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OVERVIEW

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.

USE CASE

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.

VISIBILITY

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.

VISIBILITY

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.

USE CASE

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.

CRM

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.

CRM

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.

CRM

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.

CRM

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.

CRM

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.

CRM

Automations

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.

CRM

Custom App

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.

CRM

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.

HEALTHCARE

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.