As a small business owner, managing your operations and handling customer relationships can be a daunting task. Fortunately, there are several customer relationship management (CRM) systems available to help you keep track of your customers, sales, and revenue. Freshbooks CRM is one such system that can help you streamline your business operations and improve your customer relationships.
What is Freshbooks CRM?
Freshbooks CRM is a cloud-based CRM system designed specifically for small business owners. It helps you manage your contacts, sales, and revenue, all from one centralized platform. The system is easy to use and requires no technical expertise, making it perfect for small business owners who don’t have a dedicated IT department.
Features and Benefits
Here are some of the most notable features and benefits of Freshbooks CRM:
Contact Management
Freshbooks CRM makes it easy to manage your contacts and keep track of their interactions with your business. You can store all your contacts’ information in one place, including their name, email address, phone number, and social media profiles. The system also allows you to add notes and tags to each contact, making it easy to search and filter your contacts based on specific criteria.
Sales Management
With Freshbooks CRM, you can track your sales pipeline and monitor your revenue in real-time. The system allows you to create customized sales stages and set up automated workflows to help you stay on top of your sales process. You can also generate reports and analyze your sales data to identify trends and areas for improvement.
Project Management
Freshbooks CRM includes a project management tool that allows you to track your projects and collaborate with your team members. You can create tasks, set deadlines, and assign them to team members, all from within the system. The system also allows you to track your project’s progress and monitor your team’s performance.
Invoicing and Billing
Freshbooks CRM integrates with Freshbooks Accounting, a popular invoicing and billing system for small businesses. With this integration, you can send invoices, receive payments, and manage your finances all from one platform. The system also includes powerful billing and invoicing features, such as automatic payment reminders and late fee charges.
Mobile App
Freshbooks CRM has a mobile app that allows you to access your data on the go. You can view your contacts, sales, and projects from your smartphone or tablet, making it easy to stay connected with your business even when you’re on the move.
Pricing
Freshbooks CRM offers a 30-day free trial, after which you can choose from one of three pricing plans:
- Lite: $15/month
- Plus: $25/month
- Premium: $50/month
The pricing plans vary based on the number of users and features you need. You can also save 10% by choosing annual billing instead of monthly billing.
Conclusion
Freshbooks CRM is a powerful tool for small business owners who want to streamline their operations and improve their customer relationships. With its robust features and easy-to-use interface, Freshbooks CRM can help you manage your contacts, sales, and revenue from one centralized platform. If you’re looking for a reliable CRM system for your small business, Freshbooks CRM is definitely worth considering.