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Powerful, easy to use CRM your whole team will love.
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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
Unlock productivity
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Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Best CRM for
SECTION 1
Works seamlessly with Gmail, G Suite, and Outlook or Office 365.
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.
Get notified instantly when prospects open your email so you can make that perfectly timed call.
View aggregated open-click data to spot trends.
Neatly organizes all your emails, calls, meetings, attachments, and notes for every contact for a complete relationship history.
Support for group email accounts, like
support@mycompany.com and sales@mycompany.com
Interactions with individual contacts automatically roll-up to the parent account and linked opportunities, keeping everyone on the same page.
SECTION 2
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.
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
Save hours writing repetitive emails.
Built for highly productive sales reps. Choose a template, automatically personalize with CRM data, add any extra tailoring in the moment, and send.
Share email templates with your team.
Send emails with personalized messages to multiple recipients at once.
Take advantage of proven high-performing email templates built-in to FreeAgent's email template library. Of course, you can always create your own from scratch!
Optionally, organize your email templates into folders for easy administration.
Optionally, organize your email templates into folders for easy administration.
SECTION 3
See email activity by rep, by team, or company-wide.
View aggregated open-click data to spot trends.
Optimize for your most effective emails with email template effectiveness reporting.
Aggregate email template data from shared templates across all reps.
Gain insights to fuel improvement.
Compare email activity by rep, day, and even time of day
Compare email volume vs. meeting sets
Analyze open and click rates by lead channel to enhance lead scoring
SECTION 4
Send email campaigns quickly to 1000's of contacts.
Personalize at scale with merge tags, automated nurture sequences and follow-ups.
Use any Saved View or set of filters to easily create an audience for your email blast.
Use a drag-and-drop builder to create beautiful email templates for all your customer and prospect interactions.
Include images, dividers, buttons, and all sorts of text, even video content.
Preview the email for both web and mobile. Send yourself a test version to make sure it's perfect for using in automations or bulk email sends.
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
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