Clients and Leads
Organize clients, contacts, companies, and lead details in one place.
Private beta
A simple CRM for freelance consultants who need to track the work, not fight the software.
Freelance CRM is a simple CRM for freelance consultants to manage clients, leads, opportunities, tasks, invoices, notes, and activity history.
Private beta access only — join the waitlist and we'll reach out when a spot opens.
Sample dashboard — same layout and styling as the signed-in app.
Most CRMs weren't built for freelancers.
You don't need enterprise complexity. You need one place to manage relationships, active work, opportunities, notes, tasks, invoices, and follow-ups.
- Stop losing things in email
- Follow up with confidence
- Get paid for your work
Product
Everything you need, without the clutter
The same record types, lists, and status colors you'll use inside the app — shown here with sample data.
Opportunities
Track potential work, estimates, stages, research, and next steps.
Tasks and Recurring Work
Create one-off or recurring tasks so important follow-ups never slip.
Notes, Documents, and Meeting Summaries
Keep files, notes, summaries, and supporting details connected to the right record.
Invoices, Time, and Revenue
Track time, send invoices, record payments, and monitor revenue.
Activity and Email Logging
Keep a clear history of communication, updates, and important client activity.
A simpler workflow for freelance work
- Step 1
Add a lead or client
Capture who you're working with and the basics in one record.
- Step 2
Capture potential work
Track opportunities, estimates, and next steps as deals evolve.
- Step 3
Track and manage work
Use tasks, notes, documents, and activity to stay organized.
- Step 4
Invoice and follow up
Log time, send invoices, and keep revenue visible.
Who Freelance CRM is for
Built for independent consultants and small service businesses who want clarity without enterprise overhead.
- Web designers
- SEO consultants
- Marketing consultants
- Technical consultants
- Operations consultants
- Small service-based businesses
Private, secure, and built with care
Private development
Freelance CRM is currently in private development. Open signups are not available yet.
Your data is yours
The app is being built with secure, separated accounts and privacy-first best practices.
Built for the long term
This product is built around real freelance work, not investor-slide complexity.
Ready to simplify the way you manage your freelance business?
Request early access and be the first to know when spots open up.