FreshBooks
Unify financial data with customer communications for enhanced business intelligence. Automated workflows synchronize accounting information with marketing campaigns for better customer lifecycle management.
Form Flexibility
Performance Tracking
Monitor engagement metrics, conversion rates, and optimize automation workflows with comprehensive analytics that provide clear ROI insights for better business decisions.
Unified Communication
Seamlessly integrate form data with Brevo's email, SMS, and WhatsApp capabilities for complete customer coverage and consistent communication experiences.
Smart Integration Support
Get expert guidance and seamless setup with our dedicated support team who ensure your success every step of the way.
Financial Data + Customer Engagement: Revenue-Driven Communication
Automation
Customer Financial Intelligence
Unify invoicing data with marketing profiles for comprehensive customer insights, improving segmentation precision and enabling revenue-based targeting strategies.
Email marketing
Invoice Communication Automation
Automate payment reminders and invoice follow-ups, reducing DSO and improving cash flow through timely, personalized billing communications and dunning workflows.
Customer Data Platform
Financial Support Excellence
Provide contextual billing support with instant access to financial history, reducing resolution time and improving customer satisfaction through informed assistance.Marketing Platform
Revenue Opportunity Management
Identify upsell opportunities from financial patterns, increasing renewal rates through data-driven insights and predictive analytics based on payment behavior.