Across the healthcare industry, FreeAgent delivers a HIPAA-compliant CRM (customer relationship management software) that meets the standards set by HIPAA (Health Insurance Portability and Accountability Act) for the handling and protection of PHI (Personal Health Information).

It is specifically designed to meet the requirements of life sciences, biotech, pharmaceutical and healthcare organizations that deal with PHI. FreeAgent’s healthcare CRM software helps clients manage and track data for enhanced practice management and lead management that is always HIPAA compliant.

FreeAgent delivers a unique CRM custom-built for organizations in the medical device, biotech, pharmaceutical, diagnostics, research, facility management, specialty suppliers, and insurance fields. Enabling secure access to client information from anywhere, as well as insight-driven overviews and management, FreeAgent is a sales team or call center’s secret superpower.

FreeAgent helps you sell better and faster, across all of your sales channels. Scale communications without losing your personal touch.

Schedule meetings faster and manage them easier. Tracking team meetings can be the best leading indicator on hitting goals.

Enjoy a fresh take on task management with all of your CRM context connected to each task to 10x sales and project efficiency. With FreeAgent, reps always know their next steps – and it’s easy to auto-assign tasks based on triggers like new leads, email opens, or status changes.

FreeAgent has robust built-in reporting. Automatically measure what matters, and never again scramble to spin up management reports. Understand performance and gain insights at a glance.

Change the trajectory of your entire business by automating your sales process. Eliminate repetitive work, run your best plays every time, and scale.

With hassle-free marketing automation and workflow automation, FreeAgent simplifies customer nurturing and retention. It empowers the management of long-term relationships with multiple stakeholders while delivering the ability to easily customize unique processes (without code!).

Healthcare organizations often find FreeAgent’s document management particularly useful, as well as its seamless integrations with software such as Twilio, which enables SMS capabilities and more.

Of course, the best HIPAA-compliant CRMs, such as FreeAgent, also include features that ensure the security and privacy of PHI. This includes encryption, access controls, audit trails, and secure data storage.

No. Most teams are up and running and getting value from FreeAgent within the first two weeks.

While FreeAgent is designed with the ease of the user in mind, we offer 30-day onboarding if you want assistance.

A dedicated onboarding specialist will contact you and be available to answer any questions via email and weekly meetings during the onboarding process. They will help you with setup and training. And we’ll always be there for you after the onboarding period ends. For more information about onboarding, click here.

We offer support and guidance throughout the implementation process. Our goal is to ensure that healthcare organizations are able to meet HIPAA requirements and use our next-generation CRM’s functionality effectively.

Our team safeguards the experience and enables peak data security, avoiding a data breach. Our process was designed following the principles set by fellow market leaders such as Caspio, NexHealth, and Salesforce Health Cloud.

Our clients deal with a broad range of customers and potentially access sensitive health information during the course of a project lifecycle. HIPAA regulations require this information be protected and kept confidential. A HIPAA-compliant CRM ensures that this information is handled securely and that the organization is in compliance with the law.

No, FreeAgent’s primary use case is not for doctors, hospitals, or medical practices. These organizations feature patient records and require CRMs that manage patient acquisition and patient engagement such as appointment scheduling and appointment reminders.

Healthcare providers need easy access to patient information, medical records, communications, and messaging to track patient progress. They also require functionality around patient data for new patients and existing patients. This includes managing EMR, electronic health records (EHR), and referrals as well as referral management with the goal of increasing patient satisfaction and enhancing the patient experience.

FreeAgent’s CRM is better suited to organizations within the fields of life sciences, medical devices, biotech, pharmaceuticals, diagnostics, research, facility management, specialty suppliers, and insurance.