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Best CRM for Email-Based Selling

Supercharge your company’s most important channel for selling.

Identify tasks for bugs, sprints, people, and more with Item Types. Group tasks by category to build a database for different Item Types.

Welcome to the next generation of CRM

FreeAgent delivers a next-gen work experience. Our cloud-based platform helps teams unlock productivity effortlessly.

EMPLOYEE HAPPINESS

Easy
to use

A visual, intuitive user experience that drives sky-high team adoption — and high-fives!

DIRECT PATH ROI

Up and running
in < 30 days

While traditional CRM averages 6 months, FreeAgent begins working for you immediately.

CUSTOMIZE

Tailor-made
to work your way

An infinitely extensible platform at your fingertips. Powerful code-free customization for your business’ unique needs.

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Feature 02:
Easy-to-automate email campaigns

Feature / Process / Step 01

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp credentials in the settings and have access to your audiences in minutes.

Feature / Process / Step 02

Once mailchimp is paired you can start building contacts lists with FreeAgents robust reporting engine to create and export a targeted contact list to Mailchimp by simply selecting your filtered contact list and clicking export.

Feature / Process / Step 03

When you are ready to sync your campaign results, import campaign data back into FreeAgent to all of the appropriate contacts in FreeAgent by a simple one-click sync.

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Feature 03:
Great reporting on effectiveness

Feature / Process / Step 01

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp credentials in the settings and have access to your audiences in minutes.

Feature / Process / Step 02

Once mailchimp is paired you can start building contacts lists with FreeAgents robust reporting engine to create and export a targeted contact list to Mailchimp by simply selecting your filtered contact list and clicking export.

Feature / Process / Step 03

When you are ready to sync your campaign results, import campaign data back into FreeAgent to all of the appropriate contacts in FreeAgent by a simple one-click sync.

GET EVERYTHING IN ONE PLACE

Your whole team on the same page

Real-time Automatic Inbox Sync

Works seamlessly with Gmail, G Suite, and Outlook or Office 365.

Activity Timeline

Neatly organizes all your emails, calls, meetings, attachments, and notes for every contact for a complete relationship history.

Real-Time Email Open-Click Notifications

Get notified instantly so you can send a perfectly timed message.

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Feature 08: Great reporting on effectiveness

Feature / Process / Step 01

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp

Feature / Process / Step 02

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp

Feature / Process / Step 03

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging in to Mailchimp. Simply login using to your Mailchimp

Powerful CRM for every budget.

FreeAgent helps you work more collaboratively and track and improve performance.

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