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Powerful, easy to use CRM your whole team will love.
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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
Unlock productivity
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Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
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.
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
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