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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
Featured content
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.
Impactful reporting without the complexity.
A faster, easier way to convert your data into insights that help your business make better decisions.
Modern Data Visualization
Data visualization unlocks potential. See your entire Pipeline at a glance and understand what is working and what isn’t. Track your KPIs with ease to help you create more efficient and repeatable processes. Identify trends more effectively and know what every interaction means for your business. FreeAgent’s beautiful modern reporting engine lets you drill down to the core of your data and gives you complete access to that data to make more informed decisions for your business.
Beautifully Meaningful Reporting
Filter, group, sort, calculate and visualize data from any app. Use low-code/no-code customization to pull together data from other apps into FreeAgent's Robust Dashboards and Dashlets. There are no limits to what FreeAgent can report.
Stay on top of the most impactful areas of your business using customizable KPIs to track and forecast how teams and individuals are performing. Better forecasting can help you reduce cycle times and improve efficiency by identifying pain points and alleviating backlog.
Transform data points into beautiful and easily digestible charts. FreeAgent’s flexible and customizable widgets allow you to visualize your data anyway you want, providing key insights at a glance.
Reporting where you need it
Reporting available wherever your data is. Whether it is a data-rich Dashboards or app Dashlets at a glance, FreeAgent let's you visualize your data where you need it most.
Customize an array of widgets and data into an unlimited number of Dashboards to help your team visualize platform-wide information on a single page. Get more insight into opportunities with deeper visualizations all in one place.
Instant access to widgets in any work view allows teams and individuals to track and measure key metrics in real-time without leaving the app. Easily visualize your sales funnel, or get a a view of your approval stages at a glance. Get the insight you need where you need it.
Reporting for All
Configure permissions to share Dashboards and saved views with specific teams or team members. Make sure that your reports are accessible to whoever needs them most, and keep your dashboards and views up to date for everyone across FreeAgent.
Export your reports and charts to share across your business or with company stakeholders via beautiful full-color PDFs. Automate distribution of key reports to the right team members at the right time, and make sure valuable insights don't fall through the cracks.
No matter which report is being shared, click-through and drill-down enabling your teams to view the source data at a single glance. Identify KPIs and always have access to the underlying data for a faster more meaningful analysis.
Additional Features
Calculate count/average/max/min/sum for currency and number fields in column headers.
Generate PDFs of dashboards and widgets. As well as export all widgets as JPG, PNG, or SVG files.
Identify problem areas by analyzing and tracking the age of data points within FreeAgent. Generate reports using time parameters from Date, Date Ago, or Date Time fields.
Dot.walking allows you to add fields from any reference App to your List view and filter using dot.walked fields.
Track and report email open and click rates across users and templates. Receive notifications when a recipient opens or clicks a link or attachment.
Legacy Community Health
Houston, TX
Industry
Healthcare
Favorite Feature
Reporting
Impact
Productivity ⬆ 10k+ activities/month
⚡️ 2x faster employee onboarding
10+ employee hours saved/week
3x faster follow-ups
FreeAgent gives me the ability to create a narrative and show what my team is doing.
Giving the team or the stakeholder high-level visibility into what my team is producing is big. Historically we haven’t had that birds-eye view. Now I can see how many events my team held or how many new referrals they brought in this month.”
Orlando Lozano
Director of Business Development
| Legacy Community Health
Drive efficiency and multiply revenue-impacting activities.
of users make faster time-saving decisions when data is visualized
of companies that use visual data discovery outperform competitors
Faster ROI on implementing a CRM with robust data visualizations
Work is better together. Bring your
teams and tools together, in one
happy place.
Zapier
Zapier moves info between your web apps automatically, so you can focus on your most important work.
operations
Office 365
Collaborate for free with online versions of Microsoft Word, PowerPoint, Excel, and OneNote.
Communication
Mailchimp
An All-In-One integrated marketing platform for small businesses, to grow your business on your terms.
Marketing
Lead the way
to a better workday
Talk to a CRM expert and
unleash your team’s potential.
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