Integrate Freshbooks with Wootric
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.
Wootric is a service that can create customers surveys and turn their responses into a measurable metric of customer happiness called a Net Promoter Score (NPS). Wootric’s surveys are designed to get the most responses possible by being both simpler and less aggressive than traditional surveys. The data gathered from these surveys can be used to rate and segment customers as well as offer analytics about your customer base at large.
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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.
Wootric's End Points
Track the data associated with your survey responses. This allows Wootric to both provide you with analytic data about your NPS and integrate that data with your CRM.
Interact with data about your end users - including their contact information, their relationship with your company (such as what plan or product they use) and the date they were last surveyed - to gauge how out-of-date your data about each user may be. Then, use this information to decide if/when they should be surveyed again.
Monitor which surveys were declined and by whom. This data includes the ID of the respondent, the survey ID and the time at which it was declined. You can then identify which surveys were unsuccessful and which customers are unlikely to respond to surveys. This can help to accurately segment your customers and better gauge where they are in their lifecycle with your company.