Best CRM’s for Freelancers
What is CRM and, as a freelancer or small business, do you even need it? CRM is a big umbrella term that covers your business relationships with your clients, all the information associated with them, and the way you manage those relationships and their surrounding data. Your freelance business is as individual as you are, and to get the most out of a CRM you have to be motivated to use it. Choose something that feels comfortable to you, no matter what ‘experts’ have to say on the matter.
17hats aims to make the Freelancers life easier by eliminating the chaos and bringing order and organisation to their day to day business dealings. A standardized way of working is possible with 17hats allowing users to become professional, efficient, and consistent. 17hats aims to assist users so that existing clients are retained and new clients never slip through the cracks. Repetitive tasks are also automated. A 30 day free trial is available. For a complete breakdown of the pricing for 17hats please visit their website.
Dubsado, a Client Management system designed for creative entrepreneurs from photographers to web designers is a feature rich system. Covering everything from contract management, invoicing and brand promotion, it assists users to cover all things business in one system while doing away with complicated paper trails. Dubsado allows users to automate their client processes easily, striving to make it possible for creative freelances to focus on their business. Support and assistance by phone or through webinars is also available to users. Three pricing plans are offered starting at $20 per month. Free trials are offered with all the plans.
Funnel was designed for small businesses and solo freelancers who do not want to deal with complicated multi-featured systems. They aim to keep things as simple as possible to assist users with their sales process. Funnel is a tool anyone who receives work inquiries from their website could benefit from. Pricing starts at just $4 for the Standard Plan and goes up to $8 for the Pro Plan.
Insightly was designed as a simple to use yet powerful CRM with integrations to Google Apps, Office 365, MailChimp and other free productivity tools such as Evernote and major social media sites. Insightly offers mobile apps for tablets and smart phones and easy access to a REST API for custom integration. Even if the user has only a handful of clients it can still be a valuable keeping track of communications with each one, while monitoring potential leads which is crucial for building the business. Insightly is a flexible CRM platform that allows the management of up to 2,500 contacts for free. Pricing starts at $12 per month per user with a 14 day free trial.
Plutio is a project management tool that also doubles as a personal CRM. Designed for freelancers, Plutio provides the user with tools making productivity and collaboration through multiple apps unnecessary. Current apps can be connected with a click of a button and everything you need is in one place giving you access to valuable data quickly. Every aspect is re-envisioned and easily customizable to adapt to your way of working. A free trial is available.
Freelancers use Solo’s software to give them a competitive edge while ensuring freelance projects run smoothly. Solo will also have a transformative effect on a freelancer’s workflow. Repetative monthly or weekly tasks, such as invoicing, can be taken care of with the click of button giving the freelancer the time to be creative and concentrate on clients. Solo is an all in one solution and productivity app. Pricing starts at $13 per month with a 14 day free trial.
Trello is similar to a digital noticeboard for pretty much whatever the user wants. Collect and collate ideas, set tasks, or use it as a functioning project management tool. It is based on the Kanban approach to development with the emphasis on lightweight visual process management, using a series of flexible ‘cards’ where due dates, notes, images and files can be added. Trello will never overwhelm users with features they won’t use. For those who want more out of their boards, there are Power-Ups like calendar, card aging, and voting, that can be turned on. It’s a way to offer more without cluttering things.
September 8th, 2014