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
VinSolutions
Score10 out of 10
N/A
VinSolutions, a Cox Automotive company, offers a suite of CRM and operational support applications for auto dealerships.
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
It is well suited to customer communication - emails/calls/texts. It helps with all those. You are able to get personal by adding notes to remember in the future, or tasks to complete down the road. It keeps history, so no salesperson can argue who did want and who gets the credit. Essentially, it is the final word - if the employee doesn't record it in Vin - then it didn't happen and anyone can help a customer. Seems to be less appropriate for actual marketing-related activities (as mentioned with their campaign manager).
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
Tracks sold logs, desk logs, offers, etc. so there is no confusion over what was offered or by whom.
Gives a clear, concise list of sold vehicles, who sold them, and front and back end gross for easy reference.
Trade appraisals are clearly visible, along with who appraised them, so there is no potential for misunderstanding between the sales managers, GSM and GM.
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
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.
Because VinSolutions is able to pull customers lists, they also made a campaigns manager that allows you to create marketing emails and send them out. However, after the initial launch they never updated it, it seems. It would be the best thing...if it was 2005.
This customer lists that I like to export to upload into my own email software, I can't get the actual list myself - I have to contact my Vin rep for them to give me. These lists are not the same, nor have the same filters, as the report lists that Vin does provide dealers. So, I prefer the other.
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
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.
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
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
Technical support, general customer support, implementation support are all top notch. All representatives from the company check in every couple weeks to make sure all is going well; if there is a problem, I generally have a solution given within hours if not soon; and they are friendly, easy to understand, and do a great job. Well done!
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
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
Not sure about our financial investment in VinSolutions, but we have been with them for over 10 years, so our management keeps choosing it over other options (we have reviewed others in the past recommended by our dealer group).
Positive impact on keeping our customers...ours. This avoids sales consultants recording their customers in some random ledger of their own...and then taking that list with them when they leave - especially to another dealership. This ensures that each person is the dealership's customer, and not the salesperson's customer.
History is recorded, and we never know what we need until we run into an issue. VinSolutions is our go-to for many past communications and transactions. It provides a 'road to the sale' story that managers can pull up to help them navigate concerns.
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
