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FreeAgent CRM solutions to empower your business.
B2B Sales & Marketing
Lift your business up out of spreadsheets and email.
B2B Customer Service
Maximize your team’s efficiency and enhance customer satisfaction.
CRM for Clinics
Boost attendance rates, and maximize your referral network.
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.
In-House Services
Delivering lasting value from start-up to success.
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.
Webforms
Deploy webforms and capture data in your CRM instantly.
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.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.
Best CRM for
Automating Work
Have success sooner by automating your sales process. Eliminate repetitive work and run your best plays every time.
Let your team focus
Standardize your processes
Enforce quality follow-up and best practises to improve your customer relationships
Enhance CRM hygiene and data quality
POPULAR FEATURES
Visual Automation Builder
Create custom automations easily using a simple, visual automation builder.
Select any trigger
Add any action
Set any conditions
Routing and Assignments
Route leads and inquiries to the right agent automatically based on rules.
Integrate your favorite tools
Automate streamlined flows that include external apps. Reduce the number of paid licenses required for common workflows with integrated software.
Custom Buttons
Add custom buttons to any app to trigger an automation. Remove clicks from important actions. Make your CRM your own.
Automate Stages
Progress deals and projects through stages automatically when certain conditions are met, such as tasks completed, or qualification criteria.
Personalize Automatically
Use smart-fields to send personalized emails automatically.
Get alerts for missed follow-ups
Trigger reminders and alerts based on conditions such as “no interactions” or “after 24 hours”.
Sales Cadences
Drip relevant content, such as case studies or product updates, to keep leads enaged and moving through the sales funnel.
Scoring
Automatically prioritize leads and accounts based on their scores, ensuring the team focuses on the most qualified leads and highest potential deals.
Custom Code
Your IT team has no limits. Use the automation builder to run custom code based on triggers.
Attach templates to tasks
Attach email templates and phone scripts to tasks automatically. Enable faster follow-up and get automatic reporting on what’s working best.
Exit Triggers
Stop an automation if something changes, such as if a lead converts.
AUTOMATION BUILDER
No-code. No-stress.
Build your own custom automations in seconds.
Select any trigger
On Create
When Stage Changes
If Status Updates
When Complete
When a specific field changes
Plus more…
Automate any action
Assign Owner
Send personalized email
Assign tasks with due dates
Send notifications to employees
Create Opportunity
Attach templates for email / call tasks
Plus more…
Add any condition
Add any if / Or / Unless conditions
Add Exit Conditions
BETTER FOLLOW-UP
Get more opportunities with less leads.
Convert faster with automations.
Auto-responders
Respond to form queries and new leads instantly with personalized follow-ups.
Include data from website forms to automatically personalize the email with their own information; let them know they've been heard.
Set different response emails depending on their form choices, like industry, or whether they asked for pricing information.
Routing and Assignments
Route leads and inquiries to the right agent automatically based on rules.
Lead Scoring
Automatically prioritize leads based on their scores, ensuring the team focuses on the most qualified.
Trigger notifications to sales reps when a lead takes a key action.
Get alerts for missed follow-ups
Trigger reminders and alerts based on conditions such as "no interactions" or "after 24 hours".
Include data from website forms to automatically personalize the email with their own information; let them know they've been heard.
Set different response emails depending on their form choices, like industry, or whether they asked for pricing information.
Trigger notifications to sales reps when a lead takes a key action.
AUTOMATE SALES PLAYBOOKS
Streamline your sales process with automated tasks. Enforce quality follow-up and best practices.
Sales Playbooks
Auto-assign a series of tasks to streamline your sales playbook. Setup a task series based on triggers, such as a new lead assignment, to play out over weeks. Reps can focus on their next steps and not worry about things falling through the cracks.
Attach Templates to tasks
Attach email templates and phone scripts to tasks automatically. Enable faster follow-up and get automatic reporting on what's working best.
Sales Email Sequences
Send emails automatically based on triggers such as account status, website engagement, lead readiness, form fields and more.
Personalize with CRM data
Include more than just email; add SMS messages, phone call reminders
Recurring Tasks
Automate recurring task creation and task reminders, such as "Update Pipeline for Sales Standup."
Milestone Reminders
Automate contract renewal reminders and notifications, both to your account team as well as to customers, ensuring a smooth and profitable continuation of your customer relationships.
Automate Quoting and E-Signature
Automate the contract management process, including automating creation of beautiful contract documents and automating sending them for e-signature. Even automate capture of when customers sign.
Personalize with CRM data
Include more than just email; add SMS messages, phone call reminders
STANDARDIZE PROCESSES
Standardize your processes.
Enhance CRM hygiene and data quality.
Update records automatically
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.
Automate Stages
Progress deals and projects through stages automatically when certain conditions are met, such as tasks completed, or qualification criteria met.
Custom Buttons
Add custom buttons to any app to trigger an automation. Remove clicks from important actions. Make your CRM your own.
Account Scoring
Automatically prioritize accounts based on their scores, ensuring the team focuses on the highest potential deals.
Data Cleansing and Deduplication
Automatically detect and merge duplicate records, ensuring data integrity and a clean CRM database.
Automate Contact Enrichment
Automatically enrich contact and company data by integrating your sales intelligence tools.
Automate Reports
Automatically generate and share key reports and dashboards to track all your key business metrics over time.
Automate segmentation
Automate the segmentation and organization of accounts based on pre-defined criteria such as revenue, customer type, or industry.
Exception Alerts
Manage by exception by receiving alerts and escalating action when follow-up falls through the cracks
CONNECTED
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.
MARKETING AUTOMATION
Better together. Truly aligned marketing and sales automation.
Automate Lead Nurture & Qualification
Automate email and text message campaigns to progress leads down the funnel. Automatically deliver leads to sales when they meet certain criteria / take specific actions.
Run different cadences to different channels.
Personalize emails with data from your CRM.
Lead Scoring
Automatically prioritize leads based on their scores, ensuring the team focuses on the most qualified.
Trigger notifications to sales reps when a lead takes a key action.
Automated Email Campaigns
Use Automation Builder or Workflows to created automated email campaigns.
Personalize at scale with merge tags, automated nurture sequences and follow-ups.
Use any set of filters or triggers to easily create an audience for your email campaign.
Align sales and marketing
Save time and frustration importing and exporting contact lists between software.
Know your audience lists are up to date with real-time contact status
Marketing, re-marketing and customer marketing in one place
Share messaging insights
Compare performance of marketing and sales email templates. Ensure consistent messaging throughout the funnel. Avoid spamming your prospects by strategically timing marketing/sales cadences.
Better customer experiences
Let sales see the full customer journey so they can tailor follow-up cadences for different channels.
Run different cadences to different channels.
Personalize emails with data from your CRM.
Trigger notifications to sales reps when a lead takes a key action.
Personalize at scale with merge tags, automated nurture sequences and follow-ups.
Use any set of filters or triggers to easily create an audience for your email campaign.
Know your audience lists are up to date with real-time contact status
Marketing, re-marketing and customer marketing in one place
ENTERPRISE-GRADE
Scale up to advanced workflows
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.
No-code, low-code, and full-code options
Integration-ready with built-in iPaas support
Webhook and API events for integration-driven workflows
Drag-n-drop workflow designer; standardized BPMN modeling
Real-time workflow monitoring
Multi-version support
Lead the way to a better workday
Connect with our CRM experts to unleash your team’s potential.
