Welcome back

We missed you!

While you were away; we’ve been getting better.

We’d love to show you some new tricks to help your team:

Get organized

Get visibility into day-to-day work

Get more done

Experience faster cycles times, more happy customers, and time back in your day.

#1 User-Rated Alternative to Salesforce

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

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.


New, easy-to-use features your whole team will love

We’ve been working hard to deliver new enhancements to help you crush your goals.

Schedule a demo with a product specialist to:


Better follow-up

More opportunities from less leads


Automate sales

More revenue with less employees


Reduce costs

Get more done with less software


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


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

Improve sales outcomes

Track and celebrate all sales activities (calls, emails, meetings) that lead to wins.

Foster a high-five culture and share gamified goal-tracking across your sales team.

Team and individual scoreboards ands targets help teams stay on track and forecast performance.

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


revenue / employee

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


sales productivity

Automate your sales playbook

Auto-assign tasks based on triggers, like incoming leads, email opens or account status changes.

Route leads and inquiries to the right agent automatically based on rules.

Attach email templates and phone scripts to tasks automatically. Enable faster follow-up and get automatic reporting on what's working best.

Automate repetitive tasks like follow-up emails/texts after a call so reps can move onto the next call quicker, while impressing prospects with professional follow-ups every time.

Lead the way to a better workday

Connect with our CRM experts to unleash your team’s potential.

© 2024 FreeAgent CRM. All rights reserved.

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