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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.
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.
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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