is a lead management software that focuses on the next action and keeps salespeople on top of their sales pipeline. Stop wasting time filling forms and grow your pipeline by easily creating leads from several sources including existing FreshBooks customers, emails, business cards and web forms. Take your leads through your sales cycle with a customizable pipeline and a sales process that fits your business.
How it works with FreshBooks
Sign up for an account on and connect it with your FreshBooks account to make billing painless when you win deals.
Manage the full sales cycle from initial to final invoice within . Create and sync FreshBooks estimates and invoices with your leads and automatically update lead status and information once your estimates are approved and invoices are attached.
How To Get Started
Steps to connect:
- Create a free trial account by visiting
- Log in to your account and click on the ‘Admin Panel’ found on the navigation bar
- Under the ‘Connect’ section, click on FreshBooks
- Enter your FreshBooks subdomain and click to connect
- When prompted, enter your FreshBooks credentials and click to allow access
- Once you’ve connected, ‘Create a FreshBooks estimate/Invoice’ will appear in the Actions menu for each lead