7 Best CRM for Freelancers in 2022 (Pros, Cons & Features)

Edgars Kebbe

Updated September 27, 2022

If you are a freelancer looking for ways to increase your customer loyalty, this article is for you! Discover an efficient way to create a solid customer base, and optimize your organization. How? Use a CRM for freelancers!

You might be wondering, aren’t CRM tools only for big companies? Nothing could be further from the truth!

Even you, a free spirit, must manage your time and upcoming tasks with an intelligent business organization, or everything could turn into absolute chaos. 

Let’s see the best CRM for Freelancers in 2022 and power up your work!

What Is Customer Relationship Management For Freelancers?

Do freelancers need CRM software? The answer is a big YES; I ask you whether you want more clients. Well, you need organization!

CRM is beneficial when your reputation grows within the community; you have several projects pending, so you need to improve your sales pipeline management.

You must prioritize your tasks, set deadlines, maintain continuous communication, and track your progress with customers whose needs are different. Without organization, managing multiple clients can get out of control.

CRM software is vital to creating solid client relationships to increase the satisfaction rate of your clients and achieve the holy grail of every freelancer, “client loyalty,” that is to say that they keep hiring you. 

How Can a CRM Software Improve Freelancers’ Project Management & Customer Loyalty?

Just as caterpillars turn into beautiful butterflies, your leads or potential customers can grow into loyal and regular customers of your freelance business, which reflects in your revenue. 

CRM software features help you to:

  1. Centralize and import contact cards and identify them as potential customers or accounts.
  2. Unify the different communication channels, including email, chat, telephone, and social media, including a click-to-call feature.  
  3. Improve marketing and sales processes.
  4. Add a list of tasks and communication for each contact and establish step-by-step project management visibility.
  5. Upload documents to a respective account (such as contracts and invoices).
  6. Keep track of previous interactions with your customers with performance reports to improve the quality of customer service without costing you more time and money. It is crucial as, according to Thrivemyway, 92% of customers say they would leave a company altogether after two or three negative interactions.
  7. Improve your sale pipeline, as CRM software offers time tracking to take care of revenue projections so you can accept new orders.

Pro Tip:

Before selecting a CRM software option, you must establish a defined work process, from the way to capture and track leads, communication channels with clients, contracts, offers that you can create, and invoicing types, so you know what you need.

What Is The Best CRM for Freelancers?

Here’s my top-rated CRM for freelancers‘ options. Check their features, pros and cons, plans, free versions, trial periods, and more. Let’s do it!

1. Betterlance

Betterlance is one of the most efficient organizing and marketing tools mainly focused on assisting freelancers in attracting more clients.
Best for generating more leads.

Betterlance focuses on assisting freelancers in attracting more clients automatically with a robust set of organizing and marketing integrated tools to improve how you manage projects. 

It’s a convenient freelancer CRM if you’ve been having trouble with your client or product management and are under a lot of stress keeping track of your countability and completing your backlog of orders. The tool focuses on continuous follow-up through responsive and engaging emails to motivate your clients to keep hiring and avoid dry spells, which is the biggest fear of freelancers. So let’s see what it offers to you!

Features

  • Automated workflows.
  • Client management.
  • Unlimited contacts.
  • Lead quality filter.
  • Lead follow-ups and reminders.
  • Email marketing templates.
  • Invoicing features.
  • Task recorder to get an accurate status of your project management.
  • Data import.

Advantages:

  • It has an easy-to-use interface; you only have to set the type of projects or clients you are looking for. 
  • The tool searches for and validates potential clients.
  • The CRM for freelancers offers lead scoring so you can focus on the ones that are most motivated to hire.

Disadvantages:

  • The free plan features are basic and limited.
  • No API access.
  • It does not offer integration with Gmail or email tracking yet.

Pricing Model Per Month

  • Free plan
  • Occasional: $19
  • Essential: $79
  • Accelerate: $199
  • Trial period: 14 days

The ultimate tool for freelance!


2. Insightly

Insightly CRM for freelancers do just that by connecting you to the tools, you already use and focus on so you don't lose a document with links to your file services.
Best CRM for fast-growing your reputation.

When you work on your own, a complex task is to achieve an optimal level of organization that allows prolific project management, respond to your clients, keep track of all your tasks, contacts, and files, and get more orders in a row. 

Insightly CRM for freelancers does just that by connecting you to the tools, you already use and focus on so you don’t lose a document with links to your file services. Its key features help you get relevant data, take action directly from your inbox, and manage contacts and calendars with full synchronization. It also now tracks your accounting with robust email marketing features.

Let’s see how it works!

Features

  • Mobile Access.
  • Internal Chat Integration.
  • Document management and customer segmentation for personalized interactions.
  • Marketing tools and email automation.
  • Leads scoring.
  • Task management.
  • Calendar management.
  • Unlimited users.
  • Invoicing, quotes, and offers.

Advantages:

  • Its interface is clean and efficient, making it easy to understand the pending tasks.
  • It offers multiple tutorials to get the most out of the tool.
  • It is scalable and adjusts to the needs of your expanding freelance business.
  • The Insightly CRM for freelancers allows you to send personalized mass mailings.

Disadvantages:

  • No free version is available.
  • The Chrome extension is not fully working. 
  • Integration with social networks is poor. 
  • It does not offer multiple views of performance graphs like other tools.

Pricing Model Per Month

  • Plus: $29
  • Professional: $49
  • Enterprise: $99
  • Trial period: Available

Sell smart!


3. Capsule

Capsule CRM for freelancers gives you a direct approach to relationship building.
Best for getting more clients’ key data.

When selecting a customer relationship management software, you should focus on the one that seeks to eliminate communication barriers and allows you to create a much simpler and more comfortable working experience for you and your customers. 

Capsule CRM for freelancers gives you a direct approach to relationship building. It allows you to import data from Twitter and include it in your contacts’ information, such as their tweets, retweets, and profile pictures. It also has a guide to learning how to use the tool and email customer support.

Features

  • Lead generation and scoring.
  • Customers’ opportunities report.
  • Customer conversation tracking.
  • Prioritize the most motivated prospects to hire.
  • Automation tools for task scheduling, appointments, calls, meetings, and periodic functions automatically per day, week, or month.
  • Exports and saves data (Excel and Google contacts, Google data studio). 
  • Create agreements and quotes. 
  • Sales evolution analysis. 
  • Third-party integrations Microsoft 365, Google Workspace, Xero, FreshBooks, MailChimp, and Wufoo.
  • API access.

Advantages:

  • The client segmentation and organization are very accurate.
  • It is effortless to add new tasks and include changes or notes. 
  • It is easy to track previous interactions with customers.
  • It offers a workflow with the integration of multiple tools.

Disadvantages:

  • It does not generate essential documents such as invoices.
  • The Capsule CRM for freelancers’ performance reports is not as detailed.
  • The calendar functions are pretty basic.

Pricing Model Per Month

  • Professional: $18
  • Teams: $36 
  • Enterprise: $54
  • Trial period: 30 days

Make things happen!


4. Clientjoy

Clientjoy allows you to follow the sales management process, put your repetitive tasks on autopilot and let CRM automation work.
Best for a faster hiring process.

If you’re starting in the freelance community, you probably don’t have to worry about remembering all your clients, pending projects, or how you’re progressing with tasks. However, your small business will grow, and you need to have more control over each task to speed up the completion period and continue to attract more clients. Clientjoy is one the best free CRM available. 

Thanks to a very intuitive and colorful user interface, you can follow the sales management process, put your repetitive tasks on autopilot and let CRM automation work. Set up automatic reminders and due notifications and prioritize and assign task dates for customer management. Let’s check the CRM features!

Features

  • Lead management.
  • Automation tools for task scheduling and tracking.
  • Projects management.
  • Quotes, proposals, professional contracts templates, and electronic signatures.
  • Communication tools.
  • Task performance report.
  • Automated billing and invoicing.
  • Third-party integration PayPal, Razorpay, Stripe, Payoneer.

Advantages:

  • The mail tracking option allows seamless interaction with customers.
  • You can schedule and split recurring payments.
  • Its learning curve is fast, so you can efficiently operate your sales activities. 
  • They offer very efficient 24/7 customer support.

Disadvantages:

  • The proposal templates are basic and not niche-focused.
  • It could include tagging options to streamline the organization. 
  • The CRM tool mobile app could offer more features.

Pricing Model 

  • Free plan
  • Pro: $39 per month
  • Annual Pro: $390 per year

Run your freelance like a pro!


5. Bonsai CRM Tool

Bonsai - just a few clicks and you can create structured proposals with precise estimates to close your deals faster, such as simply answering a few questions to generate an already vetted contract template.
Best for managing your work time every day.

Bonsai CRM tool helps you run your freelance business with just a few clicks. You can create structured proposals to close your deals faster, simply answering a few questions to generate an already vetted contract template. 

Then, once you hit send, the contract can be signed electronically in minutes, making it an intuitive CRM tool to work with to keep improving your productivity every day. The best part? It has a free plan. Let’s see what else it offers! 

Features

  • Lead management.
  • 360º ongoing projects views.
  • Documents, files, and payments organizations.
  • An email marketing tool.
  • Automated workflow and time tracking.
  • Invoicing tools for custom quotes creation. 
  • Automatic payment reminders.
  • Income reporting and estimated tax planning.
  • Costume pipelines.

Advantages:

  • The CRM tool user interface has an excellent style and professional appearance.
  • It is specially designed to meet the needs of freelancers.
  • Its advanced features white-label help you create a fully customized client portal.
  • The contract and proposal templates are complete.

Disadvantages:

  • It puts budget restrictions.
  • Its plans are not as affordable as other CRM tools. 
  • Payment processing methods are a bit clunky.

Pricing Model Per Month

  • Free plan
  • Starter: $24
  • Professional: $39
  • Business: $79

Lead your business in one click!


6. Pipedrive

Pipedrive CRM keeps customer interactions by prioritizing the next steps in a task tracker.
Best for multiplying your productivity.

Pipedrive CRM tool organizes so you can always have a complete view of your entire work process and quickly focus on prospects that are most likely to close. It also provides a quick and easy-to-use interface that brings all relevant customer information together in a single view.

Pipedrive CRM keeps customer interactions by prioritizing the next steps in a task tracker. All the features designed help freelancers boost client acquisition, close more deals and focus on what every worker wants: earn more. Unfortunately, it does not have a free version.

Features

  • Client communication tools.
  • Calendar synchronization.
  • Contacts organization.
  • Task management.
  • Customized work process.
  • Sales-related tasks management.
  • Leads nurturing.
  • Email integration.
  • Email follow-up.
  • Mobile app for Android and iOS systems.

Advantages:

  • Pipedrive integrates with Gmail and outlook, which facilitates immediate mail tracking.
  • Excellent flexibility, as it allows you to customize the fields of the sales funnel.
  • 24/7 online support.
  • Tutorials in different languages so you can understand the tool.

Disadvantages:

  • No free plan, and you must pay extra to enjoy certain functions.
  • It does not show performance metrics.
  • The option to add notes could be improved, as they are often not saved in the account.

Pricing Model Per Month

  • Basic plan: $12.50
  • Advanced: $24.90
  • Professional: $40.90
  • Corporate: $74.90

Thrive at your job!


7. Agile CRM

Agile CRM for freelancers gives them a modern and fast design.
Best for customer service quality measuring.

Agile CRM is another interesting customer relationship management application for freelancers as it gives them a modern and fast design. It is generous in terms of contacts, managing up to 1,000 completely free. It has a good design and speed. It also includes a plugin for Chrome and Gmail, and you can customize processes and data with over 500 applications. 

Marketing automation has a strong point in awakening prospects’ interest in the freelancer’s profile. Lucky for you, it offers a free plan!

Features

  • Contact management. 
  • Lead generation.
  • Customizable dashboards. 
  • Unlimited users’ growth. 
  • Marketing automation.
  • Drip campaigns. 
  • Social media and email accounts integration.
  • Order status tracking.
  • Automated calls, voice messages, pre-designed scripts, etc.
  • Automated scheduled appointments.

Advantages:

  • Agile CRM allows you to manage a base of up to 50,000 contacts.
  • It offers advanced features for customer segmentation through multiple categories.
  • It keeps your address book smoothly and records calls, mail, reports, and more.
  • It’s easy to create custom contracts.

Disadvantages:

  • The providers could include training tutorials.
  • The learning curve is a bit slow.
  • The Agile CRM bulk mailing option is a bit clunky.

Pricing Model Per Month

  • Free plan
  • Starter: $8.99
  • Regular: $29.99
  • Enterprise: $47.99

Supercharge your hires!


What CRM Features Should Any Freelancer Look For?

While most CRM tools have pretty similar functionalities, some are key to boosting the work of freelancers, here I discuss them one by one:

Lead Management

The CRM tool marketing features help you capture and drive your leads through the communication process to perform practical sales actions to get them hired.

Once you have segmented our audience, you can target them with marketing tools and personalized content, whether promotions, news, discounts, or sending the right message.

Client Management

According to Thrivemyway, 72% of businesses say that the use of CRM offers them access to better customer data.

Most CRM tools help organize your contact information and, more importantly, give you valuable data to increase customer engagement and loyalty.

Basic CRM puts all the history of interaction, emails, calls, messages, questions, and previous projects at your fingertips, so you are up to date with your customers’ needs.

Make your customers feel that they are in good hands. 

Unify Communication: Email and Social Media Management

You can have in one place the different communication channels from emails, social media, chats, calls, and SMS, and standardizes the interactions between sales reporting and potential customers according to their purchase phase. 

Task Automation, Time Tracking, Follow-Ups &Reminders

With a CRM system, events are synchronized with meetings and tasks and linked to the appropriate lead or contact record and associated account to follow up with your customers and their projects appropriately.

Performance Metrics to See What You Can Improve

A basic CRM gives you a 360ª visibility of your pipeline, collects data from your task and customer interaction to detect bottlenecks, and even offers market projections and customer behavior patterns to predict your incomes.

Invoicing Features

It automatically generates your invoices with accounting features. Then, according to the agreed quote or offer, you can send them by email to your clients when you complete the project. In addition, it gives you a list of clients who have not yet paid.  

Pro Tip:

Establish the payment rates that are most convenient for you to provide the service, whether it is hourly, whether it is a flat rate, or whether you are going to charge half before starting the work. It helps you select a flexible billing tool.

Third-Party Integrations & Mobile Devices Compatibility 

The CRM integrates multiple tools to enhance your sales pipeline and customer experience, such as G-suite, Google Calendar, Gmail, Outlook, PayPal, Stripe, Mailchimp, Microsoft 365, etc. 

You must look for an option with mobile apps for Android or iOs that lets you stay connected wherever you are so that you can access it from your smartphone. 

We’re Done For Today!

Deciding the best CRM for freelancers depends on which one is best suited for your freelance business situation, the customers you manage, and how the workflow automation fits you. For example, some options will be better if you don’t yet manage many contacts at once, others if you already do, and others if you only want to group tasks, campaigns, and billing in the same software. It all depends on your large or small business objectives, get a taste and try the free plan.

Do you want to learn more about CRM for startups? Do you have another candidate for the best CRMs for freelancers?

Hey, don’t be shy and leave me your comments in the box!

Frequently Asked Questions

What are CRM systems?

A CRM or Customer Relationship Management system is a cloud-based software tool that collects, organizes, and stores all customer information. It unifies the different communication channels, calls, SMS, web, social networks, and others and makes available to all teams the necessary data to provide better support to each customer. 

What are the main advantages of CRM?

Contact management optimization.
Team collaboration enhances.
Communication channels unification.
Email marketing management.
Workflow automation.
Analytical performance metrics. 

Are CRMs free?

Yes, most CRMs on the market offer free plans with handy features such as email tracking, proposal creation, marketing campaigns, contact management, accounting, and more. 

Why do companies use CRM systems?

Companies and freelancers use CRM systems because it allows them to create solid and lasting relationships with their customers, to motivate them to keep on buying. Providing a more dedicated shopping experience builds customer loyalty, directly impacting revenue. 

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