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FreeAgent +

Connect your systems and teams in one holistic workplace with HIPAA-compliant CRM software.

Guide your strategy with actionable insights across all your people, data, and processes.

Nurture client relationships and find new opportunities with automations, tracking, and analysis.

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

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90 Ops Leaders
Booked a product demo
in the last 5 days
tracked in FreeAgent

#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.

FreeAgent powers Healthcare

Hassle-free HIPAA compliance for organizations in fields of life sciences, medical devices, research, testing & regulation, consulting, services, pharmaceutics, biotech, health insurers, nonprofit, + more.

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.

Get instant context for sales meetings with secure access to client information from anywhere.

Turn data into actionable insights, shared across accounts for faster cycle times.

Easily track compliance, certifications, and license renewals with scheduled automatic reminders and follow-ups.

Manage long-term relationships across stakeholders and maintain account integrity through internal rep turnover.

Achieve seamless HIPAA compliance and BAA (business associate agreement) compliance.

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.

Maximize insight with full customer 360 and multi-channel activity timelines.

Streamline daily activities and hand-offs with automation of processes and implementation of templates.

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

Track projects through custom stages and trigger automations and notifications based on stage changes.

Take customer communications and support to the next level with advanced notification rules and task management to empower timely follow-ups.

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.

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

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.

Frequently Asked Questions

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.


The #1 hassle-free HIPAA compliant CRM for Healthcare

Maximize efficiency with a native HIPAA-compliant CRM system, without the need for third-party vendors.

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