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.

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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.

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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.

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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.

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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.

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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.

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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.

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Knowledge Management

Manage product and service-related content including help guides, scripts, and knowledge base content. Capture and share information to help build efficiency.

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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!

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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

per user / per month
billed annually

FreeAgent Platform →

Contact Management

Task Management

Multi-Channel Communication

B2B Sales

most popular

$50

per user / per month
billed annually

FreeAgent Platform

Project Management

Task Management

Account Management

Demand Management

Idea Management

Release Management

Ticket Management

Multi-Channel Communication

IT Management

$75

per user / per month
billed annually

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

Kanban Boards

See all features

VISIBILITY

Task & Activity Management

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

Activity Timeline

@mentions

Reminders

See all features

ADOPTION

Customization

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

Custom Fields and Stages

Corporate Branding

Menu Items

Form Sections

See all features

ENJOYMENT

Personalization

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

Personal Themes

Homepages

Favorites

See all features

CONTROL

Process Management

Standardize, enforce, and optimize how work is done.

Custom Stages

Required Fields

Approval Workflows

Lock After Create

See all features

EFFICIENCY

Automations

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

App Actions

Automated Assignments

Condition-based Automations

Automated Emails

See all features

INSIGHT

Reporting

Track and monitor key metrics across your organization.

Dashboards & Dashlets

Widgets

Dot.Walking

Cycle Time Analytics

See all features

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

See all features

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.

Office 365

Mailchimp

Zapier

Twilio

Google
Workspace

Explore all integrations

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

per user / per month
billed annually

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

per user / per month
billed annually

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

per user / per month
billed annually

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

per user / per month
billed annually

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

per user / per month
billed annually

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

per user / per month
billed annually

Mailchimp

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

$25

flat monthly
billed annually

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

flat monthly
billed annually

Okta SSO

Integrate OKTA into FreeAgent for full corporate SSO login capabilities.

$250

flat monthly
billed annually

Task and Activity Management

Max Storage

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

$1000

flat monthly
billed annually

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

flat monthly
billed annually

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.

LEARN MORE ABOUT PLATFORM FEATURES

Frequently asked questions

What payment methods do you accept?

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

When am I billed by FreeAgent?

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Can I create a custom bundle?

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Can I create a custom bundle?

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to a better workday

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unleash your team’s potential.