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In-House Services

Delivering lasting value from start-up to success.



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.


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.


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.



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. 


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.