Freelancers need a CRM that keeps client conversations, proposals, tasks and follow-ups in one simple workflow. The best choice is usually the system you will update every day.
Useful features
- Contacts and company records
- Deal or project stages
- Tasks and reminders
- Email and calendar integrations
- Simple export and data controls
Keep the workflow small
Start with stages such as New lead, Qualified, Proposal sent, Active client and Follow-up. Avoid paying for complex sales features before your client process needs them.
Compare HubSpot CRM, Pipedrive and our guide to what CRM software does.