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.
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 | Video Tags: CRM
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.
Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
