Lead the way to a better workday
Talk to a CRM expert and unleash your team’s potential.
Work more collaboratively to get more done
Everything in one, happy place
Feature Categories:
FreeAgent is trusted by the world’s most productive teams
We design software that transforms the way teams collaborate, grow revenue and communicate with customers.
Pricing
Flexible, predictable, scalable.
Contact Management
per user / per month
billed annually
per user
billed monthly
Contact Management
Task Management
Multi-Channel Communication
B2B Sales
most popular
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
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
FreeAgent can help
Help Desk
per user / per month
billed annually
per user
billed monthly
FreeAgent Platform
Ticket Management
Task Management
Multi-Channel Communication
B2B Customer Service
most popular
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
per user / per month
billed annually
per user
billed monthly
FreeAgent Platform
Project Management
Task Management
Agile PPM
most popular
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
per user / per month
billed annually
per user
billed monthly
FreeAgent Platform
Incident Management
Problem Management
Change Management
Task Management
Multi-Channel Communication
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
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
Form Sections
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
Lock After Create
EFFICIENCY
Automations
Boost your efficiency and magnify your impact by eliminating repetitive work.
App Actions
Automated Assignments
Condition-based Automations
Automated Emails
INSIGHT
Reporting
Track and monitor key metrics across your organization.
Dashboards & Dashlets
Widgets
Dot.Walking
Cycle Time Analytics
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
FreeAgent Success Story
CONNECTED
Integrations
Connect seamlessly to the rest of your business’ digital world.
Office 365
Mailchimp
Zapier
Twilio
Google
Workspace
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
Premium Support
Up to 5 hours per month for personalized help on implementing the FreeAgent software and configuring it to maximize value to your organization.
$100
$120
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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Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
Get Started
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