We’ll be at MD&M Minneapolis Nov 2-3 🚀 Visit us at booth 3419!
Solutions for the new world of work
Increase sales efficiency and scale operations with confidence.
Boost cycle times, follow-up and daily rep activity.
Convert more leads, crush your quotas, and increase revenue predictability.
Nurture customer-relationships to last a lifetime.
Learn more about SOLUTIONS
Featured content
Lead the way to a better workday
Talk to a CRM expert and unleash your team’s potential.
Platform Features
Optimize any process, reduce admin work, and have workdays full of…
Create, assign, prioritize, complete and track tasks of any type.
Tailor every aspect of the system so it fits your business perfectly.
Every member on your team can optimize the system for their own…
Standardize, enforce, and optimize how work is done.
Boost your efficiency and magnify your impact by eliminating…
Track and monitor key metrics across your organization.
Define teams, roles and access controls to govern what team…
All your teams and tools together.
Leading the way to a better workday
It all starts with freedom.
Be a part of a winning team on a mission to improve lives.
Leading the way to a better workday.
EXPLORE MORE COMPANY FEATURES
FreeAgent is trusted by the world’s most productive teams
We design software that transforms the way teams collaborate, grow revenue and communicate with customers.
Pricing for Customer Service
Pricing for Project Management
Pricing for IT Management
HIPAA-COMPLIANT
|
ISO 27001
|
Starter
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
Need more than 1M transactions?
No problem! Let’s tailor a plan specifically for your need.
Talk to Sales
COMPARE PLANS | STARTER | PROFESSIONAL | ENTERPRISE |
Features |
|||
Custom Apps / Objects |
Unlimited | Unlimited | Unlimited |
Quoting |
|||
Smart-Fields Dynamic Personalization |
|||
Email Open-Click Analytics |
|||
Email Open Notifications |
|||
Automation Builder |
|||
Automated Assignments |
|||
Automated Emails |
|||
Drag-n-Drop Workflow Builder |
|||
Unlimited Calculated Fields |
|||
Tasks & Activities |
|||
Unlimited Pipelines |
|||
Custom Stage-Based Apps |
|||
Automated Email Cadences |
|||
Email Template Visual Designer |
|||
Bulk Email Blasts |
|||
Integration |
|||
Zapier |
|||
Gmail, Outlook, Exchange Email Integrations |
|||
IMAP Email Integration |
|||
Google Calendar Integration |
|||
Mailchimp Integration |
|||
Twilio Integration |
|||
Sendgrid Integration |
|||
Webhooks |
|||
Direct API access |
|||
Personalization |
|||
Remove FreeAgent branding from Emails, Meeting Invitations |
|||
Brand FreeAgent with your Logo and Theme |
|||
Security |
|||
Undelete Records |
|||
Audit Log of Every Change |
|||
Set Individual Access |
|||
Set Field-Level Permissions |
|||
Advanced Permissions: Role-Based Access Control |
For organizations that need the full power of the FreeAgent platform, with ease of use for their team. Explore customized enterprise plans with volume discounting and get a personalized demo with a product expert.
FreeAgent Platform
PRODUCTIVITY
Work Management
Optimize any process, reduce admin work, and have workdays full of impact.
VISIBILITY
Task & Activity Management
Create, assign, prioritize, complete and track tasks of any type across your organization.
ADOPTION
Customization
Tailor every aspect of the system so it fits your business perfectly.
ENJOYMENT
Personalization
Every member on your team can optimize the system for their own tip-top performance.
CONTROL
Process Management
Standardize, enforce, and optimize how work is done.
EFFICIENCY
Automations
Boost your efficiency and magnify your impact by eliminating repetitive work.
INSIGHT
Reporting
Track and monitor key metrics across your organization.
SECURITY
Security
Define teams, roles and access controls to govern what team members can see and what they can do.
CONNECTED
Integrations
FreeAgent connects easily to your digital world.
Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
We use cookies to improve your browsing experience. By accepting this, you agree to our Privacy Policy