CRM for freelancers

What to look for in a CRM for freelancers

The best CRM solution for freelancers has these key features:

• Contact management. Organize your client base with a centralized database that tracks interactions.

• Task management. Track progress and meet deadlines consistently with task management features.

• Integrations. Streamline your workflow with hundreds of integrations, like invoicing platforms to help run your business.

• Workflow automation. Save valuable time on follow-ups and scheduling with automation features.

Streamline customer interactions with a centralized contact hub

Managing client interactions efficiently is key to nurturing strong relationships.

A centralized client portal compiles contact information, project histories and communication so you can stay on top of customer needs.

Pipedrive’s intuitive features make all client data accessible, helping you forge stronger connections.

Discover how Pipedrive’s contact management features elevate your freelance relationships.

Optimize processes with Pipedrive’s workflow automation tools

Staying efficient can be challenging when managing your business independently.

Workflow and marketing automation tools streamline repetitive tasks like follow-ups, reminders and data entry.

Pipedrive’s automated CRM platform helps you focus on delivering quality work without getting bogged down by administrative tasks.

Learn more about Pipedrive’s automation features.

Stay connected on the go with an intuitive mobile app

Being tied to a desktop isn’t always feasible when juggling multiple clients and projects.

Mobile functionality means your CRM tools are always within reach, whether you’re in a meeting or working remotely.

Pipedrive helps you manage tasks, track client interactions, update project details and stay productive no matter where you are.

Discover Pipedrive’s sales CRM mobile app.

Boost campaign success with comprehensive email tracking

Sending email campaigns without tracking results is like throwing darts in the dark. It’s hard to be sure your messages are on target.

Email tracking gives you real-time notifications when clients open messages or engage with your links.

With Pipedrive’s email templates and tracking, you can time your follow-ups and ensure your messages always hit the mark.

Learn more about Pipedrive’s email communication tools.

Tailor your workspace with Pipedrive’s customizable processes

Juggling freelance activities can feel overwhelming without an overview of your workflow and results.

Customizable CRMs let you design workspaces with stages, fields and dashboards that fit your processes.

Tailor Pipedrive’s user-friendly interface to your business needs and view your sales process at a glance.

Discover Pipedrive’s customizable solutions.

Track deals seamlessly with a visual sales pipeline

Managing multiple deals becomes chaotic without a transparent system in place.

A visual sales pipeline offers an organized way to track deals and projects from start to finish.

Pipedrive’s drag-and-drop interface lets you update project status, prioritize tasks and get a comprehensive view of your sales pipeline in real time.

Learn more about Pipedrive’s pipeline management software.

Keep projects on track with Projects by Pipedrive

Projects is a comprehensive project management tool for freelancers to streamline workflows and ensure timely delivery.

Projects is available with the Power and Enterprise plans. Add it to any other Pipedrive plan to unlock its robust features.

The Projects add-on features:

• Collaboration tools. Enhance teamwork by adding notes to projects, sharing files and mentioning collaborators.

• Project templates. Speed up projects with pre-designed templates, maintain consistency and save time across your freelancing endeavors.

• Simple task management. Organize work in phases, enable time-tracking, apply labels and manage workloads with an easy-to-use interface.

Learn more about Pipedrive’s project management software.