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Powerful, easy to use CRM your whole team will love.
Email
Supercharge your company’s most high-leverage channel for selling. Phone
Dial up the wins. Boost sales efficiency and elevate your company’s phone presence. SMS
Enjoy 95% open-rates when you add text messages to your sales toolset. Meetings
Schedule meetings faster and manage them easier. Tasks
FreeAgent helps your team stay on task. Reporting
Spend less time on admin and have workdays full of impact. Automation
Spend less time on admin and have workdays full of impact.Learn more about OUR PRODUCT
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
Gain a 360° view of every account, from new lead to loyal customer.Unlock productivity
Spend less time on admin and have workdays full of impact.Learn more about SOLUTIONS
Discover the FreeAgent difference
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.
14 Days left
Security
Our first responsibility is to protect and safeguard your data. We are the only CRM software provider that encrypts customer data in-transit and at-rest. Our service is routinely audited by Google and 3rd party security consulting firms to assess our infrastructure and test for any introduced vulnerabilities. Additionally, our infrastructure uses threat detection software and the latest security capabilities provided by Amazon Web Services — the most secure and reliable cloud infrastructure provider on the market.
FreeAgent is the next generation of CRM. Unlike other CRM providers that use outdated decades old methods for server infrastructure, FreeAgent builds infrastructure using modern AWS technologies, the most sophisticated and widely used cloud service on the planet.
Data Security
Security matters. We’ve invested in a better way to protect and safeguard your data. We encrypt your data in-transit and at-rest and use Amazon VPC private subnets.
- Your data is 100% safe
- Your data is 100% secure
- Your data is 100% private
In-Transit Data Encyption
Encryption in transit. All inbound/outbound communication outside of our private data network is always encrypted using secure TLS 1.2/1.3 protocols.
At-Rest Data Encyption
Encryption at REST. Data stored on servers in our private network are always encrypted using secure AWS KMS technology with keys that are periodically rotated, ensuring physical access to disk storage is completely secured.
Continuous Backups
FreeAgent Data is continuously backed up and available to be restored in case of potential data loss. Backups are securely stored at REST using AWS KMS technology.
Data Isolation
Each customer’s data is logically separated from one another in a manner that data never co-exists, ensuring a high level of isolation.
Data Integrity
Data stored in FreeAgent is continually replicated, storing 6 copies of data across 3 separate data centers, ensuring high levels of data durability.
Availability
100% available: zero downtime, period
100% performant: every tier auto-scales or has ‘infinite’ capacity e.g. Lambda
Integration-friendly: every action available through UI also available via well-documented, open APIs
Continuous Uptime
No Scheduled maintenance downtime, our customers can expect service to be up 24/7 throughout the year.
Redundant Backup
Compute and Data infrastructure is architected to be redundant across physical data center locations, ensuring completely automated disaster recovery for our customers.
Monitored Response Times
The FreeAgent platform ensures sub-second response times for >95% of our requests we continually monitor and publish metrics at: status.freeagentcrm.com
Operational Security
Threat Detection
All network traffic to our data centers are continually audited and monitored using advanced intelligent threat detection software.
Policy Management
Strict policies in place for infrastructure configuration management, which are continually monitored with automated alerts for any breaches in established policies.
Consistent Security Audits
We use a combination of automated and periodic 3rd party penetration testing performed by vendors to minimize vulnerabilities.
Application Security
Secure your data from internal risks with custom roles and ACLs.Â
Simple Security Setup
The FreeAgent platform provides one of the most advanced and easy to set up security controls for our customers, with no impact on performance. A feature unique to FreeAgent in the CRM industry.
Record Level Access
Read, Create, Update, and Delete operations are based on advanced conditional filters for controlling access to the subset data.
Field level Access
Access and modification operations can be controlled for sensitive data within records themselves.
Role Specific Configuration
Access to navigation, form rules, and automations. All of our platform configurations can be customized to apply to specific sets of roles.
Team Configuration
Hierarchical data visibility setup via teams. Ensure data access is logically separated across different teams in your organization.
Compliance Certifications
ISO 27001 Certification
FreeAgent is certified on the most widely accepted international information security framework globally.
Google OAuth Compliance
FreeAgent undergoes routine compliance assessments with our integration partners like Google, ensuring our customer’s integration data is completely secured.
HIPAA Compliant
FreeAgent is one of the few HIPAA compliant CRMs on the market, meaning Health Field and Insurance Information can be secured within FreeAgent maintaining nationally recognized compliance standards.
Privacy Policies & Data Handling
Master Subscription Agreement
This subscription service agreement is a legal agreement between you and FreeAgent governing your use of the FreeAgent Platform, including any applicable free trials.
Product Privacy Policy
This Privacy Policy describes how we collect, receive, use, store, share, transfer, and process Personal Data. It also describes your choices regarding use, as well as your rights of access and correction of Personal Data.
Acceptable Use Policy
 This Acceptable Use Policy is designed to ensure compliance with the laws and regulations that apply to any FreeAgent Service.Â
