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FreeAgent CRM + Outlook

Connect FreeAgent and Outlook to log and create a full history of all of your important email interactions.

Out-of-the-Box Integrations Learn More


What you can do:

Send and receive emails directly in FreeAgent, with an easy to use email widget that doesn’t interrupt your workflow.

Track email notifications like email opens, clicks, and bounces, as well as embedded link clicks.

Use the no-code automation builder to set up instant auto-responses for new leads.

Automate email cadences with FreeAgent's robust workflow engine to make sure no customer falls through the cracks keeping cycles times low.

Better targeting for bulk emails with FreeAgent’s dynamic filtered views.

Data-filled email templates sent from FreeAgent can streamline and personalize tedious repetitive response emails, drastically improving efficiency.

Continue sending emails the way you always have. As long as an email is paired with FreeAgent, it will capture all emails sent or received from your contacts even when an email is sent from outside of the FreeAgent Web of Mobile App*.

 * Only emails sent to or received from contacts imported or created in FreeAgent will be logged to any records. All other emails will be kept private. Including emails between employees.


Two-way email sync in real-time

Pair your Outlook account with FreeAgent in a few clicks using your Outlook account and password right within FreeAgent. No confusing setup, no plug-in installation, and no need for server information or routing codes. Just log in and start emailing your contacts from FreeAgent within seconds.

Never Miss a Thing

FreeAgent automatically captures all email interactions with contacts in real-time. It captures email clicks, opens, and bounces, as well as any sent or received emails with no manual syncing required. Just pair your Outlook account and FreeAgent will handle the rest.

Stay Working in a Single App

With FreeAgent and Outlook paired you can send and receive email directly from within FreeAgent never having to check your inbox again. With Google Chrome Notification support you can be notified in real-time when an email is opened, clicked, or when a contact has replied to your email.

Email Reporting Made Easy

FreeAgent's custom fields and robust reporting capabilities can filter, sort, and group by any field type. Report on fields such as email opens and bounce rate; how well an email template is performing; and get actionable insights on how your email campaigns are performing using FreeAgent’s reporting views, 15+ data visualizations, and Dashboards.

Data Sharing Pathway


Data Flow

FreeAgent CRM

Emails (Sent/ Received/ Bounced) Click/ Open Events

Emails (Sent)

Outlook Subscriptions Compatible

Microsoft 365 Business Basic

per user,

per month

Microsoft 365 Business Standard

per user,

per month

Microsoft 365 Business Premium

per user,

per month

Microsoft 365 Apps for business

per user,

per month


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