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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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Opportunity Management
Manage your opportunities across every stage of your sales funnel. Track cycle times, sales, and keep your pipelines in view helping identify new areas of opportunity.
Revenue Visibility
Effectively track the opportunities in your pipeline. Always know the stage and status of your opportunities, and maximize your revenue potential with real-time forecasting. Stay on top of all your sales efforts.
Cut down on cycle-times when your team knows which stage each opportunity is at
Identify KPIs more easily by having actionable insight into your sales pipeline
Activity roll-ups let you keep information visible across multiple apps in the platform
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.
Data-rich reports that give visibility into the full sales funnel
Multiple reporting utilities designed to visualize data and identify where to you can optimize your cycle-times
Build dashboards to create data-rich full reports pulling in information from multiple sources that can be shared or printed
Automate Opportunity Management
Set rules to automate reminders, follow-ups, and stage changes to make sure nothing falls through the cracks. Reach your full revenue potential.
Set automations to keep cycle-times low and alerts to make sure pipeline movement stays flowing
Automate rules for touch-base emails to be sent making sure every opportunity is maximized.
Automate reports so you don't have to go searching for sales results
Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
