
Fastest to Go-Live CRM
with a direct path to ROI

At FreeAgent, we believe one size fits none.
FreeAgent is the next generation of enterprise software —
completely customizable and infinitely scaleable so it works
for your unique business right away and as you grow,
it doesn’t hold you back.
FreeAgents are free to grow.

Essentials
For smaller businesses needing one organized place to manage their contacts, sales, marketing, and support.
$25
per user, per month (billed annually)
Professional
For growth businesses looking to scale by boosting productivity, improving controls, increasing automation, and enhancing teamwork.
$75
per user, per month (billed annually)
most popular
Enterprise
For larger businesses looking to capture, control, and optimize all their digital customer interactions, and integrate their CRM into the fabric of their enterprise architecture.
$135
per user, per month (billed annually)
Unlimited
For enterprises looking to focus on growth and outsource sales operations.
$250
per user, per month (billed annually)
Essentials
$25
per user, per month (billed annually)
Professional
$75
per user, per month (billed annually)
Enterprise
$135
per user, per month (billed annually)
Unlimited
$250
per user, per month (billed annually)
Account, Contact, Lead, and Opportunity Management. |
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Email Integration with Gmail or Outlook |
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FreeAgent Mobile App |
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Lead Capture and Rules-Based Lead Scoring |
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Pipeline and Forecast Management via TimeMachine™ |
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Automation and Process Management |
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24/7 Support and Configuration Assistance |
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Outsourced Sales Operations |
Spreadsheet Import |
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Add from Unstructured Text |
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Sync to Mobile Devices |
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Add from Email Interactions |
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Import from Website |
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Marketing Automation Sequences |
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Auto Assign |
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Automatic Follow-Ups |
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Web Form Builder |
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Add from Email Lead Sources |
Manage Contacts |
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Manage Accounts |
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Manage Opportunities |
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Activity Timelines |
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Next Steps, To-do’s, and Reminders |
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B2B and B2C Capable |
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Single Page Productivity |
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Team Calendar |
Real-time Email Sync |
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Email Templates |
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Bulk Email |
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Opens and Clicks |
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Many Email Platforms |
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Multiple Email Accounts |
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Pair Your Phone Number |
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Call from App |
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Log Call Times and Durations |
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Record Calls |
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Sync Calendar |
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Personal Calendar with Reminders |
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Create Meetings |
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Web Conference Integration |
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Shared Team Calendars |
Native Mobile Apps |
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Mobile Todo List |
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Push Notifications |
Custom Fields |
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Custom Forms |
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Custom Stages |
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Custom Workflows |
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Custom Calculated Fields |
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Custom Apps |
View CRM Data in a Searchable Activity Timeline |
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View CRM data in card, list, or board layouts |
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Rapidly Filter, Sort, and Search |
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Shared Saved Views |
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Pivot Board Layouts |
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Drag and Drop Boards |
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Multiple Pipelines |
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Dashboards |
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Activity Reporting |
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Custom Reports |
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Cycle Time Analytics |
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Age Reporting |
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Scoring |
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Snapshots |
Sales Forecasts |
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Complete Forecast Visibility |
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Territory Management |
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Forecast by Confidence Category |
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Custom Forecast Fields |
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Snapshots |
Track Customer Cases |
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Account 360 |
Projects | ||||
Contracts | ||||
Orders | ||||
Products | ||||
Quotes | ||||
Document Knowledge Management |
Next Steps |
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Access Levels |
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@Mentions |
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Custom Roles |
Personal Themes |
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Brand the CRM |
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Real-time Alerts and Notifications |
Gmail | ||||
Office365 | ||||
Zapier | ||||
Full API Access | ||||
Mailchimp | ||||
Twilio | ||||
Quickbooks | ||||
Clearbit | ||||
Intercom | ||||
Facebook Lead Ads | ||||
LinkedIn Lead Gen Forms |
How-To Content |
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In-App Support |
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Success Plans |
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Custom Onboarding Assistance |
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Dedicated Customer Success Agent |
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Outsourced Sales Ops |

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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Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
