We’ll be at MD&M Minneapolis Nov 2-3 🚀 Visit us at booth 3419!
Solutions for the new world of work
Increase sales efficiency and scale operations with confidence.
Boost cycle times, follow-up and daily rep activity.
Convert more leads, crush your quotas, and increase revenue predictability.
Nurture customer-relationships to last a lifetime.
Learn more about SOLUTIONS
Featured content
Lead the way to a better workday
Talk to a CRM expert and unleash your team’s potential.
Platform Features
Optimize any process, reduce admin work, and have workdays full of…
Create, assign, prioritize, complete and track tasks of any type.
Tailor every aspect of the system so it fits your business perfectly.
Every member on your team can optimize the system for their own…
Standardize, enforce, and optimize how work is done.
Boost your efficiency and magnify your impact by eliminating…
Track and monitor key metrics across your organization.
Define teams, roles and access controls to govern what team…
All your teams and tools together.
Leading the way to a better workday
It all starts with freedom.
Be a part of a winning team on a mission to improve lives.
Leading the way to a better workday.
EXPLORE MORE COMPANY FEATURES
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.
Unleash the power of FreeAgent in your organization.
Professional Services
At FreeAgent, we offer a premium in-house professional services option as an alternative to implementing customizations/integrations yourself or hiring a third-party solutions partner.
These are product experts who are passionate and knowledgeable about FreeAgent, so you’ll find that it is a good option if you do want to have a custom integration made. Our in-house services team uses simple hourly pricing at a current rate of $200/hour. Customized estimates for professional services are typically only provided for current FreeAgent customers. View some Examples of Professional Services Billing Hours.
Onboarding
Onboarding is a great option for those seeking assistance getting up and running. You receive a dedicated onboarding specialist who will reach out as soon as you sign, and be available to answer questions via email as well as schedule meetings once per week for the duration of onboarding to answer questions and help you move forward with your setup and training.
Onboarding is 30-days, however most teams are up and running and getting value from FreeAgent within the first 2 weeks.
Integrations & Customizations
A lot can be accomplished with No-Code Integrations via Zapier, Webhooks, and our Direct Integration Platform. But for more custom or complex implementations, with FreeAgent’s robust Open API, the possibilities are endless.
Data Import
Need help importing your data?
Sometimes data isn’t as clean and it can be time-consuming to tidy it up for import, let us help you with this task!
It can be hard to figure out where to start when getting a new CRM, and even when you’re up and running, you want to be sure you keep getting the most out of your software.
Get your new software up and running quickly
Code-free customization for your business needs
Work more collaboratively to get more done
Empower your team to get more done and crush their goals
Our cloud-based platform helps teams unlock productivity effortlessly.
Moving Targets
Perkasie, PA
Industry
Marketing and Advertising
Favorite Feature
Custom Fields
Impact
⚡ Simplified account management
91% adoption rate 💥
⬆ Increased visibility across teams
Streamlined operational processes
With our previous CRM, if I wanted to add a dropdown menu or unique field,
I needed to hire a 3rd party engineer. It was so expensive and time-consuming that it made it all but impossible. With FreeAgent, I am empowered to make changes myself.”
Kelsey Kolodinsky
Operations Manager | Moving Targets
Work more collaboratively and improve performance
Want to learn more? We can help find the service that’s right for you.
Examples of Professional Services Billing Hours
No-Code Customizations |
|
Creating a Custom App to your specifications |
10 Hours |
Tailoring an existing App to your specifications |
4 Hours |
Building a Custom Reporting Dashboard |
4 Hours |
Build Custom PDF Template for Quoting |
4 Hours |
Data Import |
|
Importing 100K records - Typical (clean and orderly original source data) |
6 Hours |
Importing 100K records, Complex Data Cleansing (multiple overlapping spreadsheets with poor original data quality) |
20 Hours |
Automations |
|
Capture Web Form Submissions To automatically create Contacts, Accounts, Tickets, etc. |
6 Hours |
Custom Code-Based Automation |
6 Hours |
Training |
|
Admin Training — Live 1on1 Training (Recording included) |
4 Hours |
End User Training — Live Group Training for your team (Recording included) |
4 Hours |
Integrations |
|
Zapier-Based Integration Setup For software integrations where Zapier is available |
10 Hours |
Typical Custom API Integrations
For software integrations where API's are available but Zapier is not available |
14 Hours |
New VOIP Integration Setup For VOIP integrations not already included directly within FreeAgent |
20 Hours |
Payment Gateway Integration Setup |
20 Hours |
Quickbooks Online Integration Setup |
8 Hours |
ERP Integration Setup |
40 Hours |
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