FreshBooks vs Agile CRM Comparison

Recurring invoices. Auto payments from clients. Super easy export of expenses (doing my taxes literally take one click and I send it to my accountant). Great apps which now has a card reader with a swipe and that smart chip thingy. Send invoices by snail mail. Clients have a login portal where they themselves can download invoices for their records/taxes. Custom logo and colors to match your brand.

No CRM tools. Wish I could handle some of my most basic CRM needs with freshbooks but I understand that they want to focus on their core, cloud accounting.

Freshbooks is ideal for a small service-based startup or agency. It handles the client cycle from estimates, project time tracking, invoicing, payments, and satisfaction. It lacks a CRM but that's a matter of sticking to their strengths. Instead it integrates with several CRMs. It's easy enough you can have someone running it with almost no training.

A main consideration in choosing Freshbooks is how closely you want CRM to be integrated with invoicing. Other in-class software like Zoho CRM+ Zoho Invoice is tight, but requires more setup.

Ease of creating invoices for customers and vendors in one place. Giving credits or making payment is a very easy way in this CRM. I am a daily user of this CRM. I create invoices on a daily basis and send customers from the CRM directly.

Deleting of invoices is difficult in this CRM. Making credits of the invoices is a bit difficult also.

Excellent support, easy-to-use interface and complete customizations. Integrates with existing CRM very nicely

It's all good---genuinely a terrific software.

It was very easy to train the accountants to use this software, I love knowing the work of my employees in real time

I can not integrate with my CRM, I still have a manual process to register my online sales, i hope they fix that soon,

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The ease of use that Freshbooks provides is a key component in why we chose them. We had tried other software and found them not easy to use, navigate, or understand. Our ability to use Freshbooks as accounting software, CRM, and expense tracking has been invaluable. The mobile app is also awesome.

Freshbooks can sometimes be buggy with invoicing and has limited support and integration's. Missing the ability to sort and combine entries that were added then readded when sinked accounts are updated.

One of my favorite things about this software is the easy to navigate portal. Very simple to run through invoices, and see total AR. Very intuitive.

I didn't have many complaints about this software, other than I believe they stopped utilizing our merchant services that we were using. Also, having to integrate with our CRM using a third party app, was a bit clunky.

It's a very easy to use interface. I can quickly find what I'm looking for and it allows me to keep track of pending invoices very easily.

You can't duplicate invoices from the mobile app, rendering the app almost useless for me. The current version of Freshbooks isn't integrated with some of the other software we use, mainly our CRM Hubspot and document program Pandadoc.

The debtor accounting tools that freshbooks bring integrated are very varied, especially for its tax calculator system. Freshbooks offers very customizable accounting models, and also has a convenient mobile payment system included.

With freshbooks, the performance metrics of our business management cannot be reviewed, and marketing cannot be managed. A major disadvantage is its poor ability to integrate into CRM services, since it has hindered the organization and consultation of our contact databases.

1. Invoice creation is very easy and fast . Takes them out as soon as the work is done. 2. Apart from invoicing it also manages customers and acts like a small version of any CRM.

1. Notification should be implemented whenever there is a reminder. 2. I cannot schedule invoices to be sent out at specific times which is something I wish it should have.

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Easy to use software that is mobile friendly. Helps make tracking expenses, invoicing and estimating easy.

Wish it had more of a CRM element to it too. Also I would love for them to add some form of project management suite, so that the estimate could be converted to a task list, shared our, monitored and ticked off, then invoiced

Freshbooks does a great job of linking with CRM software and makes it really easy to send bills to clients. It's does a wonderful job helping to keep track of all the outstanding bills of all of the clients that I have.

I would like to have more invoice template control. The designs of the templates are pretty boring and while you want to have a professional looking invoice, it is nice to make it a little more flashy. I also do a bit of traveling and sometimes I don't have internet but I would really like to write invoices. If there was an offline version of the tool that would at least let me make and hold invoices locally.

Easy to use and easy to navigate admin area. Makes it a breeze for creating invoices. Also supports recurring payments, which many other invoicing software does not offer. Freshbooks also offers a lot of 3rd party integrations to other software you may use, such as accounting and CRM integrations.

While they provide basic bookkeeping software, it is really underwhelming. They currently use single entry accounting methods which do not align with most other accounting software like Quickbooks or Xero.

Accounting doesn't need to be complicated and integrating Freshbooks into our copywriting business was pretty straight forward. The ability to both invoice and track expenses in the same app was really useful. What made Freshbooks a real winner for us was the available integrations with both our CRM and our time tracking app of choice.

It would have been nice if it was easier to import our info product sales but that's a minor issue. For client work Freshbooks is a dream. Customise their templates and you're ready to start sending out invoices, update client accounts and collect the payment with Stripe in under an hour.

This software is excellent, especially for its price point. It offers automatic, reoccurring, and tracking within the software. You can also set up backend access for your Clients so that they can access to pay as well as review hours if you are someone who keeps track of your time for tasks. It also has a light built in CRM system that you can input your Clients' details into and you can also message them using this software. You can also track your finances, but personal and business and the software will track and categorize most expenses in your accounts for you making it easier to track your expenses. You can the invoices as well as the software to match your brand as well. It is really a user-friendly, light CRM, invoicing software.

This is one software that I have literally zero complaints and I love how the software improves with each software update.

Una de las cosas que mas me gustó y que no he visto es otros software de CRM o facturas, es el estilo actual y diferente que tiene para crear las facturas, me parece innovador y es algo que seguramente te hará ver como una empresa grande y moderna ante tus clientes. Muy completo, integración con bastante cantidad de bancos para llevar el control de tus gastos.

Dos cosas me parece que le hace falta, lo primero es que el correo que se le envía al cliente debería contener un PDF con la factura, aparte del enlace para ir a la página y ver la factura en linea. La segundo que esperaba era poder agregar un método de pago como por ejemplo paypal, que permitiera a los clientes acceder a su cuenta paypal y pagar directamente el monto de la factura.

Ease of use, support. Payment methods. Mobility. secure and reliable.

When comparing this service with other platforms. The price may be higher then the free or basic entry level price points. I long to see the software developed to use support tickets and for CRM type features. I wish I could use Google maps like the good old days. (address lookup) These are all personal opinion items that have no effect on their ability to perform what they do well. Cloud accounting.

I love the clean and friendly UX of FreshBooks! It is a pretty efficient piece of software that helps me get paid quickly and easily. I feel it has grown up so much over the years too. Invoicing is super easy and tracking expenses. Those are my primary base needs to run my business.

I do wish that entering client information was a bit more intuitive as I feel like I'm doing input for a client into my contacts, importing it to my CRM, and then hand inputting into FreshBooks again feels redundant. I would really really really love to see a Mac App to complete the mobility and desktop experience. I dislike having to open a web page to manage things on a daily basis.

Agile CRM is purpose built (according to the makers) for keeping up with a growing start-up or small business. It handles the usual contacts, appointments, lead tracking and so on, but has a strong email and social marketing component. You can optionally tie in your email and telephony to Agile CRM to keep track of lead and customer interactions (though I have not implemented either at this time.)...

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There are a lot of moving parts, which is not necessarily a bad thing if they all help push your goals ahead. But it is more complex than many small business web applications, because it tries to do more. So it takes more of a time investment to begin to benefit from Agile. I am phasing into each component and I haven't reached some yet. I have wished for a few more customization options, in display attributes - layout, colors, and also data - what fields are displayed in lists, what sort criteria,