Skip to content

Full-funnel visibility

See everything

Gain a 360° view of every account, with activity timelines of every digital interaction automatically captured.

Follow along with the funnel

Know what happens to leads after the hand-off to sales. View the volume and quality of interactions, see how quickly leads are qualified, and gain more insight into leads that are scored low by sales.

Target your ideal customer profile

Target your ICP in advertising by creating lookalike audiences from your most successful customers.

Protect and elevate your brand

Ensure brand consistency across all interactions and content; oversee email templates and access Activity Timelines for visibility into low-funnel and post-funnel interactions.

Provide complete visibility

FreeAgent is the MVP we rely on

to keep the information correct, up to date and provides a central hub that allows us all to stay connected.

Very intuitive and easy to use for the whole team, requiring minimal support and time – this really provides so much value!

As FreeAgent continues to add features, they’ve helped me see ways to do my job better. What drew us to FreeAgent and has kept us with them is their customer service.”

Lindsay Cohrs

FinePoint Associates, LLC



Seamlessly connect FreeAgent CRM to all your favorite tools.

Lead the way to a better workday

Connect with our CRM experts to unleash your team’s potential.

Play Video
Play Video