How can we help you today?
Easy step-by-step guides to learn more about FreeAgent CRM features
From pairing your phone number, to calendar integrations, to personalizing your own account.
Complete freedom to work the way you want. Customizations, team management, importing and exporting, and more.
Customize a little or customize a lot. How to effortlessly create custom tabs, fields, stages, and way more.
Sometimes called Contacts. We cover import, lead assignment, and connecting leads with accounts.
Sometimes called Accounts. Effortlessly add, edit, delete, and learn about bulk edit and saved views, too.
Better customer relationships means you'll be adding and managing a lot more deals. Learn about that here.
Everything email! Pairing your email, sending and receiving, using templates, and your custom email signature.
Create and share custom reports, and save them as widgets in your custom dashboard to always see what's important to ...
Your automatically created to-do list, under your full control: Learn to add, edit, automate, and mark as done.
Our full-featured mobile app works just as easy as the desktop version. Learn how to use it to work anywhere, anytime.