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FreeAgent CRM solutions to empower your business.
B2B Sales & Marketing
Lift your business up out of spreadsheets and email.
B2B Customer Service
Maximize your team’s efficiency and enhance customer satisfaction.
CRM for Clinics
Boost attendance rates, and maximize your referral network.
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.
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. AI Assistant
Uplift your work with generative AI-powered features.
Webforms
Deploy webforms and capture data in your CRM instantly.
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.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.
Best CRM for
Phone
Dial up the wins. Boost sales efficiency and elevate your company’s phone presence.
POPULAR FEATURES
Click-to-Call
Make calls directly from FreeAgent in your browser or mobile app.
Automatic Call Logging and Recording
Reps don’t have to waste time manually logging calls anymore. Enable automatic call logging as well as turn on recordings and transcriptions for your sales reps.
Automatic 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
Call task list with full CRM context
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.
Auto-prioritized call list
Automatically prioritize reps call list based on real-time prospect activity as well as assigned tasks. FreeAgent auto-creates your task list based on triggers like incoming leads, email opens or account status changes.
Call Scripts
Arm your team with shared call scripts, so you run the best play every time. Track and compare effectiveness of specific call scripts.
MAXIMIZE CALL VOLUME
Boost sales efficiency and elevate your company's phone presence
Click-to-Call
Make calls directly from FreeAgent in your browser or mobile app.
Call task list with full CRM context
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.
Professional Phone Presence
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.
Call Scripts
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
Prioritize the days calls automatically
Auto-prioritized call list
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.
Auto-assign
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 email/text follow-ups after calls
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
Easily coach your team's calls to be more effective
Automatic call logging
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.
Call recordings, transcriptions and activity reporting
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.
Centralized call log and customer timelines
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.
Call notes and outcomes made easy
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.
Comment on calls and share call direct-links
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
Measure team call activity with extensive call reporting
Automatic 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
Call analytics
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
Lead the way to a better workday
Connect with our CRM experts to unleash your team’s potential.
