All-in-One: Contacts, Accounts, Deals, Tickets, Projects, and Quotes

All Activities: Tasks, Emails, Phone Calls, Texts, Notes, and Attachments

Custom Apps

Automatic 2-Way Sync with Gmail, Outlook, Exchange (Real-time)

Auto-log emails to Contacts, Accounts, and Deals

Email Templates with smart-field personalization

Share Email Templates with your team

Drag-n-Drop Email Visual Designer

Bulk Email Blasts with smart-field personalization

Automated Email Sequences with smart-field personalization

Email Open-Click Notifications (Real-Time)

Email Template effectiveness reporting

Fully-integrated Outbound Calling

Auto-log calls to Contacts, Accounts, and Deals

Call duration & outcome reporting

Call recording

Searchable call transcriptions

Send and receive SMS (including images)

Auto-log texts to Contacts, Accounts, and Deals

Bulk SMS Blasts with smart-field personalization

Automated SMS Sequences with smart-field personalization

Personal page with your tasks, notifications and calender

Automatic Task context for Contacts, Accounts, Deals & Projects

Automatic Task assignment based on triggers

Flip your real-time Notifications into Tasks with 1-click

1-Click to Call, Email, or Text

Quick-create tasks from any page

Live feed all activities across your team (real-time)

Reminders and escalation rules for overdue Tasks

Snooze reminders

Remove FreeAgent branding from Emails, Meeting Invitations

Brand FreeAgent with your Logo and Theme

Custom Dashboards and reports

Out-of-the-box reports included for sales, marketing, ticketing, +

Customer acquisition and retention reporting

Sales team performance reporting

Compare performance by rep / month / lead source, +

Sales team productivity reporting

Compare # activities by rep / day / type (calls/emails/meetings), +

Pipeline, revenue & cycle time reporting

Schedule recurring report snapshots and distribute via email

Team Calendar

Automatic 2-way sync to Google Calendar or Office Calendar

Automately log meetings to Contacts, Accounts, and Deals

Convenient scheduling of team members

Track and report on Meeting outcomes

Schedule Meeting email link

Automate lead capture, lead assignment, and lead followup

Automate email, call, and text campaigns to prospects and customers

Automatically assign tasks per stage

Automatically assign tasks from triggers

Automate account followup

Visual no-code Automation Builder

Advanced Workflow Builder

Create and Update Records

Build Reports

Navigate the CRM

Connect to 1000's of other systems via Zapier

Gmail, Outlook, Exchange Email Integrations

Google and Microsoft Calendar Integrations

Mailchimp Integration

Twilio Integration for Voice, SMS/Text

Sendgrid Integration for Bulk Email

DocuSign Integration

Quickbooks Online Integration

Slack Integration

IMAP Email Integration

Webhooks

Direct API access

Undelete Records

Audit Log of Every Change

Set Individual Access

Set Field-Level Permissions

Advanced Permissions: Role Based Access Control

Pre-configured Contacts, Accounts, Deals, Quotes, Tasks, and other Apps

Out-of-the-box sales dashboards and reports

Out-of-the-box email templates you can adapt for your business

Easy setup wizards for email pairing, calendar, phone, and text integrations

Frequent updates and enhancements to the platform included

Easily customizable to meet the needs of your business

Integrate easily with the tools you already use

Ticket Support Portal

(< 2.5 hr issue resolution time)

Knowledge Base AI Assistant

Finding the answers to your questions faster.

Help Center with easy-to-follow guides, videos, and walk-throughs

Weekly Live Customer Webinars

Our expert team will introduce new features and answer customer questions on any topic

30-Day Onboarding available

Dedicated onboarding specialist will get your team up and running quickly

Professional Services available

Our premium internal agency is available for custom integrations / customizations