Freshbooks
Salesboom Cloud CRM is integrated with Cloud Accounting vendor Freshbooks. The combined CRM plus Accounting system, synchronizes customer data in real time, between the CRM and the Accounting databases.
Stay in your user interface of choice and keep Sales Quotations, Timesheets, Invoicing tightly integrated between the CRM and Accoungting systems.
CRM that is cohesively integrated with your Accounting Software makes your business more agile and productive.
Self Employed Pros & Startups don't have precious resources like employees, time and money to invest in long term systems. They need something up and runnig quickly and that gets the bills paid. Cloud CRM integrated with Freshbooks Accounting provides an end-to-end system for managing Marketing, Sales, Support, Quotes, Billing & Invoicing, Project & Timesheets in one system, pre-integrated out of the box.
Track billable time against tasks and projects, with Project Management & Timesheets both as part of the Salesboom Cloud CRM system as well as integrated with Freshbooks accounting. Save time with not having to switch between many different accounts to handle your CRM needs alongside your Quote-to-Cash processes with Quotation management, Billing & Invoicing tied into your Freshbooks Accounting system.
Salesboom professional Services built and maintains the CRM to Freshbooks Integration. Over 15 years of building our own integrations between our CRM and ERP systems puts Salesboom in the leadership position on providing CRM pre-integrated with Accounting Software.
Update contact information for Contacts, Accounts in the CRM and have the Customer data synchronized between the CRM and Freshbooks.
Generate Quotes in Salesboom or In Quickbooks as you like. The Quotes are replicated from the CRM to Freshbooks and vice versa.
Track Projects and Timesheets in Salesboom Cloud CRM and/or in Freshbooks. The Timesheets and Invoices will be kept in check between Salesboom and Freshbooks.
Salesboom is a Cloud CRM pioneer, since 2003 we have been developing our software and integrations in-house. We build and maintain the integration between the CRM and Fresbooks and build custom solutions with our clients using our Built-to-Suit Model
For over 15 years Salesboom has implementing our own customers with our FastTrack program. It's an all-you-can-eat professional services package from our in-house Pro Services department where we configure your CRM system, do a requirements analysis and consutlation, then rollout and train employees on your custom system.
Reduce friction in the buying and supplying processes so employees, customers, partners are rewarded in real time with real time data and alerts
Transform your company into a digital organization with Web self-serve, Quote to Cash and Accounting & ERP all in one system, at your fingertips.
Built custom reports, Dashboards & KPIs that span all departments of your company, with the click of a button.
Salesboom was the first Cloud CRM vendor to add Quotes to our CRM platform, at the request of customers, via our Built-to-Suit model of building our own customizations and integrations. We deal with small businesses and startups, and they have always been asking for these features since we started in 2003.
We have added Billing & Invoicing with customized Pricing, Sales Orders & Purchase Orders, Inventory Management & Warehousing, Expenses, Receipts & Reinbursements, Sales Commissions management, Project Management with TImesheets & HR all as part of our Cloud CRM system.
When Salesboom integrates with Accounting software, we have the best of both worlds. Salesboom has the Cloud modules that are easy-to-use and fully cusomizable with the click of a button. With our Freshbooks to CRM plugin, we synchronize customer information between the Accounting software and the CRM, in real time.
Accounting users get to stay in their familiar Freshbooks Cloud app, and don't have to be re-trained. Salesboom sets up the integration and tests it and migrates the data and trains admin users and end users, in one all-you-can-eat package, called the FastTrack program.
Free up time. Consultants and Salespeople and management rely on CRM integrated with Accounting to grow sales and improve Sales efficiencies.
Do more with less. Automate business processes and streamline the organization, in a fully customizable environment, using a system that grows with you.
Put yourself in the driver's seat by making your business agile and able to withstand the constant change of today's business environment.
Contact a sales representative today to discuss how we can build you the perfect marriage of Cloud CRM & Freshbooks Cloud Accounting.