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Freeagent reviews
4.8 (5 reviews)

FreeAgent is a cloud-based accounting software tailored for small businesses and freelancers. It provides features such as invoice and expense management, project management, time tracking, and tax return preparation. The software offers real-time visibility of business finances, simplifies tax reporting, and enables smooth collaboration with accountants. Additionally, it integrates with other business applications for increased functionality.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is Freeagent?
  • 04How Freeagent compare to similar software?
  • 05Who is Freeagent best for according to our reviewers?
  • 06Freeagent reviews

Pros from reviewers

  • Improves efficiency and effectiveness: FreeAgent significantly enhances the productivity and performance of teams, enabling them to operate as a cohesive, revenue-focused unit

  • Automation and integration features: The software's automation capabilities and integration with Zapier allow for the creation of numerous marketing automation workflows, saving considerable time

  • Intuitive and easy to navigate: FreeAgent's platform is user-friendly, simplifying the tracking of joint marketing and sales pipelines. It also has a low learning curve

  • Outstanding customer support: The customer support provided by FreeAgent, including from senior leadership, is exceptional. They are quick to respond and escalate any issues, and value customer feedback to shape their product roadmap

  • Customizable and feature-rich: FreeAgent offers a high degree of customization and a wealth of features. New features are constantly being added, and the vendor is highly supportive in developing enhancement requests.

Cons from reviewers

  • Limited reporting/dashboard capabilities: Despite the overall positive feedback, the reporting and dashboard features of FreeAgent could be more robust. This limitation can affect the ability to analyze and visualize data effectively

  • Tedious search function: Some users find the search function in FreeAgent a bit cumbersome and struggle to refine search parameters. This could potentially slow down the process of finding specific information within the system

  • Inability to delete unnecessary contacts: FreeAgent does not allow users to delete contacts that are no longer needed. This could lead to clutter and confusion within the system

  • Limited integration between CRM apps and Lines interface: Some users would appreciate more integration between the CRM apps and the interface FreeAgent refers to as Lines. This lack of integration could potentially limit the software's functionality

  • Only allows for monthly payroll: FreeAgent only allows for monthly payroll, which could be a limitation for businesses that operate on a different payroll schedule.

Main features

Starting Price

N/A

Free Plan

No

Cloud-based

Comprehensive Features

Multi-currency and Multi-language Support

Third-party Integrations

Robust Security Measures

What is Freeagent?

FreeAgent is a cloud-based accounting software designed for small businesses and freelancers. It offers features such as expense tracking, invoice creation, time tracking, project management, and tax reporting. It supports multiple currencies and languages, making it suitable for international businesses. The software integrates with third-party applications like PayPal, Stripe, and Google Drive for efficient financial management. FreeAgent also offers mobile apps for iOS and Android devices, allowing users to manage finances on the go. It ensures robust security measures including data encryption and secure servers. Customer support includes email assistance, online resources, and a community forum.

Who is Freeagent best for according to our reviewers?

  • Sales & Marketing Teams: These teams can benefit from FreeAgent's automation features and Zapier integration, which can significantly improve efficiency and effectiveness. The platform allows for the creation of numerous marketing automation workflows, saving time and enhancing productivity

  • Small IT/CS Teams: FreeAgent's ease of customization, readily available documentation, and highly customizable external customer support portal make it an ideal choice for small IT/CS teams. The CRM is feature-rich and the customization options are extensive, making it a valuable tool for these teams

  • Start-ups: FreeAgent's extensive feature set, automation capabilities, and customization options make it a good fit for start-ups. The software can assist in tracking changes and updates, keeping teams accountable, organized, and focused

  • Sole Traders: FreeAgent's user-friendly interface, online tutorials, and proactive support team make it an excellent tool for sole traders. The software simplifies transactions and reduces the need for complex jargon, making it easier for sole traders to manage their finances

  • Accounting Teams: FreeAgent's VAT filing capabilities, customer service, and superior product offering make it a preferred choice for accounting teams. The software simplifies the process of filing VAT returns and offers superior customer service compared to other accounting packages.

    • Freeagent reviews

    4.8

    Freeagent rating

    4.5

    Ease of use

    4.5

    Customer service

    4.2

    Value for money

    4.4

    Likelihood to recommend

    4.2

    Features

    5 Freeagent reviews

    4.8 (5 reviews)

    • Charles

      Top-tier, User-friendly CRM with Unmatched Customization and Responsiveness

      I am incredibly satisfied with the support I've received from FreeAgent, to the point where I felt the need to write a glowing review. I've even considered applying to be a CRM integrator due to the enjoyable experience I've had. FreeAgent is genuinely the best CRM I've ever used and implemented. The ease of customization, readily available documentation, highly customizable external customer support portal for ticketing systems, and responsive support make it one of the best vendor-provided products I've ever worked with in my IT/CS career. It's visually appealing, simple, and intuitive. The CRM is feature-rich and the customization options seem limitless. New features are constantly being added and the vendor has been extremely supportive in developing enhancement requests. The reporting features and the ability to integrate with 3rd party software like Twilio and Zapier are just a few of the many benefits. I wouldn't pay too much attention to previous reviews mentioning.

      May 7, 2024

    • Linda N

      FreeAgent Impresses with Intuitive Interface

      I've been using FreeAgent for a while now and I'm thoroughly impressed with its intuitive interface

      April 27, 2024

    • Elijah A

      User-Friendly FreeAgent

      I find FreeAgent easy to use with less jargon, making transactions simpler to explain than on other platforms. I appreciate not having to take numerous unnecessary steps to explain a single transaction. In this modern age, we should be making things easier for each other, not more complicated. I don't understand why we need so many steps and complex jargon for tasks that could be done much faster and explained more simply. My only criticism so far is that FreeAgent only allows for monthly payroll.

      April 22, 2024

    • Philomena S

      Extremely User-friendly and Beneficial for Me!

      I find FreeAgent very helpful and easy to use for filing our VAT return.

      April 15, 2024

    • Richard

      Excelling with FreeAgent: A Game Changer for Organization and Efficiency

      FreeAgent CRM assists me in tracking changes and updates made by my team to our prospect list through various "Automations". It aids in keeping my team accountable, organized, and focused. The most beneficial feature is the upload capabilities, allowing us to add and update data simultaneously. The most surprising feature is its customizability, with the FreeAgent team working closely with us to create a system that fits our needs as a Property/Casualty insurance agency, even implementing custom code solutions. The best feature is the chat function, which enables us to address most issues or questions promptly. I would appreciate more integration between the CRM apps and the interface FreeAgent refers to as "Lines". I would also prefer more flexibility when generating reports and lists related to contacts and their assigned account. We selected FreeAgent CRM because it was the only one that provided a live demo using our actual data, which was beneficial to us.

      April 13, 2024

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