The 25 Best CRMs For Freelancers In 2022

What is CRM?

CRM is a Customer Relationship Management software that allows freelancers and other businesses to manage customer interactions, transactions, and projects on a single platform. The best CRM should be affordable for self-employed freelancers. In this article, we present you with the best CRM software based on the following features:

• Task management (tracking set reminders and scheduling) 
• Email marketing
• Accounting, payment, and invoicing
• Content management
• Notifications for updates
• Cloud storage
• Mobile app
• Guest access for client collaboration

What are the best CRMs for freelancers in 2022?

We are sharing the best CRM software for your business that may help you in your future ventures:

• Agiled CRM
• Plutio CRM
• Zoho CRM
• HoneyBook CRM
• 17Hats CRM
• Bonsai CRM
• Bitrix24 CRM
• Sendinblue CRM
• Betterlance CRM
• NetHunt CRM
• Close CRM
• Insightly CRM
• Freshworks CRM
• Zendesk CRM
• HubSpot CRM
• Dubsado CRM
• Fiverr CRM
• GSuite CRM
• SalesMate CRM
• Base CRM
• Streak CRM
• Capsule CRM
• ActiveCampaign CRM
• Nimble CRM
•  PipeDrive CRM

Agiled CRM:

It is an all-in-one business management platform for managing clients, finances, projects, employees, and many more. It is very easy to manage clients and leads with a white-labeled portal for each client. By using Agiled, you can easily add clients and leads manually or quickly import them. Its comprehensive project management features make it easy for you to organize your projects and ensure on-time delivery.

Main Features:

• Manage clients and leads
• Offers custom webhooks, API, and an Integromat Integration
• Store all your lead data in one easy-to-access location
• Create client contracts
• Add private notes in the contract
• Clone previous contracts
• Create projects with customizable project templates
• Start and manage your tasks
• Track projects through Gantt and Burn Down Charts
• Improve project productivity
• Send professional estimates and invoicing
• Time tracking
• Send payment reminders
• Accept online payments
• Track team expenses
• Generate financial reports
• Manage payroll
• Track attendance

Pricing:

You can buy its premium plan for $249 per year. 

Plutio CRM:

It is a very simple but powerful tool to use. You can use its amazing features to manage your business and clients on a single platform.  It is an all-in-one solution for freelancers that keeps itself updated for users.

Main Features:

• Time and expense tracking
• Fully responsive
• Instant notifications
• Manage the billing and invoicing
• Manage projects and tasks
• Scheduling
• Performance metrics
• Client management
• Chat widget
• Forms and survey in the beta version
• Integrations – Zapier, Paypal, etc
• Text editor with advanced features
• Proposals and secure contracts

Pricing:

It offers a fourteen days free trial. 

Solo pricing plan charges $15 per month.

Studio pricing plan charges per month (you can invite clients)

Team pricing plan charges 420 per month (you can invite contributors)

Zoho CRM:

It is one of the best CRM platforms for freelancers due to its outstanding features, including cloud-based file storage and a free mobile app that helps you to collaborate with clients and customers from anywhere. It makes the billing procedure easier for clients and customers.

Main Features:

• Manage timesheets
• Generates auto-populated invoices
• Allows the import and export of data
• Free mobile apps
• Customize invoices and quotes
• Send payment reminders
• Offers WorkDrive cloud storage platform
• Guest access or restricted access to collaborate with clients

Pricing:

It offers a free trial for fifteen days.

The free plan is free for up to three users.

The Standard plan charges $12 per user per month.

The Professional plan charges $20 per user per month.

The Enterprise plan charges $35 per user per month.

The Ultimate plan charges $45 per user per month.

HoneyBook CRM:

It is a cloud-based CRM that manages projects, payments, and client booking. It keeps the invoices and other important documents in one place to make it easy for freelancers and business owners to manage them. It integrates with other software, including:

• Gmail 
• Google Calendar
• QuickBooks 
• Calendly
• Zapier

Main Features:

• Payment tracking
• Time tracking
• Client management & contact management
• Automatic payment reminders
• Credit, Debit, and ACH/bank transfer
• Mobile invoicing
• Mobile app for iOS and Android
• Customizable templates & collaboration tools
• Sales pipeline management
• Electronic signature
• Payment processing services integration
• Employee, group, and appointment scheduling
• Customer support
• Fraud protection

Pricing:

Its paid plan charges $40 per month. If you pay in advance for the annual plan, it charges you $34 per month.

Bonsai CRM:

It is an all-in-one CRM platform that allows freelancers and business owners to manage clients, projects, and accounting. It helps to generate and fill the documents automatically for the new projects. It helps you in making your paperwork easier and saves your time.

Main Features:

• Client management
• Client contracts and invoice system
• Automate reminders
• Complete contract templates
• The simplified client onboarding process
• Project management tools
• Time tracking
• Read-receipt notifications
• Payment schedule
• Storage of legally binding contracts online
• E-signing
• Secure messaging
• Data import & export
• Chat support
• Global payments, 180 currencies
• Easy-to-use interface
• Automating invoicing

Pricing:

Its paid plan is starting from $16 per month.

NetHunt CRM:

It is an email automation software with built-in CRM features. It integrates with GSuite. 

Main Features:

• Organize contacts
• Manage customers and leads
• Build pipelines
• Send email campaigns
• Share emails, templates, deals
• Organize tasks and follow-ups
• Track team and business performance
• Collaborate effectively
• Build reports and forecasts
• Automate routine tasks
• Increase data quality
• Automate workflows
• Employ advanced filters and views
• Integrate your favorite apps
• Use open API

Pricing:

Its basic plan costs $24 per month, whereas the paid plan with advanced features costs $48 per month.

Close CRM:

This CRM platform is best for small and mid-sized businesses that need email marketing features in a single place. It helps to track the individual performance of the team members. Users can set up multiple email accounts.

Main Features:

• Advanced email tracking
• 2-way email sync
• Email open & response tracking
• HTML customization
• Custom fields
• Activity, task & pipeline management
• Zapier integration
• Two-factor authentication
• Bulk email sending
• Power dialer
• Real-time sales activity reporting
• Sales comparison reporting
• Email customer support
• Global calling
• Calendar sync

Pricing:

The Starter plan starts at $29.75 per month per user. 

The Basic plan costs $55.25 per month per user. 

The Professional plan costs $80.75 per month per user. 

The Business plan costs $123.25 per month per user. 

HubSpot CRM:

This CRM solution offers all the important tools to manage business and clients on the go. Its mobile app can access and manage data from the desktop.

Main Features:

• Create professional quotes and invoices
• Send quotes and invoices.
• Mobile app to track contacts, tasks, and deals
• Quick and easy import and export of data.
• Account access permission for client collaboration
• Offers cloud storage option
• Use workflows to automate sales processes

Pricing:

Its free plan is for unlimited users.

The Starter plan charges $45 per month for two paid users.

The Professional plan charges $450 per month for five paid users.

The Enterprise plan charges $1,200 per month for ten paid users.

Fiverr CRM:

This CRM platform allows you to collaborate with your team and manage your projects.

Main Features:

• Allows team collaboration
• Set tasks
• Monitor goals of your projects
• Create and track your team
• Add and connect with other freelancers on Fiverr.

Pricing:

You can use it for free for the first year.

Streak CRM:

It is a Chrome extension that integrates with Gmail. It offers both CRM and email tracking within Gmail. Users can easily track the details of their customers.

Main Features:

• Keep track of leads and close deals
• Track projects and tasks
• Maintain business relationships and partners
• Prioritize and manage support tickets and bugs
• Keep track of resumes and candidates
• Manage home buyers and sellers to recruit new agents

Pricing:

It offers a free trial for fourteen days.

The Solo plan costs $15 per user per month.

The Pro plan costs $49 per user per month.

The Enterprise plan costs 129 per user per month.

17Hats CRM:

It is a CRM solution that handles multiple leads for your freelance business. It offers a large number of templates for freelancers than any other CRM solution.

Main Features:

• Manage multiple leads
• It offers a large number of templates. 
• It helps to create branded emails, invoices, quotes, and contracts.
• It offers workflow and time management features.
• Bookkeeping features

Pricing:

You can buy its paid plan for $45 per month.

Bitrix24:

It is an open-source CRM platform with many amazing features for free to use. It provides a wide range of functional tools for its users.

Main Features:

• Built-in telephony
• Offers the migration of your email to a Bitrix24 webmail account 
• Offers an internal activity feed 
• Provides a calendar with sync to Google, Outlook, Mac, and mobile
• File storage
• Normal lead 
• Offers contact and deal management
• Built-in invoicing and quotes 
• Activity management  
• Deal reports

Pricing:

It offers a free version for up to twelve users.

The paid plan ranges between $39 to $199 per month.

Sendinblue:

It is one of the best CRM platforms and a perfect marketing tool.

Main Features:

• Email
• SMS
• Landing page
• Marketing automation
• Add capabilities

Pricing:

It offers a free plan to those who send less than 300 emails a day. The paid plan ranges between $25 to $66 per month.

Betterlance CRM:

This CRM platform allows freelancers to keep track of all their clients and leads. It helps you to set reminders to follow up, improve communication and land more gigs. 

Main Features:

• Send, Schedule, and Snooze Emails
• Scheduled Follow-up Frequency
• Automated Follow-up Reminders
• Library of the Best
• Email Templates
• Lead quality filter
• Email signature
• Custom templates

Pricing:

You can get five leads for $19 per month, but you can use it for free if you don’t need leads.

Insightly:

This CRM offers the best project management and marketing tools. It keeps track of users’ activities, including exchanged files, events, email correspondence, related tasks, and notes. 

It integrates with the other best apps such as Google Apps & Gmail, Evernotes, MailChimp, Office, and Outlook.

Main Features:

• Task and event management
• Contact and organization management
• Lead management
• Mass emailing
• Opportunity management
• Calendar synchronization
• Milestones and associated task tracking
• Integration with Google G-Suite Login, Calendar, and Docs
• Integration with Microsoft Office 365 Login, Calendar, and OneDrive
• Built-in business intelligence dashboards
• Customizable real-time insight cards
• Customized report scheduling and emailing
• Email templates
• Automatic social profile enrichment

Pricing:

The Insightly Plus plan costs $29 a month.

The Professional plan costs $49 a month.

The Enterprise costs $99 a month.

Freshworks CRM:

This CRM solution helps freelancers and business owners to transfer and secure data very easily. It offers third-party integration with cloud storage and time tracking apps.

Main Features:

• Manage user access with custom roles option
• Mobile app for managing contacts, tasks, and sending invoices
• Third-party integrations with time tracking apps including Clockify, Timecamp, and TMetric
• One-click data migration
• Automated workflows

Pricing:

It offers a free trial of the paid plan for twenty-one days.

The Growth plan charges $29 per user per month.

The Pro plan charges $69 per user per month.

The Enterprise plan charges $125 per user per month.

Zendesk:

If you collaborate with your clients daily, then Zendesk is the best choice of CRM for you. You can easily add new users and define their roles on Zendesk. It also offers a mobile app for collaboration with customers or clients. It does not support quotes and time trackers.

Main Features:

• Create custom roles and 
• Assign roles
• Mobile app for collaboration with customers
• Team tracking through a mobile app
• Manage invoices
• Export and import content

Pricing:

It offers a free trial of a paid plan for fourteen days.

The Team plan charges $19 per user per month.

The Professional plan charges $49 per user per month.

Dubsado:

It is a simple CRM solution for task management, email marketing, invoicing, and scheduling. This software keeps track of all the transactions and financial reports to keep you updated. 

You can view the profit breakdown through charts and graphs. It is the best all-in-one tool for small businesses and freelancers. 

Main Features:

• Time tracking
• Project timelines
• Email, forms, and invoice automation
• Automated responses
• Form reminders & to-do reminders
• Payment reminders
• Appointment scheduling
• Calendar integration with Google, iCloud, Outlook, and Office 365
• Add-ons for brands & users
• Integrates with PayPal, Stripe, and Square
• E-signatures
• Custom branding
• Custom CSS styling
• Client portals
• Project tags

Pricing:

It offers a free unlimited time plan.  

The monthly plan costs $35 a month. This plan supports an unlimited number of clients and projects. 

The yearly plan costs $350 a month. This plan includes all of Dubsado’s core features and supports an unlimited number of clients and projects. 

GSuite CRM:

It is one of the simple CRM platforms that allow freelancers to collaborate with their clients. It offers professional email, online storage, and many more for its users.

Main Features:

• Custom email for your business
• Video and voice conferencing.
• Secure cloud storage
• Team messaging
• Docs, sheets, slides for collaborative content creation
• Sites website builder
• Advance protection programs

Pricing:

The Business Starter plan charges$6 per user per month.

The Business Standard plan charges $12 per user per month.

The Business Plus plan charges $18 per user p[er month.

You need to contact the sales for the pricing of The Enterprise plan.

SalesMate CRM:

It is the cheapest CRM platform for all freelancers. It offers multiple pipeline management, email and workflow automation, and performance analytics. You can easily track the projects and performance of your team by using this CRM solution.

Main Features:

• Bulk Emails & Texts
• Calling & Power Dialer
• Email Tracking
• Email Campaigns
• Email & Text Templates
• Voicemail Drop
• Visual Sales Pipeline
• Sales Activity Tracking
• Account Management
• Email & Calendar Sync
• Call Recording
• Contact Management
• Sales Sequences
• Lead Assignment
• Sales Automation
• Activity Automation
• Report Library
• Team Insights
• Sales Forecasting
• Custom Reports
• Custom Dashboards
• Sales Goal Tracking

Pricing:

The basic plan costs $12 per month. 

The premium plan costs $24 per month.

Base CRM:

This CRM offers many features for freelancers and business owners to manage and track their business and clients. It provides a web-based all-in-one sales platform that features tools for email, phone dialing, pipeline management, forecasting, reporting, and more. This software allows custom fields for leads and contacts.

Main Features:

• Set sales goals and quotas
• User-friendly and easy to navigate controls
• Track and sort email automatically
• Integrate with the popular online and social media tools
• Powerful and unified sales contact card
• Easy access to call records, emails, and notes
• Syncing of communication exchanges in one file
• Fast integration of your email account to Base to track customer interactions
• Auto-updating of contacts
• Integration with Google Apps
• Easy access with and filtering/sorting of relevant data
• Analysis of customer data
• Easily to access the data 24/7 anywhere on your mobile phone or tablet
• Lead tracking and capture
• Easy production of sales reports and forecasts
• Record calls with customers

Pricing:

It offers a free trial for fourteen days.

The Starter plan costs $45 per user per month.

The Professional plan costs $95 per user per month.

The Enterprise plan costs $145 per user per month.

Capsule CRM:

It is a simple CRM that allows its users to track their new clients. It supports the integration switch email marketing, customer support, document management, and accounting. This platform is best for freelancers and small business owners to create tasks, share with the team and follow progress.

Main Features:

• Project management
• Contact management
• Custom fields
• Customer relationship management
• Calendar & task management
• Customizable sales milestones & Sales pipeline dashboard
• Customized filtered lists
• Advanced sales reporting
• Custom Reports Via Google Data Studio
• Mobile app (for iOS & Android)
• Zapier integrations & automation
• A 30-day free trial is available for all plans
• Gmail Add-on
• Google Suite Single Sign-on
• Two-factor authentication
• Add-ons & integrations

Pricing:

The professional plan costs $18 per user per month.

The team plan costs $36 per user per month.

The Enterprise plan costs $54 per user per month.

Nimble CRM:

It is a top-rated Social sales and Marketing CRM. It provides you with all the tools that help you organize your contacts, build relationships with clients, and find opportunities to reach your goals.

Main Features:

• Organizes your pipeline, social signals, appointments, and tasks in one dashboard.
• Automatically combine contacts, social media connections, communications, inboxes, and calendar appointments.
• Easily locate contact information and team’s interaction history.
• Segment your contacts into lists to send group emails to a list of contacts and more.
• Track and manage your team with one unified activity tracking dashboard.

Pricing:

Its monthly paid plan charges $25 per user per month.

If you are paying annually, then it charges $19 per user per month.

Pipedrive CRM:

It is a sales-focused CRM solution that allows freelancers and business owners to plan and track their sales and deals. It makes email marketing easier for its users by offering ready-made email templates.

Main Features:

• Sales, activity, and product reports
• Revenue forecast
• Calendar view and activity management
• Team reports and goals
• Customizable email templates
• Visual sales pipelines
• Unlimited custom fields
• Customizable product catalog
• Mobile apps for iOS and Android
• Two-factor authentication
• API access
• Team reports and goals
• Customizable dashboards
• Data import & export
• Workflow automation
• Customer support (chat & email)

Pricing:

The Essential plan starts at $12 a month per user.

The Advanced plan starts at $29 a month per user.

The Professional plan starts at $59 a month per user.

The Enterprise plan starts at $99 a month per user.

ActiveCampaign:

This CRM platform helps you to manage your contacts on a central platform. It automatically updates contact details and shows a lead’s entire history from the contact record.

Main Features:

• Track the performance of individual your team members and your sales.
• Automate your sales funnel. 
• Automatically segment your leads based on the actions they take.
• Find leads most engaged with your business and content.
• Add scores to overall deals and individual contacts.
• Notify your sales team when it’s time to follow up. 
• Add notifications from within sales automation and nurture campaigns.
• Automatically update deal owners, deal stage, deals won or lost, and deal value.
• Assign tasks to individual salespeople, either manually or within automation.
• Take notes directly within each deal and contact record.

Pricing:

The Lite plan costs $9.

The Plus plan costs $49.

The Professional plan costs $129.

The Enterprise plan costs $229.

Other helpful resources:

• Gig Economy Jobs
• Freelance Writing Jobs
• Freelance Art Jobs
• Graphic Design Jobs
• Sites Like Fiverr