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Powerful, easy to use CRM your whole team will love.
Email
Supercharge your company’s most high-leverage channel for selling. Phone
Dial up the wins. Boost sales efficiency and elevate your company’s phone presence. SMS
Enjoy 95% open-rates when you add text messages to your sales toolset. Meetings
Schedule meetings faster and manage them easier. Tasks
FreeAgent helps your team stay on task. Reporting
Finally, reporting you can rely on. Automation
Spend less time on admin and have workdays full of impact.
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.
Learn why 1000’s+ of teams are moving to FreeAgent CRM
Grow your revenue
Increase sales efficiency and scale operations with confidence.
Improve your sales efficiency
Boost cycle times, follow-up and daily rep activity.
Make your number
Convert more leads, crush your quotas, and increase revenue predictability.
Support your customers
Nurture customer-relationships to last a lifetime.
Full-funnel visibility
Gain a 360° view of every account, from new lead to loyal customer.Unlock productivity
Spend less time on admin and have workdays full of impact.Discover the FreeAgent difference
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.
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Account Management
All your account relationships from end-to-end. Track key account data and use a robust reporting system to forecast how best to strategize your next move.
Full Visibility
See every interaction. In-app call and email integration allow for a full history of how, and when, your team is interacting with accounts. Spend less time worrying about missed follow-ups, and more time on what matters.
In-app calls and emails are auto-logged so no missed logging of account interactions
Account activities are shared across multiple apps, meaning better visibility of all account interactions and more seamless hand-offs
Multiple view layouts with a single selection get you the info you need without having to search
Robust Reporting
Data is better visualized. Take advantage of the robust reporting system utilizing 10+ different charting widgets to customize your views and build beautiful data-rich dashboards. Always be in the know.
Multiple reporting utilities designed to visualize the data you need for better forecasting
Build dashboards to create data-rich full reports pulling in information from multiple sources that can be shared or printed
Keep track of key accounts and make sure forecasting tnew oppritunities are as simple as possible
Account Automations
Stay focused on your accounts. Set rules to automate reminders or create notifications for follow-ups making sure no account is missed. Keep the communication flowing.Â
Automate redundant tasks and keep your team aware of account statuses
Utilize automations to create proactive workflows to anticipate account needs
Assign accounts to specific team members automatically to make sure accounts are in the right hands
Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
