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Powerful, easy to use CRM your whole team will love.
Phone
SMS
Meetings
Tasks
Reporting
Automation
Learn more about OUR PRODUCT
Learn why 1000’s+ of teams are moving to FreeAgent CRM
Grow your revenue
Increase sales efficiency and scale operations with confidence.
Improve your sales efficiency
Boost cycle times, follow-up and daily rep activity.
Make your number
Convert more leads, crush your quotas, and increase revenue predictability.
Support your customers
Nurture customer-relationships to last a lifetime.
Full-funnel visibility
Unlock productivity
Learn more about SOLUTIONS
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Pricing for Customer Service
Pricing for Project Management
Pricing for IT Management
HIPAA-COMPLIANT
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ISO 27001
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Starter
Everything you need to grow your business.
per user / per month
billed annually
per user
billed monthly
→ Try for Free
Professional
per user / per month
billed annually
per user
billed monthly
Enterprise
Completely extensible CRM with enterprise-grade features.
per user / per month
billed annually
per user
billed monthly
STARTER | PROFESSIONAL | ENTERPRISE |
CRM Apps |
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All-in-One: Contacts, Accounts, Deals, Tickets, Projects, and Quotes |
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All Activities: Tasks, Emails, Phone Calls, Texts, Notes, and Attachments |
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Custom Apps |
Unlimited | Unlimited | Unlimited |
Email Features |
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Automatic 2-Way Sync with Gmail, Outlook, Exchange (Real-time) |
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Auto-log emails to Contacts, Accounts, and Deals |
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Email Templates with smart-field personalization |
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Share Email Templates with your team |
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Drag-n-Drop Email Visual Designer |
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Bulk Email Blasts with smart-field personalization |
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Automated Email Sequences with smart-field personalization |
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Email Open-Click Notifications (Real-Time) |
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Email Template effectiveness reporting |
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Call Features |
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Fully-integrated Outbound Calling |
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Auto-log calls to Contacts, Accounts, and Deals |
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Call duration & outcome reporting |
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Call recording |
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Searchable call transcriptions |
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SMS (Text) Features |
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Send and receive SMS (including images) |
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Auto-log texts to Contacts, Accounts, and Deals |
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Bulk SMS Blasts with smart-field personalization |
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Automated SMS Sequences with smart-field personalization |
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Tasks & Productivity |
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Personal page with your tasks, notifications and calender |
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Automatic Task context for Contacts, Accounts, Deals & Projects |
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Automatic Task assignment based on triggers |
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Flip your real-time Notifications into Tasks with 1-click |
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1-Click to Call, Email, or Text |
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Quick-create tasks from any page |
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Live feed all activities across your team (real-time) |
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Reminders and escalation rules for overdue Tasks |
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Snooze reminders |
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Personalization |
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Remove FreeAgent branding from Emails, Meeting Invitations |
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Brand FreeAgent with your Logo and Theme |
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Management Reporting |
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Custom Dashboards and reports |
Unlimited | Unlimited | Unlimited |
Out-of-the-box reports included for sales, marketing, ticketing, + |
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Customer acquisition and retention reporting |
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Sales team performance reporting Compare performance by rep / month / lead source, + |
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Sales team productivity reporting Compare # activities by rep / day / type (calls/emails/meetings), + |
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Pipeline, revenue & cycle time reporting |
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Schedule recurring report snapshots and distribute via email |
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Meetings |
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Team Calendar |
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Automatic 2-way sync to Google Calendar or Office Calendar |
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Automately log meetings to Contacts, Accounts, and Deals |
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Convenient scheduling of team members |
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Track and report on Meeting outcomes |
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Schedule Meeting email link |
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Automating Work |
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Automate lead capture, lead assignment, and lead followup |
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Automate email, call, and text campaigns to prospects and customers |
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Automatically assign tasks per stage |
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Automatically assign tasks from triggers |
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Automate account followup |
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Visual no-code Automation Builder |
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Advanced Workflow Builder |
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Integrations |
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Connect to 1000's of other systems via Zapier |
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Gmail, Outlook, Exchange Email Integrations |
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Google and Microsoft Calendar Integrations |
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Mailchimp Integration |
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Twilio Integration for Voice, SMS/Text |
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Sendgrid Integration for Bulk Email |
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DocuSign Integration |
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Quickbooks Online Integration |
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IMAP Email Integration |
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Webhooks |
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Direct API access |
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Security |
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Undelete Records |
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Audit Log of Every Change |
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Set Individual Access |