Pop-Us

Contact Management
Eliminate data redundancy and reduce “app-jumping” with simplified tools for contact management. Store all important contact details, communicate efficiently right from the platform and nurture rewarding relationships.
Task Management
Update and create tasks as they are triggered based on team activity and scheduling. Create, assign, complete and track any type of task. Work from a task index to supercharge your productivity and crush your goals.
Account Management
Track all your account relationships from pre-sale to customer and beyond. Store key company information and track key metrics across any organization you do business with.
Opportunity Management
Manage your opportunities efficiently across every stage of your sales funnel. Track cycle times, sales by rep, sales by product and much more. Utilize multiple pipelines and effortless forecasting to help your business generate more revenue.
Lead Management
Capture and track leads from any channel. Automate lead assignments and follow up processes to convert more leads faster. Collaborate with your team to keep on top of lead generation and qualification.
Products Management
Manage your product and/or service catalog, price lists, inventory, promotions and more to drive efficient quoting processes and track product metrics across your business. Keep visibility on all products in your catalog and track product demand and lifecycle.
Quote Management
Generate eye-catching quotes customized for your business at the push of a button. Use custom rules, calculations, product lists and data mapping to draft, send and track quotes more accurately and swiftly than ever before.
Knowledge Management
Manage product and service-related content including help guides, scripts, and knowledge base content. Capture and share information to help build efficiency.
Multi-Channel Communication
Connect seamlessly to the rest of your business’ digital world. Centralize communications across multiple channels such as emails, phone calls, text messages, chat, social platforms and more!
Sales & Marketing
Customer Service
Project Management
IT Management

Pricing for Sales & Marketing

Pricing for Customer Service

Pricing for Project Management

Pricing for IT Managment

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

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

$25
$30

per user / per month
billed annually

per user
billed monthly

FreeAgent Platform
Project Management
Task Management

Agile PPM

most popular

$50
$60

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

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

Success-as-a-Service

Expert guidance in successfully configuring and using FreeAgent. Includes configuring your base App package, setting up custom apps, fields, views, dashboards, and more. Help with data import; even up to 2 Zapier or Postman-supported integrations per year.

$150

$180

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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