FreeAgent CRM Software


FreeAgent CRM is a cloud-based customer relationship management (CRM) solution for sales and marketing teams in small and midsize businesses. The solution enables users to manage leads, contacts, emails and calls, accounts and deals, and build custom reports and dashboards.

FreeAgent CRM allows users to capture leads and upload lead data from websites, landing pages, purchased lists, Excel spreadsheets and more. It includes support for Zapier, which allows FreeAgent CRM integrate with a variety of other systems.

Leads can be auto-assigned for follow up with predefined next steps including when to call and when to email. Leads can progress through customizable statuses, and qualified leads can be turned into Deals. Activity with leads or on deals is tracked in real time. Deals can be carried through customizable sales stages. In addition, users can integrate the solution with email services and  relevant communication is automatically attached to leads, accounts and deals. 

Pricing is per user per month.


FreeAgent CRM - Deals
  • FreeAgent CRM - Deals
  • FreeAgent CRM - Sales dashboard
    Sales dashboard
  • FreeAgent CRM - Email templates
    Email templates
  • FreeAgent CRM - Message activity
    Message activity
  • FreeAgent CRM - Industry leads
    Industry leads
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

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Naveen from iocl
Specialty: Software / IT
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

March 2018

March 2018

FreeAgent CRM review



Product Quality

Customer Support

Value for Money


FreeAgent has made life simple. it helps in manage emails, calls, deals and many more. ease of use does it for me the best

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