Freelance CRM

Introduction to Freelance CRM

Freelance CRM is a customer relationship and project management platform built for independent professionals and small agencies. It centralizes client information, project workflows, invoicing, and time tracking to help users manage day-to-day operations in one place.

The platform includes tools for client record-keeping, kanban-style project tracking, branded PDF invoicing with payment status, and team collaboration options. AI-powered insights provide summaries of client interactions and recommendations to support follow-ups and planning.

Key Takeaways

• Centralized client management with contact details, notes, and interaction history
• Kanban project tracking with deadlines, budgets, and hours
• Professional, branded PDF invoices with line items, payment status, and reminders
• Time tracking per project with automatic earnings calculation based on rates
• AI-powered summaries of client interactions and suggested next steps
• Optional team collaboration; Agency plan includes 3 team member slots
• Free tier available; paid plans add higher limits and AI features
• Priority support available on Pro and Agency plans

How Freelance CRM Works

Create an account with your email to set up your workspace. Configure branding for invoices and define your billing rates to ensure accurate time and earnings calculations.

Add clients and create projects to organize work. Use kanban boards to visualize progress, assign deadlines and budgets, keep notes, and maintain an interaction history. Track hours against projects to monitor effort and costs.

Generate branded PDF invoices with clear line items and payment terms. Track payment status and send reminders when needed. AI-generated summaries provide context from recent client interactions and offer recommendations to inform follow-ups and next steps.

Core Benefits and Applications

Freelance CRM supports a range of independent professionals and small teams:

• Designers, developers, and marketers can manage clients, track project stages, and maintain an organized backlog using kanban boards.
• Consultants can log billable hours by project and produce itemized invoices aligned with their rates.
• Small agencies can onboard up to three team members on the Agency plan to coordinate client work without losing visibility into tasks or billing.
• Account and client service roles can use AI interaction summaries to prepare for meetings, review context, and plan follow-up actions.

Plan overview:

Notes: Features listed are based on the provided plan descriptions. Currency amounts are shown as listed; charges are processed in ZAR.