Automation
Streamlining Lead Generation with CRM Automation
CRM automation can help you streamline your lead generation processes by simplifying your lead capture and improving your lead data analysis.
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 | Tag: automation
Automation
Enhance Your Communication Cadences with CRM Automation
CRM automation can help you enhance your communication cadences with timely and personalized messaging.
Automation
Marketing Campaign Optimization is Effortless with CRM Automation
CRM automation can help you optimize your marketing campaigns through multichannel integration and improved communication.
Automation
CRM Automation Simplifies Marketing Campaign Performance Tracking
CRM automation makes tracking marketing campaign performance easier.
Automation
CRM Automation 101: Unleashing Marketing and Sales Potential
CRM automation tools can help you crush your sales goals and improve your marketing success.
Automation
Improve Marketing Success with CRM Automation
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 improve your marketing success.
Automation
Driving Sales Process Optimization with CRM Automation
CRM automation can improve sales collaboration by simplifying communication, streamlining workflows, and fostering coordination and teamwork.
Automation
Leveraging Sales Performance Tracking with CRM Automation
CRM automation can significantly improve sales performance tracking by accurately measuring, analyzing, and monitoring sales activities and outcomes in real-time.
Lead the way
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Connect with our CRM experts to
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