We’ll be at HIMSS Chicago April 18-20 🚀 Visit us at booth 7521!
FreeAgent CRM solutions to empower your business.
B2B Sales & Marketing
Lift your business up out of spreadsheets and email.
B2B Customer Service
Maximize your team’s efficiency and enhance customer satisfaction.
CRM for Clinics
Boost attendance rates, and maximize your referral network.
CRM for Healthcare
Connect your systems and teams in one holistic workplace.
CRM for MedTech
Accelerate operational efficiency and surface new opportunities.
CRM for Manufacturers
Connect your people, data, and processes for better outcomes.
In-House Services
Delivering lasting value from start-up to success.
Powerful, easy to use CRM your whole team will love.
Phone
SMS
Meetings
Tasks
Reporting
Automation
AI Assistant
Uplift your work with generative AI-powered features.
Webforms
Deploy webforms and capture data in your CRM instantly.
Integrations
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Are you a FreeAgent?
We are always looking for innovators, smart people who thrive on making a difference.
Who we are
Leadership focused on improving lives through technology
Founded by an executive team of enterprise success cases turned free agents on a mission: to build a platform with their accumulative expert knowledge ingrained within—to guarantee success for the next generation of growing companies, and make daily work life better.
This led to a complete innovation in and beyond CRM: an all-in-one platform that fosters transparency, aligns teams, and builds customer relationships.
FreeAgent is not just another CRM—it’s a better way to do business.
MISSION
Passionate team leading the way to a better workday
Our team is comprised of a talented group of individuals from all over the world with a common passion: helping businesses achieve their goals. We are mission-makers, dream-believers, and team players.
We are tech innovators, problem solvers, sales experts, customer advocates, change-makers, out-of-the-box thinkers, and helpers.
We are Free Agents.
FREEAGENT
Our Executive Team
Dave
Stephens
“I love empowering teams to accomplish things they would have never believed possible, creating products of value and helping businesses do extraordinarily well in the marketplace. At FreeAgent, I aim to unlock innovation, create change, and, in general, be a positive force in the world.”
FOUNDER AND CEO
Ram
Dodda
“My past stints were at Yahoo, Netflix, and ServiceNow building scalable consumer platforms and intuitive enterprise applications. My passion now is to build a flexible yet intuitive platform for businesses big-and-small with best-in-class capabilities.”
CTO
Jason
Hardouin
VP OF SALES
Our core values
Perpetually innovative
FreeAgents are innovators and revolutionaries who never stop pushing the envelope.
INNOVATION
Performance inspired
FreeAgents are passionate about success. It’s more than what we do, it’s who we are.
PASSION
Exceptionally adaptive
FreeAgents are flexible and dynamic, just like our software. The possibilities are endless.
ADAPTIVE
Relentlessly driven
FreeAgents are laser-focused on improving peoples lives through technology that helps them achieve their goals.
DRIVERS ONLY
Obsessed with customer success
FreeAgents aren’t successful unless our customers are successful. Our team is your team.
CUSTOMER-CENTRIC
Committed to quality
FreeAgents strive for excellence in all our endeavours. We are the best at what we do.
EXCELLENCE
Helping companies achieve great things
I really enjoy my daily activities as I know that my ideas are helping our customers get the best out of our CRM. I also enjoy working with such talented and hard-working people that have the same goals as me, helping companies achieve great things.
Maria
ACCOUNT MANAGER
Perks at FreeAgent
FreeAgents are free to grow
Each member of the team has the opportunity and obligation to directly impact company growth. Every employee is empowered to make an impact, drive their ideas to reality and become leaders.
ADVANCEMENT
Performance-based compensation philosophy
We believe in giving rockstars the opportunity to shine with a compensation/bonus that recognizes and rewards major contributors. Plus, we all win together when we make our quarterly numbers.
PERFORMANCE BONUSES
Team events
We gather to connect, share, learn, and have fun! Our latest team offsites have been in Napa Valley, California and Guadalajara, Mexico.
TEAM BUILDING
FreeAgents can work anywhere
We believe you do your best work when you’re living your best life. We use a variety of tools and best practises to work effectively as a location-independent team.
WORK ANYWHERE
Above average vacation
We know “unlimited vacation” is a red flag on a career page these days. So let’s just say, we focus on producing results a lot more than tracking days off.
WORK-LIFE BALANCE
Benefits
We got you. FreeAgent provides medical, dental and vision plans for eligible employees and their eligible dependents.
BENEFITS
FreeAgents connect often
We believe teams need in-person time to optimize. We encourage employees to form pods to maximize in-person time with teammates.
Some ways we accomplish this:
PODS
Changing lives
Working at FreeAgent, I get to live an adventure every single day. I get the opportunity to work with really amazing people and we all grow together alongside the company. It amazes me to see how FreeAgent literally changes the lives of so many business teams. I feel honored to be part of a company with such a positive impact.”
Gwen
Implementation Specialist
FreeAgent offices @ Campbell, CA
The FreeAgent Offices
Campbell, California
307 Orchard City Dr.
Suite 210
Campbell, CA — 95008
United States
Guadalajara
Avenida Adolfo Lopez Mateos Norte 95
Italia Providencia
Guadalajara, Jalisco – 44648
Mexico
Open Positions
We are currently hiring across all teams! 🚀 View our posted positions directly on LinkedIn:
We’re always hiring drivers and leaders — if you don’t see a position posted directly in your area of expertise, go ahead and reach out to a leader in that area on LinkedIn to start a conversation.
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