Today FreshBooks released a brand new add-on marketplace and that’s the perfect moment to tell you that You Don’t Need a CRM! is connected to FreshBooks.
Thanks to this integration you can now easily manage estimates, invoices and your admin tasks. It adds the needed features to fully manage your prospect to customer cycle.
From our very beginning our philosophy was to allow customers to choose, for each of their business task, the app that best suited their needs. Once you’ve said that, you must allow your customers to easily connect their apps to You Don’t Need a CRM! in order to automate sales tasks and not to enter the same information in different tools over and over again.
It can be done be through our API, through Zapier or through direct integration for high quality products that fit specifically well with our service. It’s the case with FreshBooks.
FreshBooks is an incredibly user-friendly cloud accounting solution designed for small businesses which bill for their expertise and their time. It allows sending estimates and invoices, track time and expenses in a fast and secure way (you can try out the service Free for 30 days here).
Thanks to the integration you can create FreshBooks estimates and invoices directly from You Don’t Need a CRM! and in the other way you can create leads from FreshBooks estimates and invoices.
But the integration goes further: if you update an estimate amount it will automatically update the amount of the lead in You Don’t Need a CRM! and if a customer accepts your estimate it will set the attached lead to won! Then if you create an invoice, the invoice will be automatically attached to the lead.
To get a clearer understanding of how the integration works and how to set it up you can have a look at this short video tutorial:
