We’ll be at HIMSS Chicago April 18-20 🚀 Visit us at booth 7521!
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
Onboarding
14 Days left in trial
- FREE DEMO: NO CREDIT CARD NEEDED
What happens after I buy FreeAgent, do I get some help?
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.
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, 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 you’re going through Onboarding if you like, or you can wait until after you’re up and running with FreeAgent, which is recommended.
Integrations & Customizations​ FAQ →
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.
What happens after onboarding, am I on my own?
No way. We’re always here for you.
We're always here for you:
Live-Chat Customer Support
Live-chat support and email ticket support is available for all editions; we’re with you every step of the way.
Live Support Chat Hours: Monday to Friday 9am-5pm CT
Live Support Chat Response Time Average: 3 mins
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.
Onboarding
Change your mind? You can choose to purchase Onboarding anytime within your contract.
30-Day Onboarding is a great option for those seeking assistance getting up and running. You receive a dedicated onboarding specialist, 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.
Professional Services Available
Premium in-house Professional Services agency is available for projects if you want assistance with your implementation, complex customizations. Professional Services are available at a completely transparent and competitive rate of $200/hour, sold in 10-hour packs.
