CRM vs. ERP: Two Sides of the Same Coin
Does your business need a CRM or an ERP? Spoiler alert – it needs both.
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.
Webforms
Deploy webforms and capture data in your CRM instantly.
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.
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
Does your business need a CRM or an ERP? Spoiler alert – it needs both.
CRM workflow automations can optimize many of your work processes. We can show you how to design and implement your own CRM workflow automations.
CRM automation unlocks business potential and improves process efficiency. This guide can help you get started, scale, and optimize your CRM automations.
Measuring productivity comes down to more than just adding up deliverables. Monitoring these 10 productivity KPIs can help you track output and drive results.
Project management can mitigate stress, produce better outcomes, and make your life easier. Here’s how to create an effective game plan.
CRM adoption means more than logging in once in a while. We can show you who is getting the most out of your CRM and who is just going through the motions.
Your CRM maturity indicates the level at which you leverage CRM software to drive business value. Here’s how to determine your CRM maturity level.
Dealing with a disorganized CRM leads to slower work, less effective campaigns, poorer support, and misleading analytics. Here’s how to get CRM hygiene right.
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Connect with our CRM experts to
unleash your team’s potential.
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