrate easily with the tools you already use |
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#1 Top-Rated Support |
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Live-chat support (< 3m response time — real humans) |
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Email ticket support (< 2.5 hr issue resolution time) |
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Help Center with easy-to-follow guides, videos, and walk-throughs |
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Weekly Live Customer Webinars (our expert team will introduce new features and answer customer questions on any topic) |
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30-Day Onboarding available (dedicated onboarding specialist will get your team up and running quickly) |
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Professional Services available (our premium internal agency is available for custom integrations / customizations) |
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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