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FreshBooks vs Agile CRM Comparison

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Overview

Category Leaders

FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on accounting...

Category Leaders

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

Video & Screenshots

Pricing

Starting from

15

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

0

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.5

3.8K

5

4

3

2

1

2.2K

1.2K

243

41

31

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

4.1

437

5

4

3

2

1

200

132

59

21

25

  • Value for money
  • Ease of use
  • Features
  • Customer support
83%
would recommend this app

Pros

It has a great interface which makes it feel very easy to use and has a great set of templates you can use from the beginning for various accounting needs.
For a small company as myself the excellent invoice features has been very helpful and useful.
FreshBooks combined with other applications is a great tool. In any case, if you want to create invoices and send it in a split second and then track and monitor its progress, I recommend FreshBooks.

Pros

Agile provides a reliable database for all things from quality findings to ECO change implementations. Customized reports are a nice feature and searching is made easy.
It has powerful features and many integrations. I like the freedom to customize and the many campaign nodes make campaigns and flows very powerful.
Automated campaigns are easy to set up and work well and the customer support system is effective. The experience of using agilecrm has been practical and effective, as well as being cost effective.

Cons

We would lose all of that if we switched, so unfortunately we are stuck with having to use this horrible new format.
It is really frustrating to have a client not be able to pay through the invoice, and for this reason, only, I have been considering a new software company.
Tier based pricing from Lite to Premier is a bit confusing. WePay advocates having a Chase bank account for faster processing otherwise fails to integrate.

Cons

I cancelled it in December of 2019. They charged me for it in January of 2020, so I called them and cancelled again.
The second strike came when our account was re-activated and AgileCRM charged us for the months that our account was locked and shutdown.
The tool is convoluted, a bit hard to grasp for non technical people and the customer support is some of the worst I've ever encountered.
  • Vendor responds to reviews
  • Last review9 days ago
  • Vendor responds to reviews
  • Last review25 days ago

Key features

  • Total features104
  • AB Testing
  • ACH Payment Processing
  • API
  • Account Alerts
  • Account Management
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Attendance Tracking
  • Audience Targeting
  • Auto-Dialer
  • Auto-Responders
  • Automated Publishing
  • Automated Routing
  • Automatic Billing
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Automatic Time Capture
  • Bank Reconciliation
  • Behavior Tracking
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Blended Call Center
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Campaign Specific Signature
  • Cataloging/Categorization
  • Channel Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Competitive Analysis
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Content Management
  • Contextual Targeting
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Core Accounting
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Credit Card Processing
  • Currency Conversion
  • Customer Database
  • Customer Engagement
  • Customer Journey Mapping
  • Customer Management
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Statements
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Deferred Billing
  • Device Targeting
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Payments
  • Email Alerts
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Reminders
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Expense Claims
  • Expense Tracking
  • Expiry Notifications
  • FAQ
  • Field Sales Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For AEC Industry
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • General Ledger
  • Geotargeting
  • Goal Setting / Tracking
  • Help Desk Management
  • Hourly Billing
  • IVR / Voice Recognition
  • Image Library
  • Inbound Call Center
  • Income & Balance Sheet
  • Influencer Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Issue Management
  • Keyword Filtering
  • Keyword Tracking
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Macros/Templated Responses
  • Manual Dialer
  • Marketing Automation
  • Mass Texting
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Coupons
  • Mobile Keywords
  • Mobile Optimized Emails
  • Mobile Payments
  • Mobile Receipt Upload
  • Mobile Time Tracking
  • Monitoring
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multi-Period Recurring Billing
  • Multiple Billing Rates
  • Multiple Site Management
  • Network Monitoring
  • Notification Scheduling
  • Onboarding
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Opportunity Management
  • Outbound Call Center
  • Pageview Tracking
  • Partial Payments
  • Payment Processing
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Post Scheduling
  • Power Dialer
  • Predictive Dialer
  • Preview Dialer
  • Product Catalog
  • Profit/Loss Statement
  • Progressive Dialer
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Notifications
  • Real-Time Chat
  • Real-time Updates
  • Receipt Management
  • Receivables Ledger
  • Recurring Invoicing
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Resource Management
  • Response Management
  • Revenue Management
  • Routing
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Tax Management
  • Scheduled Messaging
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Service Level Agreement (SLA) Management
  • Shared Inboxes
  • Signature Creation
  • Signature Management
  • Signature Templates
  • Social Listening
  • Social Media Integration
  • Social Media Monitoring
  • Spam Blocker
  • Spend Control
  • Status Tracking
  • Support Ticket Management
  • Support Ticket Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Editing/Updating
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Tax Calculation
  • Tax Management
  • Team Management
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Time on Site Tracking
  • Timer
  • Timesheet Management
  • Usage Tracking/Analytics
  • User Interaction Tracking
  • Visual Analytics
  • Voice Mail
  • WYSIWYG Editor
  • Web Forms
  • Web Notifications
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Whitelisting/Blacklisting
  • Widgets
  • Win / Loss Analysis
  • Workflow Configuration
  • Workflow Management
  • Total features235
  • AB Testing
  • ACH Payment Processing
  • API
  • Account Alerts
  • Account Management
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Attendance Tracking
  • Audience Targeting
  • Auto-Dialer
  • Auto-Responders
  • Automated Publishing
  • Automated Routing
  • Automatic Billing
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Automatic Time Capture
  • Bank Reconciliation
  • Behavior Tracking
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Blended Call Center
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Campaign Specific Signature
  • Cataloging/Categorization
  • Channel Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Competitive Analysis
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Content Management
  • Contextual Targeting
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Core Accounting
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Credit Card Processing
  • Currency Conversion
  • Customer Database
  • Customer Engagement
  • Customer Journey Mapping
  • Customer Management
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Statements
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Deferred Billing
  • Device Targeting
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Payments
  • Email Alerts
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Reminders
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Expense Claims
  • Expense Tracking
  • Expiry Notifications
  • FAQ
  • Field Sales Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For AEC Industry
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • General Ledger
  • Geotargeting
  • Goal Setting / Tracking
  • Help Desk Management
  • Hourly Billing
  • IVR / Voice Recognition
  • Image Library
  • Inbound Call Center
  • Income & Balance Sheet
  • Influencer Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Issue Management
  • Keyword Filtering
  • Keyword Tracking
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Macros/Templated Responses
  • Manual Dialer
  • Marketing Automation
  • Mass Texting
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Coupons
  • Mobile Keywords
  • Mobile Optimized Emails
  • Mobile Payments
  • Mobile Receipt Upload
  • Mobile Time Tracking
  • Monitoring
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multi-Period Recurring Billing
  • Multiple Billing Rates
  • Multiple Site Management
  • Network Monitoring
  • Notification Scheduling
  • Onboarding
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Opportunity Management
  • Outbound Call Center
  • Pageview Tracking
  • Partial Payments
  • Payment Processing
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Post Scheduling
  • Power Dialer
  • Predictive Dialer
  • Preview Dialer
  • Product Catalog
  • Profit/Loss Statement
  • Progressive Dialer
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Notifications
  • Real-Time Chat
  • Real-time Updates
  • Receipt Management
  • Receivables Ledger
  • Recurring Invoicing
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Resource Management
  • Response Management
  • Revenue Management
  • Routing
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Tax Management
  • Scheduled Messaging
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Service Level Agreement (SLA) Management
  • Shared Inboxes
  • Signature Creation
  • Signature Management
  • Signature Templates
  • Social Listening
  • Social Media Integration
  • Social Media Monitoring
  • Spam Blocker
  • Spend Control
  • Status Tracking
  • Support Ticket Management
  • Support Ticket Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Editing/Updating
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Tax Calculation
  • Tax Management
  • Team Management
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Time on Site Tracking
  • Timer
  • Timesheet Management
  • Usage Tracking/Analytics
  • User Interaction Tracking
  • Visual Analytics
  • Voice Mail
  • WYSIWYG Editor
  • Web Forms
  • Web Notifications
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Whitelisting/Blacklisting
  • Widgets
  • Win / Loss Analysis
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations302
  • Adobe Commerce
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Microsoft 365
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations103
  • Adobe Commerce
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Microsoft 365
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

FreshBooks logo

FreshBooks

A must for Freelancers, Website Designers, Digital Marketers + More

Reviewed 7 years ago

My business started the day I signed up for freshbooks. All my invoicing and accounting needs are met with this easy to use platform. Setting up recurring invoices and keeping track of expenses (which automatically get imported from my business CC) can be a pain, but with freshbooks... it's on auto pilot.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

FreshBooks logo

FreshBooks

Built for entrepreneurs / agencies

Reviewed 2 years ago

Freshbooks is simple, clean, and mature software that would work well nearly any small agency.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

FreshBooks logo

FreshBooks

Best CRM for Accounting Books

Reviewed 3 years ago

Overall my experience is best apart from the above problems the rest of the features are awesome and easy to understand for a new user.

Pros

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.

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

FreshBooks logo

FreshBooks

FreshBooks - Works for Any Business

Reviewed 3 years ago

I've been a FreshBooks user for more than 5 years---and in my business---it has helped tremendously. It allows me to do all my accounting, including expenses, estimates, time billing and traditional billing. Lots of customizable options, too.

Pros

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

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

FreshBooks logo

FreshBooks

a great application to manage my finances

Reviewed 5 years ago
Pros

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

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

FreshBooks logo

FreshBooks

Highly recommended! Billing Simplified.

Reviewed 6 years ago

I find the interface easy to use and extremely functional. No problems so far with integrated with our CRM, or quickbooks.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

FreshBooks logo

FreshBooks

Freshbooks

Reviewed 6 years ago

I like freshbooks. I wish that the fund box integration worked better. I'd love to know if there is a good CRM integration?

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

FreshBooks logo

FreshBooks

Freshbooks has been our accounting, invoicing, and CRM software from the beginning.

Reviewed 5 years ago

Ease of use from an accounting software is elusive. Also the cost to have a CRM integrated with our accounting and expense software is crucial to our success.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

FreshBooks logo

FreshBooks

Very simple to use, rich in features.

Reviewed 5 years ago
Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

FreshBooks logo

FreshBooks

Simple, easy to use, decent features

Reviewed 5 years ago

It allows us to send invoices to get paid.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

FreshBooks logo

FreshBooks

Freshbooks is a very elegant accounting platform

Reviewed 3 years ago

Freshbooks is recommended for billing based on recurring periods. The platform manages online payments, monitors finances, and much more. This is undoubtedly an exemplary tool, full of expense tracking options.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

FreshBooks logo

FreshBooks

Note these things about FreshBooks

Reviewed 3 years ago

Give it a try.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

FreshBooks logo

FreshBooks

Super relaible and great value

Reviewed 6 years ago

We have been using FB for around 5 years. It is a rock solid platform. It's our main CRM, Time tracking and Invoicing system. The FB team have given us several free upgrades over the years.

Pros

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Cons

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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FreshBooks

Good software to get you started

Reviewed 5 years ago

More organised and saved some time

Pros

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

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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FreshBooks

Great for keeping clients informed of their bills and collecting those bills

Reviewed 3 years ago

Great! Totally worth the money if you have a lot of clients and invoices to write and keep track of.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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FreshBooks

The Best Invoicing Software Around

Reviewed 4 years ago

Easy to use and very reliable invoicing software. Has just enough featured to work without overwhelming you with features you don't need. This is the go-to software if you need great invoicing software.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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FreshBooks

Excellent software to save you time and help book more revenue :)

Reviewed 4 years ago

Ease of use, very quick to get set up and made both invoicing and getting paid as simple as adding items to an invoice template and hitting send. Loved the stripe integration as well as the ability to hook up Freshbooks to our CRM and time tracking apps.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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FreshBooks

One of THE Best Invoicing Softwares

Reviewed 3 years ago

I've been since 2011 and as I stated I love it. I use it to invoice my Clients and I have also used it as a VA for my Clients.

Pros

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.

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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FreshBooks

Invoices

Reviewed 2 years ago

En general bastante bueno, moderno y completo. Precio accesible para lo que tiene y lo que se puede hacer.

Pros

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.

Cons

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.

Showing original review in Spanish. See translation

Overall Rating
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FreshBooks

This makes my life so much easier

Reviewed 6 years ago

I have been using Freshbooks for many years (7+). I feel very comfortable recommending this Saas. I use the service both on my iOS devices and my PC's. Having everything available at any time is very convenient. Freshbooks works great for both time billable (services) or item (products) billable type invoicing.

Pros

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

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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FreshBooks

FreshBooks as a Photographer (solo small business)

Reviewed 4 months ago

I have been using FreshBooks for over 2-years and am currently using it. I used FreshBooks a long time ago when they were new and more minimal. It has been great to see them grow up. The cost is a bit steep so I may not continue to use them -- I'm 50/50 at the moment. If they provided more value for the cost I would consider it a good investment, but paying for a CRM on top of that is expensive. Overall I do love the software!

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Agile CRM

Nice most-in-one CRM/Marketing engine for small biz

Reviewed 4 years ago

I need a place to store all of my interactions with contacts of all types. I need to be able to review a contact and know what stage we are in, last touch, next step, and simply who said what. Agile supplies all that. I want to improve my marketing outreach and I believe Agile will help me organize and systematize those efforts.

Pros

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.)...

Cons

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,