is an easy-to-use lead management software geared to help sales teams work smarter and close more deals even on-the-go.
By placing the lead in the heart of the software, it enables sales teams to create leads in just seconds from any source ( forms, business cards, emails, LinkedIn, etc) and manage them on an interactive feed easily accessible from anywhere. is perfect for small to medium sized businesses with 1-200 employees who need an efficient sales management solution. The Starter edition comes with standard features such as fast lead generation, calendar sync, lead alerts, sales process customization and follow-ups.
Our Expert edition for demanding sales people or bigger sales teams comes with more advanced features such as multiple pipelines, post-sales processes, estimated closing date, revenue forecasts, team management for advanced privacy settings.
Full support, weekly webinars, other help resources and a mobile app are available.
How To Get Started
By connecting with your FreshBooks account, you can create a FreshBooks estimate for any lead. Manage the full sales cycle from initial to final invoice within . From any lead you’ll be able to create a FreshBooks estimate and link FreshBooks estimates or invoices to your leads. Once linked, if an estimate is accepted by a client, the corresponding lead is automatically set to “Won” and subsequent invoices will be attached to the lead.
Steps to connect:
- Create a free trial account by visiting the
- Log in to your account and click on the ‘Admin’ tab in the left nav
- Under the ‘Connect’ section, click on FreshBooks
- Copy and paste 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’ will appear under the Actions menu for each lead