Keeping track from lead to deal to dollar has never been easier. Thanks to the new product from FirmCloud, FreshBooks has finally connected to Salesforce, the popular CRM and business platform.
The FreshBooks Connector is designed for Salesforce CRM users who are using FreshBooks for estimating and invoicing. Each system has it merits, but until now working with them has meant frequent acrobatics to make them work effectively together.
With the FreshBooks Connector getting from lead to cash is now a lot easier. The Connector lets you keep track of client activity in FreshBooks directly on your Salesforce Contact, Account and Opportunity pages. Keep on top of your outstanding invoices, payments collected, and ongoing projects all within Salesforce. Create FreshBooks clients from Contacts and Accounts in a single click, making it very easy to send FreshBooks estimates or invoices to clients as your opportunity progresses.
The Connector also allows you to link Opportunities to FreshBooks invoices and estimates. Know immediately if an estimate was accepted or an invoice was paid all without leaving the platform.
If you liked this, check out our other add-ons. We’re always looking for better ways to fit into your world.