FreeAgent

Product Features:
  • Calendar/Reminder System
  • Committee Management
  • Contact Database
  • Contact Management
  • Document Storage
  • Email Marketing
  • Grant Management
  • Industry Specific for Accounting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation/Integration
  • Membership Management
  • Mobile Access
  • Pipeline Management
  • Prospecting Tools
  • Segmentation
  • Search/Filter
  • Shared Contacts
  • Task Management
  • Territory Management
  • Volunteer Management
Address:
United States
Product Information
Description:

FreeAgent's online accounting software brings everything together, from invoice and expense management to project management and sales tax. FreeAgent builds up real-time accounts for your company and gives you a live view of your business cash flow. Connect FreeAgent to your online bank account and automatically import transactions straight into your accounts every day with Bank Feeds. FreeAgent allows accountants to set up recurring invoices which are automatically sent to clients as reminders to make payments. Users can also track expenses by uploading the photo of an expense receipt with the FreeAgent mobile app. The solution offers a built-in stopwatch feature to manage time-sheets and track employee hours. FreeAgent knows that GDPR is important for their customers and are committed to supporting them with their own GDPR requirements. Data security has always been a top priority for FreeAgent. They have made made some updates in their software so users have the tools needed to handle their contacts’ data in a compliant manner. Pricing is $10 per month for the first six months. After six months it increases to $20 per month. A free trial, training and support is available.

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