FreeAgent CRM: The Smart CRM Software for Small Businesses

FreeAgent CRM is designed for small businesses that want to speed up sales, improve customer relationships, and save time with automation. Unlike other CRMs that are hard to set up or limit users, FreeAgent offers unlimited user access and a simple, customizable interface that anyone can use. This CRM helps teams organize leads, contacts, and sales activities in one secure place, making it easy to track progress and never miss a deal.

  • Problem: Manual tasks slow down small teams.
    Solution: FreeAgent automates repetitive processes—like assigning leads or sending follow-ups—so salespeople spend less time on tasks and more time closing deals, resulting in a 20% increase in conversions and 3X faster sales cycles.
  • Problem: Scattered customer data causes confusion and missed opportunities.
    Solution: All contact and account data is central, searchable, and secure—any team member can instantly access what they need from anywhere, without risk of data loss.
  • Problem: New hires take too long to get up to speed.
    Solution: FreeAgent’s real-time feeds, reminders, and simple dashboards help onboard new employees up to 10X faster.

Integration and Implementation

FreeAgent CRM easily connects with your existing tools, like email, SMS, and task apps, for seamless workflow integration. The platform is customizable for specific industries, such as healthcare (with HIPAA compliance). Implementation costs are low, with straightforward setup and no hidden fees, making it budget-friendly for small businesses.

FreeAgent CRM vs Other Solutions

  • FreeAgent vs Standard CRMs: FreeAgent allows unlimited users, advanced automation, and is easier to customize—while many competitors charge per user or are harder to set up.
  • FreeAgent vs Spreadsheet Systems: FreeAgent is more secure, faster, and dramatically reduces manual effort, leading to faster growth.

Choose FreeAgent CRM to automate sales, centralize data, and help your small business grow faster with less effort.

Freeagent CRM Video Tutorial

Freeagent CRM Tutorial Preview

Freeagent CRM Features

Calendar & Task
Collaboration Tools
Contact Management
Lead Management
Mobile Access
Pipeline Management
Reporting
Sales Automation

Freeagent CRM Pricing

Plan Price Model
Standard $18.00 Per Month

Technical Specifications

Deployment Android, Cloud Hosted, iPhone/iPad, Mac, Proprietary, Web-based, Windows
Support 24x7 Support, Email
Knowledge Blog, Help Guides, Video

Customer Reviews

Anonymous -
2022-11-04
5.0/5

Freeagent CRM is a complete CRM platform helping team leads and sales representatives achieve targets.

This one is awesome CRM Software. I just started using this solution but it seems to have everything I need. Its automation feature and work management feature are my favorites. This software has a lot of potentials, and I am really very happy with its overall performance. No more files and papers everywhere.

Anonymous -
2022-11-03
5.0/5

It is a powerful and award-winning online accounting software designed for small businesses, book-keepers to monitor cash flow and other records.

I am a big fan of this easy-to-use cloud-based accounting software. It is enriched with all the necessary features. Our firm was looking for such a solution which enables us to manage all our expenses. This software provides all facilities in one place like creating invoices, tracking expenses and sales taxes. It gives easy integration with the bank.