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Powerful, easy to use CRM your whole team will love.
Phone
SMS
Meetings
Tasks
Reporting
Automation
AI Assistant
Uplift your work with generative AI-powered features.
Integrations
FreeAgent CRM solutions to empower your business.
B2B Sales & Support
Lift your business up out of spreadsheets and email.
CRM for Clinics
Maximized referrals and boosted attendance rates.
CRM for Healthcare
Connect your systems and teams in one holistic workplace.
CRM for MedTech
Accelerate operational efficiency and surface new opportunities.
CRM for Manufacturers
Connect your people, data, and processes for better outcomes.
Resource Center
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
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.
#1 User-Rated Alternative to Salesforce
CONVERT MORE LEADS
More opportunities from less leads
WIN MORE DEALS
More revenue with less employees
SPEND LESS
Get more done with less software
10x PRODUCTIVITY
Eliminate admin work, manual updates, and all of the blah — so your team can focus on what matters.
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
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
Get up and running in days, not months.
FreeAgent integrates seamlessly with Gmail, Google Workspace, Outlook and Office 365.
Now, you’ll never miss a beat with complete contact interaction history.
Don't worry —
personal emails stay personal.
Watch work getting done with real-time Company Live Feed.
Measure sales activity and
get important alerts and insights.
Easily setup your sales process within FreeAgent and automate the busy-work.
Arm your
team with templates, scripts, and next steps.
Easily track and report your wins.
Make sales visual with built-in report templates
and
dashboards.
You're never boxed in.
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 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. ”
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.”
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
With FreeAgent, we have a level of visibility that we didn’t have with our previous CRM. Our sales rep 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.”
+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.”
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.”
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.”
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.”
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.”
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.”
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.”
+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. ”
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.”
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
With FreeAgent, we have a level of visibility that we didn’t have with our previous CRM. Our sales rep 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.”
+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.”
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.”
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.”
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.”
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.”
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.”
3x
faster cycle times
CONNECTED
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.”
+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.”
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.”
Easy to setup
Easy to Use
Easy to customize
Easy to integrate
Amazing Support
Secure + HIPAA
Mobile CRM
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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