The “Foundation” package starts at just $19 per month per user or you can pay $192 annually to save $3 per month. Study patterns so you can improve the entire sales process and reach more customers. Some additional perks include analytics and reporting features. Create reminder emails once and send them to each client without having to rewrite the copy. The CRM has a simple drag-and-drop interface allowing anyone to jump into the system and add touch points. For example, you can auto-assign leads to sales reps rather than doing the work manually. Automate what was once time-consuming to free up time for developing client relationships. Nutshell is an all-in-one freelancer CRM geared toward the tasks B2B companies utilize most. However, you’ll only be able to add 3 contacts unless you upgrade to the paid plan. You can test Dubsado with an unlimited free trial. Set your financial goals and see how you perform on regular reports.Īll of that costs $35 per month or $350 per year, which is a great price. On top of that, you get access to accounting and analytics. The CRM will do everything for you from sending personalized email templates at certain times to dynamic grouping upon user actions. ![]() It allows you to do basic customer relationship management and handle automated email campaigns.Īs if these two features combined in a cheap plan are not enough Dubsado gives you the ability to set up complicated workflows like this one. Dubsadoĭubsado is a great all-around CRM and project management tool for freelancers. If you find yourself needing more features down the road, you can always export your Google Contacts and import them into a different CRM of your choosing. It’s one of the most simple options you’ll find and may be a great place to start. The reason GSuite makes such a good CRM for freelancers is your email interactions are automatically tracked for each contact and new contacts can be added with just one click after you’ve had an email exchange with them. Gsuite by Google has a very simple way to integrate your contact management into your pre-existing workflow-particularly if you use Gmail for your freelance business-making it essentially a robust free CRM for anyone with a Google account. With Monday, not only can you manage projects like a pro, but they have a robust CRM where you can enter any and all details about clients, keep track of conversations, and manage all the important information you need to move client deals forward. Plus, it has some great free CRM features-or you can upgrade later if needed.įinally, if you want an extremely robust CRM that can grow with you as you go from freelancer to agency, Monday is a really great option. It can be incredibly simple if you want it to be, and yet it can also connect with tons of plugins and other external apps to make it a really robust solution as well. And I love Trello because it has such a simple user interface. When I first started really focusing on my client pipeline, I used Trello like my life depended on it. The basic plan (suitable for freelancers) starts at $9/month with unlimited clients and all features included. ![]() ![]() Ideal for small business owners, Clientjoy’s diverse feature set (including robust integrations with Global Payment Gateways for payment collections) helps reduce the time it takes for a lead to sign a proposal, to receive an invoice and ultimately, make payments. The free plan (suitable for new freelancers and those with a client) starts at $0/month with its unlimited plans starting at $11.99/month for freelancers with multiple clients and projects. Learn more in our Moxie (formerly Moxie App) review. This is easily achievable because Moxie helps you calculate lifetime earnings, check past notes, reference your contracts, time tracked, and more. It also keeps you in the loop by sending you real-time updates and collaboration between you and your clients and helps you monitor and measure your clients’ health. ![]() Moxie allows you to take full control of your client relationships and project management process by keeping you super organized starting from project deadlines and deliverables to proposals and invoices. Moxie is an ideal CRM solution for freelancers who treat client relationships like gold, want to grow their business, and most importantly, want to get paid for their services. Highly customizable and flexible, with the ability to create custom client workflows and boards to fit specific CRM needs.
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