A NEXT WEB EXCLUSIVE: Senokian Solutions, the UK-based startup, today announces integration of its Tactile CRM product with Freshbooks, the online invoicing solution, and is also adding a reports and graphing component for analysis of data.
Tactile CRM offers Customer Relationship Management (CRM) software under a Software as a Service (SaaS) Model, and with this update, allows users to integrate Freshbooks’ invoicing system directly into Tactile’s data, so that as well as viewing customer contacts, Tactile users can gain a more holistic view by being able to view financial transactions. The Freshbooks integration works both ways, with the ability to import customers into Tactile CRM from existing Freshbooks accounts data, and also add new clients from within Tactile CRM.
Freshbooks is an online invoicing, time tracking and expense system that operates, like Tactile, on a ‘freemium’ online model, with differing levels of accounts designed to accommodate growing companies, and includes modules to allow payments integration with PayPal and Authorize.net, as well as with time tracking widgets and even Basecamp. Although based in the US, it has a very international user base, including the UK, Canada and Australia.
Speaking exclusively to The Next Web, Tactile’s Managing Director Jake Stride said: –
“Tactile CRM is a great way to manage your sales process and keep your team on top of client data, and with the integration of Freshbooks, we’re making it even easier for budget-conscious growing startups to make sure they are on top of their customer and financial data – both critical areas in these cash-strapped times. Tactile customers also benefit from a scalable and professional, zero-maintenance service, with excellent support, and with further upgrades and improvements planned for the future to add even more value. And you can try it free, of course. I’m also happy to announce our free to enter competition for Next Web readers.”
Work anywhere, see everything
With the integration of Tactile with Freshbooks, individuals across a company can see the purchase history/habits and current status of invoices paid/part paid/overdue, and use live information when contacting clients and making business decisions. In addition, of course, their contacts can be recorded to allow other team members to stay aware of a customer’s status. The new graphing and reporting facility helps to analyse and chart the most profitable sources of leads or particular types of work, with display of actual values, and the ability to quickly alter date ranges across data.
Win a year’s Tactile CRM Business Account worth £420!
The Next Web is pleased to announce a special competion in January for Next Web readers. Sign up for free use of Tactile CRM, using the promotional code ‘TNW’ during the month of January, and you will automatically be entered into a draw to win 12 months’ Business Level use, worth £420.
Enter by Friday January 30th to win!
Sign up here for a free Tactile CRM account today and use the Sign up Code “TNW“.
The winner of the Business Account will be selected at random by Tactile CRM (you must use the Sign up Code ‘TNW’ to enter), and will be announced here on The Next Web blog in early February. The Tactile CRM Business Level account allows for up to 20 users, 25,000 contacts and 5Gb of data space. Please note that you are under no obligation by signing up, and can use Tactile CRM’s free model indefinitely.