FreeAgent CRM Sales

Product Description

FreeAgent CRM delivers a next-gen work experience on a customizable cloud-based platform help teams unlock productivity and grow sales effortlessly.


  • Stay in the zone, with AI-guided selling. See only what they need, with a flow-based feed of personalized and prioritized tasks.
  • Zoom in and out between high-level overviews and deep-dive activity tracking that all happen automatically.
  • Measure and improve performance. Track and celebrate activities that lead to sales and happy customers.
  • Supercharge their sales cycle with customizable stage gate processes and eliminate all the manual work with automation.


FreeAgent helps their team stay on task. Boards, lists, and cards enable them to organize and prioritize any business flow in a fun, flexible, and rewarding way.

Problem solving

FreeAgent automatically logs and organizes their team’s email, calls and meetings so they can remove tedious tasks from their to-do list.

Best for

  • Agents
  • Brokers
  • Developers


Upon Request





Better customer relationships are the key factor in small business success. We make it easy for you to reach new customers and nurture your current clients into lifelong relationships with the only small business CRM tailored for you.

FreeAgent CRM
2201 Broadway, Suite 702,
Oakland, California
94612, USA

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