The best CRM for freelancers
Win more clients and streamline your freelance workflow
Freelancing gives you the freedom to build your own business, but like many small businesses, it also means managing every process yourself.
When it becomes a challenge, switching to a CRM brings all that crucial data into a visual pipeline, so you never lose track of follow-ups and deadlines.
Pipedrive automates your admin and shows you where every client stands, freeing up your schedule to pitch and close bigger deals.
Full access. No credit card required.
What to look for in a CRM for freelancers?
The best CRM software for freelancers gives you complete control over your workflow and visibility over your clients. Look for these key features:
Full customizability. Create custom deal stages that reflect how you pitch and deliver services.
Visual sales pipeline. Always know which prospects are ready to sign and which projects need your attention.
Personalized onboarding. Get set up as quickly as possible with support from a verified Pipedrive partner.
Workflow automation. Automate your check-ins so every client stays warm without eating up billable time.
Pipedrive’s freelancer CRM features
Track your CRM activities and stay on top of a growing list of jobs
Running a solo business means the more work you get, the harder it is to manage the admin.
A CRM handles the parts you’d rather not think about, so every client gets your full attention, and you can spend more time on work that pays.
With Pipedrive’s visual pipelines and intuitive interface, you always know which task is next in line and how to keep everything flowing.
See how Pipedrive organizes your processes and activities.
Boost response rates and secure more contracts with AI
Between follow-ups, lead generation and chasing up invoices, email can quickly eat up a freelancer’s day.
Artificial intelligence summarizes lengthy email threads, tells you what customers want and drafts personalized responses in your typical style and tone.
Pipedrive’s email marketing automation makes it easy to stay on top of conversations, understand how clients feel and nurture leads faster.
Discover Pipedrive’s AI email writer.
Work on your clients, pipelines and projects from anywhere
Without intelligent sales software, driving revenue requires hard work and a ton of time.
A CRM with built-in sales tools handles most of the steps in your sales process and analyzes the results, meaning you have more time to work on projects.
Use Pipedrive to track what works, break down bottlenecks and double down on the activities that drive sales.
Learn more about Pipedrive’s sales software features.
Make it easy for clients to book meetings and keep your pipeline full
Scheduling appointments can quickly become an endless game of back-and-forth.
Scheduling software lets you share your availability via a client portal so they can pick whatever time works best while avoiding double bookings.
Once your clients pick a slot, Pipedrive creates a note, sends them a meeting link and sends automated notifications to everyone in advance, streamlining the whole process.
Learn more about Pipedrive’s scheduling tool.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Pipedrive helped Tiffany Largie build a $2.5m business
Tiffany Largie’s first businesses relied on business cards and notes. When she started her new company, she needed a better process.
Using Pipedrive, Tiffany could manage 30 salespeople and track outreach data in real time, helping them make over $2 million in sales.
“We were managing between 150-300 outreaches a day. With Pipedrive, we could handle that data in real-time in a fashion that didn’t require us to do a lot of data entry.”
Keep your sales, delivery and client context in one place with Projects
Add Pipedrive’s Projects add-on to any plan and stop managing clients, projects and follow-ups on your own. Close the gap between sales and delivery with these project management features.
Timelines: See your complete project and your milestones in a simple, drag-and-drop chart.
Reporting: Track progress and easily share project data with stakeholders and clients.
Project health: Use AI to analyze project activities and spot blockers before they become a problem.
Standardized delivery: Build templates so that you launch and deliver every project consistently.