What users are saying about
173 Ratings
173 Ratings
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Score 8.2 out of 100
692 Ratings
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Score 7.6 out of 100

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

Microsoft Dynamics 365

All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term
Patrick Stephens | TrustRadius Reviewer

Feature Rating Comparison

Customization

FreshBooks
7.2
Microsoft Dynamics 365
8.1
API for custom integration
FreshBooks
5.8
Microsoft Dynamics 365
7.8
Plug-ins
FreshBooks
8.7
Microsoft Dynamics 365
Custom fields
FreshBooks
Microsoft Dynamics 365
8.4
Custom objects
FreshBooks
Microsoft Dynamics 365
8.1
Scripting environment
FreshBooks
Microsoft Dynamics 365
7.9

Security

FreshBooks
8.7
Microsoft Dynamics 365
8.4
Single sign-on capability
FreshBooks
10.0
Microsoft Dynamics 365
8.5
Role-based user permissions
FreshBooks
7.3
Microsoft Dynamics 365
8.2

Reporting & Analytics

FreshBooks
7.1
Microsoft Dynamics 365
Dashboards
FreshBooks
8.4
Microsoft Dynamics 365
Standard reports
FreshBooks
8.1
Microsoft Dynamics 365
Custom reports
FreshBooks
4.8
Microsoft Dynamics 365

General Ledger and Configurable Accounting

FreshBooks
7.7
Microsoft Dynamics 365
Accounts payable
FreshBooks
8.5
Microsoft Dynamics 365
Accounts receivable
FreshBooks
8.5
Microsoft Dynamics 365
Cash management
FreshBooks
7.0
Microsoft Dynamics 365
Bank reconciliation
FreshBooks
7.0
Microsoft Dynamics 365
Expense management
FreshBooks
7.8
Microsoft Dynamics 365
Time tracking
FreshBooks
7.7
Microsoft Dynamics 365
Multi-currency support
FreshBooks
7.0
Microsoft Dynamics 365
Regulations compliance
FreshBooks
6.4
Microsoft Dynamics 365
Self-service portal
FreshBooks
9.1
Microsoft Dynamics 365

Order Management

FreshBooks
8.5
Microsoft Dynamics 365
Pricing
FreshBooks
7.8
Microsoft Dynamics 365
Order entry
FreshBooks
7.7
Microsoft Dynamics 365
Credit card processing
FreshBooks
8.4
Microsoft Dynamics 365
Cost of goods sold
FreshBooks
10.0
Microsoft Dynamics 365

Sales Force Automation

FreshBooks
Microsoft Dynamics 365
8.3
Customer data management / contact management
FreshBooks
Microsoft Dynamics 365
8.8
Workflow management
FreshBooks
Microsoft Dynamics 365
8.4
Territory management
FreshBooks
Microsoft Dynamics 365
8.2
Opportunity management
FreshBooks
Microsoft Dynamics 365
8.6
Integration with email client (e.g., Outlook or Gmail)
FreshBooks
Microsoft Dynamics 365
8.9
Contract management
FreshBooks
Microsoft Dynamics 365
7.8
Quote & order management
FreshBooks
Microsoft Dynamics 365
8.0
Interaction tracking
FreshBooks
Microsoft Dynamics 365
8.4
Channel / partner relationship management
FreshBooks
Microsoft Dynamics 365
8.0

Customer Service & Support

FreshBooks
Microsoft Dynamics 365
8.4
Case management
FreshBooks
Microsoft Dynamics 365
8.4
Call center management
FreshBooks
Microsoft Dynamics 365
8.6
Help desk management
FreshBooks
Microsoft Dynamics 365
8.3

Marketing Automation

FreshBooks
Microsoft Dynamics 365
8.2
Lead management
FreshBooks
Microsoft Dynamics 365
8.6
Email marketing
FreshBooks
Microsoft Dynamics 365
7.7

CRM Project Management

FreshBooks
Microsoft Dynamics 365
8.0
Task management
FreshBooks
Microsoft Dynamics 365
8.2
Billing and invoicing management
FreshBooks
Microsoft Dynamics 365
8.1
Reporting
FreshBooks
Microsoft Dynamics 365
7.7

CRM Reporting & Analytics

FreshBooks
Microsoft Dynamics 365
8.1
Forecasting
FreshBooks
Microsoft Dynamics 365
8.2
Pipeline visualization
FreshBooks
Microsoft Dynamics 365
8.0
Customizable reports
FreshBooks
Microsoft Dynamics 365
8.1

Social CRM

FreshBooks
Microsoft Dynamics 365
7.8
Social data
FreshBooks
Microsoft Dynamics 365
7.6
Social engagement
FreshBooks
Microsoft Dynamics 365
8.0

Integrations with 3rd-party Software

FreshBooks
Microsoft Dynamics 365
8.0
Marketing automation
FreshBooks
Microsoft Dynamics 365
8.1
Compensation management
FreshBooks
Microsoft Dynamics 365
7.9

Platform

FreshBooks
Microsoft Dynamics 365
7.8
Mobile access
FreshBooks
Microsoft Dynamics 365
7.8

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

Microsoft Dynamics 365

  • Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
  • Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
  • Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
  • Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
  • Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.
Anonymous | 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

Microsoft Dynamics 365

  • Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
  • The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
  • The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
  • Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
  • Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
  • New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
  • Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
Justin Pink | TrustRadius Reviewer

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

Microsoft Dynamics 365

Microsoft Dynamics 365 7.9
Based on 19 answers
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place.We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade.We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
Chris Jensen | TrustRadius Reviewer

Usability

FreshBooks

FreshBooks 8.3
Based on 11 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

Microsoft Dynamics 365

Microsoft Dynamics 365 8.2
Based on 15 answers
Microsoft Dynamics 365 is reliable and easy to use. There are, however, some drawbacks. It has all the tools your sales team needs to track leads and make informed decisions based on reports. A knowledgeable and responsive support team was available whenever I needed it. The support team is enthusiastic and knowledgeable. Useful for customer relationship management (CRM). There is room for improvement when it comes to terminology.
Mst Rahima Khatun | 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

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Support Rating

FreshBooks

FreshBooks 9.1
Based on 11 answers
They told us about the recent acquisition of a Mexican company in order to accelerate the implementation of compliance with Mexican needs, in addition to being able to make payroll and compliance with Mexican taxes. We look forward to this to re-evaluate and use it with our clients with affiliates in Mexico.
Anonymous | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 8.8
Based on 8 answers
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Todd Jankowski | 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

Microsoft Dynamics 365

Microsoft Dynamics 365 9.2
Based on 4 answers
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
Sara Tsoodle | TrustRadius Reviewer

Alternatives Considered

FreshBooks

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 accounts based on available data!
Anonymous | TrustRadius Reviewer

Microsoft Dynamics 365

Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
Alexander Cooper | TrustRadius Reviewer

Contract Terms and Pricing Model

FreshBooks

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 8.0
Based on 2 answers
I was asked some questions when considering our purchasing options about how we should use it and what we would use it for. With so much data and information out there, we have to make sure we are presenting it correctly to the managers or it will be lost on them. We don't spend nearly as much money on it as Salesforce, because we use less of their capabilities. It meets our needs and definitely provides a positive ROI.
Harrison Pershing | TrustRadius Reviewer

Professional Services

FreshBooks

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 9.0
Based on 1 answer
My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
Mst Rahima Khatun | 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

Microsoft Dynamics 365

  • It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
  • It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI
Anonymous | TrustRadius Reviewer

Screenshots

Microsoft Dynamics 365

Pricing Details

FreshBooks

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

FreshBooks Editions & Modules

Edition
Lite$4.501
Plus$7.501
Premium$151
SelectCustom Pricing
  1. per month
  2. none
Additional Pricing Details

Microsoft Dynamics 365

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Microsoft Dynamics 365 Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

FreshBooks
7.7
Microsoft Dynamics 365
8.1

Likelihood to Renew

FreshBooks
7.6
Microsoft Dynamics 365
7.9

Usability

FreshBooks
8.3
Microsoft Dynamics 365
8.2

Reliability and Availability

FreshBooks
10.0
Microsoft Dynamics 365

Performance

FreshBooks
8.0
Microsoft Dynamics 365

Support Rating

FreshBooks
9.1
Microsoft Dynamics 365
8.8

Online Training

FreshBooks
Microsoft Dynamics 365
7.5

Implementation Rating

FreshBooks
10.0
Microsoft Dynamics 365
9.2

Contract Terms and Pricing Model

FreshBooks
Microsoft Dynamics 365
8.0

Professional Services

FreshBooks
Microsoft Dynamics 365
9.0

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