Tactile CRM integrates with FreshBooks

March 10, 2009



Tactile CRM tells you which clients have paid their FreshBooks invoices when you’re on the phone.

Sales seems to be a theme this year. Well, let’s face it. If you’re in business and sales is not your theme this year, you may not be in business next year. Personally, I think that’s a good thing. It’s amazing what you can achieve if you put a little attention on sales and marketing.

That’s why I’m happy to say Tactile CRM has integrated with FreshBooks. For those who aren’t yet using a customer relationship management (CRM) tool, this may be a good excuse to start. You’ll be able to stay on top of your sales by recording every deal, email, telephone call, note, activity, meeting, and now invoices in TactileCRM.

The key is quickly seeing what’s going on with your clients and prospects so you can close more sales. Tactile CRM now can import clients and their invoice history from FreshBooks, so you will have all the important information on hand before you call customers on the phone.

To celebrate the integration, if you sign up to Tactile CRM using the code FRESHBOOKS before June 1, 2009, they will give you an extra month for free when you upgrade to a paying plan.


about the author

FreshBooks is the #1 accounting software in the cloud designed to make billing painless for small businesses and their teams. Today, over 10 million small businesses use FreshBooks to effortlessly send professional looking invoices, organize expenses and track their billable time.