We’ll be at MD&M Minneapolis Nov 2-3 🚀 Visit us at booth 3419!
Solutions for the new world of work
Increase sales efficiency and scale operations with confidence.
Boost cycle times, follow-up and daily rep activity.
Convert more leads, crush your quotas, and increase revenue predictability.
Nurture customer-relationships to last a lifetime.
Learn more about SOLUTIONS
Featured content
Lead the way to a better workday
Talk to a CRM expert and unleash your team’s potential.
Platform Features
Optimize any process, reduce admin work, and have workdays full of…
Create, assign, prioritize, complete and track tasks of any type.
Tailor every aspect of the system so it fits your business perfectly.
Every member on your team can optimize the system for their own…
Standardize, enforce, and optimize how work is done.
Boost your efficiency and magnify your impact by eliminating…
Track and monitor key metrics across your organization.
Define teams, roles and access controls to govern what team…
All your teams and tools together.
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.
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
The Sport of Sales: Key Lessons From Soccer On Sales Team ManagementPopular FreeAgent + Industry Integrations
Zapier
Zapier moves info between your web apps automatically, so you can focus on your most important work.
operations
Office 365
Collaborate for free with online versions of Microsoft Word, PowerPoint, Excel, and OneNote.
Communication
Mailchimp
An All-In-One integrated marketing platform for small businesses, to grow your business on your terms.
Marketing
Convert 50% more opportunities
FreeAgent helps you work more collaboratively and track and improve performance.
We use cookies to improve your browsing experience. By accepting this, you agree to our Privacy Policy