FreshBooks is a cloud-based accounting software currently used by over 5 million people. Their accounting service is designed for small and medium sized businesses that provide a service to their customers, then they use FreshBooks to send invoices to clients and get paid for their time and expertise.
As a CRM designed for Small Business, we excel at providing all the features needed to close more deals like:
- Visual Sales Pipeline
- Actionable Deal’s Card to help you add notes, tasks and send emails without leaving your Sales Pipeline.
- Sales Follow-up Reminders
- Powerful Tags and Custom Fields
- Lists and Segments to help organize your Contacts
- A 360 Contact Profile for each contact, including your Contact’s Tickets, Invoices Notes and even Email and Communication History.
- Email Marketing Campaigns and Automation
- and much more..
- We sync twice a day to import your FreshBooks contacts, invoices and update their status.
- If your contacts don’t exist in your Revamp CRM account, we will automatically create new contacts.
- We will import all your invoices and attach them to relevant Revamp CRM contact profile.
- Your invoices status will get updated according to changes in your FreshBooks account.
- We will remind you to send an email or make a contact when an invoice is overdue.
- You can use our contact management tools and filters to easily segment contacts with overdue invoice, paid invoice or any other invoicing status.