FreeAgent CRM +

Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.

Plugin

Requirements:

What you can do:

Document automation for fast-moving teams

Streamline your proposals in the cloud with designer-friendly proposal software.

Proposify is the online software that has the features and functionality your team needs to bring predictability, consistency, and confidence back to the close.

Work is better together. Bring your teams and tools together, in one happy place.

Zapier

Zapier moves info between your web apps automatically, so you can focus on your most important work.

NATIVE

Operations

Office 365

Collaborate for free with online versions of Microsoft Word, PowerPoint, Excel, and OneNote.

NATIVE

Communication

Gmail

The latest Gmail makes it easier to stay on top of the work that matters. With secure, ad-free email as a foundation.

NATIVE

communication

Mailchimp

Mailchimp is the All-In-One integrated marketing platform for small businesses, to grow your business on your terms.

NATIVE

Marketing

Zoom

Zoom brings teams together to get more done in a frictionless environment.

NATIVE

Webinars & Events

Powerful CRM for every budget.

FreeAgent helps you work more collaboratively and track and improve performance.