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Finally, CRM pricing for
teams of all sizes

Unlimited Users
Per User Pricing

Pop-Us

Transactions
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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.
$29

per month, annual pre-pay
unlimited users

500 transactions/mo
500 transactions/mo 500 transactions/mo
1,000 transactions/mo 1,000 transactions/mo
2,000 transactions/mo 2,000 transactions/mo
5,000 transactions/mo 5,000 transactions/mo
Unlimited Users
Unlimited Apps

Professional

Perfect for teams who want more control and customization.
$295

per month, annual pre-pay
unlimited users

5,000 transactions/mo
5,000 transactions/mo 5,000 transactions/mo
10,000 transactions/mo 10,000 transactions/mo
20,000 transactions/mo 20,000 transactions/mo
Unlimited Users
Unlimited Apps

Enterprise

Completely extensible CRM with enterprise-grade features.

$795

per month, annual pre-pay
unlimited users

Need more than 1M transactions?
No problem! Let’s tailor a plan specifically for your need.
Talk to Sales

20,000 transactions/mo
20,000 transactions/mo 20,000 transactions/mo
50,000 transactions/mo 50,000 transactions/mo
100,000 transactions/mo 100,000 transactions/mo
200,000 transactions/mo 200,000 transactions/mo
500,000 transactions/mo 500,000 transactions/mo
1M+ transactions/mo 1M+ transactions/mo
Unlimited Users
Unlimited Apps

All plans include:

What are Transactions?

Transactions are a unit of activity.

Transactions simply include: Creates & Updates

Compare to user-based Pricing

5 Active Users on Starter plan typically
= $5.80 / user — $19.60 / user

No thanks! I’d rather have Per-User-Pricing →

COMPARE PLANS STARTER PROFESSIONAL ENTERPRISE

Storage

Records

10,000 Records 100,000 Records 2M Records

Personalization

Remove Freeagent branding from Emails, Meeting Invitations

Customize FreeAgent Web UI Logo and Theme

Integration

Zapier

Webhooks

Plug-in Based Integrations Library: Slack, Docusign, SendGrid, Zoom Phone, Ring Central, + more

Direct API access

Security

Role Based Access Control

Undelete Records

Audit Log of Every Change

Set Individual Access

Set Field and Record Level Read and Write Permissions

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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

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:

  • Team A – 5 Active Users, 1 Web Form Integration, Synced Emailing and Calling – 2,000 transactions/month (Starting at $98/month)
  • Team B – 5 Power Users, 25 Light Users, 1 Web Form Integration, Synced Emailing and Calling – 5,000 transactions/month (Starting at $245/month)
  • Team C – Team C – 100 All-Day Power Users, 3 Real-Time High-Volume Integrations: ERP, Logistics Platform, BI platform – 500,000 transactions/month ($6,450/month)

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!

  • FreeAgent is the only CRM with instant ROI, because you only pay for what you use.
  • 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.
  • FreeAgent CRM is easiest to use, easiest to customize, and easiest to integrate.

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.

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.

Lead the way
to a better workday

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

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