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FreeAgent Product Demo Overview
Customer interactions and internal workflow together at last. FreeAgent captures all your digital customer interactions across every channel, automagically organizes the data in your CRM, and triggers automations customized for you. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more — so every employee has workdays full of impact.
Opportunity & Pipeline Management with FreeAgent CRM
Boost sales efficiency and gain revenue predictability. Scale operations with confidence, with real-time reports that link forecast changes directly to individual activities, so you can make business decisions that drive revenue.
Contact & Account Management with FreeAgent CRM
Nurture customer relationships that last a lifetime. Automatically log and organize account emails, calls, meetings, and more. Connect deals, tickets, feature requests, and any other related records for a full customer 360. The entire customer journey is captured from pre-sale to post-sales, providing you the whole story even throughout internal staff changes.
Quote Management with FreeAgent CRM
Customizable one-click quoting makes it easy for teams to issue quotes and get contracts signed faster. Customize polished quote templates that represent your brand. Integrate easily with eSign applications to bring your whole process in one place, and even automate deal stage updates when documents are signed.
Better Workdays with FreeAgent CRM
FreeAgent is a next-gen work experience. We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance.
Project Management with FreeAgent CRM
FreeAgent helps your team stay on task. Boards, lists, and cards enable you to organize and prioritize any business flow in a fun, flexible, and rewarding way. Track your projects as they progress through stages and milestones. Zoom out to see cycle times per project or across all projects. Drill-down to individual project activities, attachments, interactions tasks and assignments.
Track Team Activity
Whether you’re working together in the office – and especially if you’re not – leaders need a work-free way to track team performance. Enjoy real-time visibility at a glance. Foster a high-five culture and share gamified goal-tracking across your sales and service teams.
Real-Time Visibility with Dynamic Filtered Views
Discover the power of dynamic filtered views to enhance real-time
visibility, while work keeps flowing. It’s all captured and updated automatically, so there’s no need to
wait for team updates.
Easily Add/Edit Custom Fields
Growing teams need software that doesn’t box you in. Your business is
unique, so flexibility is key. FreeAgent has code-free customization beyond any other CRM, so you can manage
any process and tackle any challenge.
Better Bulk Email
Send the right emails at the right time. Personalized and sent
individually, so your customers feel catered to, not marketed to. Quickly segment your recipient list by any
field value you choose, and use custom email templates to auto-populate smart fields.
Boost cycle times with instant lead follow-up, polished email templates,
automated task management and push notifications for the important stuff. Boost your efficiency and magnify
your impact by eliminating repetitive work. Spend less time on admin and have workdays full of impact.
With FreeAgent, you can manage so much more than leads and deals. Using
FreeAgent’s code-free configuration tool, you can create ANY app in a snap! Properties, pets, students,
testimonials, sales enablement… you name it. Centralize external and internal workflows with FreeAgent’s
unlimited custom apps.
Reporting & Dashboards
FreeAgent's built-in reporting saves you time. Easily transform any
working view into beautiful and easily digestible charts, updated in real-time as work happens. Set it and
forget it. Easily schedule reports to send out to stakeholders on a weekly/monthly/quarterly basis, even
without logging in.
FreeAgent for Healthcare
The only major CRM with hassle-free HIPAA. FreeAgent powers healthcare and medical manufacturing organizations with the #1 user-rated CRM + work management platform. Connect your people, data, and processes for better healthcare outcomes.
Welcome to the next generation of CRM
With modern software that unlocks visibility and productivity without all the complexity of Salesforce.
Comparing FreeAgent vs Salesforce
is like comparing Apple iPhone XR vs mobile phone 1st generation in the mid 90s. FreeAgent is outstanding in terms of customization, service, interface, simplicity and elegance. The entire user experience if rated on a scale of 1 to 10 is 10+… while I would rank Salesforce 1.”
CEO of Amazing Group LLC
At every stage of the CRM buying journey, we’re here to help.
Recognized by the world’s leading software reviews and selection platforms
Workdays full of impact
FreeAgent helps you work more collaboratively and track and improve performance.
increase in pipeline
FreeAgent gives me the agency to be experimental.
With other CRMs, it feels like you are working to benefit the CRM. With FreeAgent, it feels like the CRM is working to benefit you.”
Co-Founder & Director of Partnerships
Test drive the FreeAgent platform
Try FreeAgent and experience the next generation of CRM + Work Management software for teams of any size: