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Powerful, easy to use CRM your whole team will love.
Phone
SMS
Meetings
Tasks
Reporting
Automation
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
Unlock productivity
Learn more about SOLUTIONS
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Streamline your processes
Track everything
Automate work
CONVERT MORE LEADS
Send personalized follow-up first, every time.
Automate lead assignments and sequences.
WIN MORE DEALS
Reps always know their next steps.
Share email templates and call scripts.
GROW YOUR BUSINESS
Get more done in less time.
Easily track and report your wins.
10x PRODUCTIVITY
Eliminate repetitive work and run your best plays every time.
Reps always know their next steps.
Share email templates and call scripts.
LEARN MORE
Dial up the wins. Your company’s phone presence can impact wins!
LEARN MORE
Boost win rates by 200%. Integrating SMS gives you an edge over the competition.
LEARN MORE
LEARN MORE
LEARN MORE
LEARN MORE
LEARN MORE
Beat the competition every time.
Rep productivity skyrockets with auto-responders, automatically personalized templates and automated task assignments.
Eliminate admin work, manual updates, and all of the blah — so your team can focus on what matters.
Emails, calls, attachments, notes, quotes and more — automatically and neatly organized in customer records.
Track and celebrate all sales activities (calls, emails, meetings) that lead to wins.
Foster a high-five culture and share gamified goal-tracking across your sales team.
Team and individual scoreboards ands targets help teams stay on track and forecast performance.
Auto-assign tasks based on triggers, like incoming leads, email opens or account status changes.
Route leads and inquiries to the right agent automatically based on rules.
Attach email templates and phone scripts to tasks automatically. Enable faster follow-up and get automatic reporting on what's working best.
Automate repetitive tasks like follow-up emails/texts after a call so reps can move onto the next call quicker, while impressing prospects with professional follow-ups every time.
Automate follow-ups and sales playbooks.
Auto-assign tasks based on triggers.
Celebrate and motivate with sales activity leaderboards.
Automatically track emails, calls and meetings, complete with recording, transcriptions and talk % ratios.
Get alerts for missed follow-ups.
Arm your team with templates and call scripts.
TEAMS LOVE FREEAGENT
Easiest to use
A visual, intuitive platform with sky-high team adoption and user-ratings. We want you to enjoy your workdays.
INSTANT VALUE
Easiest to setup
While traditional CRM implementations take months, FreeAgent begins working for you immediately.
LOW-CODE / NO-CODE
Easiest to customize
You're never boxed in. Easily tailor FreeAgent CRM for your unique business. Create custom apps, rename everything, and eliminate "CRM clutter" to only see what's important to your team.
Having FreeAgent means we're able to have more revenue with less employees. Way more efficiency in the sales process. Our salespeople can communicate with more customers per day than was possible before, manage more accounts, with even better quality interactions and higher revenue outcomes.”
+250%
revenue / employee
FreeAgent sped up all of our cycle times dramatically which really impacted our company growth. Our team likes to use it because it makes their workday easier, they feel connected to their team, and it’s nice to look at. ”
3x
faster cycle times
FreeAgent organizes all of our tasks and sets up the workday for myself and everyone on the team. We just log in and GO. FreeAgent ensures we deliver on our commitment to our customers. The dashboards allow me to track thousands of data points and compile them in an easy-to-digest format, easy to share with my team and stakeholders.”
Our team activity levels in the first month with FreeAgent were 30% higher than before, and that translates to revenue. It’s been an immediate and resounding success. FreeAgent makes my sales team look better. It gave us differentation and made us more competitive in our market.”
+30%
sales productivity
With FreeAgent, we have a level of visibility that we didn’t have with our previous CRM. Our sales rep love FreeAgent and the mobile app. And because they like to use it, the reporting is automatic and incredibly informative. We love our beautiful dashboards.”
+37%
increase in revenue
FreeAgent has allowed us to streamline our processes. It’s freeing up a couple of hours a day for everybody, and it’s also allowing us to be more consistent and targeted. The visibilty it provided has allowed us to improve our business and scale more rapidly.”
300%
increase in conversions
With FreeAgent, we now truly understand the impact of different business channels. It has helped our team get true visibility and share all the work we’ve done with other departments and the board.”
3x
faster response times
With FreeAgent, we were able optimize our sales process, and take advantage of insights to deliver a consistent, high-performing message across our market. The gained visibility into customer interactions was a game changer. Our staff is empowered to serve our customers more efficiently and independently.”
200%
increase in conversions
The visibility provided by FreeAgent has been incredible. We can track all of our orders by stage and see them progress in real-time. That helps us stay on track and offer accurate updates to our clients. It's extremely easy to use, and allowed us to bring our marketing campaign management into the same platform. An amazing tool for organizing your entire business — highly customizable and inexpensive.”
FreeAgent is so much more than sales. We manage our inventory, vendors, and customers all within the same platform. What’s more, it's all connected in a centralized hub, allowing us to get a full picture view of our operations. We love automations and how easily we can customize. Our customer relationships have THRIVED.”
We’ve been using FreeAgent for 3 years, and we've seen faster cycle times and have more happy customers. FreeAgent has been a contributing factor for sure in our exponential q/q growth. It’s really helped us grow our business.”
3x
faster cycle times
Having FreeAgent means we're able to have more revenue with less employees. Way more efficiency in the sales process. Our salespeople can communicate with more customers per day than was possible before, manage more accounts, with even better quality interactions and higher revenue outcomes.”
+250%
revenue / employee
FreeAgent sped up all of our cycle times dramatically which really impacted our company growth. Our team likes to use it because it makes their workday easier, they feel connected to their team, and it’s nice to look at. ”
3x
faster cycle times
FreeAgent organizes all of our tasks and sets up the workday for myself and everyone on the team. We just log in and GO. FreeAgent ensures we deliver on our commitment to our customers. The dashboards allow me to track thousands of data points and compile them in an easy-to-digest format, easy to share with my team and stakeholders.”
Our team activity levels in the first month with FreeAgent were 30% higher than before, and that translates to revenue. It’s been an immediate and resounding success. FreeAgent makes my sales team look better. It gave us differentation and made us more competitive in our market.”
+30%
sales productivity
With FreeAgent, we have a level of visibility that we didn’t have with our previous CRM. Our sales rep love FreeAgent and the mobile app. And because they like to use it, the reporting is automatic and incredibly informative. We love our beautiful dashboards.”
+37%
increase in revenue
FreeAgent has allowed us to streamline our processes. It’s freeing up a couple of hours a day for everybody, and it’s also allowing us to be more consistent and targeted. The visibilty it provided has allowed us to improve our business and scale more rapidly.”
300%
increase in conversions
With FreeAgent, we now truly understand the impact of different business channels. It has helped our team get true visibility and share all the work we’ve done with other departments and the board.”
3x
faster response times
With FreeAgent, we were able optimize our sales process, and take advantage of insights to deliver a consistent, high-performing message across our market. The gained visibility into customer interactions was a game changer. Our staff is empowered to serve our customers more efficiently and independently.”
200%
increase in conversions
The visibility provided by FreeAgent has been incredible. We can track all of our orders by stage and see them progress in real-time. That helps us stay on track and offer accurate updates to our clients. It's extremely easy to use, and allowed us to bring our marketing campaign management into the same platform. An amazing tool for organizing your entire business — highly customizable and inexpensive.”
FreeAgent is so much more than sales. We manage our inventory, vendors, and customers all within the same platform. What’s more, it's all connected in a centralized hub, allowing us to get a full picture view of our operations. We love automations and how easily we can customize. Our customer relationships have THRIVED.”
We’ve been using FreeAgent for 3 years, and we've seen faster cycle times and have more happy customers. FreeAgent has been a contributing factor for sure in our exponential q/q growth. It’s really helped us grow our business.”
3x
faster cycle times
DISCOVER CUSTOMER STORIES
200% increase in conversions
3x faster cycle times
10x positive customer interactions
“FreeAgent has for sure been a contributing factor in our exponential q/q growth. It really is the gold standard of CRM, especially for medtech companies.”
+250% revenue/employee
Rep onboarding decreased 30 days
100% team adoption
“Having FreeAgent means we’re able to have more revenue with less employees. There’s so much more efficiency in the sales process.”
3x faster response times
10+ employee hours saved/week
2x faster employee onboarding
“With FreeAgent, we now truly understand the impact of different business channels. It has helped our team get true visibility.”
Easy to setup
Easy to Use
Easy to customize
Easy to integrate
Amazing Support
Secure + HIPAA
Mobile CRM
Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls
Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls
Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls
Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls
Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls
Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls
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