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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.
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.
Learn why 1000’s+ of teams are moving to FreeAgent CRM
Grow your revenue
Increase sales efficiency and scale operations with confidence.
Improve your sales efficiency
Boost cycle times, follow-up and daily rep activity.
Make your number
Convert more leads, crush your quotas, and increase revenue predictability.
Support your customers
Nurture customer-relationships to last a lifetime.
Full-funnel visibility
Gain a 360° view of every account, from new lead to loyal customer.Unlock productivity
Spend less time on admin and have workdays full of impact.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.
14 Days left
Best CRM for
Customer Service
Lift customer service up out of email and chatbots.
- Context-aware ticketing
- Improve customer experiences without adding costs
- Full CRM context
POPULAR FEATURES
Best-in-class Ticketing
Not ready yet. Automatically capture and log ALL inbound and outbound email with prospects and customers, including attachments.
Customer Portal
Not ready yet. Get real-time notifications when emails are opened or clicked, so you can followup when it matters most.
Omni-Channel Outreach
Not ready yet. Create personalized & beautiful email templates.
Team Inboxes
Support for group email accounts, like support@mycompany.com.
Full CRM Context
When working tickets, easily glance related records and relevant customer history information.
Analytics & Reporting
Not ready yet. Send email campaigns quickly to 1000’s of contacts.
No-Code Ticket Routing and Assignment Rules
Not ready yet. Send personalized emails quickly that effectively represent your company and brand.
Ticket Attachment Support
Not ready yet. Send personalized emails quickly that effectively represent your company and brand.
Two-Way Notifications
Not ready yet. Send personalized emails quickly that effectively represent your company and brand.
GET EVERYTHING IN ONE PLACE
Capture leads directly into your CRM
Empower support reps with full customer context
When working tickets, easily glance related records and relevant customer history information.
Automatic inbox sync for reps; no BCC required.
Optionally, send and receive emails directly in FreeAgent on your browser or mobile app.
Personal emails stay personal.
Ensure your Account Management reps aren’t in the dark about support interactions
Support interactions will flow in automatically into the customer timeline and be part of a complete account history.
View aggregated open-click data to spot trends.
Team Inboxes
Support for group email accounts, like support@mycompany.com.
Customer Portal
Support interactions will flow in automatically into the customer timeline and be part of a complete account history.
Easily integrate VOIP / Inbound Calling
Support interactions will flow in automatically into the customer timeline and be part of a complete account history.
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ENJOY THE VALUE
Customer Service with platform benefits
Custom Ticket Stages
When working tickets, easily glance related records and relevant customer history information.
Prospects and customers respond to text messages 5+ hours sooner than emails.
Enhance Support Flows with Automation
Send emails automatically based on triggers such as account status, website engagement, lead readiness, form fields and more.
Include more than just text messages; set multi-channel nurture sequences with emails, SMS, set tasks/reminders for phone calls.
No-Code Ticket Routing and Assignment Rules
Save hours writing repetitive emails; personalize and send your favorite / most-used emails in seconds.
Connect Tickets to Deals / Projects
Send emails automatically based on triggers such as account status, website engagement, lead readiness, form fields and more.
Built for highly productive sales reps. Choose a template, automatically personalize with CRM data, add any extra tailoring in the moment, and send.
Share text message templates with your team.
Send personalized text messages to multiple recipients at once.
Views
Send emails automatically based on triggers such as account status, website engagement, lead readiness, form fields and more.
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KNOW WHAT’S REALLY GOING ON
Gain full visibility into customer support
Analytics & Reporting
When working tickets, easily glance related records nd relevant customer history information.
Use any Saved View or set of filters to easily create an audience for your text message blast.
Use smart fields to insert CRM data such as names, industry, birthdays, or any other information.
Tag and Categorize Tickets
Gain insights to fuel improvement.
99% appreciate text messages for meeting reminders and project updates from companies they do business with.
Cycle-time reporting
Resoluton time-reporting? Time to reply reporting?
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CONNECTED
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.
KNOW WHAT’S REALLY GOING ON
Finally, CRM pricing for teams of all sizes
Starter
Professional
Enterprise
EYEBROW TITLE
Educational content section
TECHNOLOGY
The Sport of Sales: Key Lessons From Soccer On Sales Team Management
Data, CRM, Guide, Hygiene
TECHNOLOGY
The Sport of Sales: Key Lessons From Soccer On Sales Team Management
Data, CRM, Guide, Hygiene
TECHNOLOGY
The Sport of Sales: Key Lessons From Soccer On Sales Team Management
Data, CRM, Guide, Hygiene
BANNER
Security Section
Not ready yet. This one will be a banner like the one from Integrations but for Security.
Frequently Asked Questions
Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls
Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls
Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls
Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls
Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls
Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls
Lead the way to a better workday
Connect with our CRM experts to unleash your team’s potential.
