Best CRM for
Automating Work
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
Select any trigger
Add any action
Set any conditions
Routing and Assignments
Integrate your favorite tools
Custom Buttons
Automate Stages
Personalize Automatically
Get alerts for missed follow-ups
Sales Cadences
Scoring
Custom Code
Attach templates to tasks
Exit Triggers
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
Custom Buttons
Account Scoring
Data Cleansing and Deduplication
Automate Contact Enrichment
Automate Reports
Automate segmentation
Exception Alerts
CONNECTED
Integrations
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.
