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.