CRM + Work Management
Remote work’s better
FreeAgent is a virtual home for your business.
We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance.

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Solutions for the new world of work
Increase sales efficiency and scale operations with confidence.
Boost cycle times, follow-up and daily rep activity.
Convert more leads, crush your quotas, and increase revenue predictability.
Nurture customer-relationships to last a lifetime.
Learn more about SOLUTIONS
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Lead the way to a better workday
Talk to a CRM expert and unleash your team’s potential.
Platform Features
Optimize any process, reduce admin work, and have workdays full of…
Create, assign, prioritize, complete and track tasks of any type.
Tailor every aspect of the system so it fits your business perfectly.
Every member on your team can optimize the system for their own…
Standardize, enforce, and optimize how work is done.
Boost your efficiency and magnify your impact by eliminating…
Track and monitor key metrics across your organization.
Define teams, roles and access controls to govern what team…
All your teams and tools together.
Leading the way to a better workday
It all starts with freedom.
Be a part of a winning team on a mission to improve lives.
Leading the way to a better workday.
EXPLORE MORE COMPANY FEATURES
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.
CRM + Work Management
Remote work’s better
FreeAgent is a virtual home for your business.
We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance.
Everything in one place
Customer interactions and internal workflow together at last.
FreeAgent captures all your digital customer interactions across every channel, automagically organizes the data in your CRM, and triggers automations customized for you.
More teamwork, with less you-work.
✓ Real-time integrations to all your favorite tools
✓ Shared customer activity timeline for instant context across the whole funnel
✓ Quicklink to any record, report, or view – and include your customizations!
✓ Work from anywhere mobile app
Real remote visibility
Get X-ray vision into day-to-day activities. Recognize your remote work rockstars. Forecast with confidence.
✓ Remote rockstars get recognized – know who’s performing with real-time activity logs, hustle boards, and custom reports
✓ See the same data with Shared Views
✓ Complete control over who sees what with customized access for groups, team members and contractors
✓ See activity connected linked to any pipeline change (no more depending on manual updates)
Keep work flowing
Stay productive
Personalized task lists prioritize what matters most, so your team can effortlessly breeze through activities that build customer relationships and generate revenue.
Stay in the zone
Switch between tasks, not apps! Centralized outreach means you can email, call, set meetings, jot notes, and more – without leaving the page.
Work is better together
Bring your teams and tools together, in one happy place.
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