PRODUCT

Best CRM for

Tasks & Team Productivity

FreeAgent helps your team stay on task.

Flow effortlessly through your personalized, automatically-prioritized task list

Email, call, text, set meetings, jot notes, send quotes, and more — all in one place

POPULAR FEATURES

Task list with full CRM context

When working tasks, easily glance related records and relevant information without leaving your task list.

Automatically prioritized task list

Focus on tasks that matter. FreeAgent auto-prioritizes your task list based on events that you decide are important, such as incoming leads, email opens or account status changes.

Sales activity leaderboards

Celebrate and motivate with sales activity leaderboards. Compare performance to your goals, or even your peers!

Gamify the workday

Automatic reporting on all activities allows you to easily measure performance in real-time with personal and team leaderboards.

Reminders

Get alerts for missed follow-ups. Receive notifications when a task has an upcoming due date.

Company LiveFeed

Watch work getting done with real-time. LiveFeed is a god’s eye view of all your team activity and customer interactions, as they happen, across the whole team.

Centralized outreach

Email, call, text, set meetings, jot notes, send quotes—and so much more—directly from FreeAgent.

Flip event notifications into tasks

Flip your real-time notifications into tasks with 1-click, so you can stay on top of everything even as new work comes in.

Task list & notifications

Remote work visibility for managers

Automate sales playbooks

Track and report your wins

TASK LIST & NOTIFICATIONS

Work smarter and faster

My Tasks List

Pull open and work your task list from any page in the CRM without losing your place. Easily glance related records and relevant information without leaving your task list.

Action email, phone, and other tasks with a single-click.

Work down your task list in order of next due / most urgent, or filter by an activity type to focus on making dials or sending emails.

Attach default email templates, phone scripts, or text templates to tasks automatically to boost efficiency and quality.

Action email, phone, and other tasks with a single-click.

Work down your task list in order of next due / most urgent, or filter by an activity type to focus on making dials or sending emails.

Attach default email templates, phone scripts, or text templates to tasks automatically to boost efficiency and quality.

Real-time Notifications

See a live feed of incoming leads, email opens, account status changes… anything that matters to you.

Subscribe to any notification event you want — and leave out the noise.

Decide exactly how you receive each notification: In-App and browser for most notifcations; select push notifications or email for the important stuff.

Build custom notifications specific to your business.

Subscribe to any notification event you want — and leave out the noise.

Decide exactly how you receive each notification: In-App and browser for most notifcations; select push notifications or email for the important stuff.

Build custom notifications specific to your business.

Task list with full CRM context

When working tasks, easily glance relevant related records without leaving your task list.

Task Quick-Add

Add a new task to your list in seconds. Add details, or keep it simple. Smart text recognition (Ex. "in 5 days") can set due dates and more.

Flip event notifications into tasks

Flip your real-time notifications into tasks with 1-click, so you can stay on top of everything even as new work comes in.

REMOTE WORK VISIBILITY FOR MANAGERS

Real-time visibility and collaboration

Company LiveFeed

Watch work getting done with real-time. LiveFeed is a god’s eye view of all your team activity and customer interactions, as they happen, across the whole team.

Filter to narrow in on specific team members to monitor their work, or filter by CRM areas like leads or deals.

Click into any event to get all the details.

Access the complete history.

Automatically permission-based: individual team members will see activity in the LiveFeed according to their permissions.

Filter to narrow in on specific team members to monitor their work, or filter by CRM areas like leads or deals.

Click into any event to get all the details.

Access the complete history.

Automatically permission-based: individual team members will see activity in the LiveFeed according to their permissions.

Personal and team leaderboards

Measure performance in real time. Celebrate and motivate with activity leaderboards.

Compare performance to goals

Compare performance across a team

Compare performance by time period, such as week over week, or by this time last quarter.

Employee status and activity in real-time

FreeAgent is a central hub for your company, no matter where you're working.

Online / Offline status, plus "Last Active" timestamp.

Employee location geo-tracking.

Filter Activity LiveFeed to a specific employee.

@mentions

Tag a team member in a note or message directly within the context of any record. Add notes, ask questions, provide coaching, resolve issues without leaving the CRM.

Confetti Celebrations

Enjoy a small confetti celebration on-screen for completing a task. Micro-rewards are a proven motivator — and loved by employees.

Team Calendar

A common calendar for the entire team. Visualize team members availability and agendas for easier scheduling.

Easily glance associated leads, accounts, and deals.

Compare performance to goals

Compare performance across a team

Compare performance by time period, such as week over week, or by this time last quarter.

Online / Offline status, plus "Last Active" timestamp.

Employee location geo-tracking.

Filter Activity LiveFeed to a specific employee.

Easily glance associated leads, accounts, and deals.

AUTOMATE SALES PLAYBOOKS

Streamline your sales process with automated tasks

Automate Task Assignments

Auto-assign tasks to streamline your sales playbook. Setup a task series based on triggers, such as a new lead assignment, to play out over weeks. Reps only see their next steps.

Attach default email templates, phone scripts, or text templates to tasks automatically.

Automate tasks for yourself, or setup for your whole team.

Automatically prioritized task list

Focus on tasks that matter. FreeAgent auto-prioritizes your task list based on events that you decide are important, such as incoming leads, email opens or account status changes.