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FreeAgent Product Demo Overview

CRM, Featured, Videos

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.

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Opportunity & Pipeline Management with FreeAgent CRM

CRM, Featured, Management, Videos

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…

Contact & Account Management with FreeAgent CRM

Account Management, CRM, Featured, Videos

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…

Quote Management with FreeAgent CRM

CRM, Featured, Quote Management, Videos

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…

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Better Workdays with FreeAgent CRM

CRM, Videos

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…

Project Management with FreeAgent CRM

CRM

FreeAgent helps your team stay on task. Boards, lists, and cards enable you to organize and prioritize any business flow in a fun, flexible, and…

Track Team Activity

CRM, Tracking, Videos

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…

Real-Time Visibility with Dynamic Filtered Views

CRM, Dynamic Views, Filtered Views, Videos

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…

Easily Add/Edit Custom Fields

CRM, Custom Fields, Videos

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,…

Better Bulk Email

Bulk Emailing, CRM, Videos

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…

Automations

Automations, CRM, Videos

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…

Custom App

CRM, Custom App, Videos

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!…

Reporting & Dashboards

CRM

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…

FreeAgent for Healthcare

Healthcare

The only major CRM with hassle-free HIPAA. FreeAgent powers healthcare and medical manufacturing organizations with the #1 user-rated CRM + work management platform. Connect your…

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