FreeAgent CRM

FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love.

Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place.

Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.
• Consolidate all your tools into one happy place, including contact organization, deal tracking, streamlined processes, project management, email and marketing tools, and automatic reporting.
• Optimize sales processes by accelerating cycle times, improving follow-up efficiency, increasing conversion rates by 20%, automating repetitive tasks, receiving important event alerts, empowering teams with real-time collaboration, and achieving 10 times faster employee onboarding.
• Automated lead assignments and follow-up, task automation based on triggers, shared email templates and call scripts for your team, simplified coaching through call recordings, transcriptions, and sales activity reporting, and the ability to customize deal stages to align with your sales process.
• Complete account history at your fingertips. Receive instant notifications for prospect engagement, sync inboxes seamlessly, automatically track and record rep calls, and stay organized with auto-generated task lists based on triggers.
• Visibility into remote work, track real-time employee activities, celebrate achievements through sales leaderboards, receive notifications on changing deals, monitor lead sources, and stay informed about untouched leads or teammate queries.
• Track and report your sales wins, visualize your pipeline with customizable templates and dashboards, receive notifications on changing deals, monitor lead sources and revenue channels, and boost motivation through sales activity and revenue leaderboards.

About FreeAgent CRM
Trusted by 1000s+ of the world’s most productive teams, FreeAgent CRM is the most cost-effective CRM that allows businesses to achieve more with less.

FreeAgent’s easy-to-use sales platform helps teams work smarter and faster, resulting in shorter cycle times and happier customers. With automated task assignments and real-time collaboration, FreeAgent empowers teams to achieve 10x faster employee onboarding, fostering a highly productive work environment.

Whether you aim to convert more deals, deliver more engaging experiences, or accelerate operational efficiencies, FreeAgent’s market-leading CRM can help you optimize any process and help your team work better.