Easily Add/Edit Custom Fields
Growing teams need software that doesn’t box you in. Your business is unique, so flexibility is key. FreeAgent has code-free customization beyond any other CRM, so you can manage any process and tackle any challenge.
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Better Bulk Email
Send the right emails at the right time. Personalized and sent individually, so your customers feel catered to, not marketed to. Quickly segment your recipient list by any field value you choose, and use custom email templates to auto-populate smart fields.
Automations
Boost cycle times with instant lead follow-up, polished email templates, automated task management and push notifications for the important stuff. Boost your efficiency and magnify your impact by eliminating repetitive work. Spend less time on admin and have workdays full of impact.
Custom App
With FreeAgent, you can manage so much more than leads and deals. Using FreeAgent’s code-free configuration tool, you can create ANY app in a snap! Properties, pets, students, testimonials, sales enablement… you name it. Centralize external and internal workflows with FreeAgent’s unlimited custom apps.
Reporting & Dashboards
FreeAgent’s built-in reporting saves you time. Easily transform any working view into beautiful and easily digestible charts, updated in real-time as work happens. Set it and forget it. Easily schedule reports to send out to stakeholders on a weekly/monthly/quarterly basis, even without logging in.
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