FreeAgent is an cloud-based accounting system designed for small businesses and freelancers. FreeAgent supports many core accounting features and bank reconciliation, payroll, tax management, project level accounting, and multiple currency support. It is mobile-accessible, and integrates with many apps.
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HubSpot Marketing Hub
Score 8.5 out of 10
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HubSpot's Marketing Hub is an all-in-one inbound marketing engine that includes tools for email marketing, landing page creation, social media marketing, content management, reporting & analytics, search engine optimization (SEO), and more.
For micro and small business it is a great solution. The new requirements for MTD for landlords could also be met with this software. Groups and more complex businesses could not use the accounts and tax returns features, however they still could use it for bookkeeping and then export the data to other tax and accounts production software.
As I said previously, I was not a fan at the beginning because, like everyone, I don't take change so well. Once I started following leads through HubSpot Marketing Hub, I integrated it with my email and created templates for what I needed, I started to see the positives immediately. My time working was better spent as I eliminated time put in routine tasks. I was able to track all communication in HubSpot Marketing Hub, we created systems in the office assigning tasks to one another and, through HubSpot Marketing Hub, our leads were able to book meetings in my calendar automatically. To be honest, if you are in sales and marketing, I cannot think of scenarios where HubSpot Marketing Hub cannot help. All I would like to say is, when using templates, pay attention to where you send them - you may need some personalization. I would encourage the management of HubSpot Marketing Hub to create short tutorials for beginners like me who need to configure and start using various features: setting up deals, templates, and dashboards.
Accounting! As you'd expect. Makes it much simpler andmore cost effective. In-coming and out-goings are recorded and assigned to projects and accounts. My accountant can access my books and reconcile so much more easily than trawling through spreadsheets.
Time billing - time spent on projects/client work is recorded and is ready to be invoiced as required. Saves so much time and prevents inaccuracies.
Invoicing - again, it should do this well and it does. Non payment reminders are automatic and clients have no excuses for not knowing the status of their account.
Account dashboard - gives me an instant overview of the health of the business (am I on track to meet my yearly targets) and my accounts.
Reporting on financials, time tracking and project status is a little poor. It's adequate for what what we need, but would be great to see more advanced features.
API is quite closed so cannot integrate with our other project management tools.
While Hubspot has added some collaborative tools, I think this could improve. I'd like to see more options to comment on emails and ways of being able to share out changes as well as approval channels.
The ability to update ads via the calendar is pretty cumbersome. There's no good way to bulk edit or update. You have go into each one individually.
Real time edits would be nice. If you have multiple people working on the same thing, you'll get kicked out and your changes might not be saved.
Our business relies on the HubSpot platform to manage our marketing, sales and CRM processes. HubSpot marketing automation helps us define our activities and streamlines them in a cohesive and efficient way. Without HubSpot, we will have to revert to the 'old way' of doing everything with a variety of disparate systems.
While there are some frustrating things that pop up unexpectedly ("wait... I can't do X?"), I have found HubSpot to be easy to use and extremely helpful to my daily work. The documentation is really good, and when it's not helpful, the support staff have been amazing.
They have had issues with system availability over the course of days. Sometimes the system is unusable, other times updates simply take a long time to show up. It's better now but, from a reliaibility standpoint, HubSpot is not Salesforce.com yet. Still great software though.
With all the new features in HubSpot, the system can get a tad slow sometimes... That said, most of the time it is lightning fast and I have no problems. Because most of the integrations are API, they silently work in the background. I have not had trouble with lag due to HubSpot integration
During the few times I've needed it, HS support has been accessible, helpful and efficient. Often rolling up their sleeves to make changes for you as opposed to leaving you with a list of instructions to decipher on your own.
I did the 2-day classroom at HubSpot's corporate office in Cambridge. First off, it was amazing to see their corporate office in general. They have such a cool office environment. But it was also great to have the ability to learn in a workshop format with other HubSpot users and meet my Account Manager/ Inbound Marketing Consultant in person.
I went through Inbound Marketing University in 2006. Great training and helped my transition from traditional (outbound) marketing to inbound marketing that I've been able to apply to a number of businesses from wastewater and water reuse, to professional services and SaaS. Share information of value to build awareness and trust. Answer customers' questions in a transparent way to generate more qualified leads. Understand the difference between a marketing qualified lead and a sales qualified lead and put together a lead nurturing program. Your sales and marketing efforts will see significant ROI.
My biggest piece of advice for those who are implementing Hubspot is that you need to devote the time up front and learn how to use the product. Once you learn how to use Hubspot, it will be much more effective as well as much easier to use in the long run
I have used and tested out many other systems. I was looking at Xero for my accounting system but at the time I chose FreeAgent because of the way it handles the recording of dividends and the inbuilt time recording. The others I trialed were good and many of them cheaper. FreeAgent best suited my requirements at the time.
Other competing software such as Zoho and Boomtown may have more bells and whistles, but it is too cumbersome and has many parts that only advanced users can operate. With HubSpot, each function is within reach of the average agent. It doesn't overpromise and then makes you feel incompetent when you can't use it all...
HubSpot is addressing this more and more. Currently you can assign tasks to designated sales teams, which grow as you grow. They've added free baseline products for those just getting started. These and more contribute to the scalability of HubSpot - so I gave it an 8 and am hoping for more in the future!
Professional and uniform offering providing great confident customer service. My clients love it, whether they use it a little or a lot. It's a great piece of software - while sophisticated, it's straightforward to use.
Time saving and efficient use of my team's time. Being able to easily share and compare work / tasks.
