We’ll be at HIMSS Chicago April 18-20 🚀 Visit us at booth 7521!
FreeAgent CRM solutions to empower your business.
B2B Sales & Marketing
Lift your business up out of spreadsheets and email.
B2B Customer Service
Maximize your team’s efficiency and enhance customer satisfaction.
CRM for Clinics
Boost attendance rates, and maximize your referral network.
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.
In-House Services
Delivering lasting value from start-up to success.
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.
Webforms
Deploy webforms and capture data in your CRM instantly.
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.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.
Project Management
Track project details from stakeholders, milestones, attachments, and interactions. Empower your team to deliver exceptional results for projects across your business.
Track Team Activities
Everything in one place. Track team activity with phone and email pairing, Get visibility of call volume, email sends, and project notes. Make sure effort meets success.
Keep communication in a single app to easily track performance
Activities are logged and time-stamped for seamless collaboration
Better visibility of team tasks and project timelines for improved team efficiency
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.
Reports are populated automatically in-app and are updated in real-time reducing time spent on report generation
Build dashboards to visualize team activities and get instant insights into the full scope of team efforts
Share reports organization wide with one-button PDF generation making sure internal stakeholders are aware of project successes
Project Automation
Focus on the important things. Automate notifications, tasks, and rules for assignment within your projects, meaning more consistency with day-to-day activities. Get those easy wins automatically.
Automate Notifications to make sure that team members are on top of timelines and meet sales quotas
Set automatic report generation to get timely insights into project progress
Use integration with Zapier for flawless 3rd-party integration of almost any app your business needs
Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
