For freelancers, having the right customer relationship management (CRM) software can be a game changer.
With the right CRM, you’ll be able to keep up with your customers, track sales performance and monitor social media activity. In 2023, there are many different CRMs to choose from that offer different features and pricing models. To help you make the best decision, I’ve compiled a list of the 12 best CRMs for freelancers in 2023.
Each one offers unique advantages and is designed to help streamline your business by providing intuitive tools such as lead tracking, project management and customer communication tools. You’ll have all the information you need to determine which CRM is right for your specific needs—the one that will take your freelance business to the next level!
Harlow is a fantastic client management solution that enables freelancers of all kinds to get organized, track progress, and manage their relationships in one place. Harlow’s intuitive interface makes it easy to keep track of contacts, tasks, appointments, messages, and more. Plus, the platform integrates with popular services like Zoom and Dropbox to enable seamless collaboration.
Customer relationship management
With Google Workspace integration, you can get the complete picture regarding client communications. Within the CRM software you can view things like meetings, tasks and invoices from one location.
Proposal and Contract Management
Another reason Harlow could be considered one of the best crm for freelancers is that it comes with a host of pre-built templates to help you make the most of the platform and substitute many of the marketing tools available. You can send out contract and proposal information directly Harlow, helping your kick start your marketing automation journey.
Built in Invoice Management
Harlow also offers a built in invoice management system helping to streamline the payment process. It has the ability to create invoices, send out payment requests and automate reminders, making the entire process faster.
Integrations with Payment Gateways
Harlow also helps you save time with CRM features like automated payment processing. You can connect Stripe, PayPal and other gateways to enable seamless payments with one click of a button.
Harlow provides a free two week trial and $29 per month once the trial expires.
Overall, Harlow is a great choice for freelancers looking to make their businesses more efficient and organized. With features like proposal management, automated invoices, and integration with payment gateways, Harlow can help you streamline your business processes. The intuitive interface makes it easy to get underway with effective contact management making it a perfect customer relationship management system.
Hectic is an all-in-one platform that allows you to manage your contacts, track projects, and analyze workflows. With Hectic, you can easily keep your contacts updated and organized while tracking progress of projects as they move along. You can also link documents to tasks, making it easier to collaborate with team members.
Hectic’s contact management system helps you keep track of your contacts with ease. You can quickly add new contacts, edit existing ones, and categorize them for easy searchability. It also comes with built-in email and chat capabilities to help you stay connected with your contacts.
Hectic also supports project tracking, allowing you to easily keep track of the progress of each task within your project. You can also assign tasks to specific team members and view which tasks have been completed and which are still pending.
Hectic also offers powerful analytics tools to help you keep track of important metrics like task completion rates, project progress, and more. This helps you understand the overall efficiency of your processes and identify areas where you can make improvements.
Hectic is a client management solution that lets you get started for free.
Hectic is a perfect CRM system if you favour project management and analytics over other features. With its intuitive interface, contact management capabilities, and powerful project tracking tools, Hectic can help you stay organized and organised within your freelance business.
Freshsales is a great option if you favour marketing automation, sales tracking and customer service. It offers a comprehensive suite of integrated tools to help you manage your CRM processes with ease. From lead generation to sales and customer service, Freshsales has you covered.
Freshsales can help you generate more leads with its powerful lead generation features. You can use customizable forms to capture lead information, and build automated workflows to nurture these leads into paying customers.
With sales tracking built into the CRM, this makes it one of the best CRM for freelancers. It helps you track your sales performance and keep tabs on customer journeys. You can also set target goals to help you track progress over time.
Customer Project Management
Freshsales also offers a range of project management features. You can track customer requests, assign tasks to team members, and keep tabs on progress on marketing campaigns with their inbuilt marketing tools.
Freshsales offers a free plan for up to 10 users and paid plans starting at $12 per user per month.
Freshsales is a great choice for freelancers who want to take advantage of powerful marketing automation, sales tracking and customer service tools. With its friendly interface and comprehensive feature set, Freshsales can help you keep tabs on customer journeys and ensure excellent customer service.
Cientjoy is a fantastic CRM software specifically designed for freelancers and small businesses and helps you manage the complete customer lifecycle for your freelance business.
Clientjoy’s sales pipeline helps you keep track of leads and opportunities. You can easily add notes to each lead, categorise them, and keep track of the progress of each lead.
Automate your email marketing campaigns with Clientjoy’s powerful automation tools. You can create automated email sequences and track user engagement to understand customer behaviour better.
Client Management Software
Over 4,000 businesss are using this CRM software to manage their clients. Clientjoy helps you keep track of client information, manage contracts and invoices, and even follow up on payment reminders to ensure on time payments.
Clientjoy offers a one time payment plan of $149 for like making it a very affordable CRM solution if you can afford a little more than a free CRM tool.
Clientjoy is a CRM tool that helps your freelance business operate more effectively, taking the repetitive tasks off your plate so you can focus on growing and scaling your business. Its powerful automation features, client management system, and sales pipeline make it one of the best CRM for freelancers.
A CRM tool with a host of features – Insightly is a modern, scaleable CRM platform that caters to freelancers, small businesses and mid-sized companies helping you sell smarter.
As a CRM tool that provides lead routing, Insightly helps you quickly and accurately route leads to the right team members or sales reps. You can easily assign leads to specific workflows or teams to ensure that no lead is left unanswered.
Insightly can help you create complex workflows for your freelance business, to save time on tedious tasks such as follow ups and reminders. You can also automate customer service requests, customer support tickets, and sales task lists with Insightly’s task automation feature.
Insightly offers a free version to try and paid plans starting at $29 per user per month.
Do more, better and faster is the motto of Insightly. This CRM tool offers a great range of features designed to help you manage every aspect of your freelance business from lead routing and workflow automation to customer service management. With its competitive pricing, Insightly is a great CRM solution for any freelancer.
Bitrix is a complex CRM tool that can help you do more. From automated customer relationship management to project management and task tracking, Bitrix24 is an all-in-one CRM solution that offers a wide range of features and services.
Get off the excel or google spreadsheet and start collaborating in real time with Bitrix24. The platform has CRM features such as video calls, online meetings and calendar integrations.
Tasks and Projects
Bitrix is one of the more complete CRM tools that feature and project management tool also built into the solution. Features such as GANT charts, kanban boards and time tracking make Bitrix the perfect CRM tool for project management.
Bitrix has a free plan that covers basic features and paid plans that start at $49 per month for all users.
Bitrix24 is a great CRM solution for businesses of any size – from freelancers to large enterprises. It’s comprehensive set of features including task and project management, collaboration tools and more make it a great choice for managing any size of freelance business. Its competitive pricing and free version also makes it worth considering.
Salesforce is a leading CRM platform used by businesses all over the world. It’s the CRM of choice for many Fortune 500 companies, making it a great option for freelancers who want to work with powerful enterprise-level tools.
Salesforce’s lead management capabilities help you manage leads more efficiently. You can easily segment and prioritize leads, assign them to teams or individuals, and track their progress in the pipeline.
Salesforce’s analytics tools provide you with powerful insights into your sales performance, customer data and more. You can analyze customer trends, process inefficiencies and other key performance indicators to further optimize your sales and marketing strategies.
Salesforce offers a free trial and paid plans starting at $25 per user per month.
Salesforce is an enterprise-level CRM that can help you take your freelance business to the next level. Its powerful lead management capabilities, analytics tools and more make it a great choice for businesses of all sizes. With its competitive pricing and free trial, Salesforce is worth considering if you’re looking to take your freelance business to the next level.
Less Annoying CRM
Less Annoying CRM is a great option for freelancers who want to keep things simple. This basic CRM tool offers a straightforward way to manage your customer relationships without having to worry about complicated software.
Less Annoying CRM’s contact management features allow you to easily manage and track your contacts. You can organize your customers by business name, tags or any other criteria you specify.
The lead management capabilities of Less Annoying CRM help you segment and prioritize leads, assign them to team members, and track their progress in the pipeline.
Less Annoying CRM has a free plan as well as paid plans starting at $10 per user per month.
Less Annoying CRM is a great option for freelancers who want to keep things simple. Its straightforward contact management and lead management features make it easy to manage your customer relationships without getting bogged down in complicated software. With its free plan and competitive pricing, Less Annoying CRM is worth considering if you’re looking for a basic CRM tool.
Hello Bonsai could be considered as the perfect CRM for freelancers. The platform is the perfect option if you are looking to manage anything and everything related to your freelance business, from winning new clients and organising projects, to getting paid and managing your finances.
Understand the financial health of your business with Bonsai’s inbuilt accounting module.
Hello Bonsai can help you create professional looking proposals from it’s intuitive user interface. There are template options for proposals, contracts and even invoicing.
Speaking of invoicing, you can even send out all your invoices from Hello Bonsai. This feature can help you streamline client communication in your business and ensure you get paid on time!
Pricing for Hello Bonsai starts at $17 for their starter plan, with this, you can have unlimited users for collaboration with limited access and functionality.
Bonsai is a great choice for freelancers who want an all-in-one CRM to manage their freelance business. Its accounting module means you don’t need extra tools to get all you need to get done in your business. This makes it a great option as one of the freelance CRM tools to consider.
Zoho CRM is a powerful customer relationship management platform that can help freelance business owners to maximize their sales and marketing efforts. It offers features like lead management, contact segmentation, automated emails, analytics tools and more. Lead ManagementZoho’s lead management capabilities enable you to quickly identify leads and prioritize them according to their potential
- Automated workflow and sales pipeline management to easily track leads, performance, and customer interactions.
- Robust data analytics and reporting capabilities to gain valuable insights into business activities.
- Integrated communication channels that enable real-time engagement with customers through emails, SMS, chat and more.
Zoho CRM offers a free plan with the basic features, allowing up to 10 users per organization. Paid plans start at $12/user/month and increase depending on the number of users and features. Enterprise solutions are also available.
Zoho CRM provides businesses with powerful tools to help increase sales, drive growth and enhance customer service. It is an intuitive platform that streamlines customer relationship management processes to maximize efficiency and success.
HubSpot CRM is a customer relationship management platform that helps businesses manage their customers and sales efficiently.
It offers powerful features like automated tracking, contact forms and email marketing to maximize efficiency and accuracy. It provides valuable insights into customer behavior with its comprehensive reporting capabilities, making it an ideal solution for companies of all sizes.
- Automated tracking and contact forms to manage customer relationships as well as sales leads more efficiently.
- Comprehensive analytics and reporting capabilities to gain valuable insights into customer behavior.
- Powerful email marketing features to manage campaigns, track engagement, and optimize performance.
HubSpot CRM is a free product available to all customers. Additionally, the Sales Hub and Service Hub have features that come with a variety of pricing options starting at $50 per month.
The Marketing Hub has plans starting at $800 per month. Enterprise level solutions are also available.
HubSpot CRM is an all-in-one customer relationship management solution with a variety of pricing plans to meet any business’s needs, starting at no cost.
Agile CRM is a comprehensive customer relationship management solution designed to help businesses build more meaningful relationships with their customers.
With features ranging from email marketing automation and sales analytics, to social media monitoring, Agile CRM provides everything needed to deepen customer engagement and boost sales in one easy-to-use platform.
Additionally, Agile CRM offers an unique approach to service with its unmatched customer support that’s available 24/7. With the ability to customize plans based on your business’s needs, Agile CRM can be the perfect solution for any size organization.
- Email marketing automation: Agile CRM allows businesses to easily create, segment, and send targeted emails in order to increase customer engagement and boost sales.
- Sales analytics: With Agile CRM’s powerful insights, businesses can quickly assess their sales performance and adjust strategies accordingly.
- Social media monitoring: Agile CRM provides a comprehensive overview of social media activity with alerts, reports, and performance metrics available right in the platform.
Agile CRM offers three different plans: Starter, Professional, and Enterprise. The Starter plan starts at just $8.99/month, while the Professional plan is priced at $29.99/month and the Enterprise plan is priced at $59.99/month.
All plans include unlimited users and a free trial period of 15 days to test out the features included in each package.
Agile CRM offers an all-in-one customer relationship management solution that helps businesses create and maintain relationships with customers, track sales performance, and monitor social media activity.
With competitive prices and a free 15-day trial period, Agile CRM is a great choice for any business looking to stay on top of their customer interactions.
Choosing the right customer relationship management platform for your business should be based on your specific needs and budget. All of these platforms offer powerful features to help businesses engage their customers, track sales performance, and maximize efficiency in their operations.
For companies looking for a free solution, HubSpot CRM is an excellent choice. For those seeking a comprehensive customer relationship management tool with unbeatable customer support, Agile CRM provides a great solution.
Ultimately, selecting the right customer relationship management platform will depend on your unique needs as a business and the features that best suit them. It is important to weigh all of the available options in order to make the most informed decision possible.