FreshBooks Connected CRM
Make a smooth transition from sale to payment.
- Send contact info from Batchbook to FreshBooks
- Speed up your invoicing process
- Make sure there is a contact for every invoice you generate
Save Yourself Some Time
Free yourself up to make more sales.
- Save time by automatically sharing contact info with FreshBooks
- Avoid data entry mistakes so the bill always goes to the right place
- Invoice faster when contact details are already in place
Be Sure to Stay In Touch
The invoice is just part of the story.
- Create a new contact for each invoice you create in FreshBooks
- See the whole story by tracking your communication history for paying customers
- Work as a team by sharing invoice info the whole team, not just accounting and sales
- Assign to-dos to follow up with paying customers