If you’re running a small business, you know how important it is to keep track of your clients’ information, leads, and interactions. However, managing all of this data can be overwhelming, which is where a customer relationship management (CRM) system like FreshBooks CRM comes in handy. In this article, we’ll cover everything you need to know about FreshBooks CRM, including its features, pricing, and overall effectiveness.
What is FreshBooks CRM?
FreshBooks CRM is a cloud-based CRM system that helps small businesses manage customer relationships, sales, and marketing activities. Its intuitive interface is designed to simplify the sales process, enabling businesses to keep track of every interaction with customers and leads. FreshBooks CRM includes features such as contact management, pipeline management, task management, and email marketing integration.
Features of FreshBooks CRM
Contact Management: With FreshBooks CRM, you can keep track of all your contacts in one place. You can store customer information, such as their name, email address, phone number, and company, and also add notes about each interaction you have with them. This feature helps you maintain a better relationship with your customers and ensures that you don’t miss any important information.
Pipeline Management: FreshBooks CRM allows you to track the progress of your sales pipeline. You can create custom stages for your pipeline, such as “Contacted,” “Qualified,” and “Closed-Won,” and move deals between stages as they progress. This feature helps you stay organized and focused on closing deals.
Task Management: You can create tasks and reminders within FreshBooks CRM to keep track of important deadlines, such as follow-up calls or meetings. This feature helps you stay on top of your to-do list and ensures that you don’t miss any key tasks.
Email Marketing Integration: FreshBooks CRM integrates with email marketing tools like Mailchimp and Constant Contact, enabling you to send targeted email campaigns to your leads and customers. This feature helps you nurture your leads and keep your customers engaged.
Pricing of FreshBooks CRM
FreshBooks CRM offers a tiered pricing structure based on the number of contacts you have. The pricing plans are as follows:
Lite: $15/month, up to 500 contacts.
Plus: $29/month, up to 2,500 contacts.
Premium: $69/month, up to 10,000 contacts.
FreshBooks CRM also offers a free 21-day trial so you can test out the system before committing to a paid plan.
Is FreshBooks CRM Effective?
Overall, FreshBooks CRM is an effective CRM system for small businesses. Its intuitive interface, easy-to-use features, and affordable pricing make it a popular choice among small business owners. However, it’s important to note that FreshBooks CRM is not as robust as some other CRM systems on the market, so if you have complex sales processes or need advanced reporting features, it may not be the best fit for your business.
The Bottom Line
If you’re a small business owner looking for an affordable, easy-to-use CRM system, FreshBooks CRM is definitely worth considering. With its contact management, pipeline management, task management, and email marketing integration features, FreshBooks CRM can help you streamline your sales process and keep track of all your important customer interactions. Plus, with a free 21-day trial, you can test out the system risk-free and see if it’s the right fit for your business.