Connect your systems and teams in one, holistic workplace… even when you’re not all working in the same place.
FreeAgent powers healthcare organizations with the #1 user-rated CRM + work management platform.
Native HIPAA-compliant without the need for 3rd-party vendors.
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.
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.
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.
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.
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Popular FreeAgent + Industry Integrations
Zapier moves info between your web apps automatically, so you can focus on your most important work.
Collaborate for free with online versions of Microsoft Word, PowerPoint, Excel, and OneNote.
An All-In-One integrated marketing platform for small businesses, to grow your business on your terms.
Convert 50% more opportunities
FreeAgent helps you work more collaboratively and track and improve performance.