We’ll be at HIMSS Chicago April 18-20 🚀 Visit us at booth 7521!
FreeAgent CRM solutions to empower your business.
B2B Sales & Marketing
Lift your business up out of spreadsheets and email.
B2B Customer Service
Maximize your team’s efficiency and enhance customer satisfaction.
CRM for Clinics
Boost attendance rates, and maximize your referral network.
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.
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
Finally, reporting you can rely on. Automation
Spend less time on admin and have workdays full of impact. AI Assistant
Uplift your work with generative AI-powered features.
Webforms
Deploy webforms and capture data in your CRM instantly.
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.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.
In-House Services
Delivering lasting value from start-up to success.
IN-HOUSE
Onboarding
A personalized onboarding plan designed to help grow your business with FreeAgent CRM.
Our in-house onboarding experts will customize and configure FreeAgent CRM to fit your needs within 30 days of your kick-off call so you can get to what matters most.
IN-HOUSE
Professional Services
Premium in-house professional services option as an alternative to hiring a third-party solutions partner.
These FreeAgent CRM product experts deliver lasting success by bringing your team’s vision to life with custom configurations and integration services.
ALWAYS INCLUDED
We’re always here for you
Customer Support
A Ticket Support Portal is available for all editions; we’re with you every step of the way.
Help Center Resources
Exceptional Help Center guides with videos, in-app tooltips and walk-throughs will get you up and running in no time, on your own schedule.
IN-HOUSE
Onboarding
FreeAgent CRM onboarding is an excellent option for those seeking assistance getting up and running.
With dedicated in-house support, your onboarding expert will configure FreeAgent CRM, help set up out-of-box integrations for your business, and roll out team training to ensure you’re set up for success.Â
- Get up and running within 30 days
- Dedicated in-house onboarding expert
- Configuration and data import
- Team training and support
- Out-of-the-Box integrations support
- Dedicated in-house account manager
ONBOARDING
Out-of-the-Box Integrations Support
Onboarding includes assistance with all out-of-the-box integrations like Gmail, Outlook, Twilio, SendGrid, and more.
For custom or more complex integrations, FreeAgent’s robust Open API and professional services team lead the way for endless possibilities.Â
IN-HOUSE
Professional Services
At FreeAgent, we offer premium in-house professional services as an alternative to implementing customizations/integrations yourself or hiring a third-party solutions partner. These FreeAgent CRM product experts deliver lasting success by bringing your team’s vision to life with custom configurations and integration services. |
- Premium in-house professional service experts
- Custom integrations and complex configurations
- Custom scope of work and timeline estimates
- Transparent and competitive rates of $200/hour
PROFRESSIONAL SERVICES
Integrations + Customizations
FreeAgent delivers value immediately as a pre-configured CRM. For custom or more complex integrations, FreeAgent’s in-house professional services team leads the way for endless possibilities.
- Freedom and flexibility with custom integrations
- Use our in-house team team or third-party partner you trust
- Robust Open API documentation
Frequently Asked Questions
Here are answers to some common questions about FreeAgent. If you don’t see an answer to your question here, we invite you to request a demo.
Our CRM experts are standing by to provide advice.
Onboarding + Support
What happens after I buy FreeAgent, do I get some help?
Onboarding is an excellent 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 and schedule meetings once per week for the duration of onboarding to answer questions and help you move forward with your setup and training.
How long does it take to get up and running with FreeAgent?
Onboarding is 30 days. However, most teams are up and running and getting value from FreeAgent within the first 2 weeks.
Does it include any integrations that I need?
Onboarding includes assistance with all included direct integrations listed on our Pricing page as included, like Gmail, Outlook, and Twilio, for example. For integrations beyond that, you have many options (including self-service integration via Zapier), but most customers choose to hire our in-house Professional Services team for integrations. This is separate from onboarding and support. They work like an IT agency but are better because they are FreeAgent platform experts. They work at a completely transparent and competitive rate of $200/hour, sold in 10-hour packs. You can start a PS project while going through Onboarding if you like, or you can wait until after you’re up and running with FreeAgent, which is recommended.
What happens after onboarding, am I on my own?
No way. We’re always here for you.
Integrations + Customizations
What if I want to connect FreeAgent to my website, marketing tool, VOIP, or create a custom integration?
You can! FreeAgent connects easily to your digital world. There are several options to integrate with FreeAgent, whether you’re an IT wizard or a completely non-technical user.
Connecting Email Accounts
Connecting Email accounts to FreeAgent is as easy as following the prompts within FreeAgent. You have plenty of options in your individual and team settings to control exactly what emails are visible in FreeAgent.
Connecting Phone Calls & VOIP Services
Connecting Phone numbers to FreeAgent is as easy as following the prompts within FreeAgent. For teams that would like to integrate FreeAgent with a VOIP service instead of individual phone numbers, a VOIP integration is required. Many are available directly using FreeAgent Integration Platform, such as RingCentral, MS Teams, Zoom Phone, Dialpad Integrations, and many others are easily connected by the use of Low-Code Webhooks Integrations.
No-Code Integrations via Zapier
Most of our customers use Zapier, a user-friendly integration/automation tool, to connect FreeAgent to thousands of loved applications, such as LinkedIn, Google Sheets, Web Forms, Mailchimp, Slack, DocuSign, and many more. These integrations are easy-breezy to set up and customize for the non-technical user. FreeAgent also supports some alternatives to Zapier, such as Postman.
Low-Code Integrations via Webhooks
Webhooks are automated messages sent from apps when something happens. They use a permanent, stable URL that 3rd party systems can call to perform an action in FreeAgent — kind of like an SMS message. Webhooks are most commonly used for VOIP / Phone Integrations, such as Twilio, Zoom Phone, Ring Central, Five 9, and more.
FreeAgent Integration Platform
FreeAgent has existing direct integrations with popular apps such as Slack, Mailchimp, DocuSign, Google Workspace, Office 365, and more. Just add your authentication code, configure your calls, and off you go. We’re constantly working on adding more direct integrations. Contact us for any requests.
Direct API Access
FreeAgent embraces modern GraphQL APIs for exposing customizable graph data across multiple Apps within the FreeAgent Platform. Any operation or data available through the FreeAgent Web interface is accessible via secure backwards-compatible APIs. All authentication via the FreeAgent platform is handled by the standard and secure OAuth2 protocol for all 3rd-party integrations and general API access.
Learn more: FreeAgent CRM Architecture | Security | api.freeagent.network
Custom Integrations / Complex Configurations
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. For custom integrations, FreeAgent customers have 3 options:
- Most customers choose to use their internal IT resources for custom integrations. Our Open API is well documented and robust enough for any purpose.
- Use a third-party solutions partner to develop and maintain the integration for you. This is common in case you don’t have the internal IT resources for your project.
- FreeAgent Professional Services
At FreeAgent, we offer a premium in-house professional services option as an alternative to 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 want to have a custom integration made. Our in-house services team uses simple hourly pricing at a current $200/hour rate. Customized estimates for professional services are typically only provided for current FreeAgent customers.
What about implementation assistance or personalized live training for my team?
Our in-house services team is happy to provide these as well for the same simple hourly rate. Hours are sold in 10-hour-packs.
What about general support? Is there any support included in my subscription?
Yes! With FreeAgent, you’ll enjoy an exceptional Support Portal with outstanding ticket resolution times. For setup and features questions, utilize our handy Help Center and in-product tours and tool-tips.
Lead the way to a better workday
Connect with our CRM experts to unleash your team’s potential.
