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CRM PLATFORM

Work’s better.

B2B sales teams use FreeAgent to:

Get organized

Get visibility into day-to-day work

Get more done

Now they have faster cycle times, more happy customers, and more time back in their day.

… and less spreadsheets.

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#1 User-Rated Alternative to Salesforce

Trusted by 1000s+ of the world’s most productive teams

CONVERT MORE LEADS

Better follow-up

More opportunities from less leads

WIN MORE DEALS

Automate sales

More revenue with less employees

SPEND LESS

Reduce costs

Get more done with less software

Next-generation CRM

Get everything in one, happy place

10x PRODUCTIVITY

Empower your team

Eliminate admin work, manual updates, and all of the blah — so your team can focus on what matters.

FreeAgent helps your team stay on task.

Reps always know their next steps

Automatically capture emails, calls, meetings and more

Instant notifications for prospect email opens and website visits

Auto-assign tasks based on triggers

Automate follow-ups

INSTANT VISIBILITY

Know what’s really going on

Remote work visibility for managers

Watch work getting done with real-time Company Live Feed

Real-time online status, ”last active” timestamp, geo-location, and activity charts

Celebrate and motivate with sales activity leaderboards

Get alerts for missed follow-ups

Complete account history at your fingertips

Rep call recording with transcriptions and insights

Easy to setup. Easy to love.

Get up and running in days, not months.

1

With a few clicks,
easily pair your teams email.

FreeAgent integrates seamlessly with Gmail, Google Workspace, Outlook and Office 365.

2

FreeAgent automatically pulls in interactions with CRM contacts.

Now, you’ll never miss a beat with complete contact interaction history.

Don't worry — personal emails stay personal.

3

Now you have instant visibility into work across your company.

Watch work getting done with real-time Company Live Feed.

Measure sales activity and get important alerts and insights.

4

Finally, your sales process all in one place.

Easily setup your sales process within FreeAgent and automate the busy-work.

Arm your team with templates, scripts, and next steps.

5

Gain insights right away from automatic reporting.

Easily track and report your wins.

Make sales visual with built-in report templates and dashboards.

6

Customize anything.

You're never boxed in.

Hear from our customers

Having FreeAgent means we're able to have more revenue with less employees. Way more efficiency in the sales process. Our salespeople can communicate with more customers per day than was possible before, manage more accounts, with even better quality interactions and higher revenue outcomes.”

Ivan Plavec

Chief Business Officer, ImaginAb Biotech

View Customer Story

+250%

revenue / employee

FreeAgent sped up all of our cycle times dramatically which really impacted our company growth. Our team likes to use it because it makes their workday easier, they feel connected to their team, and it’s nice to look at. ”

Cody Jorgenson

Director of Marketing, Stratus Medical

View Customer Story

3x

faster cycle times

FreeAgent organizes all of our tasks and sets up the workday for myself and everyone on the team. We just log in and GO. FreeAgent ensures we deliver on our commitment to our customers. The dashboards allow me to track thousands of data points and compile them in an easy-to-digest format, easy to share with my team and stakeholders.”

Al Broida

Vice President, Telecom Management Resources

View Customer Story

Our team activity levels in the first month with FreeAgent were 30% higher than before, and that translates to revenue. It’s been an immediate and resounding success. FreeAgent makes my sales team look better. It gave us differentation and made us more competitive in our market.”

Anthony Hegarty

VP of Sales, Paramount Staffing

View Customer Story

+30%

sales productivity

With FreeAgent, we have a level of visibility that we didn’t have with our previous CRM. Our sales reps love FreeAgent and the mobile app. And because they like to use it, the reporting is automatic and incredibly informative. We love our beautiful dashboards.”

Kim Huckabee

VP of Sales, CWS

View Customer Story

+37%

increase in revenue

FreeAgent has allowed us to streamline our processes. It’s freeing up a couple of hours a day for everybody, and it’s also allowing us to be more consistent and targeted. The visibilty it provided has allowed us to improve our business and scale more rapidly.”

Doug Hansen

VP of Wholesale, Newfi

View Customer Story

300%

increase in conversions

With FreeAgent, we now truly understand the impact of different business channels. It has helped our team get true visibility and share all the work we’ve done with other departments and the board.”

Latisha Hull

Manager, Legacy Community Health

View Customer Story

3x

faster response times

With FreeAgent, we were able optimize our sales process, and take advantage of insights to deliver a consistent, high-performing message across our market. The gained visibility into customer interactions was a game changer. Our staff is empowered to serve our customers more efficiently and independently.”

Will Pankey

Director of Sales, Stratus Medical

View Customer Story

200%

increase in conversions

The visibility provided by FreeAgent has been incredible. We can track all of our orders by stage and see them progress in real-time. That helps us stay on track and offer accurate updates to our clients. It's extremely easy to use, and allowed us to bring our marketing campaign management into the same platform. An amazing tool for organizing your entire business — highly customizable and inexpensive.”

Kelsey Kolodinsky

Director of Operations, Moving Targets

View Customer Story

FreeAgent is so much more than sales. We manage our inventory, vendors, and customers all within the same platform. What’s more, it's all connected in a centralized hub, allowing us to get a full picture view of our operations. We love automations and how easily we can customize. Our customer relationships have THRIVED.”

Michael Palmer

VP of Operations, Telecom Management Resources

View Customer Story

We’ve been using FreeAgent for 3 years, and we've seen faster cycle times and have more happy customers. FreeAgent has been a contributing factor for sure in our exponential q/q growth. It’s really helped us grow our business.”

Bret Boudousquie

CEO, Stratus Medical

View Customer Story

3x

faster cycle times

Having FreeAgent means we're able to have more revenue with less employees. Way more efficiency in the sales process. Our salespeople can communicate with more customers per day than was possible before, manage more accounts, with even better quality interactions and higher revenue outcomes.”

Ivan Plavec

Chief Business Officer, ImaginAb Biotech

View Customer Story

+250%

revenue / employee

FreeAgent sped up all of our cycle times dramatically which really impacted our company growth. Our team likes to use it because it makes their workday easier, they feel connected to their team, and it’s nice to look at. ”

Cody Jorgenson

Director of Marketing, Stratus Medical

View Customer Story

3x

faster cycle times

FreeAgent organizes all of our tasks and sets up the workday for myself and everyone on the team. We just log in and GO. FreeAgent ensures we deliver on our commitment to our customers. The dashboards allow me to track thousands of data points and compile them in an easy-to-digest format, easy to share with my team and stakeholders.”

Al Broida

Vice President, Telecom Management Resources

View Customer Story

Our team activity levels in the first month with FreeAgent were 30% higher than before, and that translates to revenue. It’s been an immediate and resounding success. FreeAgent makes my sales team look better. It gave us differentation and made us more competitive in our market.”

Anthony Hegarty

VP of Sales, Paramount Staffing

View Customer Story

+30%

sales productivity

With FreeAgent, we have a level of visibility that we didn’t have with our previous CRM. Our sales reps love FreeAgent and the mobile app. And because they like to use it, the reporting is automatic and incredibly informative. We love our beautiful dashboards.”

Kim Huckabee

VP of Sales, CWS

View Customer Story

+37%

increase in revenue

FreeAgent has allowed us to streamline our processes. It’s freeing up a couple of hours a day for everybody, and it’s also allowing us to be more consistent and targeted. The visibilty it provided has allowed us to improve our business and scale more rapidly.”

Doug Hansen

VP of Wholesale, Newfi

View Customer Story

300%

increase in conversions

With FreeAgent, we now truly understand the impact of different business channels. It has helped our team get true visibility and share all the work we’ve done with other departments and the board.”

Latisha Hull

Manager, Legacy Community Health

View Customer Story

3x

faster response times

With FreeAgent, we were able optimize our sales process, and take advantage of insights to deliver a consistent, high-performing message across our market. The gained visibility into customer interactions was a game changer. Our staff is empowered to serve our customers more efficiently and independently.”

Will Pankey

Director of Sales, Stratus Medical

View Customer Story

200%

increase in conversions

The visibility provided by FreeAgent has been incredible. We can track all of our orders by stage and see them progress in real-time. That helps us stay on track and offer accurate updates to our clients. It's extremely easy to use, and allowed us to bring our marketing campaign management into the same platform. An amazing tool for organizing your entire business — highly customizable and inexpensive.”

Kelsey Kolodinsky

Director of Operations, Moving Targets

View Customer Story

FreeAgent is so much more than sales. We manage our inventory, vendors, and customers all within the same platform. What’s more, it's all connected in a centralized hub, allowing us to get a full picture view of our operations. We love automations and how easily we can customize. Our customer relationships have THRIVED.”

Michael Palmer

VP of Operations, Telecom Management Resources

View Customer Story

We’ve been using FreeAgent for 3 years, and we've seen faster cycle times and have more happy customers. FreeAgent has been a contributing factor for sure in our exponential q/q growth. It’s really helped us grow our business.”

Bret Boudousquie

CEO, Stratus Medical

View Customer Story

3x

faster cycle times

CONNECTED

Integrations

Seamlessly connect FreeAgent CRM to all your favorite tools.

Customer Stories

Optimized sales process fuels exponential revenue growth at Stratus Medical

200% increase in conversions


3x faster cycle times


10x positive customer interactions

“FreeAgent has for sure been a contributing factor in our exponential q/q growth. It really is the gold standard of CRM, especially for medtech companies.”

ImaginAb increases sales efficiency and revenue with FreeAgent CRM

+250% revenue/employee


Rep onboarding decreased 30 days


100% team adoption

“Having FreeAgent means we’re able to have more revenue with less employees. There’s so much more efficiency in the sales process.”

Legacy Community Health sees productivity and visibility soar

3x faster response times


10+ employee hours saved/week


2x faster employee onboarding

“With FreeAgent, we now truly understand the impact of different business channels. It has helped our team get true visibility.”

Mobile CRM

Frequently Asked Questions

Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls

Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls

Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls

Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls

Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls

Transactions are a unit of activity.
Transactions include: Updates, Creates, Views, and External API Calls

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