Become a FreeAgent Referral Partner

Perfect for FreeAgent customers, solutions consultants, +
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Referral Program

Earn better rewards and safeguard your reputation sharing the next-generation CRM with your network.

Conversion-Rich Referrals

Referrals that match our successful customer’s profile become FreeAgent customers over 40% of the time – wow!

Referral Earnings

Partners who refer 3 customers per quarter make an average of $75k/yr

Referred Trust

Protect your reputation – referred customers enjoy the same sales and support team you know and love

Are you a good fit?

Perfect for FreeAgent customers, solutions consultants, and IT Consultants who know and recommend solutions to businesses who would benefit from FreeAgent CRM.

FreeAgent Customers

You’re a customer who already raves about FreeAgent CRM and wants to earn some sweet referral rewards.

Solutions Consultants

You’re a solutions wizard who thrives at implementing the next-generation CRM for your customers.

IT Consultants

You’re a tech-savvy expert dedicated to offering reliable, easy-to-use platforms customers love.

Easy to Start. Easy to Earn.

How to get started with the FreeAgent Referral Program.

Join Referral Program

Apply
Start by submitting a brief (2min) Referral partner application to tell us more about you.

Review
Give our team 1-2 business days to review your application to ensure we’re a good fit!

Partner
Once approved, you’ll receive access to your partner portal with next steps, resources, and more.

Share and Submit

Share
It’s time to spread the word about FreeAgent CRM with your network using custom Referral and Affiliate links, and sales collateral provided in your portal resources center.

Submit
Know a business that could benefit from FreeAgent? Submit your referral lead directly through your partner portal and start generating rewards.

Earn and Grow

Earn on every qualified lead and earn commissions on sales for every new customer.

Don’t miss a payment using your hassle-free payment portal, ensuring accurate and timely payouts.

Utilize FreeAgents Partner Resources within your Partner Portal to up-level assist in a consistent experience to help you earn even more rewards.

What our Partners are saying

WORK BETTER

Easy-to-use

We needed a CRM platform that works seamlessly with our Companies experience for our customers — FreeAgent is that solution.

 

Working with the FreeAgent team has been outstanding, especially after years of poor experiences with other vendors. I immediately had confidence in the FreeAgent team and solution to deliver.”

Mark Groves

Port TMS

SAVE TIME

Customizable

As a Channel Manager at an IT and Marketing consulting firm, I like how customizable FreeAgent is without coding. I can easily add custom fields, rearrange how things look, and view the information I need in many different ways with lots of flexibility.

 

FreeAgent is 10/10 for me!”

Robert Bishop

Growth Management Solutions

GROW TOGETHER

Many Use Cases

We’ve been able to use FreeAgent to take advantage of insights to deliver a consistent message across our market.

 

I think FreeAgent is an excellent solution for any company in the medical device / manufacturing field.”

Will Panky

Status Medical

Some partnering program questions?

Hear from our customers

Having FreeAgent means we're able to have more revenue with less employees. Way more efficiency in the sales process. Our salespeople can communicate with more customers per day than was possible before, manage more accounts, with even better quality interactions and higher revenue outcomes.”

Ivan Plavec

Chief Business Officer, ImaginAb Biotech

View Customer Story

+250%

revenue / employee

FreeAgent sped up all of our cycle times dramatically which really impacted our company growth. Our team likes to use it because it makes their workday easier, they feel connected to their team, and it’s nice to look at. ”

Cody Jorgenson

Director of Marketing, Stratus Medical

View Customer Story

3x

faster cycle times

FreeAgent organizes all of our tasks and sets up the workday for myself and everyone on the team. We just log in and GO. FreeAgent ensures we deliver on our commitment to our customers. The dashboards allow me to track thousands of data points and compile them in an easy-to-digest format, easy to share with my team and stakeholders.”

Al Broida

Vice President, Telecom Management Resources

View Customer Story

Our team activity levels in the first month with FreeAgent were 30% higher than before, and that translates to revenue. It’s been an immediate and resounding success. FreeAgent makes my sales team look better. It gave us differentation and made us more competitive in our market.”

Anthony Hegarty

VP of Sales, Paramount Staffing

View Customer Story

+30%

sales productivity

With FreeAgent, we have a level of visibility that we didn’t have with our previous CRM. Our sales rep love FreeAgent and the mobile app. And because they like to use it, the reporting is automatic and incredibly informative. We love our beautiful dashboards.”

Kim Huckabee

VP of Sales, CWS

View Customer Story

+37%

increase in revenue

FreeAgent has allowed us to streamline our processes. It’s freeing up a couple of hours a day for everybody, and it’s also allowing us to be more consistent and targeted. The visibilty it provided has allowed us to improve our business and scale more rapidly.”

Doug Hansen

VP of Wholesale, Newfi

View Customer Story

300%

increase in conversions

With FreeAgent, we now truly understand the impact of different business channels. It has helped our team get true visibility and share all the work we’ve done with other departments and the board.”

Latisha Hull

Manager, Legacy Community Health

View Customer Story

3x

faster response times

With FreeAgent, we were able optimize our sales process, and take advantage of insights to deliver a consistent, high-performing message across our market. The gained visibility into customer interactions was a game changer. Our staff is empowered to serve our customers more efficiently and independently.”

Will Pankey

Director of Sales, Stratus Medical

View Customer Story

200%

increase in conversions

The visibility provided by FreeAgent has been incredible. We can track all of our orders by stage and see them progress in real-time. That helps us stay on track and offer accurate updates to our clients. It's extremely easy to use, and allowed us to bring our marketing campaign management into the same platform. An amazing tool for organizing your entire business — highly customizable and inexpensive.”

Kelsey Kolodinsky

Director of Operations, Moving Targets

View Customer Story

FreeAgent is so much more than sales. We manage our inventory, vendors, and customers all within the same platform. What’s more, it's all connected in a centralized hub, allowing us to get a full picture view of our operations. We love automations and how easily we can customize. Our customer relationships have THRIVED.”

Michael Palmer

VP of Operations, Telecom Management Resources

View Customer Story

We’ve been using FreeAgent for 3 years, and we've seen faster cycle times and have more happy customers. FreeAgent has been a contributing factor for sure in our exponential q/q growth. It’s really helped us grow our business.”

Bret Boudousquie

CEO, Stratus Medical

View Customer Story

3x

faster cycle times

Having FreeAgent means we're able to have more revenue with less employees. Way more efficiency in the sales process. Our salespeople can communicate with more customers per day than was possible before, manage more accounts, with even better quality interactions and higher revenue outcomes.”

Ivan Plavec

Chief Business Officer, ImaginAb Biotech

View Customer Story

+250%

revenue / employee

FreeAgent sped up all of our cycle times dramatically which really impacted our company growth. Our team likes to use it because it makes their workday easier, they feel connected to their team, and it’s nice to look at. ”

Cody Jorgenson

Director of Marketing, Stratus Medical

View Customer Story

3x

faster cycle times

FreeAgent organizes all of our tasks and sets up the workday for myself and everyone on the team. We just log in and GO. FreeAgent ensures we deliver on our commitment to our customers. The dashboards allow me to track thousands of data points and compile them in an easy-to-digest format, easy to share with my team and stakeholders.”

Al Broida

Vice President, Telecom Management Resources

View Customer Story

Our team activity levels in the first month with FreeAgent were 30% higher than before, and that translates to revenue. It’s been an immediate and resounding success. FreeAgent makes my sales team look better. It gave us differentation and made us more competitive in our market.”

Anthony Hegarty

VP of Sales, Paramount Staffing

View Customer Story

+30%

sales productivity

With FreeAgent, we have a level of visibility that we didn’t have with our previous CRM. Our sales rep love FreeAgent and the mobile app. And because they like to use it, the reporting is automatic and incredibly informative. We love our beautiful dashboards.”

Kim Huckabee

VP of Sales, CWS

View Customer Story

+37%

increase in revenue

FreeAgent has allowed us to streamline our processes. It’s freeing up a couple of hours a day for everybody, and it’s also allowing us to be more consistent and targeted. The visibilty it provided has allowed us to improve our business and scale more rapidly.”

Doug Hansen

VP of Wholesale, Newfi

View Customer Story

300%

increase in conversions

With FreeAgent, we now truly understand the impact of different business channels. It has helped our team get true visibility and share all the work we’ve done with other departments and the board.”

Latisha Hull

Manager, Legacy Community Health

View Customer Story

3x

faster response times

With FreeAgent, we were able optimize our sales process, and take advantage of insights to deliver a consistent, high-performing message across our market. The gained visibility into customer interactions was a game changer. Our staff is empowered to serve our customers more efficiently and independently.”

Will Pankey

Director of Sales, Stratus Medical

View Customer Story

200%

increase in conversions

The visibility provided by FreeAgent has been incredible. We can track all of our orders by stage and see them progress in real-time. That helps us stay on track and offer accurate updates to our clients. It's extremely easy to use, and allowed us to bring our marketing campaign management into the same platform. An amazing tool for organizing your entire business — highly customizable and inexpensive.”

Kelsey Kolodinsky

Director of Operations, Moving Targets

View Customer Story

FreeAgent is so much more than sales. We manage our inventory, vendors, and customers all within the same platform. What’s more, it's all connected in a centralized hub, allowing us to get a full picture view of our operations. We love automations and how easily we can customize. Our customer relationships have THRIVED.”

Michael Palmer

VP of Operations, Telecom Management Resources

View Customer Story

We’ve been using FreeAgent for 3 years, and we've seen faster cycle times and have more happy customers. FreeAgent has been a contributing factor for sure in our exponential q/q growth. It’s really helped us grow our business.”

Bret Boudousquie

CEO, Stratus Medical

View Customer Story

3x

faster cycle times

Partner with FreeAgent

Share the next-generation CRM with your network and earn better rewards with more money kickbacks.