You Don’t Need a CRM! helps sales reps, independent workers, and freelancers close their deals faster without wasting time on administrative tasks. Create new leads from a spreadsheet, a business card, a contact form or even an e-mail discussion in a matter of seconds.
The application can easily be customized to match your sales process. You can define your own commercial steps and categorize your leads. Each lead always has a follow-up action defined that can be seamlessly synchronized with any calendars. The result is that every day you know exactly which deal to work on and have access to a complete history of previous exchanges.
Thanks to You Don’t Need a CRM! you never forget about a lead and you convert more prospects into customers.
How it Works with FreshBooks
By connecting You Don’t Need a CRM! with your FreshBooks account, you can manage the full customer lifecycle from first contact through to sending an invoice. From any lead you'll be able to create a FreshBooks estimate, and you'll be able to link FreshBooks estimates or invoices to your leads. Once linked, if an estimate is accepted by a client, the corresponding lead is automatically set to ‘Won” and subsequent invoices will be attached to the lead.
How to Get Started
- Create a free trial account by visiting the You Don’t Need a CRM website
- Log in to your account and click on the ‘Admin’ tab in the left nav
- Under the ‘Connect’ section, click on FreshBooks
- Copy and paste your FreshBooks subdomain and click to connect
- When prompted, enter your FreshBooks credentials and click to allow access
- Once you’ve connected, ‘Create a FreshBooks estimate’ will appear under the Actions menu for each lead