Elizabeth Moley
Director Of Administration
We’ll be at HIMSS Chicago April 18-20 🚀 Visit us at booth 7521!
FreeAgent CRM solutions to empower your business.
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CRM for Clinics
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CRM for Healthcare
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CRM for MedTech
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CRM for Manufacturers
Connect your people, data, and processes for better outcomes.
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Powerful, easy to use CRM your whole team will love.
Email
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Dial up the wins. Boost sales efficiency and elevate your company’s phone presence. SMS
Enjoy 95% open-rates when you add text messages to your sales toolset. Meetings
Schedule meetings faster and manage them easier. Tasks
FreeAgent helps your team stay on task. Reporting
Finally, reporting you can rely on. Automation
Spend less time on admin and have workdays full of impact. AI Assistant
Uplift your work with generative AI-powered features.
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We design software that transforms the way teams collaborate, grow revenue and communicate with customers.
Best CRM for Manufacturing
Step into a new era of sales rep productivity
Manage your longstanding accounts better.
Improve productivity by issuing quotes and getting them signed faster.
Easily integrate with existing toolsets (ERPs+).
Learn how GP Reeves optimized their sales process and grew revenue
"We've seen revenue grow 16.7%, which was right in line with when we started using FreeAgent CRM." -Larry Jackson Jr., Sales Manager
CAPTURE & TRACK TEXT MESSAGES
Manage and grow your longstanding accounts
Take action and nurture every customer relationship to last a lifetime with a 360° view of every account.
Get full visibility and complete context on every account history with activity timelines of every interaction.
Maintain and grow your accounts by tracking activity and focusing your priorities on the highest-valued contracts.
Improve productivity by issuing quotes and getting them signed faster
Generate quotes faster and more accurately by getting the most updated information on order pricing and quantities.
Reduce the risk of quoting errors, and ensure that all pricing is precisely captured, up to the decimals.
Automate your quotation management process, and update orders easily without manual data entry.
Help sales reps be more productive and get better data in your CRM
Track your teams’ in-field work, monitor every step of the sales cycle to grow sales, and ensure long-term success and relationships.
Get detailed tracking of your reps’ sales targets and real-time insights to help better inform next steps, and grow revenue.
Define automated rules to move leads through the stages of the funnel and convert deals faster.
Who can benefit from using FreeAgent
Distribution
Consumer Packaged Goods
Production of Goods
Transportation
Logistics and
Supply Chain
Moley Magnetics
Lockport, NY
Industry
Industrial Machinery Maintenance and Supply
Favorite Feature
Reporting / Dashboards
Impact
👀 Visibility game changer
< 3 min ⚡️ support response time
Sales admin work down 5+ hours/wk
My favorite part is definitely the high-level overview of activity within the organization along with the reporting that allows us to drill down to certain data points as needed. It’s a visibility we didn’t have before. The visibility was a game changer to put all the metrics in one place.”
GP Reeves
Holland, MI
Industry
Manufacturing
Favorite Feature
Visibility and Reporting
Impact
+ 16.7% Revenue growth
⚡ 16+ hours saved/month
2x faster employee onboarding
💥 80% adoption rate
The time savings have been huge. It’s about 16 hours a month per employee. Before FreeAgent, the last two days of every month were spent filling out spreadsheets, now everything is updated in real-time with FreeAgent, so we get those days back.”
Larry Jackson Jr.
Sales Manager
CONNECTED
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.
Lead the way to a better workday
Talk to a CRM expert and unleash your clinic’s potential.
