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Increase sales efficiency and scale operations with confidence.
Improve your sales efficiency
Boost cycle times, follow-up and daily rep activity.
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Convert more leads, crush your quotas, and increase revenue predictability.
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Nurture customer-relationships to last a lifetime.
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Discover the FreeAgent difference
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Leading the way to a better workday.
Be a part of a winning team on a mission to improve lives.
FreeAgent is trusted by the world’s most productive teams
Best CRM for
Connect with clients more easily, more often — and close more deals.
Stay top of mind by engaging prospects on a more personal medium.
Deepen your relationships with customers and get quicker responses
Centralized text message log
Send rich SMS text with images
Send and receive texts directly from FreeAgent on your browser or mobile app
Remind prospects of upcoming meetings
Text Message Auto-Responders
Send large SMS/MMS blasts
Smart-personalization with CRM data
Automate text message follow-ups after events, like meetings or calls
Built-in compliance with unsubscribe rules
Text message templates
Send texts from the same number you use for calling for higher read and response rates
Auto-assign text message tasks as part of a sales sequence
Automatic reporting on SMS activity
Capture & track text messages
Deepen your relationships
SMS marketing campaigns
Text message reporting
CAPTURE & TRACK TEXT MESSAGES
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 text messages.
Additionally, instead of viewing by customer, you can view a centralized call log of all text messages company-wide or by rep.
Reps can send text messages from the same number used for calling for higher read and response rates.
Send and receive texts directly from FreeAgent on your browser or mobile app.
DEEPEN YOUR RELATIONSHIPS
Text messages see 10X higher engagement and CTR (click-through-rate) than emails.
Prospects and customers respond to text messages 5+ hours sooner than emails.
Set a series of text messages to send based on triggers you decide, such as new leads, birthdays, account renewal reminders, etc.
Include more than just text messages; set multi-channel nurture sequences with emails, SMS, set tasks/reminders for phone calls.
Respond to form queries and new leads instantly with personalized automated SMS responses.
Save hours writing repetitive messages.
Built for highly productive sales reps. Choose a template, automatically personalize with CRM data, add any extra tailoring in the moment, and send.
Share text message templates with your team.
Send personalized text messages to multiple recipients at once.
Automate follow-up texts to send after a call, so reps can move onto the next call quicker — while impressing prospects with professional follow-ups every time.
SMS MARKETING CAMPAIGNS
Send personalized text messages to hundreds of chosen contacts with a single click.
Use any Saved View or set of filters to easily create an audience for your text message blast.
Use smart fields to insert CRM data such as names, industry, birthdays, or any other information.
Don't worry — 95% of prospects are happy to receive promotions and special offers via text.
99% appreciate text messages for meeting reminders and project updates from companies they do business with.
Built-in compliance with unsubscribe rules.
TEXT MESSAGE REPORTING
See text message activity by rep, by team, or company-wide.
Gain insights to improve your campaigns across templates or individual messages.
Add text messages to sales activity leaderboards to measure impact on sales and rep performance.
Connect with our CRM experts to unleash your team’s potential.