B2B Sales & Marketing

CRM for Clinics

Free

Perfect for small teams implementing CRM for the 1st time

^$0

/ 5 users

free forever /
no credit card or commitment required

FREE FOREVER

Plan includes…

Patients, Cases, Providers, Partners, Clinics, and Tasks Apps.
Contact, Account, Deal & Pipeline Management, Quoting & Ticketing Apps
Task Management & Reminders
Automatic Email Sync & Calendar Management
Integrate with 1000s of other systems via Zapier

See Features →

Team

Everything you need for a small business CRM

^$28

/ user

^$60

/ user

$84 per month /
pay upfront, commit annually

$300 per month /
pay upfront, commit annually

EVERYTHING IN

Free, plus...

Up to 25 Automations
Automation Runs / Log
Custom Notification Builder
Custom App Actions
Webforms
Webvites
Delete Log + Undelete
HIPAA

See Features →

Pro

Ideal for small and mid-size organizations looking for power and productivity

^$60

/ user

^$90

/ user

$180 per month /
pay upfront, commit annually

$450 per month /
pay upfront, commit annually

EVERYTHING IN

Team, plus...

Up to 5 Custom Apps
Up to 300 Automations
Inbound and Outbound Calling & SMS via VoIP Partners
Out-of-the-box Integrations
Self-Service Support Portal
AI Assistant / Co-Pilot
Webhooks, Email Domain & Website Tracking
Duplicate Prevention
Audit Log of Every Change
Custom UI Pages and Sites
Remove FreeAgent Branding
HIPAA + BAA Included

See Features →

Enterprise

Completely extensible CRM with F500 enterprise-grade features

EVERYTHING IN

Pro, plus...

Unlimited Custom Apps
Unlimited Automations + Actions
Unlimited Advanced Workflows
AI-Based Lead and Deal Scoring
Out of the Box IPaaS Integration Service
Direct API Access
Dedicated Account Manager

See Features →

Try the FreeAgent platform for free

All plans include:

HIPAA-COMPLIANT

ISO 27001

HIPAA-COMPLIANT

ISO 27001

FREE

TEAM

PRO

ENTERPRISE

Main Features
All-in-One: Contacts, Accounts, Deals, Tickets, Projects, and Quotes Manage Contacts, Accounts, Deals, Tickets, Projects, Quotes and more in one happy place.
All Activities: Tasks, Emails, Phone Calls, Texts, Notes, and Attachments All activities are automatically and neatly organized within all of your apps.
Self-Service Support Portal** Manage your customer support inquires within a personalized Self-Service Support Portal.
Custom Apps* Customize your apps to fit your business. You can also create apps from scratch.			Up to 5 Custom Apps*	Unlimited
Email Features
Automatic 2-Way Sync with Gmail, Outlook, Exchange (Real-time) Seamlessly pair Gmail, G Suite, and Outlook or Office 365 within a few clicks.
Auto-log emails to Contacts, Accounts, and Deals Automatically capture and log all inbound and outbound emails.
Visual no-code Automation Builder* Create custom automations easily using a simple, visual automation builder.
Automated Email Sequences with smart-field personalization* Send emails automatically based on triggers such as account status, website engagement, form fields, and more.
Share Email Templates with your team Build high-performing email templates, share them through folders, and easily access them from every app.
Drag-n-Drop Email Visual Designer Use a drag-and-drop builder to create beautiful email templates.
Email Open-Click Notifications (Real-Time) Get notified instantly when prospects open your email so you can perfectly follow up.
Email Template effectiveness reporting See email activity by rep, by team, or company-wide.
Bulk Email Blasts with smart-field personalization Send email campaigns quickly to 1000's of contacts. Personalize with merge tags, automations, and follow-ups.
Call Features
Fully-integrated Outbound Calling Make calls directly from FreeAgent in your browser or mobile app.
Auto-log calls to Contacts, Accounts, and Deals Enable automatic call logging as well as turn on recordings and transcriptions.
Call duration & outcome reporting Auto-capture call duration, talk ratios, and timestamp on every call.
Call recording Improve and access data faster with call recordings and sales activity reporting.
Searchable call transcriptions Easily access call transcriptions without any extra setup and better reporting.
SMS/Text Messaging Features
Send and receive SMS (including images) Send and receive SMS/text messages directly from FreeAgent on your browser or mobile app.
Auto-log texts to Contacts, Accounts, and Deals FreeAgent neatly organizes all texts for every contact for a complete chronological relationship history.
Bulk SMS Blasts with smart-field personalization Send personalized SMS/text messages to hundreds of chosen contacts with a single click.
Automated SMS Sequences with smart-field personalization Set a series of text messages to send based on the triggers you set.
Tasks & Productivity
Personal page with your tasks, notifications and calender Open and work your task list from any page in FreeAgent.
Automatic Task context for Contacts, Accounts, Deals & Projects* Easily glance related records and relevant information without leaving your task list.
Automatic Task assignment based on triggers Auto-prioritize your task list based on events that you decide are important.
Flip your real-time Notifications into Tasks with 1-click Flip your real-time notifications into tasks with 1-click, so you can stay on top of everything even as new work comes in.
1-Click to Call, Email, or Text* Action email, phone, and other tasks with a single-click.
Quick-create tasks from any page Add a new task to your list in seconds. Add details or keep it simple.
Live feed all activities across your team (real-time) Watch work getting done in real-time and view all your team activity and customer interactions.
Custom Notifications Create custom notifications and manage events such as new leads, task assignments, upcoming deadlines, important updates and more.
Reminders and escalation rules for overdue Tasks Receive notifications when a task has an upcoming due date. Get alerts for missed follow-ups.
Snooze reminders Set and snooze reminders to suit your own workday.
Personalization
Webforms Design and deploy custom webforms, empowering your organization to capture valuable information from your website and send it to FreeAgent directly
Remove FreeAgent branding from Emails, Meeting Invitations Create and personalize signatures to use in emails you compose within FreeAgent.
Brand FreeAgent with your Logo and Theme Define your own theme to match your organization's logo and brand.
Custom Branded Login Page Customize your login page to match your organization's logo and brand.
Custom UI Pages and Page Builder Create custom pages in FreeAgent for individuals, teams, or your entire user base.
Custom Sites Create and manage custom menu layouts tailored to different user roles or preferences, enhancing usability and control for customers.
Management Reporting
Custom Dashboards and reports Create and customize dashboards with a collection of charts to track essential metrics.	Unlimited	Unlimited	Unlimited	Unlimited
Out-of-the-box reports included for sales, marketing, ticketing, + Built-in templates for Dashboards and Views for Contacts, Accounts, Deals, Tickets, and more.
Customer acquisition and retention reporting Track every stage change for customer acquisitions and pipeline. View linked deal activity.
Sales team performance reporting Compare performance by rep / month / lead source, + Compare performance to goals by team or time period.
Sales team productivity reporting Compare # activities by rep / day / type (calls/emails/meetings), + Provide individual rep dashboards to track activity and performance.
Pipeline, revenue & cycle time reporting Track pipeline and revenue achievements by sales rep, team, marketing channel, industry, or any other dimension.
Schedule recurring report snapshots and distribute via email Schedule a snapshot of a report to generate and send on a regular basis. Send auto-email reports to a custom list.
Custom UI Widgets Design and configure custom UI widgets to enhance your CRM and reporting experience.
Meetings
Team Calendar Visualize team members availability and agendas for easier scheduling.
Automatic 2-way sync to Google Calendar or Office Calendar Works seamlessly with Google Calendar and Office 365 Calendar.
Automately log meetings to Contacts, Accounts, and Deals Set meeting tracking to update automatically based on triggers.
Convenient scheduling of team members Schedule meetings quickly knowing the availability of all key people.
Track and report on Meeting outcomes Analyze meeting outcomes by rep, channel, industry, or any other dimension.
Webvite Schedule Meeting email link Send out personalized meeting invites for the recipient to choose a date and time for the meeting.
Automating Work
Visual no-code Automation Builder* Create custom automations easily using a simple, visual, no-code automation builder.		Up to 25 Automations*	Up to 300 Automations*	Unlimited
Automate lead capture, lead assignment, and lead followup Route leads and inquiries to the right agent automatically based on rules you set.
Automatically assign tasks per stage Progress deals and projects through stages automatically when certain conditions are met.
Automatically assign tasks from triggers Setup a task series based on triggers, such as a new lead assignment, to play out over weeks.
Automate account followup Trigger reminders and alerts based on conditions such as "no interactions" or "after 24 hours".
Automation Runs Access details of all the automations that have been launched to stay informed on their statuses.
Automate email, call, and text campaigns to prospects and customers Send email, call, and text campaigns automatically based on triggers.
AI Assistant / Co-Pilot
Create and Update Records Create and update records through a simple command. Example: Update 'Acme' deal to stage closed one.
Build Reports Build custom reports through a simple command. Example: show me a bar chart of all contacts grouped by contact stage and contact owner.
Navigate the CRM Navigate the records in FreeAgent CRM through a simple command. Example: Go to record John Doe.
AI-Based Lead and Deal Scoring Score your data based on your criteria, such as emails, phone calls, industry, or other specific information.
Integrations
Connect to 1000's of other systems via Zapier Zapier is a user-friendly integration tool in which you can connect FreeAgent CRM to thousands of loved applications.
Gmail, Outlook, Exchange Email Integrations Pair your email account with FreeAgent in a few clicks. Just log in and start emailing your contacts directly from FreeAgent.
Google and Microsoft Calendar Integrations Pair your Google and Microsoft accounts directly with FreeAgent to sync your calendar.
Mailchimp Integration Create targeted email campaigns, sync contacts from FreeAgent, and import email campaign reporting.
Twilio Integration for Voice, SMS/Text Enabling Twilio with a few clicks allows you to make calls natively in FreeAgent.
Sendgrid Integration for Bulk Email Maximize your email's inbox placement and ensure deliverability through Sendgrid.
DocuSign Integration Send a quote or order for e-signature with a single click through direct integration with DocuSign.
Quickbooks Online Integration Click a button to auto-create an invoice in QBO that matches the information on your quote.
Slack Integration Through direct integration with FreeAgent CRM, you can easily share CRM status and deals stage updates, new leads alerts, and more.
Google Maps Integration Configure and enable using Google Maps directly in FreeAgent.
IMAP Email Integration Pair your IMAP account with FreeAgent in a few clicks using your IMAP email, password, and incoming and outgoing server information.
Webhooks With Low-Code Integrations via Webhooks integrate FreeAgent CRM with all of your favorite tools.
Website Tracking Enable website tracking to access website analytics directly in FreeAgent with a custom script.
Direct API access There are more ways to integrate FreeAgent CRM with all of your favorite tools. With FreeAgent’s robust Open API, the possibilities are endless.
Out-of-the-Box IPaaS Integration Service Out-of-the-Box integrations are pre-installed and ready to roll, just login through FreeAgent and go.
Security and Permissons
Undelete Records Review the list of deleted records and select those you want to restore.
Set Individual Access Have control of what users can and can't do with an application on a per-field or per-record basis.
Create App Actions Configure various actions that can be triggered within an app with a click.
Configure Related Lists Structure the way you display and manage related records associated with a record within an app.
HIPPA FreeAgent is compliant with the Health Insurance Portability and Accountability Act (HIPAA). Protecting sensitive healthcare information.
HIPPA + BAA Included A business associate agreement establishes a legally-binding relationship between HIPAA-covered entities and business associates to ensure complete protection of PHI.
Configure sub-applications using Lines Create custom modules, extensions, or integrations tailored to specific business needs or industry requirements.
Duplicate Prevention Maintain data integrity and cleanliness by preventing the creation and updating of duplicate records
Audit Log of Every Change Keep track of all the changes made into a single record on any of your Apps.
Advanced Permissions: Role Based Access Control All of our platform configurations can be customized to apply to specific sets of roles.
Set Field-Level Permissions Access and modification operations can be controlled for sensitive data within records themselves.
Go Live Quickly
Pre-configured Contacts, Accounts, Deals, Quotes, Tasks, and other Apps Start making the most out of FreeAgent CRM with just a few clicks and by using the pre-configured apps.
Out-of-the-box sales dashboards and reports Built-in templates for Dashboards and Views for Contacts, Accounts, Deals, Tickets, and more.
Out-of-the-box email templates you can adapt for your business Take advantage of proven high-performing email templates built-in to FreeAgent's email template library.
Easy setup wizards for email pairing, calendar, phone, and text integrations Easily link your favorite email, calendar, phone, and text apps to FreeAgent CRM.
Future Proof
Frequent updates and enhancements to the platform included Monthly product updates and new features designed for our customer constantly evolving needs.
Easily customizable to meet the needs of your business FreeAgent CRM allows you to fully customize your experience so that it fits your process.
Integrate easily with the tools you already use FreeAgent CRM offers a number of Out-of-the-Box integrations with popular software.
#1 Top-Rated Support
Knowledge Base AI Assistant Finding the answers to your questions faster. Finding the answers to your questions faster.
Help Center with easy-to-follow guides, videos, and walk-throughs Exceptional Help Center guides with videos, in-app tool tips, and walk-throughs will get you up and running in no time.
Weekly Live Customer Webinars Our expert team will introduce new features and answer customer questions on any topic Our expert team will introduce new features and answer customer questions on any topic.
Ticket Support Portal Admins can utilize the FreeAgent support portal to log support issues, check issue status, and provide supplemental support information to the FreeAgent team to get support quickly.
30-Day Onboarding available Dedicated in-house onboarding specialist will get your team up and running quickly.
Professional Services available Our premium internal agency is available for custom integrations / customizations Our premium in-house professional services is available for custom integrations / customizations.
Dedicated Account Manager With dedicated in-house support, your dedicated Account Manager will ensure you’re set up for success.

* Usage / feature limitations for select plans.

** Additional costs associated, contact sales to learn more.

B2B Sales & Marketing

CRM for Clinics

Free

FREE FOREVER

Plan includes…

Team

EVERYTHING IN

Pro

EVERYTHING IN

Enterprise

EVERYTHING IN

Try the FreeAgent platform for free

Begin your journey today and discover the impact of FreeAgent CRM

30-minute demo where you see FreeAgent CRM in action.

Unlock the essential FreeAgent CRM features at no cost.

B2B Sales & Marketing

CRM for Clinics

Free

FREE FOREVER

Plan includes…

Team

EVERYTHING IN

Pro

EVERYTHING IN

Enterprise

EVERYTHING IN

Try the FreeAgent platform for free

Begin your journey today and discover the impact of FreeAgent CRM

Get Started with FreeAgent CRM

30-minute demo where you see FreeAgent CRM in action.

Unlock the essential FreeAgent CRM features at no cost.

Welcome to FreeAgent CRM Free Edition

Link your email to begin

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