CRM
The Mobile CRM Revolution
The past two decades have seen mobility revolutionize CRM technology in a number of ways. What does the future hold for CRM? Read on to find out.
Powerful, easy to use CRM your whole team will love.
Email
Supercharge your company’s most high-leverage channel for selling. Phone
Dial up the wins. Boost sales efficiency and elevate your company’s phone presence. SMS
Enjoy 95% open-rates when you add text messages to your sales toolset. Meetings
Schedule meetings faster and manage them easier. Tasks
FreeAgent helps your team stay on task. Reporting
Spend less time on admin and have workdays full of impact. Automation
Spend less time on admin and have workdays full of impact. AI Assistant
Uplift your work with generative AI-powered features.
Webforms
Deploy webforms and capture data in your CRM instantly.
Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.
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.
In-House Services
Delivering lasting value from start-up to success.
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
We design software that transforms the way teams collaborate, grow revenue and communicate with customers.
Resources | Category: CRM
CRM
The Future of CRM: Mobility, the Cloud, and AI
CRM has evolved a lot over the years — from a basic contact management tool into sophisticated, data-driven platforms that empower businesses to forge meaningful relationships with their customers. What does the future hold for CRM? Read on to find out.
Automation
How to Use CRM Automation to Crush Your Sales Goals
Nine out of ten businesses with more than 11 employees use a CRM. That means to gain an edge, you don’t just need a CRM — you need to know how to use it. Let’s take a look at the ways CRM automation tools can help you crush your sales goals.
CRM
Is Zoho CRM HIPAA Compliant?
For businesses in healthcare and medical technology, HIPAA compliance is non-negotiable. If you are trying to maintain HIPAA compliance with Zoho CRM, you’ll have to take matters into your own hands.
CRM
Top 10 CRM Integrations You Should be Using in 2023
Today’s CRM platforms are centralized hubs that integrate with all of your other business software tools to provide a complete work management solution. We take a look at the top 10 must-have integrations you should be using with your CRM.
Company News
What’s New @ FreeAgent – July 2023
All the new features and enhancements coming your way in July 2023
Automation
Driving Customer Engagement with CRM Automation
CRM automation provides the tools needed to effectively and efficiently manage your customer engagement processes.
CRM
Leveraging CRM Data Analytics in Medical Device Clinical Trials
CRM can drastically simplify and streamline medical device clinical trials, helping medical device manufacturers get their products to market faster.
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