Stay Connected With Better Client Management Software
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FALL IN LOVE WITH FRESHBOOKS CLIENT MANAGEMENT SOFTWARE
Save ā¬7000 every year (on average) in billable hours with FreshBooks
The ROI on FreshBooks subscriptions is 1087%, and thatās on top of providing better client service
of business owners say FreshBooks is super easy to set up and get started
Know Where You Stand With Each Client
All client estimates, invoices, payments, credits, and other financial info are in one place in the FreshBooks client management software, so itās easy to keep track of new customers and your sales pipeline. And, a better grasp of clients helps you serve them better throughout the customer life cycle.
Accurate Billing Starts By Tracking Client Work
Keep clients informed and engaged with Projects, so youāre always on the same page. Log every billable minute with Time Tracking to record all work and send more accurate invoices.
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Build Client Trust By Staying Connected
Communication and transparency are great ways to keep clients interested in their projects. With Client Portal, Comments, Project Collaboration, File Sharing, and more, FreshBooks improves your contact management, so client relationships blossom.
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Use Client Details to Grow Your Business
Client management reports (Client Account Statement, Revenue by Client, Time Entry Details, Invoice Details, Payments Collected, and Retainer Summary) give you full visibility on which clients help and hinder your small business.
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Foster Loyalty With Client Credits
Track loyalty discounts, refund prior work or take prepayments through Credits, so you know where you stand with each client. Then, auto-apply credits to invoices directly in the FreshBooks customer management system to keep your books accurate.
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Get Your Team on Board
Specify team member access to client information
Client Account Statement
Know where you stand with each Client (outstanding balances, invoices, payment history, and Credits)
Revenue by Client Report
Understand billed, collected, and outstanding revenue by Client over a specified time period
Credit Tracking
Easily keep track of all client credits
Time Entry Details Report
Review how much time you and your team have logged over a particular time period
Invoice Details Report
An overview of invoices created in a specified time period (filter by client, issue date, paid date, currency, and status)
Payments Collected Report
A breakdown of received payments, including which invoice a payment was for, the date, and the client
Retainer Summary Report
The details of tracked time against a particular Client and Retainer
Client Portal
Review all of a clientās info in one convenient place
Easy Collaboration
Invite clients to collaborate on Projects
Have Lots of Clients and Want to Save on Billing?
Our FreshBooks Select Plan could be the solution for you, saving you time and money beyond the sales pipeline and client management process.
The Select Plan includes:
- A dedicated account manager to train your team and migrate your books from other platforms
- Access to lower credit card fees and transaction rates
- 2 free team member accounts
Client Management Resources to Support Your Business
Get a newsletter that helps you think differently about client management software and the sales process
Frequently Asked Questions
Client Accounts are one of the primary client management tools in FreshBooks. Clients can view, print, and pay Invoices, Estimates and Proposals with the link you send them without having to sign up for an account in the FreshBooks client management platform. You’ll have a birds-eye view of client data, making it easy for you and your sales team to follow up and support clients.
A Client Account lets clients take action by commenting on Invoices, Estimates, and Proposals, as well as collaborating on any Projects theyāre invited to. Client Accounts also allow clients to save payment information safely, making it easy to pay future Invoices.
You can prompt Clients to create an account by sending them an Invoice, Estimate, or Proposal. Your Client can then click the “Save this Invoice/Estimate/Proposal” button or the “Log in to view all Invoices/Estimates/Proposals” link. From here, they can create a password and view their new account.
If you invite your Client to a Project instead, they can click the button in the email inviting them to the Project. They can then create a password and fill out some information before being taken to their account.
Watch this short video to see just how easy it is to work with clients in your FreshBooks account.
The FreshBooks client management system makes every process easy for you, your sales team, and your clients. Client Accounts can be used to save any credit card and Bank Transfer details for reuse on any new Invoice. A client must log into a Client Account in order to use the saved information to pay an Invoice. Saved payment information on the FreshBooks client management software can be used with payment automation tools to create recurring payments on invoices and subscriptions.
Learn more about saving payment info in your FreshBooks account here.
As part of the FreshBooks client management system, a Client Account lets clients collaborate on any Project theyāve been invited to. This collaboration includes commenting, sharing files (images, gifs, PDFs, documents, and spreadsheets), and posting links.Ā
A Client can click on the Project section of their account anytime. From here, they can share any comments, files, or links in the “Discuss” area.
A great way to foster client relationships in the FreshBooks client management software system is by collaborating on Projects by sharing files, attachments, or comments with your Client and Team Members. Everything is stored inside the project for easy reference anytime you need it.
Learn more about client management and project collaboration here.
Any good client management software allows for better project management. Project Managers are an extra level of access that can be assigned to any existing Team Member (except Contractors) on any project. Once designated as a Project Manager to a specific Project, theyāll be able to:
- Manage the Project by editing it as needed (file sharing, commenting, etc.)
- View Invoices and Expenses associated with a Project
- Generate Invoices for the Project, including rebilling all associated Expenses created by the team
- View all time entries for the Project – both theirs and the teamās
