Freelancers wear every hat — sales, delivery, accounting, support. This CRM gives you one place to track the whole cycle from first contact to paid invoice, without the overhead of a full Salesforce setup.
The Leads database is your pipeline. Each lead moves through seven stages — New, Contacted, Qualified, Proposal, Negotiation, Won, Lost — with source tracking, budget capture, and follow-up dates. The Kanban view gives you a visual pipeline so you always know which deals need attention.
When a lead converts, the Projects database picks up from there. Link the client, define the scope, set deadlines and rates, and create invoices directly from the project dashboard. The Invoices database tracks payment status with overdue alerts so nothing slips through.
The Templates database stores your reusable proposals, contracts, and follow-up messages. Write them once, reference them on every deal. Four pre-built views give you a pipeline Kanban, active project table, invoice tracker sorted by due date, and a client directory gallery.
