We’ll be at HIMSS Chicago April 18-20 🚀 Visit us at booth 7521!
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.
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.
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.
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.
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.
