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
Customer interactions and internal workflow together at last. FreeAgent captures all your digital customer interactions across every channel, automagically organizes the data in your CRM, and triggers automations customized for you. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more — so every employee has workdays full of impact.
Boost sales efficiency and gain revenue predictability. Scale operations with confidence, with real-time reports that link forecast changes directly to individual activities, so you can make business decisions that drive revenue.
Nurture customer relationships that last a lifetime. Automatically log and organize account emails, calls, meetings, and more. Connect deals, tickets, feature requests, and any other related records for a full customer 360. The entire customer journey is captured from pre-sale to post-sales, providing you the whole story even throughout internal staff changes.
Customizable one-click quoting makes it easy for teams to issue quotes and get contracts signed faster. Customize polished quote templates that represent your brand. Integrate easily with eSign applications to bring your whole process in one place, and even automate deal stage updates when documents are signed.
FreeAgent is a next-gen work experience. We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance.
Whether you’re working together in the office – and especially if you’re not – leaders need a work-free way to track team performance. Enjoy real-time visibility at a glance. Foster a high-five culture and share gamified goal-tracking across your sales and service teams.
Discover the power of dynamic filtered views to enhance real-time visibility, while work keeps flowing. It’s all captured and updated automatically, so there’s no need to wait for team updates.
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.
Lead the way
to a better workday
Connect with our CRM experts to
unleash your team’s potential.
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