Natero is a Customer Success Management platform that helps SaaS businesses prevent churn, increase expansion, and manage more accounts.
How it works with FreshBooks:
Natero helps Customer Success Managers see a 360 view of their customer data — including financial information from FreshBooks.
Benefits of integrating financial data from FreshBooks:
* Segment customer portfolios based on revenue bands
* Incorporate financials as part of a holistic customer health score
* Use financial data to trigger proactive alerts to CSMs
* Relate the efforts of the CSM team with financial impact on business
How To Get Started
At this point customers must reach out to Natero to access this integration. Please email firstname.lastname@example.org to get started. Natero’s support team will gladly guide you through the process of authentication and verifying the results.
Steps to Connect:
- Login to Natero.
- Click the Settings icon and select IT Administration.
- Click the Manage Credentials tab.
- Enter your FreshBooks authentication credentials.
- Contact Natero support and they will take it from there.