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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
Spend less time on admin and have workdays full of impact. Automation
Spend less time on admin and have workdays full of impact.Learn more about OUR PRODUCT
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.Learn more about SOLUTIONS
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
Reporting
Finally, reporting you can rely on.
Real-time reporting at your fingertips, without the scramble
Save hours you used to spend preparing reports
Easily customize reports for your needs
POPULAR FEATURES
Performance Tracking
Track pipeline and revenue achievements by sales rep, team, marketing channel.
Clickable charts
Click into any slice or bar in a chart to drill into that data set and see more.
List View Inline Edit
Edit CRM data as quickly as a spreadsheet. In List View, you can double-click any field value to quickly enter and save a change to the data.
Sales activity leaderboards
Celebrate and motivate with sales activity leaderboards. Compare performance to your goals, or even your peers!
Schedule reports
Schedule a snapshot of a report to generate and send on a regular basis. Even auto-email reports to a custom list.
Email / Call Analytics
Schedule a snapshot of a report to generate and send on a regular basis. Even auto-email reports to a custom list.
See the full picture
Track performance across all CRM areas, including marketing, sales, and customer service, all in one place. Add key dashboards to team menus with 1-click, ensuring everyone stays on the same page.
Truly connected data
Easily build reports using data from multiple Apps to gain next level understanding. Which marketing channels have the highest win-rate in deals? Which high priority tickets are from my highest value customers?
Know what's really going on
No more mysteries. Understand your business at a glance with visual reporting on what matters most. Keep track of pipeline changes, stalled deals, and team activity levels.
Make better decisions
Understand what’s working and what’s not. Identify trends faster and see clearly how individual activies impact your business.
TASK LIST & NOTIFICATIONS
Real-Time Dashboards
Create and customize dashboards with a collection of charts to track essential metrics across all CRM areas.
Gain valuable insights with the flexibility to add as many charts as needed.
Create and customize dashboards with a collection of charts to track essential metrics across all CRM areas.
Gain valuable insights with the flexibility to add as many charts as needed.
Views
Transform any record collection into visually stunning reports.
Easily switch between visualization options such as List, Board, Rolodex, or Calendar views.
Tailor your List Views to display the exact data you want with limitless column combinations, pinning, and filter/search capabilities.