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FreshBooks vs Agile CRM Comparison
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FreshBooks
4.5
95pts
Overview
FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on accounting...
Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Screenshots
Pricing
Starting from
$6/mo.month
- Free trial available
- No credit card required
- Free account
- Subscription based
Starting from
$8.99/mo.month
- Free trial available
- No credit card required
- Free account
- Subscription based
User reviews
4.5
5
4
3
2
1
2,005
1,195
230
32
22
- Value for money
- Ease of use
- Features
- Customer support
97%
would recommend this app4.2
5
4
3
2
1
193
127
51
16
14
- Value for money
- Ease of use
- Features
- Customer support
88%
would recommend this appPros
The most helpfull thing i found in freshbooks is that it helps us managing our bills effectively and you don't require any professional to do this for you any more. It is very good for small business.
Another great feature of Freshbooks is the availability of Support Tickets. I was very pleased with the opportunity to change the standard templates for emails.
The UI is awesome ,easy to use, also that you know when a user has read the invoice is great. The app is awesome as well.
Pros
Most companies will try to lock you into a one year commitment, but it is perfectly reasonable to know everything works together in harmony. Question 3: Is this the right price for me.
It has a good & clear interface and user friendly. It has a very widespread marketing automation solution that allows you to mind map your workflow.
It has kept a great log of our consultants past and present, so in that respect - it has done it's job. I just feel like the cost (for 3 operators) does not justify the tool.
Cons
I emailed them about this dangerous lack of basic security features and as of December 2019 Freshbooks says there is no plan to add two factor authentication in the future.
I had a very difficult time using the bookkeeping software on the program. I couldn't customize taxes, and I found that because I have no background in accounting I was really messing up frequently.
The features and functionalities are limited. It takes little bit more time set up and charges on each transaction and need to pay an account after second client.
Cons
Some services hard to navigate, trying to work out the Auto part was a bit tricky. Also the additional cost to loose agile from my emails was a bit annoying.
The support team is very patient and they have schedules available for training 24*7 for each module and there is no restriction for training.
I had major trouble canceling my free trial and was eventually charged for two months of subscription. I am updating this review as I was able to receive a refund for those two months.
Key features
- Total features71
- A/B Testing
- API
- Activity Dashboard
- Activity Tracking
- Appointment Management
- Attendance Tracking
- Authentication
- Auto-Dialer
- Auto-Responders
- Automated Billing
- Automated Expense Input
- Automated Sales
- Automatic Notifications
- Behavior Tracking
- Billable Hours Tracking
- Billing & Invoicing
- Billing Rate Management
- Brainstorming
- Calendar Management
- Calendar Sync with Google
- Call Recording
- Call Scripting
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Click Tracking
- Client Management
- Collaboration Tools
- Collaborative Workspace
- Computer Telephony Integration
- Contact Database
- Contact History
- Contact Management
- Conversion Rate Optimization
- Conversion Tracking
- Credit Card Processing
- Currency Conversion
- Custom Forms
- Custom Landing Pages
- Customer Segmentation
- Customizable Branding
- Customizable Templates
- Data Filtering
- Data Import
- Data Import/Export
- Data Synchronization
- Data Visualization
- Deadline Management
- Discount Management
- Document Management
- Document Storage
- Document Templates
- Drag & Drop Interface
- Drip Marketing
- Electronic Payments
- Email Alerts
- Email Integration
- Email Invitations & Reminders
- Email Marketing Management
- Email Templates
- Email Tracking
- Engagement Analytics
- Estimating
- Event Calendar
- Event Triggered Actions
- Expense Claims
- Expense Tracking
- Feedback Collection
- Feedback Management
- Financial Analysis
- Financial Management
- Follow-up Scheduling
- Gamification
- Help Desk Management
- Invoice Management
- Invoice Processing
- Landing Page Templates
- Lead Assignment
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Scoring
- Mobile Alerts
- Mobile Integration
- Monitoring
- Multi-Campaign
- Multi-Channel Management
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Newsletter Management
- POS
- Performance Reports
- Preview Functionality
- Profit / Loss Statement
- Project Accounting
- Project Budgeting
- Project Management
- Project Planning
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- ROI Analytics
- Real Time Notifications
- Real Time Updates
- Receipt Management
- Recurring Billing
- Recurring Tasks
- Reminders
- Reporting & Statistics
- Sales Analytics
- Sales Forecasting
- Sales Reporting
- Sales Tax Management
- Social Media Integration
- Spend Control
- Status Tracking
- Support Ticket Management
- Support Ticket Tracking
- Surveys & Feedback
- Task Management
- Third Party Integration
- Time & Expense Tracking
- Time Clock Integration
- Timeline Management
- Timer
- Timesheets
- Visual Analytics
- Voice Mail
- WYSIWYG Editor
- Web Analytics
- Web Forms
- Website Integration
- Widgets
- Workflow Management
- Total features76
- A/B Testing
- API
- Activity Dashboard
- Activity Tracking
- Appointment Management
- Attendance Tracking
- Authentication
- Auto-Dialer
- Auto-Responders
- Automated Billing
- Automated Expense Input
- Automated Sales
- Automatic Notifications
- Behavior Tracking
- Billable Hours Tracking
- Billing & Invoicing
- Billing Rate Management
- Brainstorming
- Calendar Management
- Calendar Sync with Google
- Call Recording
- Call Scripting
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Click Tracking
- Client Management
- Collaboration Tools
- Collaborative Workspace
- Computer Telephony Integration
- Contact Database
- Contact History
- Contact Management
- Conversion Rate Optimization
- Conversion Tracking
- Credit Card Processing
- Currency Conversion
- Custom Forms
- Custom Landing Pages
- Customer Segmentation
- Customizable Branding
- Customizable Templates
- Data Filtering
- Data Import
- Data Import/Export
- Data Synchronization
- Data Visualization
- Deadline Management
- Discount Management
- Document Management
- Document Storage
- Document Templates
- Drag & Drop Interface
- Drip Marketing
- Electronic Payments
- Email Alerts
- Email Integration
- Email Invitations & Reminders
- Email Marketing Management
- Email Templates
- Email Tracking
- Engagement Analytics
- Estimating
- Event Calendar
- Event Triggered Actions
- Expense Claims
- Expense Tracking
- Feedback Collection
- Feedback Management
- Financial Analysis
- Financial Management
- Follow-up Scheduling
- Gamification
- Help Desk Management
- Invoice Management
- Invoice Processing
- Landing Page Templates
- Lead Assignment
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Scoring
- Mobile Alerts
- Mobile Integration
- Monitoring
- Multi-Campaign
- Multi-Channel Management
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Newsletter Management
- POS
- Performance Reports
- Preview Functionality
- Profit / Loss Statement
- Project Accounting
- Project Budgeting
- Project Management
- Project Planning
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- ROI Analytics
- Real Time Notifications
- Real Time Updates
- Receipt Management
- Recurring Billing
- Recurring Tasks
- Reminders
- Reporting & Statistics
- Sales Analytics
- Sales Forecasting
- Sales Reporting
- Sales Tax Management
- Social Media Integration
- Spend Control
- Status Tracking
- Support Ticket Management
- Support Ticket Tracking
- Surveys & Feedback
- Task Management
- Third Party Integration
- Time & Expense Tracking
- Time Clock Integration
- Timeline Management
- Timer
- Timesheets
- Visual Analytics
- Voice Mail
- WYSIWYG Editor
- Web Analytics
- Web Forms
- Website Integration
- Widgets
- Workflow Management
Integrations
- Total integrations266
- Authorize.net
- Dropbox Business
- FreshBooks
- Magento Commerce
- Microsoft Dynamics GP
- Microsoft Excel
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Workato
- Xero
- Zapier
- Total integrations93
- Authorize.net
- Dropbox Business
- FreshBooks
- Magento Commerce
- Microsoft Dynamics GP
- Microsoft Excel
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Workato
- Xero
- Zapier
Security
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
Alternatives
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