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.
$15
per month
HubSpot CRM
Score 8.5 out of 10
N/A
HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…
I selected FreshBooks because it combined Toggl, Harvest and Quickbooks features into a single system. This simple move allowed for me to save money on the tools and in turn bring all client data into a single portal.
FreshBooks is easy to use and automatically generates the …
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 Performance, in HubSpot CRM really helps us to know, if those leads that have entered our website will become sales opportunities, and in the Marketing Dashboard it will be precisely where we will be able to monitor and understand what is happening with our website with use single view. From this site, we will be able to know fully relevant information about sales, services and additionally the functionality of web analytics.On the other hand, we can model the sales process based on incremental states that allow us to place our potential clients in stages until successful deals are achieved, these states begin with the appointment, qualify to buy, scheduled presentation, and others. These ensure full visibility in the process.
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.
Lack of organization: It allows us to keep all customer and lead information in one central location, reducing the risk of losing valuable data.
Inefficient lead management: It allows us to track and prioritize leads based on their level of engagement, making it easier to focus on the most promising opportunities.
Poor lead nurturing: It allows us to create targeted, personalized campaigns that nurture leads and move them through the sales funnel.
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.
Social Media Integration - You can't search for hashtags, and there's a photo cap.
Mock Project - Just an idea: I took the Onboarding, and I think it could've been helpful to be given a prompt wit, with different elements required to set up a mock campaign. It can be hard at the moment to do it for yourself. I found that for my agency, I wasn't necessarily ready nor authorized to make decisions, but still learn best by doing. A mock campaign assignment would've been beneficial for someone like me. Although, I can see how not everyone would want that.
I found the workbook section/reference section for Onboarding to be confusing. If I clicked on a task it disappeared. I expected workable exercises, but it was mostly articles. I needed my Onboarding coach to show me how to use that, which is probably stupid, but I guess the UX wasn't as idiot-proof there for me.
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.
To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.
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.
HubSpot provides lots of access and information which you can use to manage your emails as per your requirement and it provides all the information required to manage. In other tools they don't provide all the information which need, few of the things are missing in every tool, but in HubSpot it provides all the data required to manage emails in a proper way.
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.
Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
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.
Salesforce is a very powerful CRM as well, a lot more expensive and has many capabilities. For our team, not necessary to have all those features at such a high cost. Hubspot provides everything we need at a much better pricepoint. Layout and ease of use is better with Hubspot.
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.
HubSpot CRM positively impacted our business objectives, leading to revenue growth, increased sales rep adoption, and shorter deal cycles. Despite initial setup challenges, the ROI has been significant and beneficial to our growth.
HubSpot CRM has also enhanced our customer relationship management by providing a unified platform for tracking interactions, resulting in improved client satisfaction and increased customer retention. This adds to the overall positive impact and ROI for our business.
