Remote work’s better

A complete CRM platform with robust work management.

FreeAgent is a virtual home for your business.

With all your customer relationships and work management in one place, your remote team will stay productive no matter where you’re working from.

For any business impacted by Covid-19, we’re offering free CRM for an entire quarter.  Learn more

Everything in one place

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.

More teamwork, with less you-work.

✓ Real-time integrations to all your favorite tools

✓ Shared customer activity timeline for instant context across the whole funnel

✓ Quicklink to any record, report, or view – and include your customizations!

✓ Work from anywhere mobile app

Keep work flowing

Stay productive

Personalized task lists prioritize what matters most, so your team can effortlessly breeze through activities that build customer relationships and generate revenue.

 

Stay in the zone

Switch between tasks, not apps! Centralized outreach means you can email, call, set meetings, jot notes, and more – without leaving the page.

Real remote visibility

With X-ray vision into the day-to-day activities of team members and real-time deal-to-pipeline updates, you can see what’s going on right now and see the future. Forecast with confidence and recognize your remote work rockstars.

✓  Connected activity linked to any pipeline change (no more depending on manual updates)

✓ Remote rockstars get recognized – know who’s performing with real-time activity logs, hustle boards, and custom reports

✓ See the same data with Shared Views

✓ Complete control over who sees what with customized access for groups, team members and contractors

Work is better together

Bring your teams and tools together with the only true platform for customer relationship work management

"All it took was 20 minutes for me to fall in love. It’s productive, collaborative, and very easy on the eyes."

Ajay Chawla, CEO, GroupClique

"FreeAgent CRM is worth it. The product and the people behind it are great. Simplicity is the word I would use to describe it. It will get you started quickly and your team and performance will definitely improve."

Jim Hathaway, JTEK Data Solutions

"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+."

Marc Kirst, CEO, The Amazing Group

Our CRM needs were very different than the typical sales model. Choosing FreeAgent is the best decision I made this year. They worked with me to customize FreeAgent CRM to the exact fit I needed for a growing franchise. I have never worked with another company that is so responsive. This robust system has everything I need and beautiful design.

Amy Lofgreen, Basecamp Franchise

Without a doubt, we've made more money using this CRM! The customer service I have had with FreeAgent from the first initial contact through the purchase and training and the support helpdesk has been top notch.

Peggy McElfish, CC Media

"If you are tired of the expensive, difficult and hard to navigate CRM’s, make the switch to FreeAgent CRM like we did. Most adaptable, integrated CRM available. Outstanding for sales people, outstanding for marketing. The team at FreeAgent are focused on client experience from beginning through implementation. Such a refreshing, nimble company to work with."

Joy Gray, Endeavor Communications