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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
Spend less time on admin and have workdays full of impact. Automation
Spend less time on admin and have workdays full of impact.Learn more about OUR PRODUCT
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.Learn more about SOLUTIONS
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.
14 Days left
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
Provide accurate and consistent quotes every time
One-touch PDF generation for fast quote delivery
Electronic signature capture integrated for easy quote finalization with DocuSign
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.
Utilize in-app integration lines to keep quotes consistent with inventory across multiple apps
Set automation rules and tasks for follow-ups and keep on track to closing the sale
Build out sophisticated quoting features and calculations with fully personal customization
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.
Insert tags in your template to allow for contact and other data to be automatically inserted into the quote
Eliminate tedious data entry saving your team significant hours a week
Remove human error with automatically calculated costs
Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
