Best CRM for Freelancers
Curated list of freelancer-friendly CRMs that simplify client management, invoicing, proposals, and project workflows—designed for solopreneurs, freelancers, and independent professionals.
Ideal Customer Profile
Independent professionals, freelancers, consultants, and solopreneurs seeking organized client management and automated workflows.
Common Pain Points
- •Managing client communications and proposals
- •Invoicing, payments, and time tracking
- •Contracting, proposals, and onboarding
- •Administrative tasks and follow-ups
- •Lead capture and follow-up automation
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Freelancers, independent professionals, and solopreneurs
⚡ Key Features
- Contracts
- Proposals
- Client management
- Invoicing
- Branded client portal
- Time tracking
- Accounting
Pros
- ✓Absolutely great customer service—you can even reach the CEO
- ✓All-in-one platform combining multiple essential freelance business tools
- ✓Affordable pricing with no hidden fees or upsells
- ✓Designed specifically for freelancers' needs
Cons
- ✗Some features may be too simplistic for more complex business requirements
- ✗Relatively new product, which may mean fewer integrations or advanced features
"Everything you need to thrive as a freelancer; an all-in-one solution designed for freelancers."
Perfect For
Small businesses needing integrated email marketing and CRM across channels
⚡ Key Features
- Email marketing
- CRM across channels
- SMS and WhatsApp campaigns
- Sales pipeline management
- Customer service tools
- Data management
- Over 150 integrations
Pros
- ✓Generous free plan with advanced features like automation and CRM
- ✓Pay-per-email pricing model, cost-effective for low-volume senders
- ✓Advanced automation capabilities, including lead scoring and web tracking
- ✓Built-in CRM in free plan
- ✓Integrated live chat (Brevo Conversations) on all plans
- ✓SMS marketing capabilities
- ✓Transactional email via SMTP
- ✓User-friendly email editor with templates
- ✓Competitive pricing for small businesses
Cons
- ✗Deliverability rates inconsistent in tests
- ✗Some advanced features only on higher-tier plans
- ✗Reporting limited on lower-tier plans
- ✗No tagging feature for contacts (workaround via attributes)
- ✗Mobile live chat could be improved
- ✗Learning curve due to wide feature range
"Generous free plan with advanced features like automation and CRM; integrated live chat and SMS marketing."
Perfect For
Freelancers and solo entrepreneurs seeking a robust, scalable CRM with a generous free plan
⚡ Key Features
- CRM
- Marketing automation
- Sales tools
- Customer service tools
- Landing pages
- SEO insights
Pros
- ✓Generous free plan with core CRM functionality
- ✓Seamless integration between marketing, sales, and service hubs
- ✓User-friendly interface with dashboards and reporting
- ✓Powerful automation across processes
- ✓Extensive educational resources and certifications
Cons
- ✗Pricing for advanced features can be expensive for small businesses
- ✗Learning curve due to feature breadth
- ✗Some limitations in customization
- ✗Additional costs for some integrations and add-ons
- ✗Complex contact management for intricate structures
"Generous free plan with core CRM functionality and strong ecosystem."
Perfect For
Freelancers and creative professionals looking to manage invoicing, projects, CRM, and more in one place
⚡ Key Features
- Invoicing
- Project management
- CRM
- Website building
- Instant booking
- Customizable workflows
Pros
- ✓Comprehensive all-in-one solution for freelancers
- ✓Innovative features like instant booking and customizable workflows
- ✓Free invoicing and booking features
- ✓Affordable pricing with generous free plan
Cons
- ✗Lacks email marketing capabilities
- ✗No multi-user functionality yet (coming soon)
- ✗May be too focused on solo freelancers for larger teams
- ✗Some features may be overly simplified
"Bloom packs invoicing, CRM, and project management into one accessible platform with a free plan."
Perfect For
Freelancers and independent professionals seeking streamlined business management
⚡ Key Features
- Proposals
- Contracts
- Billable hours
- Invoices
- Payments
- Calendars
- File sharing
- Time tracking
Pros
- ✓Comprehensive freelancer-focused toolkit
- ✓Intuitive interface for project and client management
- ✓Integrated proposals, contracts, and invoicing
- ✓Built-in time tracking and task management
- ✓Affordable pricing for independents
Cons
- ✗May lack some advanced features for larger agencies
- ✗Limited third-party integrations
- ✗Relatively new in the market with potential functionality gaps
- ✗Occasional glitches or performance issues
- ✗Customer support may be less robust than some competitors
"All-in-one business management platform tailored for freelancers."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Assess core needs (invoicing, contracts, proposals, time tracking) vs broader features.
- 2
Consider budget and available free trials or tiers.
- 3
Test a couple of freelancer-focused options to compare usability and automation.
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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