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FreeAgent +

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

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FreeAgent CRM for Opportunity and Pipeline Management

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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.


of businesses say that a CRM is crucial in achieving their revenue goals.



of users said that a CRM gave them improved access to customer data.



conversions boosted by utilizing a CRM.


Our Customer Stories

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Convert 50% more opportunities

FreeAgent helps you work more collaboratively and track and improve performance.

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