Zezima — UK SME software comparisonsZezima
Stack

Software stack for Agencies

Creative and digital agencies need time tracking, project visibility, and clean revenue recognition habits.

Industry pain points

  • Scope creep
  • Utilisation visibility
  • Client billing cycles

Recommended stack (starting point)

Estimated monthly software spend (indicative): £85–£200

  • Xero

    Cloud accounting built for UK small businesses with strong integrations and accountant familiarity.

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  • HubSpot CRM

    CRM with a generous free tier and room to grow into marketing and service hubs.

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  • Breathe HR

    HR admin, holiday tracking, and people records aimed at UK SMEs.

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  • Zoho Books

    Cloud accounting with automation-friendly workflows and strong ties to the wider Zoho suite.

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Best accounting software

Xero or Zoho Books for smaller shops; Xero scales with payroll add-ons.

Best payroll software

Moorepay or payroll add-on once contractors become employees.

Best CRM / booking / POS (where relevant)

HubSpot for pipeline and retainers; Pipedrive if you want sales-first simplicity.

Mistakes to avoid

  • No written change control
  • Invoices without milestone definitions
  • HR informal beyond 10 people

FAQs

CRM or project tool first?
If sales is inconsistent, CRM first; if delivery is chaotic, project tooling first.