Manage the entire sales cycle from tracking sales leads and opportunities to managing both account and
individual contact details in one place.
Get a complete view of customer interactions and boost productivity by automatically syncing email with CRM data.
Receive real-time alerts wherever you are. Access and update CRM data from anywhere, collaborate with teams, and manage meetings.
Capture web leads and set up automatic lead followup rules to boost conversion rate and increase sales.
Track every material change through daily, weekly, and monthly snapshots. Predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations for the entire sales organization.
Automate standard internal business processes to optimize sales outcomes.
Import leads and contacts from any spreadsheet with custom mapping.
Parse email signature lines or scanned business cards to auto-populate contacts.
Sync leads and contact information to your iOS or Android mobile device.
Quickly find and add contacts from email-based on the frequency of interaction.
Directly import leads from your website's forms or landing pages.
Automatically send marketing emails based on your ideal sequence of content or events.
Automatically assign leads and contacts based on custom rules.
Automatically set and track custom follow-up workflows.
Create and deploy web forms integrated into your website.
Create and deploy web forms integrated into your website.
Get a complete view of all your contact relationships including notes, all your digital interactions, and internal discussions.
Tracks all your account relationships from pre-sale to customer, including key contacts, a rollup of all your activities, digital interactions, account actions and to-do's.
Manage your deals efficiently across every stage of your sales funnel, ensuring your sales process is followed and all next steps are on-track and completed on-time.
Filter and search activity history to pinpoint the interactions that matter and coachable moments.
Track and execute follow-up activities on-time to improve conversion rates.
Manage customer relationships as people or businesses or both.
Keep customer-facing employees focused and executing with a single page prioritized action list that keeps them moving forward and minimizes admin.
Use a filterable and up-to-date calendar to efficiently book customer-facing meetings across teams confidently.
Real-time email sync with Gmail or Office 365.
Smart email templates.
Send emails in bulk or 1:1.
Track email opens and clicks.
Support alternative email platforms.
Sync multiple email accounts per user.
Pair phone with Web app.
1-click calling Web or Mobile app.
Automatically log calls and call duration.
Record calls for training.
Real-time sync with Gmail or Office 365.
View personal calendar with next step reminders.
One-click start to web conference-based meetings
View and filter a shared team calendar
Use full-featured native Apple iOS and Android mobile apps.
Get a comprehensive view of all reminders, meetings, and next steps in a prioritized to-do list optimized for your mobile device.
Receive real-time push notifications when important events occur.
Create custom fields to capture what's important using 12 different field types.
Setup the perfect Layout for each app, across web and mobile, to help the team focus in on what's important.
Define how outcome-based work advances across stages for leads, contacts, accounts, deals, and more.
Structure and enforce follow-up steps for work.
Perform operations on custom fields—the possibilities are endless!
Create apps to manage all kinds of different customer-impacting work.
View all of your interactions in one single page.
View CRM data however you want with three great layout options.
Filter, sort, and search CRM data to focus on what's important.
Save all your filter, sort, and search settings for 1-click future access & share them with your team.
Pivot board layout by stage, status, date, owner, or any other field.
Update CRM data via drag and drop on board layouts.
Report on and progress work across multiple pipelines for your different lines of business.
Group reports onto completely configurable & customizable dashboards for instant insight.
Inspect and understand activity levels by employee across Calls, Emails. Meetings, Notes, and more.
Create unlimited custom reports using saved views.
Understand how long it takes to progress through CRM stages for leads, contacts, accounts, deals, and custom CRM apps.
Identify problem areas through analyzing age in stage and overall age of CRM data.
Score leads, accounts, opportunities, and other CRM apps to identify opportunities or risk with AI-powered insights.
Track every material change to your sales pipeline via TimeMachine & bucket progress through an interactive stage-based analytic.
View sales forecasts on a gross or weighted basis.
See a complete view of your pipeline across deals, leads, or any other CRM app area.
Segment, assign, and report on data by territory or any logical grouping that maps to your org structure.
Use confidence categories (e.g. Commit, Expect) to forecast.
Add unique forecasting fields to opportunities and more.
Track every material change to your sales pipeline via TimeMachine™ & bucket progress through an interactive stage-based analytic.
Import or directly manage customer cases for better visibility into cross-sell and up-sell potential.
View all case history directly from the account management app.
Manage post-sales project delivery work collaboratively and efficiently.
Track active contracts and trigger renewal activity proactively.
Track sales order details for better sales visibility.
Manage your product catalog and prices.
Create basic quote information from opportunity and customer information.
Attach documents anywhere across the platform and manage in one central place.
Assign next steps with due dates and track completion.
Set data access levels by user or role.
Direct questions and important updates to the right person instantly via in-app @mentions.
Customize the CRM experience for different job types.
Pick your favorite color scheme across web and mobile.
Replace the FreeAgent CRM logo with your own.
Receive push notifications and alerts when the changes you care about happen.
Use Gmail credentials for secure login to the CRM.
Use Office365 credentials to secure login to CRM.
Use Zapier to connect to 1500+ apps like Linkedin, Intercom, Slack, Facebook, Google Sheets, and more.
Two-way, real-time, API access to make integrating the CRM with the rest of the enterprise systems easy.
Use Mailchimp to run completely outbound marketing campaigns completely integrated and in sync with the CRM.
Use Twilio, the market-leading cloud VOIP, as the outbound calling engine for the CRM.
Create and send QuickBooks Online invoices when FreeAgent Deals are created.
Update leads with personal and company data from Clearbit.
Create FreeAgent contacts for new Intercom users or track interaction history.
Create a tweet and include an image, video, or GIF.
Add new leads from Facebook Lead Ads to FreeAgent as contacts.
Add LinkedIn Lead Gen Forms leads to FreeAgent contacts.
Access to explainer videos, how-to-guides, online tutorials, and more.
Support for end users via in-app chat.
Shared best practices on measuring successful adoption and value creation.
Custom onboarding assistance via implementation packages to ensure your project's success.
Dedicated success agents for ongoing large enterprise support.
Complete support for reporting, data cleansing, outcome analysis, and more.