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FreeAgent +

Connect your systems and teams in one, holistic workplace… even when you’re not all working in the same place.

Connect your people, data, and processes for better healthcare outcomes

Accelerate operational efficiency, improve client relationships, and surface new opportunities

Empower your team with modern, best-in-class software for enjoyable workdays full of impact

14    Days left in trial
90 Ops Leaders
Booked a product demo
in the last 5 days
tracked in FreeAgent

#1 User-Rated

FreeAgent powers healthcare organizations with the #1 user-rated CRM + work management platform.

Hassle-free HIPAA

Native HIPAA-compliance without the need for 3rd-party vendors.

True connectivity

Bring your data, channels, and tools together with seamless integrations.

FreeAgent powers healthcare

Life sciences, medical device, research, testing & regulation, consulting, services, pharmaceuticals,
biotech, health insurers, non-profits, + more

Get everything
in one place

Whether you aim to accelerate operational efficiency, improve client relationships, or surface new opportunities, FreeAgent’s market-leading workflow engine and powerful no-code/low-code customization helps you optimize any process and tackle any challenge.

Collaborate across your tech ecosystem

Turn data into insights

Deliver a better, connected experience

Drive efficiency and multiply revenue-impacting activities

Compliant and secure collaboration and data management

Where work flows

Empowering seamless workflows across teams has never been easier. FreeAgent helps your team stay on task. Boards, lists, and cards enable you to organize and prioritize any business flow in a fun, flexible, and rewarding way.

Improve operational efficiencies and outcomes by lightening the administrative burden.

Streamline by automating processes, making daily activities and hand-offs easy to manage.

Scale resources by empowering teams to self-manage tasks, status updates, and action items.

Never miss a beat. Take customer communications and support to the next level with advanced notification rules and task management to empower timely follow-ups.

And business grows

Finally, customization without complexity. Add workflows and use cases as you scale, without adding expensive 3rd-party consultants.

No-code/low-code configuration of powerful custom apps. Completely customizable workspaces. Seamless integration with all your favorite apps.

Improve data integrity and reporting with a true system of record that integrates all your systems and tools.

Simplify reporting with one-click real-time snapshots from any working view.

Create dynamic lists, dashlets, and dashboards for meaningful analysis and rapid, accurate forecasting.

Building relationships and driving revenue

FreeAgent CRM Opera Event Case Study

Opera Event



Software & Services

Favorite Feature

Custom Fields


2x Faster Cycle time💨

⚡ 16-20 employee hours saved/week

70% increase in pipeline

The centralization of our data has improved our collaboration considerably. The visibility has saved us 16-20 hours a week/employee and helped us reduce our cycle time by more than 50% (2x faster).

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 + Healthcare Case Studies

Popular FreeAgent + Healthcare Integrations


Customize your accounting solution with a variety of tools including time tracking, inventory management, cloud accounting, and payment processing.



Sage X3

An ERP software suite that includes functionality for financial management, sales, customer service, distribution, inventory, and manufacturing, and business intelligence.



Oracle NetSuite

NetSuite provides a suite of cloud-based applications, which includes financials / Enterprise Resource Planning (ERP), HR, professional services automation and omnichannel commerce




Zoom brings teams together to get more done in a frictionless environment.


Webinars & Events


Lead the way
to a better workday

Talk to a CRM expert and
unleash your team’s potential.

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14    Days left in trial

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