Top 4 FreshBooks CRM Integrations for Managing Clients

Discover the CRM tools that’ll help you keep up with your growing business.


Many successful small business owners look back on their early days with fondness: A handful of clients, a manageable inbox and the ability to nurture projects and people all by yourself. You could put faces to names, find all your clients’ email addresses in your quaint little contact list and conduct your own outreach with relative ease.

And then you leveled up.

Thriving small business owners who’ve hit their stride are challenged to seamlessly manage customer relationship management (CRM) among the many other roles they fill. Gone are the days when they can count on one hand the number of projects on the go or the phone calls and emails to return each day.

You might be wildly busy, but you got to this stage by making every one of your clients feel like a priority and keeping their records accurate and up-to-date. CRM is arguably the most important factor when it comes to building and maintaining a successful, sustainable business. It’s not something you can afford to let slide.

At FreshBooks, we get what your clients don’t: you wear multiple hats and each one of them comes with administrative tasks that get in the way of doing the work you love. It’s time to find ways to automate these chores so you can put your focus on the parts of your business—including the people—that are most rewarding.

Here are four of the leading CRM tools that FreshBooks integrates with, so you can get it all done without breaking a sweat.

An All-in-One Solution with HubSpot

HubSpot is marketing, sales and service software that helps you manage and build better client relationships. You can manage your pipeline and speed up your sales process by setting up automations that free you from painful data entry and spreadsheet organizing. You even get your own custom dashboard that allows you to see and track all your customer interactions.

Their CRM tool is free with unlimited users so your whole team can be part of it. You can even store up to 1 million contacts and companies!

If you’re positioned to continue growing and are interested in a full-service solution, you can upgrade to a fee-based membership that offers:

  • A marketing hub to grow traffic and convert more visitors with inbound marketing campaigns
  • A sales hub to help you connect with more leads through AI, so the focus is on closing deals not finding them
  • A service hub to support your customer service teams, so they can focus on doing what they do best – helping your customers!

How HubSpot Integrates with FreshBooks

If you are already using HubSpot, any contacts that are labeled as “Customer” or “Evangelist” in the Customer Lifecycle stage will be added to FreshBooks. And all your FreshBooks customers will be added to HubSpot. Both will continuously sync to ensure basic contact details match.

FreshBooks’ invoice and payment activity will show up in HubSpot as a timeline event within contact and company records. For full visibility, individual invoice and payment amounts will be visible on the right-hand side panel.

Click here for more information about the benefits of HubSpot and how it connects with FreshBooks.



Stick to the Basics with CapsuleCRM

Manage your business relationships by adding your leads as contacts and tracking the progress of opportunities with CapsuleCRM. The free portion of this tool also allows you to:

  • Manage up to 250 contacts
  • Estimate incoming sales revenue
  • Manage your milestones via a calendar view
  • Capture emails and attach notes, conversations, documents and files into a contact’s history

If you want to kick your CRM up a notch, you can invest in a Professional or Teams membership. Benefits include more contacts, storage and advanced reporting functions.

Click here for more information on how CapsuleCRM connects with FreshBooks.

Take Control of Your Sales Process with Nocrm.io

Nocrm.io believes that when sales teams use standard CRM software, their productivity is actually reduced because time wasted filling out “paperwork” diverts them from the primary goal of acquiring new customers.

Nocrm.io focuses on capturing lead information from several sources, including spreadsheets, LinkedIn and business cards. By placing the lead in the heart of the software, it enables sales teams to create leads in seconds from any source.

The tool is designed for small businesses with 1-500 employees that need a proactive and practical sales approach to convert leads into deals. The Starter edition comes with standard features such as fast lead generation, calendar sync, lead alerts, sales process customization and follow-ups.

The Expert edition is built for demanding sales people or bigger sales teams and offers more advanced features such as multiple pipelines, post-sales processes, estimated closing date, revenue forecasts and team management for advanced privacy settings.

Click here for more information on how Nocrm.io connects with FreshBooks.



Empower Sales and Marketing Teams with Revamp CRM

This CRM tool is best for small business owners looking to know more (and sell more) to their existing customers. It not only helps you manage contacts, it tracks activities, deals and orders, as well as manages, segments and emails existing customers and new leads.

The email marketing functionality allows you to build and send personalized email campaigns and nurture drips. You can add contacts, tasks, notes and deals without leaving your Gmail inbox. And capture emails from your inbox and attach them to relevant contacts and deals with one click.

Click here for more information on how Revamp CRM connects with FreshBooks.

Conclusion

Whether you choose an all-in-one solution like HubSpot or more specialized tools, you can automate simple tasks that take up time and mental energy that can better be directed elsewhere in your business.

Click here to learn more about all the apps FreshBooks partners with to make your life as a business owner better and more efficient.

 



about the author

Freelance Contributor Heather Hudson is an accomplished freelance writer and journalist based in Toronto. She writes for a number of publishing, corporate and agency clients who depend on her to deliver high-quality, on-brand content and journalism with a fresh perspective. Learn more about her work at heatherhudson.ca.