FreshBooks

Puntos a favor

Una de las cosas que mas me gustó y que no he visto es otros software de CRM o facturas, es el estilo actual y diferente que tiene para crear las facturas, me parece innovador y es algo que seguramente te hará ver como una empresa grande y moderna ante tus clientes. Muy completo, integración con bastante cantidad de bancos para llevar el control de tus gastos.

Puntos en contra

Dos cosas me parece que le hace falta, lo primero es que el correo que se le envía al cliente debería contener un PDF con la factura, aparte del enlace para ir a la página y ver la factura en linea. La segundo que esperaba era poder agregar un método de pago como por ejemplo paypal, que permitiera a los clientes acceder a su cuenta paypal y pagar directamente el monto de la factura.

Puntos a favor

It was so easy to add and remove third party apps if and when they were needed.Plus, there were lots of options for third party apps that I could plug in or switch out as needed.

Puntos en contra

It never once made me a cup of coffee. I know that sounds like a weird joke but that's pretty much the only thing that it couldn't do for me.

Puntos a favor

I have used Freshbooks for years now and only need it for a select number of clients. But it's interface and app are simple to use for billing. Ease of use is a big factor in using this software

Puntos en contra

The limits on the number of clients you can add on a free account. It used to be 5 but this changed to just one a few years ago. This forced me into purchasing a subscription with them.

Puntos a favor

I love that this software is entirely web based so no mater what device I am on, I can access FreshBooks for Realtime information. It also works seamlessly with my financial institutions.

Puntos en contra

I did not have the tax information available to me like I have with my new service. Freshbooks was only half of the program that I needed it to be.

Puntos a favor

As an attorney in solo practice, the timekeeping function is great. I can use my app or use the computer easily, and it tracks my time in a neat report for clients beautifully. I also find invoicing clients very simple, although I've found some difficulties with customization when it comes to my clients on retainer. Otherwise I've been very pleased.

Puntos en contra

I had a very difficult time using the bookkeeping software on the program. I couldn't customize taxes, and I found that because I have no background in accounting I was really messing up frequently. I ended up outsourcing bookkeeping to Bench, which has worked out fine but it's only been a couple of months. the difficulty using Freshbooks for bookkeeping made tax time very difficult and stressful because I had to completely redo what I had entered in the program.