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I've used Freshbooks for a few years now to handle these kinds of challenges and I'm about to close out my account. Like a lot of the other people here, it's ov

I've used Freshbooks for a few years now to handle these kinds of challenges and I'm about to close out my account. Like a lot of the other people here, it's overkill for what I really need and I've also found that the businesses I work with rarely use the payment links it generates. I end up needing to export PDFs and send them over to ap@ or finance@ addresses anyways, at which point why bother having a tool? I'm planning a trial run with HubSpot as a replacement so I can continue to have some structure, which speaks to another problem you'll run into. If you already know you need a platform, why not just go for a full CRM with most of those features baked in from the start?

wdunkley 2y ago
Honestly, one of the reasons for working on a tool like this is that I have tried several other tools in the past, and they've never really been precisely what I'm looking for. As they say, if you want to start a saas company, start by scratching your own itch. In researching my platform, I have looked at Freshbooks, and it's, honestly, one of the closest to the one I'm building. They have a lot of great features but also come with quite a lot of bloat, which could be removed or streamlined in a more targeted tool. I don't want to create just another tool that targets a wide client base but only includes the things that I/we actually need. What were some of the features that you did/didn't like about previous platforms? Also, what are you trying to find when switching to Freshbook?