Best CRM Software for Freelancers

Are you a freelancer wondering whether you require a CRM? The answer to your question is yes. If you seek CRM software in freelancing, you must go for freelancer CRM software or CRM software for solopreneurs. CRM in freelancing is an application designed to centralize customer interactions, transactions, and projects and monitor the sources of revenue in a single platform. CRM in freelancing helps you to master customer lifecycle with intelligence, automated streamlining of operations, better collaboration, improved workflow with project management, boost your profits with reports and ...

Show More
  • All Software
  • Buyer’s Guide

List of Best CRM for Freelancers

Pipedrive

Sales CRM & Pipeline Management Software

Pipedrive is an outstanding CRM software designed to simplify and optimize sales processes for businesses. Its straightforward interface helps teams manage leads and deals efficiently. The software enables users to track communication, set reminders, and prioritize tasks, ensuring that opportunities are not missed. Pipedrive's visual sales pipeline provides a clear overview of deals, making it ... read more about Pipedrive

NA

Contact Vendor

United States

OnePageCRM

Top-rated CRM for Consulting and Professional Services

OnePageCRM is a streamlined customer relationship management (CRM) tool designed for simplicity and efficiency, especially for small businesses. Its central feature is the 'Action Stream', a to-do list that prioritizes customer follow-ups, ensuring consistent engagement and lead nurturing. This tool also supports contact management, allowing easy organization and access to customer data. Sales ... read more about OnePageCRM

Available

$19.95 Per month

United States

Bigin by Zoho CRM

The easiest CRM to manage your customers

Bigin by Zoho CRM is a streamlined and user-friendly CRM solution, designed specifically for small businesses. It focuses on simplifying customer relationship management processes. The software offers essential features like contact and deal management, enabling businesses to efficiently track and nurture customer interactions. Pipeline management is a key feature, providing a clear overview of ... read more about Bigin by Zoho CRM

15 Days

$7 Per month

United States

Nutshell

All-in-one CRM that helps B2B teams close more deals

Nutshell is a high-performing customer relationship management (CRM) software designed to streamline and enhance business interactions. It helps businesses manage contacts, track leads, and nurture customer relationships efficiently. Nutshell offers a centralized platform where teams can collaborate and share vital information. With its intuitive interface, users can easily organize and access ... read more about Nutshell

14 Days

$16 Per month

United States

Less Annoying CRM

All of your contact information in one place

Less Annoying CRM is a user-friendly customer relationship management software designed specifically for small businesses. It stands out for its simplicity and affordability, offering essential CRM features without the complexity and high cost of larger systems. Key features include contact management, allowing users to keep track of their leads and customers; a calendar to manage tasks and events... read more about Less Annoying CRM

30 Days

$15 Per month

United States

Salesforce Sales Cloud

Build strong customer relationships and grow revenue with a single source of truth.

Salesforce Sales Cloud is a powerful solution designed to streamline and optimize sales processes for businesses. It serves as a comprehensive customer relationship management (CRM) platform, offering features that help organizations manage leads, track opportunities, and close deals more efficiently. With Salesforce Sales Cloud, users can easily organize and access customer information, ... read more about Salesforce Sales Cloud

Available

$25 Per month

United States

Bloom

Manage clients like a pro

Bloom is a cutting-edge software designed for creative professionals. It stands out for its intuitive interface, making it accessible even for beginners. Bloom excels in image editing, offering a wide range of tools like filters, layers, and brushes that cater to both basic and advanced needs. Its unique feature is the AI-assisted design element, which suggests design improvements, enhancing user ... read more about Bloom

Available

$7 Per month

United States

Bonsai

Business and invoicing management solution

Bonsai is an excellent bookkeeping solution. It proves to be a valuable companion for small businesses, akin to a digital ledger that efficiently records financial transactions. Managing invoices, tracking expenses, and handling payments become easier processes with its easy-to-use interface. Think of it as a virtual workspace, ensuring your financial details are neatly organized and easily ... read more about Bonsai

7 Days

$21 Per month

United States

ClickUp

One app to replace them all

ClickUp is an all-in-one project management platform that caters to diverse team requirements. Its user-friendly interface simplifies task organization and collaboration. It also offers customizable views to adapt to different workflows. With features like Docs, Goals, and Time Tracking, ClickUp centralizes tools and eliminates the need for multiple applications. The platform fosters transparency ... read more about ClickUp

14 Days

$7 Per month

United States

Bitrix24

All-in-one free platform to manage your team and run your sales

Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly ... read more about Bitrix24

15 Days

$49 Per month

United States

Apptivo

Simplify your business operations with Business Management Software.

Apptivo is a cloud-based suite of business applications designed to support various aspects of organizational management. It includes a comprehensive CRM system for effective customer relationship management, streamlining communication and sales processes. The software offers project management tools, facilitating task tracking and team collaboration. Inventory management within Apptivo assists in... read more about Apptivo

30 Days

$15 Per month

United States

HoneyBook

The all-in-one clientflow platform for those who do it all

HoneyBook is a client management software primarily designed for creative professionals and small businesses. It centralizes various business processes, including project tracking, client communication, and financial management. The platform offers tools for creating and sending custom-branded proposals, contracts, and invoices, simplifying the client onboarding process. HoneyBook also facilitates... read more about HoneyBook

7 Days

$8 Per month

United States

Dubsado

Best Business Management Solution

Dubsado is a business management solution tailored primarily for creative professionals and entrepreneurs, focusing on streamlining client interactions and workflow automation. It provides tools for client relationship management (CRM), enabling users to manage client information and communication effectively. The platform offers customizable templates for contracts, proposals, and invoices, ... read more about Dubsado

Available

$20 Per month

United States

Plutio

The Complete Toolkit to Run Your Business

Plutio is a versatile business management platform tailored for freelancers and small teams, offering a variety of tools in a single, integrated system. It features project management capabilities, enabling users to plan, track, and collaborate on projects efficiently. The platform includes time tracking tools, assisting in monitoring work hours and billing clients accurately. Plutio's task ... read more about Plutio

Available

$19 Per month

United Kingdom

Keap

Leading small business CRM and automation platform

Keap is a versatile customer relationship management (CRM) software designed for small businesses, offering an array of features to streamline client interactions and business processes. It includes advanced automation for tasks and marketing, helping users efficiently manage emails, appointments, and follow-ups. Its sales pipeline management tool ensures effective tracking of prospects and deals... read more about Keap

14 Days

$249 Per month

United States

HubSpot CRM

Free CRM Software & Tools for Your Whole Team

HubSpot CRM is a versatile software designed to simplify and optimize customer relationship management for businesses. With an intuitive and user-friendly interface, it allows organizations to manage contacts, track leads, and nurture customer relationships effectively. HubSpot CRM provides a centralized place for teams to collaborate, ensuring seamless communication and coordination. The software... read more about HubSpot CRM

14 Days

$20 Per month

United States

Zoho CRM

Top-rated Sales CRM Software by Customers

Zoho CRM is a user-friendly software designed to streamline customer relationship management for businesses. It helps companies organize and automate their sales processes, fostering better customer interactions. With Zoho CRM, users can efficiently manage contacts, track leads, and monitor deals in one centralized platform. The software offers customizable dashboards, enabling businesses to ... read more about Zoho CRM

15 Days

$14 Per month

India

Nimble

CRM Software To Grow Your Business

Nimble is a straightforward CRM tool, designed for efficient contact management and relationship building. It integrates social media profiles, enriching customer data. The platform simplifies tracking interactions, ensuring follow-ups are timely. Nimble's calendar and task management features aid in scheduling and organization. Email integration streamlines communication. The tool offers sales ... read more about Nimble

14 Days

$24.90 Per month

United States

Zendesk Sell

Sales CRM Software & All-in-One Sales Platform

Zendesk Sell is a sales automation software designed for enhancing productivity in sales processes. It offers a streamlined interface for managing sales pipelines, ensuring efficient tracking of deals from initiation to closure. The software integrates with email, allowing for easy communication and follow-up with prospects. It features detailed reporting tools, providing valuable insights into ... read more about Zendesk Sell

Available

$19 Per month

United States

Streak is a CRM tool uniquely integrated within Gmail, streamlining workflow directly in the inbox. It specializes in managing customer relationships and sales pipelines efficiently. Streak allows for tracking emails, which is crucial for timely follow-ups. It features customizable pipelines, adaptable to various business needs. Collaboration is facilitated as teams can share emails and pipelines... read more about Streak

Available

$49 Per month

United States

Capsule CRM

The smart, simple online CRM

Capsule CRM is a top-class and user-friendly software designed to streamline customer relationship management for businesses of all sizes. With its intuitive interface, Capsule CRM helps teams organize contacts, track interactions, and manage sales pipelines efficiently. The platform's contact management feature centralizes customer data, providing a comprehensive view of each relationship. Users ... read more about Capsule CRM

14 Days

$18 Per month

United Kingdom

Freshsales

Easy Sales CRM Software

Freshsales is a customer relationship management (CRM) software that caters to businesses of all sizes. It streamlines the sales process by offering lead scoring, email tracking, and sales pipeline management in a single platform. Freshsales provides a 360-degree view of customers, centralizing communication and customer information. It features an AI-based lead scoring system, which prioritizes ... read more about Freshsales

Available

$9 Per month

United States

EngageBay CRM

All-in-One CRM - Marketing, Sales & Support Software

EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all... read more about EngageBay CRM

NA

$12.74 Per month

United States

Insightly CRM

The modern, scalable CRM teams love

Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy ... read more about Insightly CRM

14 Days

$29 Per month

United States

Agile CRM

Best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

Agile CRM is a cloud-based customer relationship management software that integrates sales, marketing, and service functionalities. It offers contact management to organize customer data. Sales tracking tools help monitor deals and stages. With Agile CRM, users can automate marketing tasks like emails and social media campaigns. The software includes a telephony feature for customer calls within ... read more about Agile CRM

NA

$9.99 Per month

United States

CRM for Freelancers Buyer's Guide

» What is a CRM for Freelancers?

CRM software is a vital tool in a freelancer's kit and can be significant. But what exactly is CRM for freelancers? It's a system of software tools that helps freelancers organize their time, clients, and expenses. It can also help you keep track of the work you do and receive from your clients.

All-in-one CRM for freelancers is a customer relationship management system. It's built to help your business track what is going on with your clients and customers so that you can better provide service. There are different CRMs for different industries and purposes. They all have the same general goals: To keep your clients happy and engaged, provide strategic insights about the customer, or manage multiple contacts efficiently.

There are a lot of things that can go wrong in your business. You might have outsourced projects, you may have canceled them, or you may be getting warnings that specific clients are "unreliable." The only way to identify these issues is to keep a record of them, create alerts for various situations that may arise, and give you the ability to do something about them. Without a CRM system for freelancers, this will be a lot harder than it should be.

You should be able to update information about these situations quickly and contact the client if they are not meeting the standards you have set. There might even be times when you need to find a new client to make more money. That way, you won't suffer from losing one client or business-related issue.

If your business is relatively new, keeping track of clients and customers may take a little more effort than usual. It's not like having clients for years, but for a freelancer or small business owner, keeping track of all their contacts would be much harder than it has to be. Although there will be many more ways to avoid losing business on the internet, you will have a lot more competition and new clients popping up daily.

For example, if you only have one contact email address on your website, someone could replace you with another freelancer or a small business owner. This means that being able to keep track of who has contacted you and how often will give you the advantage over competitors who may not be as experienced in business as yourself and can do all this tracking through the best CRM software for freelancers rather than having to check emails on their computer manually.

» Features of CRM for freelancers

CRM software is a system that individuals and companies use to manage contacts and customer relationships. To succeed in business today, it is not enough to work hard; instead, it is needed to work smart; you have to communicate with your customers and tease customer loyalty effectively.

› The ability to assign tasks via email or mobile apps

Best CRMs for freelancers should allow you to give tasks via email and track the status of these assignments so you know what has been done and what remains to be done. It is also essential to be able to set reminders for each task so that you are reminded about what still needs doing.

› The ability to access data from anywhere

With the mobile app, you should be able to access the customer database even when you are not on your computer. If a customer contacts you by phone, email, or mail and wants a callback, you can record this information immediately.

› Ease of use and navigation

The best CRMs for freelancers and solopreneurs should be designed to be easy for employees to use, especially if other departments within the company use them. In simple words, it should have a friendly user interface so everyone can easily use and manage the software.

› Easy access and email alerts

With the best CRMs for freelancers, people can easily access the data stored in the system. There should also be an easy way to view the data and email alerts when there is a new message or status update on the database.

› Powerful reporting features

The best CRM software for freelancers should have powerful reporting features so that you can look at data about a particular group of customers or projects. It must quickly generate reports so that you can draw quick analyses and make decisions.

› Third-party integration

Another way you can use your CRM systems to benefit your business is by integrating them with other systems such as accounting, inventory, and other tracking methods.

› Easy sharing of information

CRM systems for freelancers should easily share information about customers and projects with others within the company. This could be through spreadsheets, which you can import into the CRM or a web portal. You should also be able to share this information with anyone outside your company so they can easily access it.

› Data Security

The best CRMs for freelancers will indeed have the best security features. This means that the data on your database is protected from IT and other issues that could cause harm to your business.

› Create templates

If you want to automate things, you should create templates so that new contacts can automatically be added to the database based on their details. This could be a plate for customer contact, an email template, or a project contact.

» Benefits of CRM System for Freelancers

CRM systems can help freelancers organize their businesses and reduce maintenance costs. A CRM allows freelancers to manage their projects more efficiently and command more clients by tracking them in one convenient location- their computer screen. To set up your CRM account, you must find a service provider like HubSpot or Salesforce so that you can enjoy these benefits.

› Increases productivity:

A CRM system can help you increase your productivity by improving your workflow. Using CRM software for freelancers, you can keep track of all projects, clients, and activities you must do for each project. And the best thing about it is that it ensures you don't forget to keep up with your work.

› Helps to Grow Your Business:

CRM software for freelancers to build their businesses faster while increasing their income. You can also connect with other companies so they will be aware of what services you offer them, and in return, they might recommend you to their friends or clients looking for freelancer service providers like yourself. This way, your business will grow and reach new heights in no time.

› Helps to Improve your Work Productivity and Satisfaction:

By tracking your work productivity, you can determine whether you are working efficiently or not. If you meet your headlines every time, your work will be more productive, and as a result, you will be happier. But if you fail to meet the deadlines, your productivity will decrease, and a lot of stress will pile up.

› CRM system helps determine possible freelancers:

Many people will come forward when you start new or old projects, claiming they can be a good match for the job. But you don't want to take and hire the first person who claims they are the best match. However, if you have CRM software, it can help you determine whether they are the best fit for the job. This will save you time in terms of not hiring and finding someone who is a bad fit for the job.

› Helps to track up projects:

Even though there might be some uncertainty regarding when a specific task will begin and how long it will take before its completion, keeping track of this information can still be beneficial as freelancers how much time is left until their next project commences. This way, you can pan in advance and ensure you do not run out of time before it's completed.

› Don't avoid unwanted tasks:

Clients or employers might approach you with a job that is not of interest to you, and in return, they might ask for a percentage of the end deal. But if this happens too often, it won't be easy to turn down the people who want to hire you. And by maintaining track of these kinds of jobs, you will easily avoid getting into these kinds of situations too often.

» How to Choose the Best CRM Software for Freelancers?

CRM software for freelancers is designed for individuals to track their interactions with others. It has become a dispensable tool for everyone who needs to manage their contacts, appointments, and tasks efficiently. CRM software for freelancers differs from other CRMs because it concentrates solely on the most critical aspects of business management: relationships between contacts, sales activities, and daily work tasks.

› On cloud or in-house CRM: what to choose?

Deciding on the correct software is only half the problem. It would be best to choose whether to host it on your server or deploy it on the cloud. Choose a hosted CRM if you have stringent data security and privacy regulations, have no time for complex installation and maintenance procedures, and plan to use this software only by a few users without adding new ones later.

On-cloud CRMs are typically more expensive than traditional on-premise ones but are easy-to-use, frequently updated, and there's no need for theirs for storage space and data backups. You can install them on your server or the cloud; it's up to you. Depending on your business needs, it would help if you choose between in-house and cloud