Coevera (formerly Pipeliner CRM) is a sales enablement tool focusing on pipeline management, sales processes, and analytics designed to empower sales professionals. It provides a visual sales process, profiles, and charts, all of which aim to help users take the right actions with their buyers and even helps identify key contacts within an organization. The CRM is available in three versions: Starter, Business & Enterprise. The vendor offers…
$65
FreshBooks
Score9.2 out of 10
Small Businesses (1-50 employees)
FreshBooks is an accounting service for small businesses. The solution enables users to send and manage invoices, track billable time and collect online payments. The vendor’s value proposition this that their solution provides a straightforward service that simplifies the billing process.
$21
per month
Pricing
Coevera
FreshBooks
Editions & Modules
STARTER - Basic sales management, tracking and collaboration
$65.00 per user per month
STARTER - Basic sales management, tracking and collaboration
$65 per user per month
BUSINESS - Full CRM functionality, customization and unique productivity features.
$85 per user per month
ENTERPRISE - Full CRM functionality with advanced reporting, customization and services.
$115 per user per month
UNLIMITED - Full CRM functionality with advanced reporting, customization and services.
$150 per user per month
UNLIMITED - Advanced CRM functionality including advanced features
Pipeliner CRM is very flexible, easy to work with, data capturing is at [its] best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training. This really helps in the [execution] of the task in our organization.
I recommend FreshBooks to anyone running a service-based business that needs invoicing, time reporting, and accounting tools. FB is adept in all three of these scenarios and isn't overly complicated like similar accounting packages I have used. I love how I can write estimates and proposals, manage the business development process from the software, and quickly convert prospects to invoiced clients.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Invoicing - FreshBooks basically ensures our accountants spend less time on invoices via its automated invoicing system, which sends invoices to our customers and clients alike and also send them regular reminders for them to pay up their bills.
Collecting business insights - FreshBooks enable our company analysts measure our business performances via data reports provided by FreshBooks' intuitive dashboard. Allowing us do a comparative analysis of key business metrics of a current month against past months and determine if the business is growing.
Expense tracker - We have recently embraced FreshBooks as an expense tracker for teams at our company branch. Thusfar, FreshBooks has performed very well, making our expense management a perfect operation; ensuring teams do not exceed their planned budget and also eliminating the need for tracking expenses on excel spreadsheets.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience.
I can brand invoices with my business logo, but I might like to change colours of the invoices themselves to match the rest of my business documents. That isn't a major point at all, but it's something that I'd like to see.
Freshbooks doesn't remember the categories that similar expenses were previously assigned to. It would be nice if Freshbooks would suggest a category for an already saved vendor, to ensure the consistency of expense reporting.
The home page of a Freshbooks account has a great graph display of expenses and income, but it only shows the last 6 months. This is still very useful, but I'd like to be able to see this kind of graph for different periods of time.
Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.
At the current needs of our business, FreshBooks suits us perfectly - it allows online access by our accountant to the system for GST purposes, easy input of expenses and tracking of Profit and Loss statements. FreshBooks customer service is great as well - very understanding and accommodating.
I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.
FreshBooks is very easy to use even for novices. If you're looking for an online accounting software that is full of features, has great aesthetics and is user-friendly, then this is definitely the software for you. I've been using it for several years now and despite being tempted to switch by other vendors, I like the feel of FreshBooks and it's mobile features.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.
I think the support level for FreshBooks is on par with a 6 because the folks behind this application do a fairly good job at providing support for their customer base. I still don't think they are at an elite level when it comes to supporting but are getting there although too slow in my opinion.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The most important reason for selecting pipeliner CRM:-exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly. Users can easily customize what they see to make the system their own. Best user interface & fast to learn.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
FreshBooks does very well in comparison, especially since it is free software for Barclays bank users. Sage software is much worse than FreshBooks. However, Xero and QuickBooks, the market leaders, are still ahead with usability, additional features, reporting, and connection with third-party software providers. We chose FreshBooks as it does everything we require from this type of software.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In reality, we do not implement all of its use at the moment in order to determine an adequate ROI.
In our approach to the use of the system, it seems to us a considerable time saving by achieving the integration of the Mexican subsidiary with its parent located in the US.
Financial reports meet the necessary USGAAP requirements.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
