FreshBooks invoices in your CRM

Connect FreshBooks to OnePageCRM to get all invoices and estimates associated with your CRM contacts to be displayed on their Contact pages.

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invoices & estimates

Display FreshBooks invoices in your CRM

Connect FreshBooks to OnePageCRM and get both: a simple invoicing process and a powerful CRM system at your fingertips.

Every Contact Page inside your CRM account has all the information you need: phone numbers, emails, meeting notes, calls, and also FreshBook invoices and estimates!

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powerful email sync

Email your clients straight from CRM

Invoicing is an important part of your business processes but so is email communication.

Instead of having several tabs opened, you can do everything from OnePageCRM.

Have a quick look at your FreshBooks invoices—and then send a follow-up reminder or a thank you note to the client without leaving your CRM.

We have a two-way sync with both Gmail and Outlook.

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follow-up reminders

Set reminders and tasks

Follow-ups are easy with OnePageCRM!

You don’t need an extra to-do list. You can set tasks next to any contact in your CRM—we’ll automatically sort them by urgency, color-code them, and also remind you when it’s time to reach out to a client or a lead.

You can use follow-ups for many reasons: remind them about an invoice, check in on how your solution has been working for them, etc.

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Integrate FreshBooks with an action-focused CRM

OnePageCRM is the only action-focused CRM in the world. Built for small businesses, it transforms your customer database into a simple to-do list (we call it Action Stream).