What is FreeAgent?
Pros from reviewers
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Improves efficiency and effectiveness: FreeAgent significantly enhances the productivity and performance of teams, enabling them to operate as a cohesive, revenue-focused unit
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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
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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
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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
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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
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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
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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
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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.
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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
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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
Main features
Starting Price
Free Plan
Cloud-based
Multi-currency and multi-language support
Third-party integrations
Comprehensive features
Robust security measures
Starting Price
N/A
Free Plan
No
Cloud-based
Multi-currency and multi-language support
Third-party integrations
Comprehensive features
Robust security measures
How FreeAgent compare to similar software?
Product
Price
N/A
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
No available deal at the moment
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
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.
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
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
FreeAgent Reviews
4.6
FreeAgent rating
0.0
Ease of use
0.0
Customer service
0.0
Value for money
0.0
Likelihood to recommend
0.0
Features
23 FreeAgent Reviews
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Keith A
Seamless Bank Feed Integration: Crucial for Effective Financial Management
Lastly, the bank feed integration in FreeAgent is seamless. It provides real-time updates on my financial status, which is crucial for effective financial management.
September 9, 2024
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Anna Miller
FreeAgent's Tax Estimation: Simplifying Compliance and Eliminating Guesswork
The tax estimation feature in FreeAgent is fantastic. It takes the guesswork out of tax preparation and ensures that I'm always compliant
September 2, 2024
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Wiley
Exceptional Customer Support: FreeAgent Delivers Responsive and Knowledgeable Assistance
I've had a great experience with FreeAgent's customer support. They're responsive, knowledgeable, and always ready to assist
August 27, 2024
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Noah Miller
Excellent Software with Great Customer Support
Compared to other products like Sage and QuickBooks, I am very satisfied with FreeAgent. I find its customer service and the product itself to be superior to other accounting packages I have used.
August 20, 2024
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Billy M
Efficient Payroll Management with FreeAgent
The payroll feature in FreeAgent is a lifesaver. It's simplified the process of managing employee salaries and leaves no room for errors
August 12, 2024
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Amy Davis
Efficient Project Management with FreeAgent: Keeping Projects Organized and On Track
I appreciate the project management capabilities of FreeAgent. It has helped me stay organized and on top of all my projects
August 6, 2024
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Zadie M
FreeAgent's Multi-Currency Support Simplifies International Transactions
The multi-currency support provided by FreeAgent is excellent. It has made dealing with international clients much easier for me
July 28, 2024
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Karen Brown
Webinars & Personalized Phone Calls: A Review on FreeAgent
I find the webinars and one-to-one phone call instructions on how to use FreeAgent extremely helpful, especially since I'm just starting out as a sole-trader. I also appreciate the frequent emails updating me on various aspects of the service. I believe it's an excellent accounting tool.
July 23, 2024
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Kellen G
FreeAgent's Invoicing: A Small Business Owner's Time-Saving Solution
As a small business owner, I find FreeAgent's invoicing feature particularly useful. It's streamlined, efficient and saves me a lot of time
July 14, 2024
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Jerry
Once Again, Exceptional Service
Once again, I received an immediate email response with the exact solution that worked perfectly.
July 8, 2024
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Ruth
Effortless Financial Management with Detailed Reports
it's made managing my finances a breeze. The software's ability to generate detailed financial reports has been instrumental in my business planning
June 29, 2024
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Alan Miller
Benefiting from FreeAgent's Expense Tracking Feature
I've found the expense tracking feature of FreeAgent to be extremely beneficial. It allows me to keep a close eye on my spending and helps me maintain a balanced budget
June 23, 2024
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Tobin
Hoping for 5 Stars Soon!
I've been using FreeAgent for several years and it's generally excellent. However, I have a problem with special pool capital assets which prevents me from filing end of year returns, so I'm giving it 4 stars. I hope this issue will be fixed soon, then I'll definitely give it 5 stars.
June 18, 2024
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Carl Garcia
Fine for Free; Not Worth the Price
I've been using FreeAgent for free through a NatWest business account. It's generally good but has some frustrating limitations. For instance, I can't attach documents or comments to journal entries and the VAT handling is incorrect. There doesn't seem to be a way to affect boxes 6,7 of the VAT return. They do allow a manual edit of the VAT return, which I find absurd and potentially illegal.
June 9, 2024
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Rowena S
New to FreeAgent: A Recent User's Review
As a new user of FreeAgent, I found it helpful to inquire about any potential issues. I had four questions, all of which were answered thoroughly, with additional references to the knowledge base for further information. I'm grateful for the assistance.
June 2, 2024
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Christopher B
Strongly Endorsed and User-Friendly.
I switched from another online accounting software to FreeAgent, which I found to be very intuitive and user-friendly. I was able to quickly complete my full year's figures and submit my own self-assessment for the first time. I highly recommend it. However, I wish there was a 'personal' category for transactions, so they don't show up in business transactions or as 'unexplained'. This is because I've been using my credit card for both business and personal purposes, which isn't ideal.
May 28, 2024
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Laura W
FreeAgent: A User-Friendly CRM Solution with Top-Notch Training for Small Start-ups
I found the customer support and initial training for FreeAgent to be outstanding and personalized, even before I bought it. The software has more features than my small start-up needs. However, I find the search function a bit tedious and struggle to refine search parameters. I also can't delete unnecessary contacts.
May 20, 2024
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Stephanie Smith
App for Non-Financial Folks is
I find the FreeAgent application quite easy to follow, even for someone without a financial background. I greatly appreciate the online tutorials and the support team who are extremely helpful and proactive when needed.
May 12, 2024
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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
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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
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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
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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
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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