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

Convert More Leads

Automate Sales Playbooks

Standardize Processes

Marketing Automation

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

Begin your journey today and discover the impact of FreeAgent CRM