We’ll be at MD&M Minneapolis Nov 2-3 🚀 Visit us at booth 3419!
Solutions for the new world of work
Increase sales efficiency and scale operations with confidence.
Boost cycle times, follow-up and daily rep activity.
Convert more leads, crush your quotas, and increase revenue predictability.
Nurture customer-relationships to last a lifetime.
Learn more about SOLUTIONS
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Lead the way to a better workday
Talk to a CRM expert and unleash your team’s potential.
Platform Features
Optimize any process, reduce admin work, and have workdays full of…
Create, assign, prioritize, complete and track tasks of any type.
Tailor every aspect of the system so it fits your business perfectly.
Every member on your team can optimize the system for their own…
Standardize, enforce, and optimize how work is done.
Boost your efficiency and magnify your impact by eliminating…
Track and monitor key metrics across your organization.
Define teams, roles and access controls to govern what team…
All your teams and tools together.
Leading the way to a better workday
It all starts with freedom.
Be a part of a winning team on a mission to improve lives.
Leading the way to a better workday.
EXPLORE MORE COMPANY FEATURES
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.
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.
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.
Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
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