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
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
Task Management
Create, assign, complete and track tasks all in one app. Keep your tasks visible and scalable to your needs.
Effortless Tasks Creation
Create tasks easily and quickly. Assign tasks to the right person allowing you to manage your workload easily and more efficiently. Make sure that everyone meets that deadline.
Easy task creation using quick-add, automations, or app actions
Assign tasks to team members and set due dates keeping everyone aligned
View a centralize task list for complete visibility of where your team is currently in their workflow
Automate Task Management
Focus on the important tasks. Automate repetitive tasks saving time and reducing missed opportunities. Make task management work for you.
Update and create tasks as they are triggered based on team activity and scheduling
Cut down on repetitive data entry saving hours per week
Automate Notifications to make sure everyone is on track
Customize your Tasks
Task management unchained. Don’t be trapped by task types that don’t suit your needs. Create new tasks and remove default ones. Truly own task management.
Create custom tasks to better reflect your unique workflows
Add and remove fields and types to make task tracking and reporting more meaningful
Define conditions for tasks that are automatically created by triggers
Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
