FreeAgent for Marketing
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.
Marketing will always use its own toolset, but it additionally needs its own budget for campaign management, analytics, etc.
Regardless, marketing has historically been underserved by the company CRM. FreeAgent changes that, making it a powerful addition to the marketing tech stack.
FreeAgent helps to boost key KPI’s with:
Full-Funnel Visibility
Marketing-Sales Alignment
Enforce Brand and Organize Sales Enablement
Marketing Project Management
Target your ICP
Easily export data from your most successful customers to target your campaigns directly to lookalike audiences.
Get to know your leads
Know what happens to your leads after the hand-off to sales; view volume and quality of interactions by lead, see how quickly leads are qualified and gain more insight about leads that are disqualified, re-marketed, or scored low by sales.
Consistency is key
Ensure brand consistency across all interactions and content; oversee email templates and access Activity Timelines for visibility into low-funnel and post-funnel interactions.
What you’ll get
Integrated with Mailchimp.
See everything
Share real-time reports and dashboards.
Empower marketing-sales alignment
Reduce mystery and friction between departments when you see what they see.
You’ll have the entire control
Manage marketing projects from Design to Delivery to Campaign launch.
Download FreeAgent’s
Marketing Guide
Talk to a CRM expert and
unleash your team’s potential.
