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FreeAgent +

CRM perfect for Medical Device, Biotech, Pharmaceuticals, Diagnostics, Research, Facility Management, Specialty Suppliers and more.

Connect your people, data, and processes for better 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

14    Days left in trial
90 Ops Leaders
Booked a product demo
in the last 5 days
tracked in FreeAgent

#1 User-Rated

Tap into the power of the #1 user-rated CRM platform in the life sciences and healthcare business.

Hassle-free HIPAA

Maximize efficiency with a native HIPAA-compliant CRM system, without the need for third-party vendors.

Clear Visibility

Bring your data, channels, and tools together with seamless integrations to FreeAgent’s software solution.

FreeAgent powers MedTech

Medical device, research, testing & regulation, consulting, services, pharmaceuticals, biotech, health insurers, non-profits, + more

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.


The #1 hassle-free HIPAA compliant CRM for MedTech

Maximize efficiency with a native HIPAA-compliant CRM system, without the need for third-party vendors.

FreeAgent + MedTech Customer Stories

Popular FreeAgent + MedTech Integrations


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Sage X3

An ERP software suite that includes functionality for financial management, sales, customer service, distribution, inventory, and manufacturing, and business intelligence.



Oracle NetSuite

NetSuite provides a suite of cloud-based applications, which includes financials / Enterprise Resource Planning (ERP), HR, professional services automation and omnichannel commerce




Zoom brings teams together to get more done in a frictionless environment.


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Lead the way
to a better workday

Talk to a CRM expert and
unleash your team’s potential.

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