We’ll be at MD&M Minneapolis Nov 2-3 🚀 Visit us at booth 3419!
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.
EXPLORE MORE COMPANY FEATURES
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.
14 Days left
FreeAgent +
Industry
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
- FREE DEMO: NO CREDIT CARD NEEDED
Our Achievements
#1 User-Rated
FreeAgent powers healthcare 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.
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.
Drive efficiency and multiply revenue-impacting activities.
92%
of businesses say that a CRM is crucial in achieving their revenue goals.
2023
74%
of users said that a CRM gave them improved access to customer data.
2023
300%
conversions boosted by utilizing a CRM.
2023
Our Case Studies
CMR
The Sport of Sales: Key Lessons From Soccer On Sales Team ManagementData, CRM, Guide, Hygiene
Load More
Popular FreeAgent + Industry Integrations
Zapier
Zapier moves info between your web apps automatically, so you can focus on your most important work.
NATIVE
operations
Office 365
Collaborate for free with online versions of Microsoft Word, PowerPoint, Excel, and OneNote.
NATIVE
Communication
Mailchimp
An All-In-One integrated marketing platform for small businesses, to grow your business on your terms.
NATIVE
Marketing
Convert 50% more opportunities
FreeAgent helps you work more collaboratively and track and improve performance.
