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Lift your business up out of spreadsheets and email.
CRM for Clinics
Maximized referrals and boosted attendance rates.
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Connect your systems and teams in one holistic workplace.
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Accelerate operational efficiency and surface new opportunities.
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Connect your people, data, and processes for better outcomes.
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Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Best CRM for
Gain insights to fuel improvement.
MAXIMIZE CALL VOLUME
Make calls directly from FreeAgent in your browser or mobile app.
Full context leads to better conversations. When it's time to dial, reps can easily glance relevant contact information and history without leaving their call-task list.
Make it easy for reps to always call from company phone numbers. Reps no longer need to use their personal lines, and you get full visibility into call history in the contact timeline.
Arm your team with shared call scripts, so you run the best play every time.
Interactive call scripts can allow reps to fill in the blanks, such as Budget or Buying Timeline.
Track and compare effectiveness of specific call scripts.
Share scripts with your teammates.
Interactive call scripts can allow reps to fill in the blanks, such as Budget or Buying Timeline.
Track and compare effectiveness of specific call scripts.
Share scripts with your teammates.
AUTO-PRIORITIZE CALLS
Automatically prioritize reps call list based on real-time prospect activity as well as assigned tasks.
Work down a call task list quickly, and access complete contact, account, and opportunity details right from the task without losing your place.
FreeAgent auto-creates your task list based on triggers like incoming leads, email opens or account status changes.
Turn on automatic reminders to make calls so nothing falls through the cracks.
Set up a call task assignments as part of a multi-channel sequence along with emails and text messages.
Ensure phone call follow-ups happen on-time, every time. Auto-assign call tasks based on triggers, like incoming leads, email opens or account status changes.
Work down a call task list quickly, and access complete contact, account, and opportunity details right from the task without losing your place.
FreeAgent auto-creates your task list based on triggers like incoming leads, email opens or account status changes.
Turn on automatic reminders to make calls so nothing falls through the cracks.
Set up a call task assignments as part of a multi-channel sequence along with emails and text messages.
Automate repetitive tasks like follow-up emails and texts after a call, so reps can move onto the next call quicker — while impressing prospects with professional follow-ups every time.
Work down a call task list quickly, and access complete contact, account, and opportunity details right from the task without losing your place.
FreeAgent auto-creates your task list based on triggers like incoming leads, email opens or account status changes.
Turn on automatic reminders to make calls so nothing falls through the cracks.
Set up a call task assignments as part of a multi-channel sequence along with emails and text messages.
Work down a call task list quickly, and access complete contact, account, and opportunity details right from the task without losing your place.
FreeAgent auto-creates your task list based on triggers like incoming leads, email opens or account status changes.
Turn on automatic reminders to make calls so nothing falls through the cracks.
Set up a call task assignments as part of a multi-channel sequence along with emails and text messages.
CALL TRACKING & COACHING
Reps don't have to waste time manually logging calls anymore.
FreeAgent automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Enable automatic call recordings and transcriptions for your sales reps.
Search within call transcripts.
Comment and @mention directly onto call records to ask questions or provide training and tips for reps.
Easily share links directly to a specific call.
Additionally, instead of viewing by customer, you can view a centralized call log of all calls company-wide or by rep.
FreeAgent automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Optionally, enforce "mandatory call notes" to complete a call task, so important details don't get forgotten.
Improve faster with call recordings, transcriptions and sales activity reporting.
FreeAgent automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Enable automatic call recordings and transcriptions for your sales reps.
Search within call transcripts.
Comment and @mention directly onto call records to ask questions or provide training and tips for reps.
Easily share links directly to a specific call.
Additionally, instead of viewing by customer, you can view a centralized call log of all calls company-wide or by rep.
FreeAgent automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Optionally, enforce "mandatory call notes" to complete a call task, so important details don't get forgotten.
FreeAgent neatly organizes all your emails, calls, meetings, attachments, and notes for every contact for a complete chronological relationship history. Filter by activity type, such as phone calls.
FreeAgent automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Enable automatic call recordings and transcriptions for your sales reps.
Search within call transcripts.
Comment and @mention directly onto call records to ask questions or provide training and tips for reps.
Easily share links directly to a specific call.
Additionally, instead of viewing by customer, you can view a centralized call log of all calls company-wide or by rep.
FreeAgent automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Optionally, enforce "mandatory call notes" to complete a call task, so important details don't get forgotten.
Easily enter call notes right from the call widget in a seamless flow designed by sales reps for sales reps.
FreeAgent automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Enable automatic call recordings and transcriptions for your sales reps.
Search within call transcripts.
Comment and @mention directly onto call records to ask questions or provide training and tips for reps.
Easily share links directly to a specific call.
Additionally, instead of viewing by customer, you can view a centralized call log of all calls company-wide or by rep.
FreeAgent automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Optionally, enforce "mandatory call notes" to complete a call task, so important details don't get forgotten.
Providing contextual feedback and sharing call examples with teammates has never been easier.
FreeAgent automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Enable automatic call recordings and transcriptions for your sales reps.
Search within call transcripts.
Comment and @mention directly onto call records to ask questions or provide training and tips for reps.
Easily share links directly to a specific call.
Additionally, instead of viewing by customer, you can view a centralized call log of all calls company-wide or by rep.
FreeAgent automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Optionally, enforce "mandatory call notes" to complete a call task, so important details don't get forgotten.
FreeAgent automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Enable automatic call recordings and transcriptions for your sales reps.
Search within call transcripts.
Comment and @mention directly onto call records to ask questions or provide training and tips for reps.
Easily share links directly to a specific call.
Additionally, instead of viewing by customer, you can view a centralized call log of all calls company-wide or by rep.
FreeAgent automatically includes the call duration, recording, transcript and talk ratio, so reps can focus their notes on the meat of the conversation.
Optionally, enforce "mandatory call notes" to complete a call task, so important details don't get forgotten.
AUTOMATIC CALL REPORTING
Gain insights to fuel improvement.
Compare phone activity by rep, day, and even time of day
Compare call volume vs. meeting sets
Analyze connect rate by lead channel to enhance lead scoring
Auto-capture call duration, talk ratios, and timestamp on every call.
Compare phone activity by rep, day, and even time of day
Compare call volume vs. meeting sets
Analyze connect rate by lead channel to enhance lead scoring
Connect with our CRM experts to unleash your team’s potential.
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