Best CRM for Freelancers
As a freelancer, managing customer relationships is an essential part of running your business
As a freelancer, managing customer relationships is an essential part of running your business. A CRM (Customer Relationship Management) solution can help you keep track of your interactions with clients, manage invoices, and automate many of your business processes. In this article, we will explore some of the best CRMs for freelancers and small businesses.
What to look for in a CRM
Before we dive into our list of the best CRMs for freelancers, let's discuss some of the essential features that you should consider when selecting a CRM for your business:
- Ease of use: You don't want to spend hours trying to figure out how to use your CRM. Look for a solution that is user-friendly and easy to navigate.
- Affordability: As a freelancer, you want to keep your overhead costs as low as possible. Look for a CRM that is affordable and offers flexible pricing options.
- Customisation: Every freelancer has different needs when it comes to managing customer relationships. Look for a CRM that allows you to customise your workflows and processes.
- Integration: Your CRM should be able to integrate with other tools you use such as email, invoicing, or project management software.
- Automation: A good CRM should automate many of your business processes such as invoicing, follow-up emails, and lead tracking.
Now that we know what to look for, let's explore some of the best CRMs for freelancers.
Best CRMs for Freelancers
1. HubSpot CRM
HubSpot CRM is a popular solution for freelancers because it is free and offers many essential features. The software is user-friendly and allows you to manage your contacts, track deals, and automate many of your business processes. HubSpot CRM also integrates with other HubSpot tools such as email marketing and lead generation.
2. Zoho CRM
Zoho CRM is another popular solution for freelancers because it is affordable and offers a wide range of features. The software allows you to manage your contacts, track deals, and automate many of your business processes. Zoho CRM also integrates with other Zoho tools such as email marketing, invoicing, and project management.
3. Salesforce Essentials
Salesforce Essentials is a robust CRM solution designed for small businesses and freelancers. The software offers many essential features such as contact management, deal tracking, and lead capture. Salesforce Essentials also integrates with other Salesforce tools such as email marketing and project management.
Lancr: The Solution for Freelancers
Lancr is a freelancer-focused platform designed to help you manage your business more efficiently. With Lancr, you can save time and money by automating many of your business processes such as time tracking, invoicing, and payments. Here are some of the benefits of using Lancr:
- Save money: Lancr saves agencies 75% in fees and 2 hours a week paying their freelancers.
- Easy payments: Lancr makes paying your freelancers easy.
- Time tracking and approvals: By combining smart payment routing and easy-to-use time tracking and approvals, you save time and money when paying your people.
Conclusion
Managing customer relationships is an essential part of running a successful freelance business. A CRM can help you keep track of your interactions with clients, manage invoices, and automate many of your business processes. When selecting a CRM for your business, look for a solution that is user-friendly, affordable, customisable, and integrates with other tools you use. Some of the best CRMs for freelancers include HubSpot CRM, Zoho CRM, and Salesforce Essentials. Finally, Lancr is a freelancer-focused platform that can help you manage your business more efficiently by automating many of your business processes.