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Additional
Additional
Additional
Additional
Records
A Record is anything you store in your CRM. The most obvious Records are Contacts, Accounts, Opportunities, Tickets, Projects, Products, Notes, Attachments, Call Records... etc. Because FreeAgent is so customizable your Records could be Physicians, Facilities, Labs, Agencies, Donors, Pets... you name it. Literally. 🙂
Unlimited Users
FreeAgent is the only CRM offering unlimited users, forever. So you can bring your whole team together. Even Gary, who just logs in to view the weekly report. And Jenna, who justs wants to see what ever happened to those leads she handed off to sales. And your super users? They're free, too.
Unlimited Apps
FreeAgent CRM comes with common Apps out of the box: Contacts, Accounts, and Opportunities. You can change/rename these apps to suit your unique business, and you can create unlimited new Apps, including Custom Apps.

Pricing for Customer Service

Pricing for Project Management

Pricing for IT Management

MONTHLY
ANNUAL

HIPAA-COMPLIANT

|

ISO 27001

|

Starter

Everything you need to grow your business.
$35
$45

per user / per month
billed annually

per user
billed monthly

→ Try for Free    

Professional

Perfect for teams who want more control and customization.
$75
$90

per user / per month
billed annually

per user
billed monthly

Enterprise

Completely extensible CRM with enterprise-grade features.

$100
$120

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

All plans include:

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

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Custom Enterprise Plan

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.

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

CONNECTED

Integrations

FreeAgent connects easily to your digital world.

Office 365

Mailchimp

Zapier

Twilio

Google
Workspace

Lead the way
to a better workday

Connect with our CRM experts to
unleash your team’s potential.

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