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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
Powerful, easy to use CRM your whole team will love
Lift your business up out of spreadsheets and email.
Streamline your processes
Track everything
Automate work
CONVERT MORE LEADS
Better follow-up
Send personalized follow-up first, every time.
Automate lead assignments and sequences.
WIN MORE DEALS
Run your best sales play every time
Reps always know their next steps.
Share email templates and call scripts.
GROW YOUR BUSINESS
Crush your goals
Get more done in less time.
Easily track and report your wins.
10x PRODUCTIVITY
Have success sooner by automating your sales process.
Eliminate repetitive work and run your best plays every time.
Reps always know their next steps.
Share email templates and call scripts.
Supercharge your company’s most high-leverage channel for selling.
LEARN MORE
Phone
Dial up the wins. Your company’s phone presence can impact wins!
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SMS
Boost win rates by 200%. Integrating SMS gives you an edge over the competition.
LEARN MORE
Meetings
Set and manage meetings easier. Tracking team meetings can be the best leading indicator on hitting goals.
LEARN MORE
Tasks
Boost productivity. FreeAgent helps your team stay on task.
LEARN MORE
Reporting
Supercharge your company’s most high-leverage channel for selling.
LEARN MORE
Automation
Have success sooner by automating your sales process. Eliminate repetitive work and run your best plays every time.
LEARN MORE
Speed up sales cycles
Beat the competition every time.
Rep productivity skyrockets with auto-responders, automatically personalized templates and automated task assignments.
Empower your team
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.
Improve sales outcomes
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.
Automate your sales playbook
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.
Quantity meets quality when you sell with FreeAgent CRM
Quantity
10X sales activities.
Convert more opportunities.
Automate follow-ups and sales playbooks.
Auto-assign tasks based on triggers.
Celebrate and motivate with sales activity leaderboards.
Quality
Enforce best practises.
Easily coach emails and calls.
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.
Hear from our customers
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