Best CRM for Freelancers: 8 Top Options in 2024

A visual sales pipeline is one of Pipedrive's best features. With Pipedrive, you get a clear and comprehensive overview of your sales process and momentum. It has an intuitive drag-and-drop user interface that allows you to add deals to your pipeline easily. As a freelancer, you can easily organize your freelancing deals and identify which ones will eventually work out successfully. Additionally, you can track the progress of your deals in real-time.

Pipedrive provides easy-to-use lead management tools to discover, manage, and track your new leads faster. Furthermore, you can classify, sort, and filter your leads to engage in personalized communication with your contacts.

Thanks to Pipedrive’s automation tools, you can save time and effort while making more money as a freelancer. For example, you can virtually automate any stage of your sales process so that you and your team can focus on other important sales activities that will fetch you more money. Furthermore, select your triggers and arising workflows either by starting from scratch or by using any of the available templates that Pipedrive provides.

Pipedrive gives you full customization control over the stages of your pipeline. You can create, reorder, edit, or even delete your pipeline stages to match every bit of your sales process. That's not all; you can also add custom fields and multiple currencies while connecting with other useful apps with Pipedrive's open API. Also, effortlessly collaborate on freelancing deals and activities with your colleagues or other freelancers. It even allows you to share updates on sales operations and wins. This way, you can easily keep everyone informed.

Engaging in active customer interactions is a major hallmark of a good freelancer. Fortunately, you can manage your communication process conveniently with Pipedrive. It gives you access to visual histories of your communication, contacts, and activities and allows you to manage contacts efficiently. The best part is that you can make phone calls straight from Pipedrive. Additionally, you can set up meetings and know when recipients click or open their emails.

Apart from getting a clear overview of your deals and leads in Pipedrive's custom dashboard, you can also track progress against key performance indicators by maximizing the Pipedrive visual reports. Conveniently analyze your team's performance and identify the most yielding tasks and actions.

Instead of merely jumping from one app to another, you can seamlessly connect all your new and current data in a single place. To get started, all you need to do is to import all of your data, such as contacts, leads, and accounts, into Monday CRM. And you can also merge duplicate data, thereby eliminating overlaps. For example, you can identify and merge duplicate contacts and leads.

Monday CRM makes your communication process better in three ways. Firstly, it allows you to get closer to your clients. Secondly, it lets you centralize all communication. And thirdly, it allows you to track communication with your clients. Easily send and receive emails by fully syncing your Gmail/Outlook with Monday.com. Additionally, you get automatic notifications anytime your email is opened or answered by a lead. Also, you can send personalized email templates that automatically fill out details based on contacts' information and history.

By automating your sales processes, you can save time and close more deals. Monday CRM allows you to assign leads to the necessary teammate and set reminders for pending activities.

With Pipedrive, you can easily keep track of your team's performance, targets, and sales pipeline. There's the sales forecasting feature that allows you to set the value and success rate of your freelancing deals. You can also maximize sales reports to track forecasts and actual sales. An example of advanced CRM features for performance tracking is the custom dashboards which allow you to get better visibility of sales deals and processes. You can get immediate reports of your sales figures and deal progress through the help of these custom dashboards.

Do you want to understand the capacity of your team while tracking their performance in real time? Then, use the activity tracking feature to access all your team's activities and histories, such as calls and meetings.

Seamlessly connect your CRM tool with your favorite freelancing tools or business apps. Examples of available integrations are Slack, Zoom, LinkedIn, and Google Drive. With just a few clicks, you can set up any integration with almost any app that you want.

Manage and organize all your contacts in one simple but powerful platform. Easily track every single detail of your contact relationships in one place. Another worthwhile feature is lead management which lets you track leads from the time you discover them to when they convert to paying clients. You can easily keep every record of your leads, including activities and your communication histories. Therefore, you can use this data to build personalized campaigns that will allow you to close more deals.

One awesome communication tool that you get from the Hubspot CRM is a universal inbox. The universal inbox gives you a single place to view, reply to, and manage every communication from emails or live chats. Let's say you have a website where you describe what you offer as a freelancer. Then, you can connect with your website visitors by chatting with them in real time, thereby helping you to convert new leads and close more deals fast. Additionally, generate a scheduling link that you can easily share with new prospects to allow them to book time on your sales team's calendar.

You can smoothly manage your sales pipelines while organizing and responding to every issue. You can add deals to the Hubspot CRM platform, assign tasks to the necessary teammates, and track progress in the smooth dashboards, all with ease.

There's the email tracking feature that keeps you informed of any activity that a lead performs on your email, such as when it's opened or clicked. From there, you can send a planned and timed follow-up. Hubspot CRM also allows you to convert your repetitive sales emails into templates. With these templates, you can create a library of documents that you can access anytime you want and share with whoever you want.

Document management, ticketing, email marketing automation, reporting dashboard, forms and ads, team email, prospect tracking, business insights, and lead segmentation.

Freshsales gives you access to different methods of data visualizations such as Kanban board, table, and list views. And you can also get a summary of your CRM records. If you want to see and understand the level of your client's engagement, then you can easily access the chronological view of your conversations with them across various platforms, such as the website and app. For in-depth insights about your contacts, the details section will be highly helpful. Also, you can conveniently view sales sequences, modules, meetings, and activities, thanks to the Freshsales highlight cards.

With Freshsales, you get to communicate with your clients on their favorite communication channels. For example, you can take advantage of the two-way email sync to connect your inbox with Freshsales. Then, you can match incoming emails with the necessary contacts. Doing so will allow you to build customized campaigns with email templates that you can use anytime you want. You can also maximize the Freshsales chat campaigns feature. With trigger-based chat campaigns, you can easily deliver personalized messages to your leads. Other communication channels that Freshsales provides are Phone, Messenger, SmS integration, and Zoom.

If you automate your complex and repetitive tasks, you can easily get more work done in a shorter period. Fortunately, Freshsales allows you to automate your sales processes using event-based triggers or conditions. Additionally, you can also set up interactive outreach campaigns while managing the follow-ups and reminders smoothly. Classify and order prospects based on rules and easily identify important territories using built-in metrics. And you can also auto-route conversations to the necessary freelance partners or teammates according to their skill level.

Visualize deal progress and define sales stages by creating custom pipelines and easily track the rate of your conversions. Also, you can identify and track goals that you want to achieve based on your deals through the activity goals feature. That's not all; invoice management features are also available. If you are a freelancer that offers different freelancing services at different rates, then you can create a product catalog where you configure your pricing models and organize your product inventory.

Create a multi-layout format for every sales process and manage sales for multiple processes and products from a single CRM system. You can design your layouts by using links and buttons. Additionally, easily gather every data you need and customize it with fields. Track and discover information fast by creating custom views and filters. Moreover, set up multiple accounts without needing to customize them individually. All you just need is to copy the settings of one CRM account to the other accounts. Link different items to one customer by taking advantage of the subforms that Zoho CRM provides. Additionally, if you want to make sure that only the right information enters your CRM platform, activate the condition checks across multiple criteria.

Easily classify your clients based on lead source, region, and requirements. This way, you can send customized campaigns to them directly. Also, automate your sales process and stay updated with each lead interaction with the lead nurturing feature. Additionally, use the simple drag-and-drop interface to build web forms for your landing pages to capture customer information. Furthermore, you can scan business cards with your mobile devices and import them into your Zoho CRM.

Conveniently set up different types of campaigns such as survey campaigns, email campaigns, Google Ad campaigns, and sub-campaigns. Then, you can measure the overall success of your campaigns, set budgets, and assign tasks to teammates.

Use the sales forecasting feature to predict and plan your future sales smoothly. Also, build dashboards with custom views that show the stage of your sales process, whether ongoing, pending, or achieved. Note that you can also create forecasts based on hierarchies and territories. The territory management feature is what you need if you want to classify your clients based on products and regions. With it, you can set up rules based on freelancing services, countries, or districts. The AI prediction feature helps increase your chances of converting leads and closing deals.

There are many benefits you get to enjoy under the sales feature of the Agile CRM suite. Is it the single-page contact management feature that lets you close more deals faster? Or the drag-and-drop task management feature to manage your projects effectively? Also, you can track the stages and milestones of your deals, thereby keeping your sales process running efficiently. You also have access to call scripts, one-click calling, and voicemail automation.  Furthermore, share your calendar online and automate scheduling, invites, and follow-ups. Agile CRM allows you to make your sales process more fun by making it look like a game.

With Agile CRM, you can handle your marketing workflows with the easy drag-and-drop builder. Intuitive and responsive templates are also available so you can build mobile-responsive landing pages fast. That's not all; you also have access to comprehensive email marketing tools, newsletters, and analytics. Add mobile messaging to your campaigns and send personalized SMSs to your multiple clients. Another important feature is email tracking which allows you to track your email performance with the right sets of metrics. In this century, where social media is king, Agile CRM allows you to integrate social media into your contact views and marketing campaigns.

Seamlessly set up a help desk and provide personalized customer experiences to your clients. Query and analyze clients' feedback, significantly improve customer relations, resolve customer queries fast, and take advantage of pre-formatted replies to deliver responses quickly. And you can also set up a self-service portal so your clients can resolve common issues themselves. Another feature is intelligent views. With smart views, you can prioritize your tickets and visualize them on the dashboard after classifying them by the right conditions.

Seamlessly connect with other tools that you use as a freelancer, including social media platforms like LinkedIn, Facebook, and Twitter. And did I mention that you can also integrate your Agile CRM with Google apps?

Easily get access to a comprehensive 360-degree view of all your deals. This way, you can know the deals that drive your revenue the most. Another major benefit of the Sendinblue CRM is that you can centralize all your deals in a single place. Also, you can import your existing deals into the Sendinblue CRM platform with just a few clicks. Conveniently customize your pipeline stages to your preference and get an overview of your freelancing deals. You can, therefore, set up and track opportunities at every pipeline stage.

If you want to save time and focus on more important tasks, then the Sendinblue sales pipelines automation feature comes in handy. With it, you can automate your repetitive sales tasks and multiple steps in your pipeline. Also, anytime you create or move new tasks, contacts, and deals in your pipeline, workflows are triggered.

With Sendinblue, you can track the history of every client interaction to know about the deals that you won and the ones you lost. That's not all; you also have access to a comprehensive 360-degree view of your open deals. Collaborating with your team is a lot easier when you choose Sendinblue. Keep everyone on the same page by attaching documents, adding notes, linking contacts, and assigning tasks to the necessary team members. This way, you can increase your team's performance and objectives.

With this feature, your clients can schedule meetings with you easily and quickly. You can join from any device that you want, record your sessions, or share your screen. Other available benefits are seamless scheduling tools and custom booking pages.

Easily centralize all your client's conversations in a single place and connect with your clients on their favorite social media platforms, whether it's Facebook, Instagram, or Messenger. Sendinblue also features a chatbot that allows you to provide answers to queries and questions by your website visitors. Thus, you can convert visitors to clients fast.

Plugins for various categories such as CRM, contact management, lead generation and forms, email creation, developer tools, and automation platforms.

Thanks to Streak, you can track anything that you want, such as your pipelines, data, and contacts, straight into your inbox. Also, you have access to custom views of your pipelines where you can filter, search, and sort your data. Streak also allows you to track and share files, notes, emails, call logs, and tasks with your team members.

Easily import and export your data by taking advantage of the Google sheets integration with Streak. However, you can also upload a CSV directly. Customize your workflow by adding, personalizing, rearranging, coloring, or removing your pipeline stages. You can also add as many stages as you want. Streak supports all input types, such as checkboxes, text, numbers, lists, tags, contacts, and formulas. And you can use the Streak magic columns to automatically fill in data too.

Streak lets you stay informed and updated anywhere you go, thanks to its mobile apps and native integrations. For example, you can search your whole pipeline from your mobile device and view impending tasks with the Today Widget. With Streak, you can easily track calls from your mobile devices and gather notes for future reference. Starting a call on Streak is straightforward. All you have to do is to send contacts from your pipeline to your phone.

One of the email power tools that Streak provides is view tracking. And this is how it works; immediately after a client or lead sees your email messages, Streak sends you notifications. Plus, view your tracking information straight in your inbox. Organize your emails by separating the tracked emails from the untracked ones. There's also the email merge tool that allows you to send personalized mass emails where you can add recipient names or any pipeline data that you want. Other email power tools are thread splitter, send later, and snippets.

Seamlessly connect with your existing tools and workflows. For example, you get over 1,000 integrations with Zapier. You can also integrate directly with the G Suite, and you can build custom integrations with the API.