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.
50+ NEW FEATURES
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:
- See FreeAgent in action with a personalized walk-through
- Find the right plan for your organization
- Explore different use cases and templates for your industry
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
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
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.”
+250%
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.”
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.”
+30%
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.
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