Powerful, easy to use CRM your whole team will love.
Phone
SMS
Meetings
Tasks
Reporting
Automation
AI Assistant
Uplift your work with generative AI-powered features.
Webforms
Deploy webforms and capture data in your CRM instantly.
Integrations
FreeAgent CRM solutions to empower your business.
B2B Sales & Support
Lift your business up out of spreadsheets and email.
CRM for Clinics
Maximized referrals and boosted attendance rates.
CRM for Healthcare
Connect your systems and teams in one holistic workplace.
CRM for MedTech
Accelerate operational efficiency and surface new opportunities.
CRM for Manufacturers
Connect your people, data, and processes for better outcomes.
In-House Services
Delivering lasting value from start-up to success.
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
SAVE TIME
16+ hours saved/month 🕦
100% adoption rate ⚡
Improved Customer Relationships 😀
“The whole team has adopted FreeAgent. It’s the easiest CRM I have seen in terms of usability.“
Marketing Efficiency
Increased access to customer communications ⬆
Response time from days to minutes 🕦
Launched targeted marketing campaigns ⚡
“FreeAgent helps us move in the right direction. We no longer spend our time on things that aren’t going to add value at the end of the day.”
Adoption
55% Revenue growth ⬆
100+ hours saved/quarter
100% adoption rate 💥
“Having our entire team collaborate on a project is critical for us. FreeAgent helps us align and coordinate so that we can be more than the sum of our parts.”
Pipeline Growth
2x faster cycle times 💨
16-20 employee hours saved/week ⚡️
+70% increase in pipeline
“Our needs are dynamic and change rapidly, so we wanted the ability to restructure our data. With FreeAgent, we can do that whenever we like, quickly, and easily.”
Improved Operations
Simplified account management ⚡
91% adoption rate 💥
Increased visibility across teams ⬆
“FreeAgent allows us to track the different elements of our marketing campaigns. That has helped us to improve efficiency and alignment.”
Sales Efficiency
+17% Revenue growth
24+ admin hours saved / week ⚡
Response time from hours to minutes ⚡
“FreeAgent empowered us so we could do things our way. That helped our team get on board quickly and painlessly because they didn’t have to change the way they did things in the past.”
Revenue Growth
+16.7% Revenue growth
2x faster employee onboarding ⚡
80% adoption rate 💥
“We needed to manage our projects from start to finish on one platform. FreeAgent gives us that capability and much more.”
Better Reporting
Rapid, glanceable reporting 🤓
10+ hours saved/week
Simplified operational processes 💥
“I can’t imagine another platform being as flexible and customizable as FreeAgent. It helps us stay organized, and run our business more efficiently.”
Adoption
100% adoption rate 💯
2x faster follow-ups ⚡️
+35% increase in revenue
“Dynamic Plants is continuing to grow and evolve. We needed a CRM we could grow with while allowing us to change and adapt. We found that in FreeAgent.”
Save Time
Productivity 10k+ activities / month ⬆
10+ employee hours saved/week
3x faster follow-ups ⚡️
“FreeAgent allows us to focus on what we do best; providing quality healthcare in our communities in every way, every day.”
Sales Efficiency
20 rep hours saved / week ⚡
5x faster lead-response time ⚡
+ 37%+ Revenue Growth
“At CWS, we are passionate about our customers. I believe that FreeAgent really cares about Capital Waste in the same way we really care about our customers.”
Cycle Time
100% adoption 💯
2x faster cycle time
10+ hrs time saved / week
“We believe in building solid relationships on a foundation of transparency. We have found that same spirit in FreeAgent. They are helping us grow and be successful.”
Marketing Efficiency
8 hours/week saved for employees ⚡
+Increased appointments/week
Faster marketing campaigns
“FreeAgent helps us to do our jobs quicker and to be more efficient. We can take more appointments than before or be out in the school where people need support.”
visibility
Instant visibility of customer touchpoints
Centralized data = Decreased meeting prep time
Rapid reporting at their fingertips
“With FreeAgent, we’re providing more value to our customers, better relationships, and we know that will translate to business.”
Reduced Admin
+25% increase in closed-won deals
Employee admin reduced 14hrs/wk ⚡
Running reports is 10x faster 💯
“We needed a CRM platform that works seamlessly with the Port TMS experience for our customers — FreeAgent is that solution.”
Employee Onboarding
More sales activities/day
Rep onboarding decreased 30 days
100% adoption 💯
“Visibility went from 0 to 100 using FreeAgent. Now we log in and everything’s there. I think it made the salespeople power users.”
Customer Satisfaction
Exponential q/q sales growth
Sales cycle time from months to days ⚡
Multiplied positive customer interactions
“I think FreeAgent is an excellent solution for any company in the medical device/manufacturing field.”
Response Time
Visibility game changer 👀
< 3 min support response time ⚡️
Sales admin work down 5+ hours/wk
“John Moley believed businesses should go above and beyond for their customers.“
Cost Savings
100% Adoption Rate 💯
Avg 16 hrs/wk employee time saved
$90k+ annual cost-savings
“FreeAgent helps us eliminate the minutia so we can focus on our mission: helping students achieve.”
Adoption
+30% higher sales activity ⚡
99% Adoption 💚
More competitive in their market 💪
“Empowering our sales team was most important to us, it gave us differentiation.”
Visibility
Established visibility and source of truth
Can now accurately report on data
Save time and increased productivity
“FreeAgent has allowed us to do what we do best, to do it more accurately and with a better quality of work.”
Lead the way
to a better workday
Talk to a CRM expert and unleash your team’s potential.
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