Freelancers have a lot on their plates; from managing workflow, collecting payments, acquiring new clients and more. CRM is a life saviour tool to keep track of all your customer interactions, payments and more at one place. When settling on a CRM for freelancers, you must consider all of the aspects including cost, types of service you are providing and your goals.
Some CRMs are too pricey for a freelancer to use and are better suited to companies. While it is not easy to decide the best CRM for you as a freelancer, we have prepared a list of the finest CRM for freelancers and other information to assist you in understanding why and how to utilize a new CRM tool to enhance your freelance business efforts.
Here is our selection of the best CRMs for freelancers.
Profi
Profi is an easy to use, powerful, and affordable CRM and one of the best online coaching platforms designed while keeping in mind the needs of freelancers and small businesses. The intuitive user-interface of Profi helps freelancers stay organized and keep client communication, contracts, documents and payments in one place.
If you are wondering how to scale a coaching business, then Profi is the right CRM to help you in the same. The solo plan of Profi CRM is especially designed for freelancers, coaches, consultants and trainers looking to organize their practice in one place and grow faster.
BIGContacts
BIGContacts is a simple CRM that can enable freelancers to work more efficiently. This powerful CRM tool keeps all contacts organized and logs every interaction against these contact records. With pricing plans starting at $5/month, this CRM tool is a steal.
You can use the email marketing CRM to create targeted mailing lists, share personalized emails with your clients and follow up with them at the right time.
The tool allows you to keep track of all pending activities with to-do lists and automated reminders. BIGContacts also enables you to view and manage your QuickBooks transactions without leaving the platform.
HoneyBook
HoneyBook is a great time-management CRM with some limited email automation capabilities. For example, you can send proposals using slick templates and then automate what happens next.
You send a follow-up if a client does not react. If they do, HoneyBook sends you or your partners a contract and generates a task for you or your partners.
When it comes to invoices and project management, HoneyBook excels. It features a mobile app that allows you to manage projects while on the road, making it an excellent solution for freelancers who work in groups. However, it may be overkill if you don’t have to manage anyone but yourself.
Sendinblue
Sendinblue is an excellent CRM that can do much more. Email, SMS, landing pages, marketing automation, and ad capabilities are ideal all-in-one marketing solutions.
It is also the cheapest email marketing software you can find. You can check out a complete SendinBlue review to know more about it before considering purchasing a plan. If you send fewer than 300 emails per day, you can continue to use the free plan. If you send more than that, your monthly fee will range between $25 and $66, depending on your required features.
Plutio
Plutio is a sleek, effective CRM for freelancers created by fellow freelancers who understand what it takes to prosper in your own solo business. Their very straightforward pricing starts at just $15/month and gives you access to everything you’ll need to handle the specifics of your freelance business.
They also have a terrific freelancer Facebook community where they gather input on the CRM software and add new features when freelancers want them.
Fiverr Business
The project management solution you’ve been seeking is Fiverr Business. If you frequently engage with Fiverr virtual assistants or freelancers, this platform provides you with a collaborative place to brainstorm, assign tasks, and track the progress of your projects with your freelance workers.
Furthermore, it enables you to effortlessly form a team from the pool of Fiverr professionals, assisting you in growing your business.
GSuite by Google
G Suite by Google is a really simple method to include contact management into your existing workflow, especially if you use Gmail for your freelance business.
The fact that your email interactions are automatically logged for each contact makes GSuite such a great CRM for freelancers, and they can add new contacts with just one click after you’ve had an email exchange with them. It’s one of the most basic alternatives available and could be a good place to start.
You may export your Google Contacts and import them into a different CRM for freelancers if you need extra features in the future.
Betterlance
Using a CRM like Betterlance, you can keep track of all your clients and prospects. Gain access to statistics and reminders to ensure that you never lose sight of your relationships.
Betterlance can also provide you five guaranteed leads for $19/month if you need help locating prospects. But, of course, if you don’t need leads, the CRM is completely free to use!
Close
Close is jam-packed with features that will be beneficial to all types of freelancers. For as little as $29 a month, you can get a full-fledged email automation system, phone and SMS marketing features, pipeline management choices, analytics, and a plethora of on-platform automation options.
You may build up to 5 email templates on a basic membership to contact new prospects and follow up. This subscription allows you to personalize the templates and mass-email the lead database, which is limited to 2,500 contacts.
Calling is also possible on the cheapest plan, though recording calls requires upgrading to the most costly plan, costing $145 per month. On the flip side, the majority of the automation Close provides based on calls. It would be a bummer if you weren’t calling your clients in bulk.
NetHunt
NetHunt is email automation software that includes basic CRM functionality. Contacts can be exported and segmented into mailing lists. Send customized emails to your leads in bulk, and NetHunt will change their status based on their answer.
The fact that NetHunt is connected with G Suite is its most useful feature. But, of course, you’re probably already using Gmail for email marketing, so you won’t have to learn an entirely new interface.
You won’t be able to use the custom template builder that other CRMs provide as a disadvantage. However, the basic package costs only $24 per month to be worthwhile for you.
The most expensive package is $48 per month and includes more process automation options. However, it is best helpful for groups rather than individual freelancers.
17hats
17hats provides excellent CRM tools at the expense of weak email automation. Choose 17hats if you currently have an email automation solution and require your freelance business to handle several leads.
It has more templates than any other CRM for freelancers. For $45, you’ll have access to a template builder that allows you to produce branded emails, invoices, quotations, and contracts.
You also receive comprehensive CRM tools that allow you to save all of the contact information and related papers in one location.
In addition, 17hats provides workflow and time management capabilities, as well as bookkeeping. It’s a terrific solution for teams and freelancers looking to up their game, but at $45 per month, it’s a bit pricey for individuals.
Bloom
Bloom is a business management solution focused on helping creatives run an effective and profitable online business. They are re-envisioning what it looks like for creatives and artists to run a business in a digital world. With expansive features like scheduling, photo delivery, contract signing, instant booking, project management, lead management, automations, and website portfolios. Bloom enables creatives to focus on their craft and keep you doing what you love
Conclusion
Most of the CRM applications on this list provide a free trial period ranging from 14 to 60 days, and they will not charge you if you decide not to use them.You now understand the characteristics that a CRM can offer and your options. Remember that the best time to begin looking for a CRM is before you need one. You won’t have time to seek a CRM when you have that many leads to contact.
