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Powerful, easy to use CRM your whole team will love.
Phone
SMS
Meetings
Tasks
Reporting
Automation
AI Assistant
Uplift your work with generative AI-powered features.
Webforms
Deploy webforms and capture data in your CRM instantly.
Integrations
FreeAgent CRM solutions to empower your business.
B2B Sales & Marketing
Lift your business up out of spreadsheets and email.
CRM for Clinics
Maximized referrals and boosted attendance rates.
CRM for Healthcare
Connect your systems and teams in one holistic workplace.
CRM for MedTech
Accelerate operational efficiency and surface new opportunities.
CRM for Manufacturers
Connect your people, data, and processes for better outcomes.
In-House Services
Delivering lasting value from start-up to success.
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Best CRM for
Supercharge your company’s most high-leverage channel for selling.
GET EVERYTHING IN ONE PLACE
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.
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.
View aggregated open-click data to spot trends.
SELL FASTER AND BETTER
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.
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.
Personalize with CRM data
Include more than just email; add SMS messages, phone call reminders
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.
Optionally, organize your email templates into folders for easy administration.
AUTOMATIC EMAIL REPORTING
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
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.
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
EMAIL MARKETING TOOLS
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.
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.
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.
IMPROVE YOUR WRITING
FreeAgent CRM has partnered with OpenAI to offer you a powerful email writing assistant that uses advanced artificial intelligence to review, correct, and enhance your email writing before you hit ‘Send.’
It’s like having a professional writing coach at your fingertips.
Choose from a range of pre-defined prompts or create your own custom prompt to suit your specific needs. With a single click, the AI-powered assistant will generate an alternate version of your email, correcting grammar, improving phrasing, injecting humor, and more.
Connect with our CRM experts to unleash your team’s potential.
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