Best CRM for
AUTOMATE SALES PLAYBOOKS
No more conflicting information because employees forgot to update the CRM. Set records to update automatically based on triggers.
For example, update Lead to Converted when Opportunity is created. Or, update Customer status to Live when Onboarding is completed.
Want to go beyond the builder? No problem.
Loved by discerning IT teams, FreeAgent Workflow is the easiest-to-use enterprise-grade workflow engine that helps business automate any process.