Product Blog

Tactile CRM + FreshBooks

Written by Jake on Friday, February 27th, 2009 at 12:53 pm.

Great news – we’re pleased to announce the new integration of FreshBooks with Tactile CRM has just got even better. All you need to do is enter your FreshBooks API key and you’ll be on your way to viewing customer invoices directly in Tactile CRM and sending new customer details to FreshBooks when you win new deals.

To make it even easier we’ve put together a quick video (about 3 and a half minutes), showing how easy it is to setup and use:

So, the details in full – from Tactile CRM you can now:

  • Import FreshBooks clients
  • View Invoices for your clients
  • Automatic syncronisation of invoices
  • Add organisations and people directly to FreshBooks without leaving Tactile CRM

But that’s not all! The nice folks over the pond at FreshBooks have given us the handy promotional code ‘tactile09′ which you can use to get $20 off your FreshBooks account.

Keep it handy and when you decide to upgrade your account with them just enter it in the promotional code box. Don’t delay though, it expires on the 1 October 2009 and it will probably come around faster than you think!

This is our first stage integration with FreshBooks. There are some other things we’re going to add, somethings we’d like to add when they update their API, and somethings we’d love for you to suggest! Just drop on by our feedback forums and tell us what we can do to improve [FreshBooks +] Tactile CRM and we’ll get straight on it.

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