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Powerful, easy to use CRM your whole team will love.
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Learn why 1000’s+ of teams are moving to FreeAgent CRM
Grow your revenue
Increase sales efficiency and scale operations with confidence.
Improve your sales efficiency
Boost cycle times, follow-up and daily rep activity.
Make your number
Convert more leads, crush your quotas, and increase revenue predictability.
Support your customers
Nurture customer-relationships to last a lifetime.
Full-funnel visibility
Unlock productivity
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Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
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
#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.
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
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.
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.
92%
of businesses say that a CRM is crucial in achieving their revenue goals.
74%
of users said that a CRM gave them improved access to customer data.
300%
conversions boosted by utilizing a CRM.
CMR
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Convert 50% more opportunities
FreeAgent helps you work more collaboratively and track and improve performance.
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