Combining Highrise from 37signals with FreshBooks makes it easy to go from managing leads, to invoicing them as clients. The Highrise sync tool lets you do this with a few clicks, no need to re-create your contacts in FreshBooks.
As your contacts go from leads to clients, you'll eventually need to bring them into FreshBooks for invoicing. All you need to do is add a tag to your contacts in Highrise, then login to the sync tool and pull your tagged contacts (or all of them if you want) into FreshBooks.
Highrise helps you keep track of who you've talked to, what you talked about, and what you need to do next. If you're looking for a simple, yet effective CRM tool, Highrise is the solution for you.
Highrise is integrated with Zendesk, MailChimp and Formstack.
Click on the Get Started link above to visit Highrise and sign-up for an account. Once you've setup your Highrise account you can setup the Add-on with the following steps,
You should now setup to use the Highrise Import tool.