Sales & Marketing
Customer Service
Project Management
IT Management

Pricing

Flexible, predictable, scalable.

MONTHLY
ANNUAL
Save 20%

Contact Management

$35
$42

per user / per month
billed annually

per user
billed monthly

Contact Management

Task Management

Multi-Channel Communication

B2B Sales

most popular

$75
$90

per user / per month
billed annually

per user
billed monthly

Contact Management

Task Management

Multi-Channel Communication

+

Account Management

Opportunity Management

B2B Full Funnel Sales

$100
$120

per user / per month
billed annually

per user
billed monthly

Contact Management

Task Management

Multi-Channel Communication

+

Account Management

Opportunity Management

+

Lead Management

Products Management

Quote Management

Project Management

Knowledge Management

Did you know?
65% of businesses adopt a CRM within the first 5 years
Capterra
FreeAgent can help

Help Desk

$50
$60

per user / per month
billed annually

per user
billed monthly

FreeAgent Platform

Ticket Management

Task Management

Multi-Channel Communication

B2B Customer Service

most popular

$75
$90

per user / per month
billed annually

per user
billed monthly

FreeAgent Platform

Ticket Management

Task Management

Multi-Channel Communication

+

Contact Management

Account Management

Products Management

Help Guide Management

Knowledge Management

Portal Management

Project Management

$30
$36

per user / per month
billed annually

per user
billed monthly

FreeAgent Platform

Project Management

Task Management

Agile PPM

most popular

$75
$90

per user / per month
billed annually

per user
billed monthly

FreeAgent Platform

Project Management

Task Management

+

Account Management

Demand Management

Idea Management

Release Management

Ticket Management

Multi-Channel Communication

IT Management

$75
$90

per user / per month
billed annually

per user
billed monthly

FreeAgent Platform

Incident Management

Problem Management

Change Management

Task Management

Multi-Channel Communication

FreeAgent Platform

Always included!

PRODUCTIVITY

Work Management

Optimize any process, reduce admin work, and have workdays full of impact.

Fully-featured Mobile App
Global Search
Saved Views

VISIBILITY

Task & Activity Management

Create, assign, prioritize, complete and track tasks of any type across your organization.

Activity Timeline
@mentions
Reminders

ADOPTION

Customization

Tailor every aspect of the system so it fits your business perfectly.

Custom Fields and Stages
Corporate Branding
Menu Items

ENJOYMENT

Personalization

Every member on your team can optimize the system for their own tip-top performance.

Personal Themes
Homepages
Favorites

CONTROL

Process Management

Standardize, enforce, and optimize how work is done.

Custom Stages
Required Fields
Approval Workflows

EFFICIENCY

Automations

Boost your efficiency and magnify your impact by eliminating repetitive work.

App Actions
Automated Assignments
Condition-based Automations

INSIGHT

Reporting

Track and monitor key metrics across your organization.

Dashboards & Dashlets
Widgets
Dot.Walking

SECURITY

Security

Define teams, roles and access controls to govern what team members can see and what they can do.

Teams & Roles
Access Controls
Email Blacklisting

Featured FreeAgent

Anthony Hegarty
VP of Sales Paramount Staffing
+
30%
higher sales activity
99%
adoption
My team has adopted it wholeheartedly. The team activity levels in the first month were 30% higher than the previous month before we had FreeAgent. It’s been a resounding success."
FreeAgent Success Story

CONNECTED

Integrations

Connect seamlessly to the rest of your business’ digital world.

  • Open API
  • Zapier
  • Twilio
  • Mailchimp

Office 365

Mailchimp

Zapier

Twilio

Google
Workspace

10 Teams
Started a free trial today
2 hours ago
tracked in FreeAgent

Add-Ons

Multi-Channel Communication

Microsoft EWS

Automatically sync emails and meetings via Microsoft EWS for full-team visibility into work (used by hosted or on-premise Exchange servers).

$15

$18

per user / per month
billed annually

per user
billed monthly

IMAP

Don’t have a modern cloud-based email system like Gmail or Outlook 365? No problem! Choose our IMAP option to get your emails sync’d.

$25

$30

per user / per month
billed annually

per user
billed monthly

RingCentral

Integrate your business’ VOIP account into FreeAgent for full outbound and inbound call handling and tracking. Includes inbound and outbound text message support too.

$10

$12

per user / per month
billed annually

per user
billed monthly

Zoom Phone

Integrate your business’ VOIP account into FreeAgent for full outbound and inbound call handling and tracking. Includes inbound and outbound text message support too.

$10

$12

per user / per month
billed annually

per user
billed monthly

Microsoft Teams

Integrate your business’ VOIP account into FreeAgent for full outbound and inbound call handling and tracking. Includes inbound and outbound text message support too.

$10

$12

per user / per month
billed annually

per user
billed monthly

DialPad

Integrate your business’ VOIP account into FreeAgent for full outbound and inbound call handling and tracking. Includes inbound and outbound text message support too.

$10

$12

per user / per month
billed annually

per user
billed monthly

Mailchimp

Sync your contact lists into MailChimp and import activity results as Notes into your contact records.

$25

$30

flat monthly
billed annually

flat monthly
billed monthly

Integrations

Max API

Up your API rate limit from 10 calls per 10s to 50 calls per 10s (432K per day) for richer integration between FreeAgent and the rest of your digital world.

$500

$600

flat monthly
billed annually

flat monthly
billed monthly

Okta SSO

Integrate OKTA into FreeAgent for full corporate SSO login capabilities.

$250

$300

flat monthly
billed annually

flat monthly
billed monthly

Task and Activity Management

Max Storage

Store it all – Increase your FreeAgent record limit across all Apps from 500K to 5M.

$1000

$1200

flat monthly
billed annually

flat monthly
billed monthly

Support

Premium Support

Up to 5 hours per month for personalized help on implementing the FreeAgent software and configuring it to maximize value to your organization.

$100

$120

flat monthly
billed annually

flat monthly
billed monthly

Welcome to the next generation of CRM

FreeAgent delivers a next-gen work experience. Our cloud-based platform helps teams unlock productivity effortlessly.

EMPLOYEE HAPPINESS

Easy
to use

A visual, intuitive user experience that drives sky-high team adoption —
and high-fives!

DIRECT PATH TO ROI

Up and running
in < 30 days

While traditional CRM averages 6 months, FreeAgent begins working for you immediately.

CUSTOMIZE

Tailor-made
to work your way

An infinitely extensible platform at your fingertips. Powerful code-free customization for your business’ unique needs.

SUCCESS GUARANTEE

90-Day Success
Guarantee

Eliminate your risk in choosing and implementing CRM with our 90-day money-back guarantee.


Frequently asked questions

FreeAgent accepts electronic bank transfers using ACH, and all major credit and debit cards.

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to a better workday

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unleash your team’s potential.

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