Product Blog

View your Freshbooks invoices in Tactile CRM

Written by admin on Monday, January 12th, 2009 at 11:30 am.

We’re pleased to announce the first of two new features you’ll find in Tactile CRM this week – FreshBooks integration.

After feedback and suggestions from users, you can now view your FreshBooks invoices against organisations within Tactile CRM. Staff can easily see the purchase history/habits and current status of invoices paid/part paid/overdue and use this information when contacting clients and making business decisions.

Tactile CRM: FreshBooks Invoices

Setting up FreshBooks/Tactile CRM is easy, enter your FreshBooks API and you’re away.

You can even import your clients from FreshBooks and add new clients from within Tactile CRM to keep your information up to date.

Tactile CRM: Adding clients to FreshBooks

This is the first release of our new FreshBooks integration and we’d love to hear your feedback and suggestions.