Best CRM for
Elevate your data game and speed up your workflow. Create custom reports and beautiful charts using the FreeAgent AI Assistant.
Use AI to automatically score the quality of your leads and deals based on criteria you set to help ensure teams focus on the most qualified opportunities to boost conversions and drive sales efficiency.
Find what you want faster. Navigate to related records and relevant information without leaving your view. Just ask, and FreeAgent’s AI Assistant will navigate the CRM for you.
Use the AI Assistant to create in-moment contacts, deals, and accounts and save time updating information by asking the AI Assistant to do it for you.
Admins can use the AI Assistant Co-pilot to configure the CRM. Get creative with the information you want to see or stick to the basics like adding new leads or deal stages in a super speedy and accurate fashion.
GET MORE DONE
SCORE DATA QUICKER
Use AI to score your data based on your criteria, like emails, phone calls, industry, or other specific demographic information.
NAVIGATE THE CRM
Ask the AI Assistant to navigate the CRM and find what you’re searching for.
CREATE AND UPDATE FASTER
SAVE ADMIN TIME
Admins can use the AI Assistant Co-pilot to configure apps across the CRM.
GET HELP FASTER
Get instant support and personalized answers to your questions about using FreeAgent with generative AI.
Here are answers to some common questions about FreeAgent. If you don’t see an answer to your question here, we invite you to request a demo.
Our CRM experts are standing by to provide advice.
Across the healthcare industry, FreeAgent delivers a HIPAA-compliant CRM (customer relationship management software) that meets the standards set by HIPAA (Health Insurance Portability and Accountability Act) for the handling and protection of PHI (Personal Health Information).
It is specifically designed to meet the requirements of life sciences, biotech, pharmaceutical and healthcare organizations that deal with PHI. FreeAgent’s healthcare CRM software helps clients manage and track data for enhanced practice management and lead management that is always HIPAA compliant.
FreeAgent delivers a unique CRM custom-built for organizations in the medical device, biotech, pharmaceutical, diagnostics, research, facility management, specialty suppliers, and insurance fields. Enabling secure access to client information from anywhere, as well as insight-driven overviews and management, FreeAgent is a sales team or call center’s secret superpower.
FreeAgent helps you sell better and faster, across all of your sales channels. Scale communications without losing your personal touch.
Schedule meetings faster and manage them easier. Tracking team meetings can be the best leading indicator on hitting goals.
Enjoy a fresh take on task management with all of your CRM context connected to each task to 10x sales and project efficiency. With FreeAgent, reps always know their next steps – and it’s easy to auto-assign tasks based on triggers like new leads, email opens, or status changes.
FreeAgent has robust built-in reporting. Automatically measure what matters, and never again scramble to spin up management reports. Understand performance and gain insights at a glance.
Change the trajectory of your entire business by automating your sales process. Eliminate repetitive work, run your best plays every time, and scale.
With hassle-free marketing automation and workflow automation, FreeAgent simplifies customer nurturing and retention. It empowers the management of long-term relationships with multiple stakeholders while delivering the ability to easily customize unique processes (without code!).
Healthcare organizations often find FreeAgent’s document management particularly useful, as well as its seamless integrations with software such as Twilio, which enables SMS capabilities and more.
Of course, the best HIPAA-compliant CRMs, such as FreeAgent, also include features that ensure the security and privacy of PHI. This includes encryption, access controls, audit trails, and secure data storage.
No. Most teams are up and running and getting value from FreeAgent within the first two weeks.
While FreeAgent is designed with the ease of the user in mind, we offer 30-day onboarding if you want assistance.
A dedicated onboarding specialist will contact you and be available to answer any questions via email and weekly meetings during the onboarding process. They will help you with setup and training. And we’ll always be there for you after the onboarding period ends. For more information about onboarding, click here.
We offer support and guidance throughout the implementation process. Our goal is to ensure that healthcare organizations are able to meet HIPAA requirements and use our next-generation CRM’s functionality effectively.
Our team safeguards the experience and enables peak data security, avoiding a data breach. Our process was designed following the principles set by fellow market leaders such as Caspio, NexHealth, and Salesforce Health Cloud.
Our clients deal with a broad range of customers and potentially access sensitive health information during the course of a project lifecycle. HIPAA regulations require this information be protected and kept confidential. A HIPAA-compliant CRM ensures that this information is handled securely and that the organization is in compliance with the law.