What users are saying about
186 Ratings
102 Ratings
186 Ratings
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Score 8.4 out of 100
102 Ratings
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Score 8 out of 100

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

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

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

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

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

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

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

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

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

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

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.
Sandra Ikegwuonu | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Pros

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.
Kathleen Allardyce | TrustRadius Reviewer

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.
Brandon Howard | TrustRadius Reviewer

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.
Raylene Wall | TrustRadius Reviewer

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
Anonymous | TrustRadius Reviewer

Pricing 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
SelectCustom Pricing
  1. per month
  2. 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
  1. 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.
Stan Zaslavsky ★ 3D Visuals for Projects | TrustRadius Reviewer

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.
LaToya M. Davidson-Perez | TrustRadius Reviewer

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
Anonymous | TrustRadius Reviewer

Reliability and Availability

FreshBooks

FreshBooks 10.0
Based on 4 answers
FreshBooks is easy to use and always works!
Matt Franko | TrustRadius Reviewer

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.
Armand Ruci | TrustRadius Reviewer

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...
Immanuel Chiplin Sam S | TrustRadius Reviewer

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.
Kathleen Allardyce | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Freshworks 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.
Anonymous | TrustRadius Reviewer

Return 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.
Mike Calabro | TrustRadius Reviewer

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.
Dan Styklunas | TrustRadius Reviewer

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