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FreeAgent +
Healthcare

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 life sciences organizations with the #1 user-rated CRM + work management platform.

Hassle-free HIPAA

Native HIPAA-compliant 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.

FreeAgent + Healthcare Case Studies

Stratus Medical

MAGNOLIA, TX

Industry

Healthcare / Medical Device

Favorite Feature

Visibility

Impact

Exponential q/q sales growth

Cycle time ⚡ from months to days
Multiplied positive customer interactions

FreeAgent allows us to maximize effect of our most valuable resource: our people.”

Will Panky

Director of Sales, US

ImaginAb

INGLEWOOD, CA

Industry

Life Sciences / Biotech

Favorite Feature

Custom Apps

Impact

⬆ More sales activities / day

⬆ More well-managed accounts / rep

⬇ Rep onboarding decreased 30 days

100% adoption 💯
We used to spend a lot of time preparing to reach out to customers. That preparation has been significantly reduced- from hours to minutes.”

Ivan Plavec

Chief Business Officer

FastTrack FreeAgent CRM Case Study Healthcare

FastTrack

Bedminster, NJ

Industry

Life & Disability Insurance

Favorite Feature

Custom Fields

Impact

 Increased access to customer communications

 Response time from days to minutes 🕦

⚡ Launched targeted marketing campaigns

Our mission is to make things easier so that our clients are empowered to make better decisions – fact-based and data-driven decisions – founded on objective information garnered through the technology. 

Teresa FastTrack FreeAgent CRM Case Study Healthcare
Teresa Thorson

VP Client Services

Legacy Community Health

Houston, TX

Industry

Healthcare

Favorite Feature

Saved Views

Impact

Productivity ⬆ 10k+ activities / month
⚡️ 2x faster employee onboarding

10+ employee hours saved/week

3x faster follow-ups

We are more aligned when speaking to our referral sources, and we’re more efficient when out in the field. Our reps can respond to inquiries sooner, and they don’t have to retype an email repeatedly. ”

Orlando Lozano

Director of Business Development

Popular FreeAgent + Healthcare Integrations

QuickBooks

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

PLUGIN

Operations

Sage X3

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

PLUGIN

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

PLUGIN

Operations

Zoom

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

NATIVE

Webinars & Events

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