Integrate CleverTap with Freshbooks
CleverTap allows users to analyze both business analytics and user engagement on one single platform. This gives CleverTap users insight into app user activity, allowing them to see where users have taken action, what information they find compelling, and where they drop off. This information can help businesses improve their long-term strategies, running clever campaigns, sending personalized push notifications, and creating both triggered and scheduled marketing campaigns.
Freshbooks is a cloud-based accounting software that is specifically designed for small businesses and self-employed professionals with hourly rates. It handles most of the busywork associated with charging clients and collecting money using tools that track work time, send invoices, and process credit card payments. It can also use the data associated with these processes to generate reports that give you a better understanding of your company’s profits.
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CleverTap's End Points
Gather data about cohorts, or groups of users who have taken certain actions in your app. Measure retention, engagement and a variety of business metrics for a cohort of users on a daily, weekly and monthly basis.
Retrieve data about a customer’s journeys through your funnel. This data contains the customer’s timeline from start to finish - including how many steps in the funnel the customer completed during that time - which can be used to identify which steps during a funnel most commonly include specific events, such as losing a customer.
Gather segmentation data that is filtered based on an array of properties, such as past behavior and profile attributes. Then, use that filtered data to get deeper, more detailed analytics into your product performance or to reach users with personalized, contextualized messaging.
Track customer engagement data, including a customer’s name and email address, as well as the date and time they last accessed your product. This allows you to run predictive analytics, which can show when engagement will likely drop or increase based on historical engagement data.
Use CleverTap’s APIs for events, user profiles, dashboard counts and push notifications to filter your data and gather key insights.
Get retention data for a specific cohort of customers by tracking signups and other relevant events during a specified date range. Then, feed that data into your analytics to provide a more comprehensive view of your retention trends over time.
Freshbooks's End Points
Retrieve basic information about your clients, including name, email address, phone number, and client ID. You can also use this field to monitor a client’s financial relationship with your company by tracking specific parameters such as their transactions, total balance, and recent activity.
Monitor data on any invoice that was sent to a client. This includes both basic details about the invoice and details about the current status of the invoice i.e. if it was sent, paid, disputed, etc. This data can help you get a clearer view of your expected revenue gains and losses, which can help you to run accurate predictive analyses.
Gather data about payments made on the invoices that you have sent to your clients. Use this data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.