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Solutions for the new world of work
Increase sales efficiency and scale operations with confidence.
Boost cycle times, follow-up and daily rep activity.
Convert more leads, crush your quotas, and increase revenue predictability.
Nurture customer-relationships to last a lifetime.
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Platform Features
Optimize any process, reduce admin work, and have workdays full of…
Create, assign, prioritize, complete and track tasks of any type.
Tailor every aspect of the system so it fits your business perfectly.
Every member on your team can optimize the system for their own…
Standardize, enforce, and optimize how work is done.
Boost your efficiency and magnify your impact by eliminating…
Track and monitor key metrics across your organization.
Define teams, roles and access controls to govern what team…
All your teams and tools together.
Leading the way to a better workday
It all starts with freedom.
Be a part of a winning team on a mission to improve lives.
Leading the way to a better workday.
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FreeAgent is trusted by the world’s most productive teams
We design software that transforms the way teams collaborate, grow revenue and communicate with customers.
FreeAgent +
Healthcare
Connect your systems and teams in one holistic workplace with HIPAA-compliant CRM software.
#1 User-Rated
Tap into the power of the #1 user-rated CRM platform in the life sciences and healthcare business.
Hassle-free HIPAA
Maximize efficiency with a native HIPAA-compliant CRM system, without the need for third-party vendors.
Clear Visibility
Bring your data, channels, and tools together with seamless integrations to FreeAgent’s software solution.
Get everything
in one place
Finally, a healthcare CRM that truly works for you. Delivering a collaborative and connected overview of your entire organization’s ecosystem, FreeAgent’s CRM helps you accelerate operational efficiency, nurture client relationships, and discover new opportunities.
With a powerful but simple to use automation builder, drag-n-drop workflow engine, and powerful no-code/low-code customization at every level, you can optimize your processes and action insights in real time.
Where work flows
Empowering seamless workflows across teams has never been easier. FreeAgent’s CRM solution helps your team stay on task with boards, lists, and cards. These enable you to organize and prioritize any business flow in a fun, flexible, and rewarding way.
And business grows
Discover customization without complexity. Add workflows and use cases as you scale, without adding expensive third-party consultants.
No-code/low-code configuration of powerful custom apps. Completely customizable workspaces. Seamless integration with your favorite apps.
Here are answers to some common questions about FreeAgent. If you don’t see an answer to your question here, we invite you to request a demo.
Our CRM experts are standing by to provide advice.
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.
FreeAgent + Healthcare Case Studies
Exponential q/q sales growth
Sales cycle time from months to days ⚡
Multiplied positive customer interactions
“I think FreeAgent is an excellent solution for any company in the medical device/manufacturing field.”
More sales activities/day
Rep onboarding decreased 30 days
100% adoption 💯
“Visibility went from 0 to 100 using FreeAgent. Now we log in and everything’s there. I think it made the salespeople power users.”
Productivity 10k+ activities / month ⬆
10+ employee hours saved/week
3x faster follow-ups ⚡️
“FreeAgent allows us to focus on what we do best; providing quality healthcare in our communities in every way, every day.”
Increased access to customer communications ⬆
Response time from days to minutes 🕦
Launched targeted marketing campaigns ⚡
“FreeAgent helps us move in the right direction. We no longer spend our time on things that aren’t going to add value at the end of the day.”
Popular FreeAgent + Healthcare Integrations
QuickBooks
Customize your accounting solution with a variety of tools including time tracking, inventory management, cloud accounting, and payment processing.
Operations
Sage X3
An ERP software suite that includes functionality for financial management, sales, customer service, distribution, inventory, and manufacturing, and business intelligence.
Operations
Oracle NetSuite
NetSuite provides a suite of cloud-based applications, which includes financials / Enterprise Resource Planning (ERP), HR, professional services automation and omnichannel commerce
Operations
Zoom
Zoom brings teams together to get more done in a frictionless environment.
Webinars & Events
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