We’ll be at HIMSS Chicago April 18-20 🚀 Visit us at booth 7521!
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. AI Assistant
Uplift your work with generative AI-powered features.
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.
FreeAgent CRM solutions to empower your business.
B2B Sales & Support
Lift your business up out of spreadsheets and email.
CRM for Clinics
Maximized referrals and boosted attendance rates.
CRM for Healthcare
Connect your systems and teams in one holistic workplace.
CRM for MedTech
Accelerate operational efficiency and surface new opportunities.
CRM for Manufacturers
Connect your people, data, and processes for better outcomes.
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.
Lead Management
Capture and track leads integrating them into a single platform. Collaborate with your team to keep on top of lead generation and qualification.
Integrated Lead Capture
Capture leads from your different channels using industry-leading integrations. Build a unique workflow to prequalify your leads and get your sales team qualifying those leads faster. Let the prospects come to you.
A single platform to handle all leads helping cut down on duplicated and manual data entry
Get instant context and view all activities on your leads to know exactly which stage they are in
Channel integration support to make sure that lead generation keeps flowing
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.
Increased visibility into your sales funnel allowing better insight into qualifying leads
Multiple reporting utilities designed to visualize the data you need to streamline your sales funnel
Build dashboards to create data-rich full reports pulling in information from multiple sources that can be shared or printed
Automate your Funnel
Create Automation rules to cut down on conversion times. Get those leads qualified as soon as possible with automated touch-points, and notifications creating consistency in lead experience. Keep your team on top of high-value leads.
Build rules for notifications and assign tasks based on lead status and changes
Automate emails to make sure that leads are prequalified and build a more consistent experience
Use automations for reporting to get the data you need for better forecasting
Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
