What users are saying about
186 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8.4 out of 100
Based on 186 reviews and ratings
102 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8 out of 100
Based on 102 reviews and ratings
Feature Set Ratings
- FreshBooks ranks higher in 1 feature set: Security
- Freshworks CRM ranks higher in 1 feature set: Customization
Customization

6.3
FreshBooks
63%
7.3
Freshworks CRM
73%
Freshworks CRM ranks higher in 3/4 features
Freshworks CRM ranks higher in 3/4 features
API for custom integration

5.8
58%
26 Ratings
6.4
64%
37 Ratings
Plug-ins

6.8
68%
22 Ratings
N/A
0 Ratings
Custom fields

N/A
0 Ratings
7.4
74%
49 Ratings
Custom objects

N/A
0 Ratings
8.2
82%
39 Ratings
Security

8.7
FreshBooks
87%
8.2
Freshworks CRM
82%
FreshBooks ranks higher in 1/2 features
FreshBooks ranks higher in 1/2 features
Single sign-on capability

10.0
100%
1 Rating
8.3
83%
39 Ratings
Role-based user permissions

7.5
75%
36 Ratings
8.0
80%
45 Ratings
Reporting & Analytics

6.9
FreshBooks
69%
Freshworks CRM
Feature Set Not Supported
N/A
FreshBooks ranks higher in 3/3 features
FreshBooks ranks higher in 3/3 features
Dashboards

8.4
84%
49 Ratings
N/A
0 Ratings
Standard reports

7.5
75%
48 Ratings
N/A
0 Ratings
Custom reports

4.8
48%
2 Ratings
N/A
0 Ratings
General Ledger and Configurable Accounting

7.5
FreshBooks
75%
Freshworks CRM
Feature Set Not Supported
N/A
FreshBooks ranks higher in 9/9 features
FreshBooks ranks higher in 9/9 features
Accounts payable

8.4
84%
34 Ratings
N/A
0 Ratings
Accounts receivable

8.4
84%
48 Ratings
N/A
0 Ratings
Cash management

7.0
70%
3 Ratings
N/A
0 Ratings
Bank reconciliation

7.0
70%
2 Ratings
N/A
0 Ratings
Expense management

7.1
71%
44 Ratings
N/A
0 Ratings
Time tracking

8.0
80%
37 Ratings
N/A
0 Ratings
Multi-currency support

7.0
70%
1 Rating
N/A
0 Ratings
Regulations compliance

6.0
60%
17 Ratings
N/A
0 Ratings
Self-service portal

9.1
91%
3 Ratings
N/A
0 Ratings
Order Management

8.2
FreshBooks
82%
Freshworks CRM
Feature Set Not Supported
N/A
FreshBooks ranks higher in 4/4 features
FreshBooks ranks higher in 4/4 features
Pricing

8.5
85%
32 Ratings
N/A
0 Ratings
Order entry

8.0
80%
33 Ratings
N/A
0 Ratings
Credit card processing

6.1
61%
34 Ratings
N/A
0 Ratings
Cost of goods sold

10.0
100%
1 Rating
N/A
0 Ratings
Sales Force Automation

FreshBooks
Feature Set Not Supported
N/A
7.8
Freshworks CRM
78%
Freshworks CRM ranks higher in 7/7 features
Freshworks CRM ranks higher in 7/7 features
Customer data management / contact management

N/A
0 Ratings
8.3
83%
52 Ratings
Workflow management

N/A
0 Ratings
8.4
84%
50 Ratings
Territory management

N/A
0 Ratings
9.0
90%
40 Ratings
Opportunity management

N/A
0 Ratings
7.8
78%
44 Ratings
Integration with email client (e.g., Outlook or Gmail)

N/A
0 Ratings
7.5
75%
51 Ratings
Interaction tracking

N/A
0 Ratings
7.6
76%
51 Ratings
Channel / partner relationship management

N/A
0 Ratings
5.8
58%
38 Ratings
Marketing Automation

FreshBooks
Feature Set Not Supported
N/A
8.1
Freshworks CRM
81%
Freshworks CRM ranks higher in 2/2 features
Freshworks CRM ranks higher in 2/2 features
Lead management

N/A
0 Ratings
8.2
82%
47 Ratings
Email marketing

N/A
0 Ratings
8.0
80%
48 Ratings
CRM Project Management

FreshBooks
Feature Set Not Supported
N/A
8.6
Freshworks CRM
86%
Freshworks CRM ranks higher in 2/2 features
Freshworks CRM ranks higher in 2/2 features
Task management

N/A
0 Ratings
8.6
86%
47 Ratings
Reporting

N/A
0 Ratings
8.5
85%
49 Ratings
CRM Reporting & Analytics

FreshBooks
Feature Set Not Supported
N/A
8.1
Freshworks CRM
81%
Freshworks CRM ranks higher in 3/3 features
Freshworks CRM ranks higher in 3/3 features
Forecasting

N/A
0 Ratings
7.5
75%
43 Ratings
Pipeline visualization

N/A
0 Ratings
8.9
89%
51 Ratings
Customizable reports

N/A
0 Ratings
7.8
78%
45 Ratings
Platform

FreshBooks
Feature Set Not Supported
N/A
9.6
Freshworks CRM
96%
Freshworks CRM ranks higher in 1/1 features
Freshworks CRM ranks higher in 1/1 features
Mobile access

N/A
0 Ratings
9.6
96%
46 Ratings
Attribute Ratings
- FreshBooks is rated higher in 2 areas: Likelihood to Recommend, Support Rating
- Freshworks CRM is rated higher in 1 area: Usability
Likelihood to Recommend

8.3
FreshBooks
83%
66 Ratings
8.1
Freshworks CRM
81%
55 Ratings
Likelihood to Renew

7.6
FreshBooks
76%
18 Ratings
Freshworks CRM
N/A
0 Ratings
Usability

7.3
FreshBooks
73%
12 Ratings
8.5
Freshworks CRM
85%
7 Ratings
Availability

10.0
FreshBooks
100%
4 Ratings
Freshworks CRM
N/A
0 Ratings
Performance

8.0
FreshBooks
80%
2 Ratings
Freshworks CRM
N/A
0 Ratings
Support Rating

8.2
FreshBooks
82%
12 Ratings
7.1
Freshworks CRM
71%
6 Ratings
Implementation Rating

10.0
FreshBooks
100%
2 Ratings
Freshworks CRM
N/A
0 Ratings
Likelihood to Recommend
FreshBooks
FreshBooks is the perfect tool for businesses who have hundreds of clients and customers whom they invoice regularly. It removes the need to manually send invoices to clients and customers, by streamlining inputted information to create an automated invoicing system which keeps clients and customers up to date with their bills.It is also a great tool for managing expenses, especially for companies with different teams working on varying projects, ensuring these teams do not exceed the budget ceiling.
Marketing Representative
Sterling BankBanking, 1001-5000 employees
Freshworks CRM
If you are a smaller organization you are probably ok to use [Freshworks CRM (formerly Freshsales)] vs Salesforce - you will save money and still get some great features. I would not recommend for a very large enterprise. It is also challenging to have the support come from another region although they do try to be very responsive.

Verified User
Manager in Sales
Telecommunications Company, 11-50 employeesPros
FreshBooks
- FreshBooks is pretty intuitive to use. I did have some questions when I first started using the system, but it wasn't a long learning curve.
- FreshBooks provides more capability than other billing applications such as PaySimple or BlinkSale. FreshBooks does provide an easy invoicing function. It's easy to create invoices that can be sent via email or snail mail to one or more individuals (for example, the decision-maker and the accounting dept). Clients can pay online or send a check and then I note that the payment has been received. If paid by credit card, the system automatically marks the invoice paid. Your business accounts such as bank accounts can be linked to FreshBooks. Then, the system can automatically draw in expenses and will create simple P&L reports, overdue invoices, client history, etc. If you don't have inventory and complex payroll, etc. FreshBooks provides just the right level of capability to make financial tracking simple.
- FreshBooks integrates with a number of credit card companies. I use Stripe, which has fees similar to Paypal, but much more reliable processing. I can accept all credit cards, including American Express, for a reasonable fee.
President
Getting It Write IncWriting and Editing, 1-10 employees
Freshworks CRM
- It helps you automate your onboarding process for new leads.
- It has lots of integrations with other apps, so you can interact with other things like calendars and calls.
- It's pretty easy to set sequences so the platform automatically follows up with people for you. This is not only helpful for your sales pipeline, but also for client communication when working on a project that requires their input.
Owner
All My Web NeedsMarketing & Advertising, 1-10 employees
Cons
FreshBooks
- 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.
Owner
Off the Wall Social Media ManagementMarketing and Advertising, 1-10 employees
Freshworks CRM
- Persistent and pervasive down time
- Lack of scalable integrations with data source (e.g., their Segment integration is barely functional and they won't improve it)
- Slow and unhelpful customer service
- Account management doesn't understand our business or what we're trying to accomplish
- Email campaign feature is barely functional and only allows you to have 10 campaigns, even with the most expensive plan
- Lead and contact records have gone missing and FreshSales is unable to recover data

Verified User
Director in Sales
Internet Company, 11-50 employeesPricing Details
FreshBooks
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
$0
FreshBooks Editions & Modules
Edition
Lite | $4.501 |
---|---|
Plus | $7.501 |
Premium | $151 |
Select | Custom Pricing |
- per month
- none
Additional Pricing Details
—Freshworks CRM
General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Starting Price
$19 per user per month, billed annually
Freshworks CRM Editions & Modules
Edition
Customer-for-Life Cloud - Growth | $29.001 |
---|---|
Customer-for-Life Cloud - Pro | $69.001 |
Customer-for-Life Cloud - Enterprise | $125.001 |
Sales Cloud - Growth | $29.001 |
Sales Cloud - Pro | $59.001 |
Sales Cloud - Enterprise | $99.001 |
Marketing Cloud - Growth | $19.001 |
Marketing Cloud - Pro | $59.001 |
Marketing Cloud - Enterprise | $99.001 |
- per user per month, billed annually
Additional Pricing Details
—Likelihood to Renew
FreshBooks
FreshBooks 7.6
Based on 18 answers
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.
Owner
Eagle Vision PropertyReal Estate, 1-10 employees
Freshworks CRM
No score
No answers yet
No answers on this topic
Usability
FreshBooks
FreshBooks 7.3
Based on 12 answers
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.
Owner
Davidson Administrative ServicesInformation Services, 1-10 employees
Freshworks CRM
Freshworks CRM 8.5
Based on 7 answers
I would give Freshworks CRM's overall usability a 7 out of 10. Although the software has improved since we first obtained it, it still could use improvements to make functionality more intuitive and easier for the average user. It is not that challenging but there is definitely a learning curve

Verified User
Manager in Marketing
Design Company, 1-10 employeesReliability and Availability
FreshBooks
FreshBooks 10.0
Based on 4 answers
FreshBooks is easy to use and always works!
Owner
M Retail SolutionsRetail, 1-10 employees
Freshworks CRM
No score
No answers yet
No answers on this topic
Support Rating
FreshBooks
FreshBooks 8.2
Based on 12 answers
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.
Teacher
NYC Department of EducationEducation Management, 10,001+ employees
Freshworks CRM
Freshworks CRM 7.1
Based on 6 answers
When you initially log in to Freshworks, you get snippets to guide you on how to set up. You have a chat option on every page so you can reach out to the support agent and get your issues resolved in real time. The agents are fast, responsive, and experienced in handling even a person who introduced CRM to the world...
Senior executive - Business Development
Indium SoftwareInformation Technology & Services, 1001-5000 employees
Implementation Rating
FreshBooks
FreshBooks 10.0
Based on 2 answers
I haven't changed my mind since my first evaluation. Freshbooks is still meeting my needs, easy to use, etc.
President
Getting It Write IncWriting and Editing, 1-10 employees
Freshworks CRM
No score
No answers yet
No answers on this topic
Alternatives Considered
FreshBooks
We do not consider other options since our client wants the implementation of this platform in order to use it in the two countries where it has operations.
At the moment, full integration was not possible and we still share the information with a Mexican system to complete everything necessary.
At the moment, full integration was not possible and we still share the information with a Mexican system to complete everything necessary.

Verified User
Manager in Professional Services
Accounting Company, 51-200 employeesFreshworks CRM
Close.io has less features, costs more, and equally has an inside sales team focus, rather than being just as suitable for both inside and outside sales.Having said this, Close.io has important features and smart automations, a cleaner interface (easier for non-techs to use), and has very strong integrations using Zapier, plus SMS-based support.Where Freshsales won for us is that it ended up being nearly half the cost of Close.io, as well as included telephony support for our local country (Australia), whereas Close.io comes with USA/Canada numbers and requires the top pricing tier to include calls to other countries. We needed a telephony system that worked well for making and receiving from Australia.Freshsales won for us because their pricing is at a good point, had the telephony requirements we needed, and all the features that we required were good enough, or we found a workaround.

Verified User
Manager in Sales
Information Technology and Services Company, 1-10 employeesReturn on Investment
FreshBooks
- Freshbooks saves me time compared to when I managed to invoice without an app.
- Freshbooks make keeping my invoices organized which saves me time.
- Freshbooks helps me to know who is late on payments. When I was doing this by hand, some invoices would get lost in the clutter and I would not find out I haven't been paid until much later.
Photographer: Commercial, Advertising and Editorial
Mike Calabro PhotographyPhotography, 1-10 employees
Freshworks CRM
- It is too soon to make a determination on ROI, but I do think it will help me be more efficient.
- The reporting functions help me stay on track of sales opportunities.
- The task reminders help me accelerate how quickly deals come together.
Founder and Creative Director
Avastar MarketingInternet, 1-10 employees