INCREASE SALES WITH
Better customer relationships
Sales, marketing and customer service platform for businesses big-and-small who care about their customers.
Want advice from a CRM specialist?
Customers who feel engaged and connected to your business are…
2x
more likely to
purchase products & services

4x
more likely to
become lifelong customers

10x
more likely to
recommend to friends

Source: 2017 Gartner Customer Exp. Survey
There’s one key reason consumers choose small business…
Better customer relationships.
We know that consumers choose to deal with small business (even if they’re paying more) because they prefer the customer focus, service, and connection.
That’s why we build software that helps small businesses deliver that – better than ever.
Top Consumer Reasons for Choosing Small Business
Source: 2014 Web.com Consumer & Small Business Perception Survey
Did you know?
Source: 2017 Connected Small Business Report
Source: American Express® Global Customer Service Barometer
Source: 2015 Capterra
Your small business needs to do more than just sell…
Source: Newvoicemedia.com
Source: AMEX 2017
So when we say CRM, we really mean:
Customer Relationships Matter.
Everything we do is designed to help small business have better customer relationships.
Those deeper customer relationships allow you to deliver more value – automatically and authentically increasing sales.

Get Organized.
Everything in one place.
Contacts, deals, documents, calls, notes, to-do lists… everything you need to run your business all together in a secure cloud-based space all your own – that you can access from anywhere!
Track everything.
Emails, calls, meetings… track everything. Get an instant “birds-eye-view” on a single, searchable timeline.
Keep using the tools you already love.
FreeAgent CRM is integration friendly so you can use the tools you need. If they’re working for you, they’ll work with us too!
Get Automated.
Be instantly 10x more productive.
With your own Automated Actions that are SO easy to create. By automating tasks you used to do manually, you can save 20 hours per week.
Speed-up your follow-up.
Make customers happy when you follow up on time, every time with reminder notifications, and Next Steps.
Market like a pro.
Represent your growing brand with perfectly-timed professional emails, automatically personalized with your customer’s information – so they feel catered to, not marketed to.


Get Relaxed.
Experience the easiest-to-use CRM.
Enjoy your workday with a platform designed to be visually stunning and beautifully simple.
All the support you need.
Our team is your team! Relax with the highest-rated team of customer care and dedicated product specialists, dedicated to your success.
Get up and running immediately. No setup fees, no outside consultants, no funny business.
Your mission is our motivation
We love to be a small part of our customer’s success stories.
Track Everything
Get an instant “birds-eye-view” on a single, searchable timeline.
Customize Everything
Tailor your sales stages, create custom forms, and even rename your main tabs.
Visually Stunning Calendars
See everything coming with your automatically populated calendar.
Beautiful Email Templates
Market like a pro with personalized email templates that represent your brand.
Are you a Free Agent?
/frē ˈājənt/:
a person not restricted in their actions by an organization;
an independent entity who can do whatever they want
Our team is comprised of a talented group of individuals from all over the world, who all believe in a common goal: helping small business get bigger. We are enterprise software executives turned growth-hacking (buzzword-using) start-up founders. We are mission-makers, dream-believers, and team players. We are tech innovators, problem solvers, small business activists, customer advocates, change-makers, out-of-the-box thinkers, and helpers. We are Free Agents.

