propipelines.com + FreshBooks
Spend less time on accounting and more time on winning new customers
- Create invoices and estimates from Pro Pipe Lines in FreshBooks.
- Attach FreshBooks invoices to existing leads automatically.
- Use the Lead Clipper to capture lead information from a FreshBooks customer and create a lead in your Pro Pipe Lines account.
- Add new customers in FreshBooks from leads in propipelines.com using the Lead Clipper.
- Change lead status to WON, move it to the last step in the sales cycle and update the deal amount automatically when a FreshBooks invoice is attached.
About FreshBooks
FreshBooks is the #1 accounting and invoicing software in the cloud designed exclusively for self-employed professionals and their teams. 10 million people use FreshBooks to painlessly send invoices, track time and capture expenses
- See at a glance how your business is performing with FreshBooks' insightful dashboards and ready-made reports from color-coded breakdown of spending to collected payments.
- Run your business straight from your phone and work from anywhere with FreshBooks' mobile app. Send invoices, log expenses and snap pictures of receipts while having data sync across all devices.
- Bill in international currencies and get paid faster with automatic client payment reminders.
- Manage all of your expenses and stay on budget with FreshBooks' simple expense tracker.
Learn more about the Funzionalità or provare il software di fatturazione in cloud FreshBooks for free.
A proposito di propipelines.com
propipelines.com è un software di gestione commerciale che replica il tuo processo di vendita dalla creazione dell'opportunità commerciale fino alla conversione.
- Crea opportunità commerciali facilmente da vari canali: biglietti da visita, mail, moduli, ecc.
- Gestisci in modo distintivo i prospect e le opportunità commerciali
- Gestione commerciale efficace
- Basta perdere opportunità commerciali importanti, concludi più affari!
How to connect no CRM.io & FreshBooks
Login to your propipelines.com account and go to 'Admin Panel' to select FreshBooks. Enter your account name, click on 'Connect to my FreshBooks account' and enter your credentials to make billing painless.
For more information on what you can do with our FreshBooks integration, visit our dedicated guida qui.