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
HIPAA-COMPLIANT
|
ISO 270001
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Starter
per month, annual pre-pay
unlimited users
Professional
per month, annual pre-pay
unlimited users
Enterprise
Completely extensible CRM with enterprise-grade features.
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
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 |
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Records |
10,000 Records | 100,000 Records | 2M Records |
Personalization |
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Remove Freeagent branding from Emails, Meeting Invitations |
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Customize FreeAgent Web UI Logo and Theme |
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Integration |
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Zapier |
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Webhooks |
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Plug-in Based Integrations Library: Slack, Docusign, SendGrid, Zoom Phone, Ring Central, + more |
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Direct API access |
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Security |
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Role Based Access Control |
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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 and Record Level Read and Write Permissions |
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:
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!
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.
You can! FreeAgent connects easily to your digital world. Learn More
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