This review was last updated
This CRM Review examines FreshBooks.
In-Depth CRM Review
2770 Dufferin Street, Suite 201
Toronto Ontario M6B 3R7
Telephone: (416) 481-6946
Toll Free: (866) 303-6061
CRM Category: Field Sales Support – Cloud
Sub-Category: Order Entry/Accounting
Seats: Small Enterprise
About the Company:
The FreshBooks story begins back in January 2003, when Mike was running a four person design agency. When it came to billing clients, Word was frustrating to use and wasn’t built to create good looking invoices. Then one day something happened that makes every record-keeper cringe: he accidentally saved over an old invoice. Knowing there had to be a better way, he created it himself. Over the next two weeks he coded up a solution that became the foundation of what is now FreshBooks.
The road hasn’t been easy. It took over a year to bring the product to market. After 24 months, there were only 10 paying customers and revenues of $99 per month. The company moved into Mike’s parents’ basement and for the next 3.5 years, despite all the evidence pointing to failure, they carried on. Why? They discovered a passion for serving our customers, our company and working together.
Since these humble beginnings, over 5 million people have used FreshBooks to send, receive, print and pay invoices. Today FreshBooks has paying customers in over 120 countries. If we look at just North America alone, no one except QuickBooks Online has more online paying subscribers than FreshBooks, making FreshBooks the #1 cloud accounting solution designed for small business owners. We help everyone from the most fragile of businesses (many of them one person, first time owners) to the most vibrant businesses, collecting billions of dollars.
If you are a service-based business, FreshBooks is designed for you. If you are a lawyer, a marketing agency, a plumber, an interior decorator, an IT professional, a therapist, an architect, a web professional – if you create value for your customers by applying your time and expertise to other people’s problems, thereby running a service-based business – FreshBooks is built specifically for you. We uphold a longstanding tradition of providing extraordinary customer service and building a product that helps save you time, because we know you went into business to pursue your passion and serve your customers – not to learn accounting.
About the Product:
Easy to Use
FreshBooks is simple and intuitive, so accounting isn’t intimidating. Plus you can talk to a real, live person anytime you have a question, 9am-6pm EST, Monday to Friday.
Hello cloud, goodbye desk. With FreshBooks, your business is accessible everywhere, from your iPhone/iPad to your desktop, and your data is secure and backed up in the cloud.
Save Time Billing
FreshBooks is built for small business owners to get organized and get paid. You’ll be tracking time, logging expenses and invoicing your clients in no time.
For complete pricing details, please see:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of FreshBooks:
From what I have seen of FreshBooks, I like it just fine. However, I do not review accounting programs – there are other folks that do that!
I include FreshBooks here so that I can more easily guide you to the CRM solutions that integrate tightly with the app.
Go ahead, Get a second opinion!
I have never claimed to be the only source of CRM software reviews. If you would like an alternative view of this CRM solution, here are some links that you can visit. However, if you are looking for totally independent, no BS! CRM reviews, I will look forward to working with you when you get back to my site!
If you are considering this program, you should also look at these other CRM solutions:
- Coming Soon!
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