FreshBooks - Top 5 Project Management

Our Verdict

FreshBooks excels as a project management solution tailored for small businesses and freelancers. Its intuitive interface simplifies project creation, task assignment, and team collaboration. The platform’s robust time tracking and invoicing features ensure accurate billing and financial management. Users benefit from seamless expense tracking and insightful reporting tools, providing a comprehensive view of project profitability. While FreshBooks offers essential project management functionalities, it may lack some advanced features found in other dedicated project management tools. That being said, for those seeking an integrated approach to accounting and project oversight, FreshBooks presents a compelling choice.

Pros

Easy-to-use interface with minimal learning curve
Strong invoicing and time-tracking features
Mobile app allows project management on the go
Built-in expense tracking and budgeting tools
Seamless client collaboration for feedback and approvals

Cons

Lacks advanced project management features for large teams
Additional user fees can increase costs

Products & Pricing

FreshBooks offers a variety of pricing plans to accommodate different business need:

Lite: $21/month – Manage up to 5 billable clients with features like unlimited invoices, expense tracking, time tracking, and estimates. This plan includes basic project management tools, such as task creation and team collaboration.
Plus: $38/month – Supports up to 50 billable clients and includes all Lite features, plus recurring billing, client retainers, and proposals. The project management suite in this plan offers enhanced capabilities, including advanced task management and team collaboration tools.
Premium: $65/month – Offers unlimited billable clients and encompasses all Plus features, along with project profitability tracking and advanced reporting. This plan provides the full spectrum of project management features, ideal for businesses with extensive project oversight needs.
Select: Custom Pricing – Tailored for businesses with complex requirements, this plan includes a dedicated account manager, customized workflows, and premium support. It offers comprehensive project management solutions for larger enterprises.

All plans come with a 30-day free trial, allowing users to explore FreshBooks’ capabilities before committing.

These flexible pricing options and integrations make FreshBooks a versatile choice for freelancers, small businesses, and growing enterprises seeking comprehensive accounting and project management solutions. Additionally, FreshBooks frequently features generous discounts for new customers.

Lite

$21 /mo

30-Day Free Trial

Plus

$38 /mo

30-Day Free Trial

Premium

$65 /mo

30-Day Free Trial

Select

Request a Quote

30-Day Free Trial

In-depth review

FreshBooks’ project management suite also includes these features:

Project Discussions – Enables team members to leave comments and updates within project tasks for better collaboration.
Granular User Permissions – Allows admins to control who can view, edit, and manage specific projects and financial data.
Customizable Project Workflows – Users can tailor project structures, task categories, and workflow processes to fit their unique needs.
Task Prioritization – Helps teams focus on critical tasks by setting priority levels within projects.
Automatic Time Entry Suggestions – Uses AI-powered insights to suggest time entries based on past work patterns.
Centralized Project Activity Feed – Provides a single view of all project updates, ensuring transparency across teams.
Offline Time Tracking – Allows team members to log hours even without an internet connection, syncing once back online.

These additional features make FreshBooks a strong choice for businesses that need a lightweight, finance-focused project management tool while maintaining efficiency and organization.

Features & Functionality

FreshBooks offers a suite of project management features designed to streamline workflows and enhance collaboration:

Task & Project Management – Create projects, assign tasks, set deadlines, and track progress in real time.
Time Tracking – Log billable hours directly into projects for accurate invoicing.
Client Collaboration – Invite clients to view project updates and provide feedback within the platform.
Project Profitability Tracking – Monitor costs, billable hours, and profit margins in one dashboard.
Integrated Invoicing & Expense Tracking – Link invoices to projects and categorize expenses for accurate financial management.
Budgeting & Cost Control – Set budgets, track spending, and prevent overspending on projects.
Templates & Automation – Use project templates and automate repetitive workflows to save time.
Mobile App Access – Manage tasks, log hours, and collaborate on projects from anywhere.
Integrations – Connect with tools like Trello, Asana, and QuickBooks for seamless workflows.

FreshBooks is best for small businesses and freelancers looking for a simple, finance-focused project management solution with built-in invoicing and expense tracking.

Ease of Use

FreshBooks offers a clean, intuitive interface that simplifies task management, project tracking, and collaboration. The well-organized dashboard allows users to quickly assign tasks, track progress, and monitor expenses without a steep learning curve.

Task Management & Collaboration

Users can create, assign, and track tasks effortlessly, with built-in file sharing and real-time updates for seamless collaboration. Integrated time tracking ensures accurate billing, making it ideal for businesses that charge by the hour.

Mobile Accessibility & Support

The mobile app enables users to manage projects, track time, and communicate with teams from anywhere. Reliable customer support ensures minimal downtime, helping businesses stay productive.

FreshBooks is best suited for small businesses and freelancers seeking an easy-to-use project management tool with built-in invoicing and expense tracking.

Reporting & Integration

Reporting

FreshBooks’ project management suite offers tools to monitor project profitability

Project Profitability Reports: Provide detailed insights into each project’s income, costs, and profits, aiding in informed decision-making.

Integrations

FreshBooks integrates with over 100 applications to enhance functionality:

G Suite by Google Cloud: Syncs contacts and emails for seamless communication.
Stripe: Enables easy online payment processing.
Gusto: Simplifies payroll management by automating processes.
Trello: Enhances project management through task synchronization.
Syft Analytics: Provides advanced data analysis and visualization.

These integrations streamline workflows, reduce manual data entry, and provide a unified platform for managing various business processes

Customer Service

FreshBooks offers a comprehensive customer support system designed to assist users through various channels. Their customer support is available Monday to Friday, 8 AM to 8 PM Eastern Time. Additionally, FreshBooks has an extensive online resource featuring articles, guides, and FAQs to help users troubleshoot common issues and learn more about FreshBooks’ project management suite features.