Pricing for Customer Service
Pricing for Project Management
Pricing for IT Management
All plans include:
|10,000 Records||100,000 Records||2M Records|
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.
Optimize any process, reduce admin work, and have workdays full of impact.
Task & Activity Management
Create, assign, prioritize, complete and track tasks of any type across your organization.
Tailor every aspect of the system so it fits your business perfectly.
Every member on your team can optimize the system for their own tip-top performance.
Standardize, enforce, and optimize how work is done.
Boost your efficiency and magnify your impact by eliminating repetitive work.
Track and monitor key metrics across your organization.
Define teams, roles and access controls to govern what team members can see and what they can do.
FreeAgent connects easily to your digital world.
Frequently Asked Questions
Transactions are a unit of activity.
Transactions simply include: Creates & Updates
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. 🙂
We understand that setting up the CRM may take a lot more usage/transactions than your team’s typical daily use. Every subscription comes with unlimited transactions for the first 30 days so you can unleash your implementation. Customize, configure, and create your best virtual home for your team, on us.
Automations are a great way to save time! Transactions for automation runs are counted just as if you performed those tasks manually – no more, no less.
Importing data, such as contacts, accounts, and more does not count against your transactions.
Yes! You can change your edition at your next renewal date.
You can cancel the renewal of your plan at any time for any reason.
Yes, your subscription will automatically renew at your renewal date. However, you can cancel the renewal of your plan at any time for any reason.
No. Your monthly transactions amount will reset at your monthly renewal date. If you find you don’t need as many transactions as you expected, you can change your edition at your next renewal date.
The best way is to get started with the FreeAgent Starter plan and try it out with your team. Many businesses are surprised to learn that even though they have a lot of users, some are very light users. Here’s some examples of common usage levels a company might consume each month based on how they use FreeAgent:
Need more than 1M transactions? No problem! Explore customized enterprise plans with volume discounting and get a personalized demo with a product expert. Let’s tailor a plan specifically for your needs. Talk to Sales
No! You will only be charged for your subscribed pricing plan. If you exceed your monthly transactions, you’ll have the option to upgrade to another pricing plan at any time, but you will never be required to. Your monthly transactions amount will reset at your monthly renewal date.
You’ll receive an alert when you’re nearing your transaction limit. You’ll have the option to upgrade to another pricing plan at any time, but you will never be required to. If you choose to wait until your transactions reset, you will not be able to transact in the CRM in the meantime, but none of your data or setups will be lost. Your monthly transactions amount will reset at your monthly renewal date.
Yes! You can monitor your usage and set limits to control your costs.
Your monthly transactions limit will reset monthly, 30 days from your subscription start date.
Yes! You can view your Customer Usage Dashboard anytime.
We’re glad you asked!
With FreeAgent, you’ll enjoy exceptional in-app live-chat support as well as email support with outstanding ticket resolution times. For setup and features questions, utilize our handy Help Center and in-product tours and tool-tips.
You can! FreeAgent connects easily to your digital world. Learn More
A visual, intuitive user experience that drives sky-high team adoption —
Up and running
in < 30 days
While traditional CRM averages 6 months, FreeAgent begins working for you immediately.
to work your way
An infinitely extensible platform at your fingertips. Powerful code-free customization for your business’ unique needs.
Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.