Skip to content

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

Work’s better.

The only fully-featured CRM platform with unlimited users.

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:

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

Pop-Us

Transactions
Lorem ipsum dolor sit amet, consecte adipiscing elit. Donec commodo.
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.
Finally, CRM pricing for teams of all sizes
MONTHLY
ANNUAL

HIPAA-COMPLIANT

|

ISO 270001

|

Starter

Everything you need to grow your business.
$29

per month, annual pre-pay
unlimited users

500 transactions/mo
500 transactions/mo 500 transactions/mo
1,000 transactions/mo 1,000 transactions/mo
2,000 transactions/mo 2,000 transactions/mo
5,000 transactions/mo 5,000 transactions/mo
Unlimited Users
Unlimited Apps

Professional

Perfect for teams who want more control and customization.
$295

per month, annual pre-pay
unlimited users

5,000 transactions/mo
5,000 transactions/mo 5,000 transactions/mo
10,000 transactions/mo 10,000 transactions/mo
20,000 transactions/mo 20,000 transactions/mo
Unlimited Users
Unlimited Apps

Enterprise

Completely extensible CRM with enterprise-grade features.

$795

per month, annual pre-pay
unlimited users

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

20,000 transactions/mo
20,000 transactions/mo 20,000 transactions/mo
50,000 transactions/mo 50,000 transactions/mo
100,000 transactions/mo 100,000 transactions/mo
200,000 transactions/mo 200,000 transactions/mo
500,000 transactions/mo 500,000 transactions/mo
1M+ transactions/mo 1M+ transactions/mo
Unlimited Users
Unlimited Apps

All plans include:

What are Transactions?

Transactions are a unit of activity.

Transactions simply include: Creates & Updates

Compare to user-based Pricing

5 Active Users on Starter plan typically
= $5.80 / user — $19.60 / user

Calculate my usage pricing

Welcome to the next generation of CRM

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

50%

improvement in forecasting accuracy and attainment

FreeAgent has removed the complexity

from pipeline management and forecasting, we now have a clear line of sight to hitting our numbers”

Carlos Madera

Vice President Sales of Haven Inc

COMPARE PLANS STARTER PROFESSIONAL ENTERPRISE

Storage

Records

10,000 Records 100,000 Records 2M Records

Personalization

Remove Freeagent branding from Emails, Meeting Invitations

Customize FreeAgent Web UI Logo and Theme

Integration

Zapier

Webhooks

Plug-in Based Integrations Library: Slack, Docusign, SendGrid, Zoom Phone, Ring Central, + more

Direct API access

Security

Role Based Access Control

Undelete Records

Audit Log of Every Change

Set Individual Access

Set Field and Record Level Read and Write Permissions

Lorem ipsum dolor sit amet, consecte adipiscing elit. Donec commodo. 1
Lorem ipsum dolor sit amet, consecte adipiscing elit. Donec commodo. 2
Lorem ipsum dolor sit amet, consecte adipiscing elit. Donec commodo. 3
Lorem ipsum dolor sit amet, consecte adipiscing elit. Donec commodo. 4
Lorem ipsum dolor sit amet, consecte adipiscing elit. Donec commodo. 5
Lorem ipsum dolor sit amet, consecte adipiscing elit. Donec commodo. 6
Lorem ipsum dolor sit amet, consecte adipiscing elit. Donec commodo. 7
Lorem ipsum dolor sit amet, consecte adipiscing elit. Donec commodo. 8
Lorem ipsum dolor sit amet, consecte adipiscing elit. Donec commodo. 9
Lorem ipsum dolor sit amet, consecte adipiscing elit. Donec commodo. 10
Lorem ipsum dolor sit amet, consecte adipiscing elit. Donec commodo. 11

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.

Frequently Asked Questions

Transactions are a unit of activity.
Transactions simply include: Creates & Updates

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. :)

We understand that setting up the CRM may take a lot more usage/transactions than your team’s typical daily use. Every subscription comes with unlimited transactions for the first 30 days so you can unleash your implementation. Customize, configure, and create your best virtual home for your team, on us.

Automations are a great way to save time! Transactions for automation runs are counted just as if you performed those tasks manually – no more, no less.

Importing data, such as contacts, accounts, and more does not count against your transactions.

Yes! You can change your edition at your next renewal date.

You can cancel the renewal of your plan at any time for any reason.

Yes, your subscription will automatically renew at your renewal date. However, you can cancel the renewal of your plan at any time for any reason.

No. Your monthly transactions amount will reset at your monthly renewal date. If you find you don’t need as many transactions as you expected, you can change your edition at your next renewal date.

The best way is to get started with the FreeAgent Starter plan and try it out with your team. Many businesses are surprised to learn that even though they have a lot of users, some are very light users. Here’s some examples of common usage levels a company might consume each month based on how they use FreeAgent:

  • Team A – 5 Active Users, 1 Web Form Integration, Synced Emailing and Calling – 2,000 transactions/month (Starting at $98/month)
  • Team B – 5 Power Users, 25 Light Users, 1 Web Form Integration, Synced Emailing and Calling – 5,000 transactions/month (Starting at $245/month)
  • Team C – Team C – 100 All-Day Power Users, 3 Real-Time High-Volume Integrations: ERP, Logistics Platform, BI platform – 500,000 transactions/month ($6,450/month)

Need more than 1M transactions? No problem! Explore customized enterprise plans with volume discounting and get a personalized demo with a product expert. Let’s tailor a plan specifically for your needs. Talk to Sales

No! You will only be charged for your subscribed pricing plan. If you exceed your monthly transactions, you’ll have the option to upgrade to another pricing plan at any time, but you will never be required to. Your monthly transactions amount will reset at your monthly renewal date.

You’ll receive an alert when you’re nearing your transaction limit. You’ll have the option to upgrade to another pricing plan at any time, but you will never be required to. If you choose to wait until your transactions reset, you will not be able to transact in the CRM in the meantime, but none of your data or setups will be lost. Your monthly transactions amount will reset at your monthly renewal date.

Yes! You can monitor your usage and set limits to control your costs.

Your monthly transactions limit will reset monthly, 30 days from your subscription start date.

Yes! You can view your Customer Usage Dashboard anytime.

We’re glad you asked!

  • FreeAgent is the only CRM with instant ROI, because you only pay for what you use.
  • 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.
  • FreeAgent CRM is easiest to use, easiest to customize, and easiest to integrate.

With FreeAgent, you’ll enjoy exceptional in-app live-chat support as well as email support with outstanding ticket resolution times. For setup and features questions, utilize our handy Help Center and in-product tours and tool-tips.

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

Play Video
Play Video