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Powerful, easy to use CRM your whole team will love.
Phone
SMS
Meetings
Tasks
Reporting
Automation
AI Assistant
Uplift your work with generative AI-powered features.
Integrations
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.
Resource Center
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Quote Management
Use custom rules, calculations, and data mapping to draft, send, and track quotes. Use customizable quote templates and manage your quoting process from delivery to signature.
Simplified Quoting
Quoting made easy. Generate eye-catching quotes customized for your business at the push of a button.Â
Dedicated Quoting
Dedicated to success. Use a fully-featured quote app that integrates with your product or service catalog seamlessly for complete customization. The powerful quoting features you need.
Customized Templates
Always send the right message at the right time. Contact and product data is filled automatically into your own custom quote templates. Making sure those quotes are flawless.
Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
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