Best CRM Solutions for Freelancers Ready to Get Organized in 2020

Best CRM Solutions for Freelancers Ready to Get Organized in 2020

Best CRM Solutions for Freelancers Ready to Get Organized in2020

Freelancingis not for the faint of heart, but the people who hack it; they get a flexibleand quality life and are fully independent of their routine. It is really toughto start out as a freelancer, and progress is a challenge also. This is thereason why most growing freelancers are turning to CRM solutions to help themmanage their task, contracts, their outreach to prospects, and streamlinetime-consuming administrative tasks, so they can have more done with less.Freelancers are a business of one, but a CRM solution can help them performlike a team of ten.

Thereare a lot of options suited to specific needs, from Gmail CRM integrations tofree CRMs with mobile applications. In this article, we have compiled a list ofbest CRM for freelancers that are capable, adaptable and can scale to fit yourneeds;  


Awell-rounded CRM, Insightly has marketing and project management tools andautomation for lead and opportunity management. Freelancers have an abundanceof clients who could appreciate the lead profile layout. It allows you to seeyour activity history with the lead and email correspondence, internal notes,related tasks, exchanged files and events.

Built-inand custom email templates allow for personalized, scheduled emails to touchbase with clients or create report. Customizable reports provide in-depth lookson data within the CRM from nearly any angle.

Thebest part about this CRM is that it syncs with Google Calendar and Contractsand you can add email accounts from Gmail as well as Outlook. Insightly alsointegrates with Office 365, Quickbooks Online, G Suite, Xero, and Dropbox amongothers.


HoneyBookis an excellent time-management CRM; it has some limited email automationfeatures. You can easily send proposals with sleek-looking templates andautomate what happens next.

Whenyour client does not respond, you send a follow-up. If they do, this softwaresends a contract and creates a task for you or your partners. This CRM solutionreally shines when it comes to project management as well as invoices.

Thissoftware has a mobile application that allows you to manage tasks on the go, soit is perfect CRM solution for freelancers who work in teams. If you do not haveto manage anybody but yourself, it may be overkill.


AFreelancer CRM, Plutio is quite famous among freelancers from around the world.It is available in 25 different languages. It also allows people to acceptmultiple currencies for payment and create invoices in those currencies. Thesefeatures make it a suitable option for freelancers whose first language are notEnglish, and want to use a CRM in their native language and need to acceptdifferent currencies.

ThisCRM software is not expensive. And, all plans provide access to all featuresexcept the client portal and the ability to add additional users. Moreover,with it, you can create your own templates for proposals and invoices. Once youcreate them, you can choose them as you are developing proposals and invoicesfor new opportunities. Users mainly prefer Plutio because of its easy to useoption with great features.


Zohois known as on the higher end of freelance CRMs. This CRM solution holds onlyone plan that costs you $50 per month. Don't think that it is an expensive planbecause it comes loaded with great features.

Apartfrom the basic CRM features, this freelance CRM solution offers automationfeatures that will save your hours of time. It is not limited to calculate thebest time to contact each prospect and even mark incoming emails as positive ornegative based on the text analysis.

Zohois quite heavy on analytics. There are dozens of dashboards with tons ofreports that allow you to see how well your strategy performs. But, manyfeatures Zoho offers are tied to website analysis, so you will miss out if youdo not have one yet.


Amazingall-around CRM software, Dubsado is another good option for those who arelooking for the best CRM solution for freelancers. It is great in handlingbasic customer relationship management and automated email campaigns.

Asjust these two features are not enough, Dubsado also provides you the abilityto set up complicated workflows. It will do everything for you from sendingpersonalized email templates at cretin's times to dynamic grouping upon useractions. On top of that, it gives access to accounting and analytics. So setyour financial goals and check how you perform on regular reports.

If wetalk about the cost of this Freelancer CRM, it costs $35 monthly or $350 yearlythat is a reasonable cost. In case, you wish to test its ability, go for itsunlimited free trial. But keep it in mind that you will only be able to add 3contacts unless you upgrade to the paid plan.


Anopen-source platform, Bitrix24 brings a wide range of features for free. Thereis built-in telephony, the option to migrate your email to Bitrix24 webmailaccount, an internal activity feed, a colander with sync to Google, Mac andmobile, file storage and many more. This CRM solution specialized forfreelancers incorporates the normal lead, contact and deal management and alsobuilt-in invoicing and quotes, activity management and deals reports.

Countsamong the best CRMs for freelancers, Bitrix24 provides a broad range offunctionality for its users and for the most part, it succeeds. You can try thefree version for up to 12 users. The paid cloud version ranges from $39-$199per month, from 24 to unlimited users.


NetHuntis email automation software with the basic CRM features. It exports contactsand segment them into mails lists. Mass-send personalized mails to your leadsand this CRM will automatically update their status as per their response.

NetHunt'smost handy feature is that it is integrated with G Suite. The price for thebasic plan is just $24 a monthly, so it may be worth it for you.

Themost expensive plan for this CRM software costs $48 a month and grants you moreworkflow automation options. It is mainly useful for teams, not individuals.


One ofthe cheapest feature-packed CRM for freelancers, SalesMate comes with a basicplan of $12 month. Its premium monthly plan is available for $24 on a monthlybasis. With this costing, you get access to all the basic CRM features andmultiple pipeline management, email and workflow automation and performanceanalytics. Both plans have hold calling and SMS marketing features.

Thebest part about this freelance CRM is that all these features are completelycustomizable, so you can create a more convenient dashboard for you if the oneSalesMate offers is not fine enough.

Mostprobably, you will not change the email automation dashboard because it isoptimal for a freelancer. You can easily watch all the campaigns you have goingon and track performance at the same time.


Speciallylaunched for small businesses, BatchBook is the best suited option forfreelancers. BatchBook's essential package is its base, and offer partialfunctionally for $19.95 month. You can easily jump from there and avail fullfunctionality for $39.95 month.

 The essential plan provides you contacttracking and management, with the ability to tag contacts for betterorganization and execution of sales outreach. It enables you to create customfields so that you can easily personalize the system to speak the same languagethat you do in your daily life.

BatchBookgives you a great visual view of your sales pipeline and task automation tosupport you stay on top of your hottest leads. The ability to access thesoftware from your mobile device makes it a perfect choice for the freelanceron the go.

Bottom Line

Thefreelance specific CRMs featured in this article provide great features andfunctionalities for busy solopreneurs of different needs and industry. Also,every freelancer is different, so is the CRM that is suitable for you. Now youknow the features a CRM can have and know your possibilities. Browse the listof our best choices for a CRM for freelancers and select the one that fits yourneeds as well as budget. 

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