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How to Connect Bookkeeper360 with Freshworks CRM (2026)

Bookkeeper360

Bookkeeper360

★★★★ 4.3
Bookkeeping Finance Accounting

A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

Full Review
Freshworks CRM

Freshworks CRM

★★★★ 4.2
Crm General Crm

The unified CRM platform by Freshworks combining Freshsales and Freshmarketer for complete sales and marketing alignment.

Full Review

About These Tools

Bookkeeper360: A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

Freshworks CRM: The unified CRM platform by Freshworks combining Freshsales and Freshmarketer for complete sales and marketing alignment.

Key Features

Bookkeeper360

  • Dedicated bookkeeper
  • Monthly financials
  • Payroll
  • Tax prep
  • Advisory
  • Dashboard

Freshworks CRM

  • Unified CRM
  • AI Freddy
  • Sales automation
  • Marketing automation
  • Customer journey builder
  • Contact scoring

Pricing

Bookkeeper360

Subscription $399-$899/month

Freshworks CRM

Subscription $29-$69/user/month

Detailed integration guide coming soon. We're researching the specific ways Bookkeeper360 and Freshworks CRM work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Compare Bookkeeper360 vs Freshworks CRM side by side »