Account Management

See everything happening with your accounts

Manage all your Accounts in one place

FreeAgent helps you maintain a list of prospects you intend to sell. It will auto-create the list for you as you manage your Leads and Contacts. You can also import Accounts directly.

View all account activity on a single page

FreeAgent CRM provides a holistic view all Account activity on a single, searchable timeline. Whether it’s a recent email, a next step, or future meetings, you always have the latest and greatest information.

View the power of your relationships

FreeAgent automatically rolls-up all your Contacts at the Account level and determines their average buying power.

Get real-time news

FreeAgent CRM keeps your sales team up to speed with the latest trending News articles around their Accounts. If it seems important, any user can Share these articles across Deal and Account Activity Timelines.