{"id":53268,"date":"2025-08-28T04:00:31","date_gmt":"2025-08-28T04:00:31","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=53268"},"modified":"2025-10-14T15:15:01","modified_gmt":"2025-10-14T15:15:01","slug":"best-crm-for-freelancers","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/best-crm-for-freelancers\/","title":{"rendered":"Best CRM for Freelancers: Top 13 Affordable Tools to Manage Clients Efficiently"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">If you\u2019re looking for the best CRM for freelancers to manage clients better, you\u2019ve come to the right place.<\/span><\/p>\r\n<p>As a freelancer, choosing the <strong data-start=\"31\" data-end=\"59\">best CRM for freelancers<\/strong> can make the difference between streamlined client management and administrative overwhelm<\/p>\r\n<p><span style=\"font-weight: 400;\">According to a <\/span><a href=\"https:\/\/www.demandsage.com\/freelance-statistics\/#:~:text=1.57%20billion%20people%20worldwide%20are,46.7%25%20of%20the%20workers%20worldwide.\"><span style=\"font-weight: 400;\">report<\/span><\/a><span style=\"font-weight: 400;\">, the total number of freelancers globally is estimated to be 1.57 billion out of an entire workforce of 3.38 billion. If you do the math, that&#8217;s 46.58%.&nbsp;<\/span><span style=\"font-weight: 400;\">With the gig economy market size expected to grow at a CAGR of 14.22%, reaching $918 million by 2028, according to <\/span><a href=\"https:\/\/www.marketgrowthreports.com\/\"><span style=\"font-weight: 400;\">Market Growth Reports<\/span><\/a><span style=\"font-weight: 400;\">, freelancers are about to get the busiest.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">However, freelancers often need help with handling multiple clients simultaneously. Juggling multiple projects simultaneously, with tight deadlines, can be stressful.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Since efficient client management is crucial for business growth and sustainability, successful freelancers have learned to manage client information on a centralized platform for more efficiency and to boost productivity.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">In this blog post, I cover the best CRM for freelancers to improve customer relations and boost efficiency. You&#8217;ll also learn the following:<\/span><\/p>\r\n<ul>\r\n<li>What are the best CRM tools for freelance creatives<\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How to choose the right CRM tool for your freelance business<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Importance of CRM software for freelancers<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How to integrate a CRM into your freelance workflow<\/span><\/li>\r\n<\/ul>\r\n<p><span style=\"font-weight: 400;\">Let&#8217;s dive in!<\/span><\/p>\r\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-for-freelancers\/#Customer_Relationship_Management_101\" >Customer Relationship Management 101<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-for-freelancers\/#Top_Features_Freelancers_Look_Out_For_In_CRM_Software\" >Top Features Freelancers Look Out For In CRM Software<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-for-freelancers\/#13_Best_CRM_Software_for_Freelancers\" >13 Best CRM Software for Freelancers<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-for-freelancers\/#Choosing_the_Best_CRM_for_Freelancers_Key_Criteria\" >Choosing the Best CRM for Freelancers: Key Criteria<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-for-freelancers\/#Implementing_CRM_Into_Your_Freelance_Workflow\" >Implementing CRM Into Your Freelance Workflow<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-for-freelancers\/#Best_Practices_for_Managing_Client_Data_in_a_CRM_Software_for_Freelancers\" >Best Practices for Managing Client Data in a CRM Software for Freelancers<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-for-freelancers\/#Strategies_For_Using_CRM_Data_To_Grow_Your_Freelance_Business\" >Strategies For Using CRM Data To Grow Your Freelance Business<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-for-freelancers\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\r\n<h2><span class=\"ez-toc-section\" id=\"Customer_Relationship_Management_101\"><\/span><span style=\"color: #339966;\"><b>Customer Relationship Management 101<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p>For many businesses, <a href=\"https:\/\/www.engagebay.com\/blog\/crm-for-marketing\/\">customer relationship management<\/a> is a helping hand that manages, organizes, and strengthens your most priced asset\u2014clients.<\/p>\r\n<p><span style=\"font-weight: 400;\">Every client has their unique projects, preferences, expectations, and deadlines. An attempt to store all client information in your head can be draining and lead to inefficiency. With CRM, freelancers can find their way around the numerous data provided by clients.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">As a freelancer, CRM provides a central space where you can keep detailed records of contact details, preferences, and project history. This will help you to access and update information easily. <\/span><span style=\"font-weight: 400;\">It also simplifies your work and lets you keep track of emails, client meetings, and phone calls. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Additionally, with CRM, you get to set project deadlines and reminders. This function helps you track your efforts and milestones as you progress on individual projects.<\/span><\/p>\r\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\r\n<h2><span class=\"ez-toc-section\" id=\"Top_Features_Freelancers_Look_Out_For_In_CRM_Software\"><\/span><span style=\"color: #339966;\"><b>Top Features Freelancers Look Out For In CRM Software<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">These are the top features to look out for when deciding on a <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM software<\/a> to improve efficiency and customer management as a freelancer.<\/span><\/p>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customization<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/\">Ease of use<\/a> and accessibility&nbsp;<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Integrated capabilities with other tools<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Scalability<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Cost-effectiveness and value for money<\/span><\/li>\r\n<\/ul>\r\n<p><span style=\"font-weight: 400;\">Let&#8217;s take a closer look at them.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>1. Customization<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Customization is a key criterion because it enables you to optimize your workflow and tailor the software to your unique needs.&nbsp;<\/span><span style=\"font-weight: 400;\">The freelancing sector is quite wide, and every freelancer wants a tool that can be tweaked to suit their business activity. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The flexibility that comes with customization helps freelancers to change to different project requirements.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>2. Ease of use and accessibility<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Ease of use and accessibility are at the core of every freelancer&#8217;s heart because they want operational efficiency and CRM software that is accessible and easy to use to achieve that. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Managing multiple clients and projects requires user-friendly software to allow easy navigation and enhance efficiency.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>3. Integration capabilities<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Integration streamlines your workflow by allowing data to flow between your CRM software and other vital tools in your stack, like <a href=\"https:\/\/www.engagebay.com\/blog\/email-marketing-inbound-strategy\/\">email marketing<\/a>, social media, and accounting software. <\/span><span style=\"font-weight: 400;\">Freelancers can centralize information, automate repetitive tasks, and minimize errors by integrating their CRM system with other tools.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/paid-crm-for-nonprofits\/\">Read also: 8 Affordable (Paid) CRM Software for Nonprofits<\/a><\/p>\r\n<h3><span style=\"color: #993300;\"><b>4. Scalability<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">As your freelancing business evolves, your client base will grow, and you will surely take on more projects. Switching tools can be stressful and expensive, so deciding on a tool that can still serve you as you scale your business operations is important.&nbsp;<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>5. Cost-effectiveness and value for money<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Choosing a CRM software with reasonable pricing and relevant features that provide tangible results is key to maximizing <a href=\"https:\/\/www.engagebay.com\/blog\/crm-marketing-techniques\/\">ROI<\/a>. <\/span><span style=\"font-weight: 400;\">Nobody wants a tool with irrelevant, excessive features that don&#8217;t provide value for money. There should be a balance between the cost of the CRM solution and the available features.<\/span><\/p>\r\n<p><img decoding=\"async\" class=\"size-full wp-image-76001 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/freelancer-crm-features-infographic.png\" alt=\"Infographic showing must-have features in a CRM for freelancers: contact management, automation, invoicing, live chat\" width=\"1006\" height=\"1024\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/freelancer-crm-features-infographic.png 1006w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/freelancer-crm-features-infographic-295x300.png 295w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/freelancer-crm-features-infographic-768x782.png 768w\" sizes=\"(max-width: 1006px) 100vw, 1006px\" \/><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/10-free-marketing-tools\/\">Read also: 10 Free Marketing Tools Every Freelancer Will Love<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"13_Best_CRM_Software_for_Freelancers\"><\/span><span style=\"color: #339966;\"><b>13 Best CRM Software for Freelancers<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">We searched the market, analyzing features, user ratings, ease of use, customization, and cost-effectiveness to arrive at this list of the best CRM for freelancers. In no particular order, here are the top tools.&nbsp;<\/span><\/p>\r\n<ol>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">EngageBay<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">HubSpot CRM<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Zoho CRM<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Freshsales<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Insightly<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Salesforce Essentials<\/span><\/li>\r\n<li><span style=\"font-weight: 400;\">Vcita<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pipedrive<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Honeybook<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Nimble<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Capsule CRM<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">17hats<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Bonsai<\/span><\/li>\r\n<\/ol>\r\n<table>\r\n<tbody>\r\n<tr style=\"background-color: #787276;\">\r\n<td style=\"text-align: center;\"><span style=\"color: #ffffff;\"><b>Software<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ffffff;\"><b>Starting Price<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ffffff;\"><b>Free Plan&nbsp;<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ffffff;\"><b>Unique Feature<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ffffff;\"><b>G2 Rating<\/b><\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><span style=\"font-weight: 400;\">EngageBay<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">$13.79<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><strong>\u2714<\/strong><\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">Email marketing, contact management, <a href=\"https:\/\/www.engagebay.com\/service\/free-live-chat-software\">live chat<\/a>, and autoresponders<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">9.2<\/span><\/td>\r\n<\/tr>\r\n<tr style=\"background-color: #f9fbfb;\">\r\n<td><span style=\"font-weight: 400;\">HubSpot CRM<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">$1,600<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ff0000;\"><strong>\u2717<\/strong><\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">Contact management, deal pipeline, email scheduling<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">8.8<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><span style=\"font-weight: 400;\">Zoho CRM<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">$12<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><strong>\u2714<\/strong><\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">Lead gathering, <a href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/\">workflow automation<\/a>, social media integration<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">8.0<\/span><\/td>\r\n<\/tr>\r\n<tr style=\"background-color: #f9fbfb;\">\r\n<td><span style=\"font-weight: 400;\">Freshsales<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">$15<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><strong>\u2714<\/strong><\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">Pipeline management, AI-based lead scoring, phone and email integration<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">9.0<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><span style=\"font-weight: 400;\">Insightly<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">$29<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><strong>\u2714<\/strong><\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">Project management, Lead routing, Workflow automation<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">8.4<\/span><\/td>\r\n<\/tr>\r\n<tr style=\"background-color: #f9fbfb;\">\r\n<td><span style=\"font-weight: 400;\">Salesforce Essentials<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">$25<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ff0000;\"><strong>\u2717<\/strong><\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">Comprehensive client management, customization<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">8.6<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><span style=\"font-weight: 400;\">Vcita<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">$29<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><strong>\u2714<\/strong><\/span><\/td>\r\n<td>All-in-one business management solution<\/td>\r\n<td><span style=\"font-weight: 400;\">9.0<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><span style=\"font-weight: 400;\">Pipedrive<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">$9.90<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ff0000;\"><strong>\u2717<\/strong><\/span><\/td>\r\n<td><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-sales-pipeline\/\">Sales pipeline management<\/a>, activity reminders<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">8.4<\/span><\/td>\r\n<\/tr>\r\n<tr style=\"background-color: #f9fbfb;\">\r\n<td><span style=\"font-weight: 400;\">Honeybook<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">$8<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ff0000;\"><strong>\u2717<\/strong><\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">Client bookings, appointment scheduling<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">9.0<\/span><\/td>\r\n<\/tr>\r\n<tr style=\"background-color: #f9fbfb;\">\r\n<td><span style=\"font-weight: 400;\">Nimble<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">$24.90<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ff0000;\"><strong>\u2717<\/strong><\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">Social media integration, unified message inbox, activity tracking<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">9.0<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><span style=\"font-weight: 400;\">Capsule CRM<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">$18<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><strong>\u2714<\/strong><\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">Contact management, sales pipeline, task management<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">9.2<\/span><\/td>\r\n<\/tr>\r\n<tr style=\"background-color: #f9fbfb;\">\r\n<td><span style=\"font-weight: 400;\">17hats<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">$15<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ff0000;\"><strong>\u2717<\/strong><\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">Bookkeeping, client management, workflow automation<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">8.8<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><span style=\"font-weight: 400;\">Bonsai<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">$21<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ff0000;\"><strong>\u2717<\/strong><\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">Proposal creation, time tracking, invoice<\/span><\/td>\r\n<td><span style=\"font-weight: 400;\">8.4<\/span><\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n<p><span style=\"font-weight: 400;\">Now, let\u2019s take a deeper look at each tool.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>1. EngageBay<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-48967\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides.png\" alt=\"EngageBay dashboard for freelancers showing email stats\" width=\"1000\" height=\"549\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-300x165.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-1024x562.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-768x422.png 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\r\n<p><a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> is an affordable customer relationship management tool that enables freelancers to manage and organize client information efficiently.<\/p>\r\n<p>It gives you a <a style=\"font-size: 16px; background-color: #ffffff;\" href=\"https:\/\/engagebay.com\/crm\/360-degree-customer-view\">360-degree customer view<\/a> to categorize and prioritize your clients accordingly. <span style=\"font-size: 16px;\">EngageBay has it at heart to give you your money\u2019s worth with its robust features and friendly customer support.<\/span><span style=\"font-weight: 400;\">&nbsp;With EngageBay, you don\u2019t have to work in a silo because its integrated email marketing and customer support feature increases your communication touchpoints with clients all from a single platform. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">More importantly, it comes at no extra cost when you <\/span><a href=\"https:\/\/www.engagebay.com\/pricing\/all-in-one\"><span style=\"font-weight: 400;\">sign up for the all-in-one plan<\/span><\/a><span style=\"font-weight: 400;\">. The software has over 29,000 active customers, with an overall rating of 9.2 from G2. <\/span><\/p>\r\n<p><span style=\"color: #666699;\"><b style=\"font-size: 1.3em; font-style: inherit;\">Features<\/b><\/span><\/p>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Email marketing:<\/b><span style=\"font-weight: 400;\"> Build interesting relationships with your clients by sending emails to market your services.&nbsp;<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Sales report:<\/b><span style=\"font-weight: 400;\"> Understand your performance with reports from the <a href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboards\/\">sales dashboard<\/a>. This report helps you identify areas needing improvement and make informed decisions on how to grow your business.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Live chat and autoresponders:<\/b><span style=\"font-weight: 400;\"> Engage with your clients in real time, track their behavior, and gain insight from your chat on how to help them. You can also maintain consistent communication with your clients even when unavailable.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Web analytics:<\/b><span style=\"font-weight: 400;\"> Gain comprehensive data about your website performance (data on views, unique views, and conversion). The data provides insight that helps you understand your clients and satisfy them.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Free:<\/b><span style=\"font-weight: 400;\"> Comes at $0\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Basic: <\/b><span style=\"font-weight: 400;\">Starts at $13.79\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Growth:<\/b><span style=\"font-weight: 400;\"> Costs $59.79\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Pro:<\/b><span style=\"font-weight: 400;\"> This pricing plan costs $110.39\/month, billed annually.<\/span><\/li>\r\n<\/ul>\r\n<blockquote>\r\n<p style=\"text-align: center;\"><span style=\"color: #008000;\"><strong data-start=\"0\" data-end=\"30\" data-is-only-node=\"\">EngageBay All\u2011in\u2011One Suite<\/strong> currently holds a <strong data-start=\"49\" data-end=\"77\">4.6 out of 5 star rating<\/strong> based on <strong data-start=\"87\" data-end=\"105\" data-is-last-node=\"\">502 G2 reviews (<a href=\"https:\/\/www.g2.com\/products\/engagebay-all-in-one-suite\/reviews\">G2<\/a>)<\/strong><\/span><\/p>\r\n<\/blockquote>\r\n<h3>&nbsp;<\/h3>\r\n<p><iframe title=\"Lauraine M on why she recommends EngageBay\" src=\"https:\/\/www.youtube.com\/embed\/2x4uRIaASGA\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\r\n<p style=\"text-align: center;\"><em><strong>A solopreneur testimonial highlighting why EngageBay works for small businesses and freelancers.<\/strong><\/em><\/p>\r\n<h3><span style=\"color: #993300;\"><b>2. HubSpot CRM<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/best-crm-for-coaches-hubspot-crm.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-28858\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/best-crm-for-coaches-hubspot-crm.png\" alt=\"HubSpot CRM homepage screenshot for freelancers\" width=\"800\" height=\"376\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/best-crm-for-coaches-hubspot-crm.png 1898w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/best-crm-for-coaches-hubspot-crm-300x141.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/best-crm-for-coaches-hubspot-crm-1024x481.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/best-crm-for-coaches-hubspot-crm-768x361.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/best-crm-for-coaches-hubspot-crm-1536x722.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/best-crm-for-coaches-hubspot-crm-595xh.png 595w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><a href=\"https:\/\/www.hubspot.com\/products\/crm\"><span style=\"font-weight: 400;\">HubSpot<\/span><\/a><span style=\"font-weight: 400;\">, the second tool on this list, is a user-friendly software perfect for freelancers trying to build <a href=\"https:\/\/www.engagebay.com\/blog\/brand-awareness-strategy\/\">brand awareness<\/a>. It helps you to manage appointments with your clients and track interactions as far back as you want. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With HubSpot\u2019s marketing and content feature, you can promote your business and provide an impressive brand to your customers.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Contact management: <\/b><span style=\"font-weight: 400;\">Organize contact data (names, email addresses, job titles, and other relevant information) into segments to help you easily keep track of your communication history.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Dead pipeline:<\/b><span style=\"font-weight: 400;\"> Manage your deals by tracking their stages with the visual representation of your <a href=\"https:\/\/www.engagebay.com\/blog\/sales-process\/\">sales process<\/a>. It helps you to produce revenue, understand stages, and identify potential roadblocks.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Email scheduling:<\/b><span style=\"font-weight: 400;\"> Write emails when convenient for you and schedule them to be sent at a desired time. Email scheduling also ensures that your email stays at the top of their inbox when they check it.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li><span style=\"font-weight: 400;\"><strong>Professional:<\/strong> $1,600\/month, billed annually.<\/span><\/li>\r\n<li><span style=\"font-weight: 400;\"><strong>Enterprise:<\/strong> $5,000\/month, billed annually.<\/span><\/li>\r\n<\/ul>\r\n<h3><span style=\"color: #993300;\"><b>3. Zoho CRM<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Zoho-CRM-1-e1703073464349.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-52002\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Zoho-CRM-1-e1703073464349.png\" alt=\"Zoho CRM homepage for freelancers\" width=\"800\" height=\"264\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Zoho-CRM-1-e1703073464349.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Zoho-CRM-1-e1703073464349-300x99.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Zoho-CRM-1-e1703073464349-1024x337.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Zoho-CRM-1-e1703073464349-768x253.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><a href=\"https:\/\/www.zoho.com\/crm\/\"><span style=\"font-weight: 400;\">Zoho CRM<\/span><\/a><span style=\"font-weight: 400;\"> is a customer relationship management software that brings your sales, marketing, and customer support activities into one place.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With its custom app solution, freelancers can combine application development, integrations, business intelligence, and analytics to work and manage clients effortlessly. Zoho CRM has over 250,000 customers around the globe.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Lead gathering:<\/b><span style=\"font-weight: 400;\"> Gather leads from seminars, advertisements, and <a href=\"https:\/\/www.engagebay.com\/blog\/email-marketing-campaigns\/\">marketing campaigns<\/a>. It also helps you to manage and customize lead details for consistent follow-up until they become actual customers.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Workflow automation:<\/b><span style=\"font-weight: 400;\"> Automate routine tasks by sending emails, scheduling tasks, and updating fields. You can design your workflow to automate processes like adding new customers from your eCommerce store.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Social media integration:<\/b><span style=\"font-weight: 400;\"> Connect your channels to Zoho CRM and engage with clients and leads in the social media monitoring column on the CRM software.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Standard:<\/b><span style=\"font-weight: 400;\"> $12\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Professional:<\/b><span style=\"font-weight: 400;\"> $20\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Enterprise: <\/b><span style=\"font-weight: 400;\">$35\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Ultimate:<\/b><span style=\"font-weight: 400;\"> $45\/month, billed annually.<\/span><\/li>\r\n<\/ul>\r\n<h3><span style=\"color: #993300;\"><b>4. Freshsales<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Freshsales-1.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-51996\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Freshsales-1.png\" alt=\"Freshsales homepage screenshot for freelancers\" width=\"800\" height=\"395\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Freshsales-1.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Freshsales-1-300x148.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Freshsales-1-1024x506.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Freshsales-1-768x380.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">The fourth tool on this list is <\/span><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.freshworks.com\/crm\/sales\/\">Freshsales<\/a>. Freshsales <\/span><span style=\"font-weight: 400;\">has a solid suite of features, making it an ideal option for a high-functioning and fast-growing freelancer. It comes with excellent reporting and analytics, providing you with information to make data-driven decisions. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The software is also available in 30 languages to give customers worldwide access to its exceptional services.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Pipeline management:<\/b><span style=\"font-weight: 400;\"> Manage and track deals at different sales process stages. It also helps you to understand your client&#8217;s stand on the deal: stagnant or progressive.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>AI-based lead scoring:<\/b><span style=\"font-weight: 400;\"> Identify and target leads with customized <a href=\"https:\/\/www.engagebay.com\/blog\/predictive-lead-scoring\/\">scoring rules<\/a> that enable you to focus on the best leads.&nbsp;<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Phone and email integration:<\/b><span style=\"font-weight: 400;\"> Efficiently handles your business&#8217;s calls, voicemails, and messages. You can also send and receive emails directly from the CRM, track email opens and link clicks, and schedule emails all in one place.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Free:<\/b><span style=\"font-weight: 400;\"> $0\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Growth: <\/b><span style=\"font-weight: 400;\">$15\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Pro:<\/b><span style=\"font-weight: 400;\"> $39\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Enterprise:<\/b><span style=\"font-weight: 400;\"> $69\/month, billed annually.<\/span><\/li>\r\n<\/ul>\r\n<h3><span style=\"color: #993300;\"><b>5. Insightly<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Insightly-pipedrive-alternatives.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-52352\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Insightly-pipedrive-alternatives.png\" alt=\"Insightly homepage screenshot for freelancers\" width=\"800\" height=\"370\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Insightly-pipedrive-alternatives.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Insightly-pipedrive-alternatives-300x139.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Insightly-pipedrive-alternatives-768x356.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p>The fifth tool on this list, <a href=\"https:\/\/www.insightly.com\/\">Insightly<\/a>, is a powerful, easy-to-use platform that empowers freelancers to keep tabs on clients&#8217; data and grow their freelance franchise.<\/p>\r\n<p>Insightly offers CRM, <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">marketing automation<\/a>, and customer service in one place. On Insightly, you can easily customize your workflow, manage leads, and grow your business.<\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Project management:<\/b><span style=\"font-weight: 400;\"> Organize and track tasks to help you manage your workload and meet deadlines. You can also share data and information about the progress and status of every project in your care.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Lead routing:<\/b><span style=\"font-weight: 400;\"> Route leads, assign scores, and prioritize your work to ensure that you&#8217;re focusing on the most promising clients. Lead routing can also be automated to save you the stress of assigning leads based on predefined rules.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Workflow automation:<\/b><span style=\"font-weight: 400;\"> Map out your repeatable processes and customize workflow using predetermined criteria. Insightly workflow automation also helps you efficiently manage tasks without missing key steps.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Plus:<\/b><span style=\"font-weight: 400;\"> $29\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Professional:<\/b><span style=\"font-weight: 400;\"> $49\/month, billed annually.<\/span><\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Enterprise:<\/b><span style=\"font-weight: 400;\"> $99\/month, billed annually.<\/span><\/li>\r\n<\/ul>\r\n<h3><span style=\"color: #993300;\"><b>6. Salesforce Essentials<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/salesforce-essentials-homepage-1.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-53673\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/salesforce-essentials-homepage-1.png\" alt=\"Salesforce Essentials freelance marketing software homepage screenshot\" width=\"800\" height=\"482\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/salesforce-essentials-homepage-1.png 1073w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/salesforce-essentials-homepage-1-300x181.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/salesforce-essentials-homepage-1-1024x617.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/salesforce-essentials-homepage-1-768x463.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/salesforce-essentials-homepage-1-150x90.png 150w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><a href=\"https:\/\/www.salesforce.com\/campaign\/service\/\"><span style=\"font-weight: 400;\">Salesforce Essentials<\/span><\/a><span style=\"font-weight: 400;\"> is one of the big shots in customer relationship management. It is backed by Salesforce\u2019s <a href=\"https:\/\/www.engagebay.com\/blog\/crm-experience\/\">CRM experience<\/a> and an excellent customer support engine, making it a unique solution for small businesses and freelancers.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With Salesforce Essentials, you can manage clients, handle projects on any scale, move sales forward with pipeline management, and get the best out of its feature-rich nature.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Comprehensive client management:<\/b><span style=\"font-weight: 400;\"> Manage all your customer&#8217;s information in one place to help you grow faster and stay on top of your game. You can also provide personalized support to your clients to improve loyalty and satisfaction.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Customization:<\/b><span style=\"font-weight: 400;\"> Customize the software to suit your business needs and increase efficiency. You can also create custom list views. Custom report dashboards and customs fields can be used for data <a href=\"https:\/\/www.engagebay.com\/blog\/customer-segmentation-examples\/\">segmentation<\/a> to increase productivity.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Scalability:<\/b><span style=\"font-weight: 400;\"> Adapt and handle more data and complex tasks even as your client base grows. With Einstein AI, you can automate tasks, reduce manual labor, and eliminate worrying about outgrowing your CRM.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<p><span style=\"font-weight: 400;\">Starts at $25\/month, billed annually.<\/span><\/p>\r\n<p><iframe title=\"Best Free CRM For Small Business (Which Is The Best Free ...)\" src=\"https:\/\/www.youtube.com\/embed\/oFEeTm6-fcE\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\r\n<p style=\"text-align: center;\"><em><strong>Best free CRMs for consultants and freelancers<\/strong><\/em><\/p>\r\n<h3><span style=\"color: #993300;\"><b>7. Vcita<\/b><\/span><\/h3>\r\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/static.vcita.com\/wps-content\/2024\/09\/Tabs-CRM.png.webp\" width=\"886\" height=\"541\"><\/p>\r\n<p><a href=\"https:\/\/www.vcita.com\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Vcita<\/a> is an all-in-one business management and CRM platform built especially for freelancers, consultants, and small business owners who juggle multiple clients and projects. It combines client management, appointment scheduling, billing, and payment tools &#8211; all under one intuitive dashboard &#8211; making it a perfect solution for those who want to save time and stay organized.<\/p>\r\n<p>With vcita, freelancers can automate client communications, set up self-service client portals, and streamline their entire client lifecycle from first contact to payment collection. It\u2019s an ideal pick for service-based professionals like coaches, designers, and consultants who want a professional yet easy-to-use CRM solution.<\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Project management:<\/b><span style=\"font-weight: 400;\"> Organize and track tasks to help you manage your workload and meet deadlines. You can also share data and information about the progress and status of every project in your care.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Lead routing:<\/b><span style=\"font-weight: 400;\"> Route leads, assign scores, and prioritize your work to ensure that you&#8217;re focusing on the most promising clients. Lead routing can also be automated to save you the stress of assigning leads based on predefined rules.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Workflow automation:<\/b><span style=\"font-weight: 400;\"> Map out your repeatable processes and customize workflow using predetermined criteria. Insightly workflow automation also helps you efficiently manage tasks without missing key steps.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Plus:<\/b><span style=\"font-weight: 400;\"> $29\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Professional:<\/b><span style=\"font-weight: 400;\"> $49\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Enterprise:<\/b><span style=\"font-weight: 400;\"> $99\/month, billed annually.<\/span><\/li>\r\n<\/ul>\r\n<h3><span style=\"color: #993300;\"><b>8. Pipedrive<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-50863\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1.png\" alt=\"Pipedrive freelance CRM software homepage screenshot\" width=\"800\" height=\"380\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1.png 1794w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1-300x143.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1-1024x487.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1-768x365.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1-1536x730.png 1536w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><a href=\"https:\/\/www.pipedrive.com\/\"><span style=\"font-weight: 400;\">Pipedrive<\/span><\/a><span style=\"font-weight: 400;\">, as a CRM software, is known for its simplicity and flexibility in pipeline management, storing customer interactions, and reducing the intricacies in tasks like <a href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis\/\">sales analysis<\/a> and forecasting.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The software is the pioneer of the Kanban pipeline in customer relationship management, which is vital for managing customer relationships. It is highly customizable and effective, enabling freelancers to engage and track clients&#8217; engagement across multiple channels.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Sales pipeline management:<\/b><span style=\"font-weight: 400;\"> Visualize the pipeline that makes up your sales process, track your deals, and identify potential bottlenecks. This gives you a clear view and enables you to make data-driven decisions that will boost your efficiency in sales.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Activity reminders:<\/b><span style=\"font-weight: 400;\"> Set <a href=\"https:\/\/www.engagebay.com\/blog\/gentle-reminder-email\/\">email reminders<\/a> to help you stay in the loop with your activities. You can also choose where and when to be reminded, saving you the brainwork of remembering the scheduled activities.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Mobile apps:<\/b><span style=\"font-weight: 400;\"> Manage your sales pipeline from your phone and progress with your deals while you are on the road or busy with other physical or virtual engagements. You can also track engagements, access your CRM data, and optimize your workflow from the comfort of your phone.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Free trial:<\/b><span style=\"font-weight: 400;\"> 30-day free trial<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Essential:<\/b><span style=\"font-weight: 400;\"> $9.90\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Advanced:<\/b><span style=\"font-weight: 400;\"> $19.90\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Professional:<\/b><span style=\"font-weight: 400;\"> $39.90\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Power: <\/b><span style=\"font-weight: 400;\">$49.90\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Enterprise: <\/b><span style=\"font-weight: 400;\">$59.90\/month, billed annually.<\/span><\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<h3><span style=\"color: #993300;\"><b>9. HoneyBook<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-53674\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm.png\" alt=\"Honeybook freelance CRM software homepage screenshot\" width=\"800\" height=\"342\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm.png 1189w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm-300x128.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm-1024x438.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm-768x329.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm-150x64.png 150w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><a href=\"https:\/\/www.honeybook.com\/crm-for-freelancers\"><span style=\"font-weight: 400;\">HoneyBook<\/span><\/a><span style=\"font-weight: 400;\"> is a client management platform that provides invoicing, contracts, and scheduling tools. Designed for freelancers and small businesses, HoneyBook streamlines your business processes and relieves the stress of doing manual tasks.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">By integrating elements of finance into the system, freelancers can holistically approach client management, receive online payments, track payment history, and draw insights that will create a better client flow.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Client bookings:<\/b><span style=\"font-weight: 400;\"> Create different sessions for your services with details about availability, pricing, and cancellation policy for each session. You can also customize the outlook of each session with brand-specific information that will speak of your professionalism and impress your clients.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Invoices:<\/b><span style=\"font-weight: 400;\"> Use the built-in templates, packages, and merge tags to create customized invoices within minutes. You can also view your outstanding, paid, and overdue invoices and track your earnings in one place.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Contracts: <\/b><span style=\"font-weight: 400;\">Create legally binding contracts with <a href=\"https:\/\/www.engagebay.com\/email-templates\">built-in templates<\/a> and send them to your clients with specified terms and conditions. You can also use smart fields to help your customers have a clear understanding of the services that you offer.&nbsp;<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Starter: <\/b><span style=\"font-weight: 400;\">$8\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Essentials:<\/b><span style=\"font-weight: 400;\"> $16\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Premium:<\/b><span style=\"font-weight: 400;\"> $33\/month, billed annually.<\/span><\/li>\r\n<\/ul>\r\n<h3><span style=\"color: #993300;\"><b>10. Nimble<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Nimble.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-53292\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Nimble.png\" alt=\"Nimble CRM homepage screenshot for freelancers\" width=\"800\" height=\"349\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Nimble.png 1583w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Nimble-300x131.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Nimble-1024x446.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Nimble-768x335.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Nimble-1536x670.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Nimble-150x65.png 150w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">Like other tools on this list, <a href=\"https:\/\/www.nimble.com\/\">Nimble<\/a> enables you to store and organize your contacts, create follow-up reminders for tasks, send trackable outreach to target lists, track your to-dos, and manage multiple pipelines in one place. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Nimble simplifies data entry and helps companies flesh out <a href=\"https:\/\/www.engagebay.com\/blog\/create-ideal-customer-profile\/\">customer profiles<\/a> using relevant social media account data.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Social media integration:<\/b><span style=\"font-weight: 400;\"> Access valuable information within your integrated social sites (Facebook and Twitter), email inbox, and any web browser app. The information will help you to identify potential clients via social media and build rapport with them.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Unified message inbox:<\/b><span style=\"font-weight: 400;\"> Manage and access your email and social media accounts from within the system without switching between different apps.&nbsp;<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Activity tracking: <\/b><span style=\"font-weight: 400;\">Analyze and optimize your work input by monitoring the activities that make up your work. This feature will help you to stay at the top of your niche by pointing out how effective you are and how you can improve your strategy.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Nimble Business: <\/b><span style=\"font-weight: 400;\">$24.90\/month, billed annually.<\/span><\/li>\r\n<\/ul>\r\n<h3><span style=\"color: #993300;\"><b>11. Capsule CRM<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/capsule-crm-1.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-52300\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/capsule-crm-1.png\" alt=\"Freelance CRM software: Capsule CRM homepage screenshot\" width=\"800\" height=\"375\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/capsule-crm-1.png 1279w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/capsule-crm-1-300x141.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/capsule-crm-1-1024x480.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/capsule-crm-1-768x360.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p>&nbsp;<\/p>\r\n<p><span style=\"font-weight: 400;\">The eleventh tool on this list, <\/span><a href=\"https:\/\/capsulecrm.com\/\"><span style=\"font-weight: 400;\">Capsule CRM<\/span><\/a><span style=\"font-weight: 400;\">, is a growth-oriented customer relationship system that is designed to empower freelancers to win more business, manage existing clients, and handle projects efficiently in an exceptional way. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With an easy-to-use interface, you can easily navigate the system to find and engage with any activity for a project.&nbsp;<\/span><span style=\"font-weight: 400;\">It is an affordable software that has attracted over 10,000 customers around the globe, and with its pack of cost-effective features, you will surely get your money&#8217;s worth.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Contact management:<\/b><span style=\"font-weight: 400;\"> Organize, store, and access your contact information in a centralized location without stress. This helps improve the services delivered to unique clients that will come your way.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Sales pipeline:<\/b><span style=\"font-weight: 400;\"> Improve your efficiency and productivity by visualizing, tracking, and managing the opportunities in your pipeline. You can also customize your sales processes with multiple pipelines.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Task management: <\/b><span style=\"font-weight: 400;\">Plan and prioritize your tasks by managing your schedule to help you meet deadlines. With Capsule CRM, you can receive task reminders at the start of every day so you don\u2019t forget anything important.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Free:<\/b><span style=\"font-weight: 400;\"> $0\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Starter:<\/b><span style=\"font-weight: 400;\"> $18\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Growth:<\/b><span style=\"font-weight: 400;\"> $36\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Advanced:<\/b><span style=\"font-weight: 400;\"> $54\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Ultimate:<\/b><span style=\"font-weight: 400;\"> $72\/month, billed annually.<\/span><\/li>\r\n<\/ul>\r\n<h3><span style=\"color: #993300;\"><b>12. 17hats<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-53300\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats.png\" alt=\"17hats CRM software homepage screenshot\" width=\"800\" height=\"361\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats.png 1583w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats-300x136.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats-1024x463.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats-768x347.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats-1536x694.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats-150x68.png 150w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><a href=\"https:\/\/www.17hats.com\/\"><span style=\"font-weight: 400;\">17hats<\/span><\/a><span style=\"font-weight: 400;\"> is a client management software that caters to freelancers, small businesses, and agencies. The software stands out because it handles everything from managing customer relationships, contracts, forms, scheduling, and invoicing to time tracking, management of projects, and expense tracking.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The software makes the work easy for you &#8211; sending quotes and contracts is a cakewalk, and because of the built-in templates, you can quickly reply to inquiries.&nbsp;<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Bookkeeping:<\/b><span style=\"font-weight: 400;\"> Connect your business accounts and credit cards, track your income and expenses, and generate reports for your profit and loss.&nbsp;<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Client management:<\/b><span style=\"font-weight: 400;\"> Create and send quotes, track the status and progress of your client using milestones, and manage your relationship with multiple clients.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Workflow automation:<\/b><span style=\"font-weight: 400;\"> Create and automate workflows that can be applied to your projects, tasks, and events. Workflow automation also allows you to <a href=\"https:\/\/www.engagebay.com\/blog\/trigger-email-marketing\/\">trigger workflows<\/a> based on events like booking dates, payment status, and service completion.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Essentials:<\/b><span style=\"font-weight: 400;\"> $15\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Standard: <\/b><span style=\"font-weight: 400;\">$30\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Premier:<\/b><span style=\"font-weight: 400;\"> $60\/month, billed annually.<\/span><\/li>\r\n<\/ul>\r\n<h3><span style=\"color: #993300;\"><b>13. Bonsai<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-53301\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai.png\" alt=\"Bonsai CRM homepage screenshot for freelancers\" width=\"800\" height=\"360\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai.png 1583w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai-300x135.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai-1024x461.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai-768x346.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai-1536x692.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai-150x68.png 150w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">With over 500,000 customers, <\/span><a href=\"https:\/\/www.hellobonsai.com\/\"><span style=\"font-weight: 400;\">Bonsai <\/span><\/a><span style=\"font-weight: 400;\">stands out as a CRM tool that streamlines your entire workflow to help you focus on what you do best. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">It is an all-in-one business and financial management solution for freelancers of any niche, small businesses, and agencies. The best part about Bonsai CRM is that it is scalable &#8212; it saves time and money<\/span><span style=\"font-weight: 400;\"> and also eliminates the need for migration to another software.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Proposal creation:<\/b><span style=\"font-weight: 400;\"> Create branded, personalized, and professional proposals to win more projects for higher fees within minutes. It saves time by providing flexible templates that aid, secure your new work, and ensure you get paid.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b><a href=\"https:\/\/early.app\/\">Time tracking app<\/a>: <\/b><span style=\"font-weight: 400;\">Track the time spent on a project and see how many hours still need to be billed. You can also get real-time reports on how you spend your time.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Invoicing:<\/b><span style=\"font-weight: 400;\"> Create and customize invoices to match your brand professionally. With Bonsai, you can invoice hourly or a flat fee at a single recurring rate.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Starter: <\/b><span style=\"font-weight: 400;\">$21\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Professional:<\/b><span style=\"font-weight: 400;\"> $32\/month, billed annually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Business:<\/b><span style=\"font-weight: 400;\"> $66\/month, billed annually.<\/span><\/li>\r\n<\/ul>\r\n<h3><span style=\"color: #993300;\">Top 3 CRM tools for freelancers<\/span><\/h3>\r\n<p><img decoding=\"async\" class=\"size-large wp-image-75997 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/crms-for-freelancers-comparison-1024x683.png\" alt=\"Comparison table: top 3 CRM tools for freelancers with pricing, free plan availability, and standout features\" width=\"1024\" height=\"683\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/crms-for-freelancers-comparison-1024x683.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/crms-for-freelancers-comparison-300x200.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/crms-for-freelancers-comparison-768x512.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/crms-for-freelancers-comparison.png 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/how-to-leverage-email-marketing-for-freelancers\/\">Read also: How To Leverage Email Marketing for Freelancers<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"Choosing_the_Best_CRM_for_Freelancers_Key_Criteria\"><\/span><span style=\"color: #339966;\">Choosing the Best CRM for Freelancers: Key Criteria<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">Choosing the right CRM tool depends on the type of freelance work you do, your specific needs, and a couple of necessary tool-related factors.<\/span><\/p>\r\n<p>Freelancers need a CRM with invoicing, pipelines, and email \u2014 here\u2019s what to look for in the <strong data-start=\"94\" data-end=\"130\">best CRM for freelance creatives<\/strong><\/p>\r\n<h3><span style=\"color: #993300;\"><b>1. Identify your needs<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Freelancers, depending on the niche you&#8217;re in, have specific needs and processes. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Like a sniper zoom in on its target from a distance, you must form your standpoint and outline the problems you want to solve. The problems outlined become a checklist you&#8217;ll tick off if you see a tool that meets your needs.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>2. Check features and tools<\/b><\/span><\/h3>\r\n<p>A <span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\"> should include <\/span><a href=\"https:\/\/www.engagebay.com\/crm\/contact-management-software\"><span style=\"font-weight: 400;\">contact management<\/span><\/a><span style=\"font-weight: 400;\">, sales pipeline management, email scheduling, and other necessary features that contribute to your efficiency as a freelancer to get value for your money. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">C<\/span><span style=\"font-weight: 400;\">heck different companies and their features to know which options are more valuable and cost-effective. <\/span><span style=\"font-weight: 400;\">Online reviews<\/span><span style=\"font-weight: 400;\">, free trials, and demos help you evaluate these tools before you make a financial investment.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/\">Read also: 9 CRM Tools for Web Designers to Streamline Client Management<\/a><\/p>\r\n<h3><span style=\"color: #993300;\"><b>3. Feedback from similar businesses<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">If you have a network relationship with other freelancers like yours, ask them about the tools they choose and listen to them about the experience they have to share. You can also check review sites like G2, Capterra, and TrustRadius for <\/span><a href=\"https:\/\/youtu.be\/d2oW5P8BBMk\"><span style=\"font-weight: 400;\">user feedback<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>4. Request demos from various CRM vendors<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Booking a demo is crucial in decision-making because it lets you know more about the product before paying. Demos provide you with the chance to see the value of a product.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/freelance-digital-marketing\/\">Read also: How to Get Started in Freelance Digital Marketing [Guide]<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"Implementing_CRM_Into_Your_Freelance_Workflow\"><\/span><span style=\"color: #339966;\"><b>Implementing CRM Into Your Freelance Workflow<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">We have walked through the top tools and how to choose the right CRM. Now, let&#8217;s look at how to implement a CRM into your freelance workflow.&nbsp;<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>1. Map out your CRM objectives and set goals<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">First, you must understand what you want to get from a CRM before fully integrating one into the work system. Your goals could be improved data security and client management for a more efficient sales process.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>2. Search for the right platform<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Once you have outlined why you need a CRM platform for your business, it is time to look out for a tool that will help you meet your objective at a cost-effective rate.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Evaluate the cost and benefits and gather reviews from existing users. You can arrive at your final decision by conducting a comparative analysis of multiple tools that meet the mark to see how well each stands against the other.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Using EngageBay, let me show you how you can implement a CRM into your workflow.<\/span><\/p>\r\n<ol>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Generally, the first step with any tool is to <\/span><span style=\"font-weight: 400;\">sign up<\/span><span style=\"font-weight: 400;\">. This involves completing your profile and company information. Connecting your email will also allow for <a href=\"https:\/\/www.engagebay.com\/integrations\">seamless integration<\/a>.<\/span><\/li>\r\n<li style=\"font-weight: 400;\">After completing your profile, the next step is to upload your existing and prospective client list to the software. EngageBay supports Excel, CSV, and Google contact import.<\/li>\r\n<li style=\"font-weight: 400;\">Create custom fields to store relevant information like project rates, communication notes, client preferences, and service packages.<\/li>\r\n<li style=\"font-weight: 400;\">Build an <a style=\"font-size: 16px; background-color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/\"><span style=\"font-weight: 400;\">automated workflow<\/span><\/a><span style=\"font-weight: 400;\"> for lead nurturing, follow-ups, and project milestones. <\/span><\/li>\r\n<li style=\"font-weight: 400;\">Connect EngageBay, <a style=\"font-size: 16px; background-color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/integrations\/zapier-integration#:~:text=EngageBay%20is%20closely%20integrated%20with,apps%20into%20EngageBay%20as%20well.\"><span style=\"font-weight: 400;\">using Zapier<\/span><\/a><span style=\"font-weight: 400;\">, with other tools in your tech stack, such as calendars, payment gateways, and client information software.<\/span><\/li>\r\n<li style=\"font-weight: 400;\">After integration, you can start managing your projects, send proposals and invoices, and track your progress even as you identify bottlenecks and areas for improvement.<\/li>\r\n<\/ol>\r\n<h3><span style=\"color: #993300;\"><b>3. Measure the success of your implementation<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">The implementation process can take one to three months, and while the software runs, you can evaluate and compare metrics. If you notice a positive increase in a particular area, it implies success.&nbsp;<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/freelance-business-ideas\/\">Read also: 20 Hot Freelance Business Ideas for a Prosperous 2024<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"Best_Practices_for_Managing_Client_Data_in_a_CRM_Software_for_Freelancers\"><\/span><span style=\"color: #339966;\"><b>Best Practices for Managing Client Data in a CRM Software for Freelancers<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">As a freelancer, a CRM helps you improve efficiency but requires consistent checks and maintenance for optimal performance. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Juggling multiple clients and projects can be energy-draining, and to help you make the most of a CRM and maintain up-to-date client information, here are some best practices to follow.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>1. Proactive data gathering<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Gather essential data during initial discussions. Remember contact details, project specifics, full names, and relevant notes. You can also use web forms and landing pages on your website to gather their information automatically.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>2. Establish a data entry routine<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Schedule a time on your calendar for a conscious review of your client data. This could involve adding new contacts and confirming details like email addresses and phone numbers to ensure accuracy. <\/span><a href=\"https:\/\/www.engagebay.com\/crm\/automated-crm#:~:text=EngageBay's%20CRM%20will%20automate%20data,information%20at%20the%20right%20time.\"><span style=\"font-weight: 400;\">EngageBay&#8217;s CRM<\/span><\/a><span style=\"font-weight: 400;\"> automates data, making the process error-free and saving you time.&nbsp;<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/manufacturing-crm\/\">Read also: Enhance Manufacturing Operations with CRM: Insights, Reports, and Solutions<\/a><\/p>\r\n<h3><span style=\"color: #993300;\"><b>3. Prioritize data security<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">As a freelancer with access to online tools for efficiency, take the security of your tool seriously. Use strong passwords, encryption, two-factor authentication, and automatic backup to protect your client\u2019s data from unauthorized access, theft, and loss.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>4. Data validation and cleaning<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Regularly check for and eliminate duplicate entries to maintain data integrity and prevent confusion. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">During subsequent project discussions, you can casually inquire about any changes from the client. A<\/span><span style=\"font-weight: 400;\">lso, archive records of inactive clients on your database to optimize your workflow and maintain a clear overview of active projects.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-for-sales-reps\/\">Read also: A Close Look At The Top 8 CRM Tools For Sales Reps<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"Strategies_For_Using_CRM_Data_To_Grow_Your_Freelance_Business\"><\/span><span style=\"color: #339966;\"><b>Strategies For Using CRM Data To Grow Your Freelance Business<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">Obtaining data from your CRM software is one side of the coin; the other equally important side is using the data to improve efficiency and accelerate business growth. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Here are some ways to use the <a href=\"https:\/\/www.engagebay.com\/blog\/customer-data-guide\/\">customer data<\/a> from your CRM software to achieve these purposes.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>1. Continuous improvement<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">As your business scales, you will notice areas with loopholes. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">For instance, there could be loopholes in your customer service or response time. With features like email scheduling appointment reminders available on some CRM tools, you can prioritize customer communication and automate tasks like milestone updates. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">This way, you improve overall customer satisfaction.&nbsp;<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>2. Understand your clients better<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Use the obtained data on your CRM system to understand what your customers prefer. The insights provided will help you tailor your service and meet their expectations. This way, you can turn one-time clients into repeat clients.&nbsp;<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-for-interior-designers\/\">Read also: 5 CRM Software for Interior Designers to Elevate Business Growth<\/a><\/p>\r\n<h3><span style=\"color: #993300;\"><b>3. Targeted marketing and planning<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">If yo]u&#8217;re a freelance sales consultant or writer, you can use the data from CRM to understand clients better, identify clients&#8217; segments, and create pitches that will hit your clients&#8217; pain points.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Additionally, from the data obtained, plan your workload, set realistic goals, and allocate resources effectively for business growth.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>4. Efficient time management<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">You must improve your time management as your freelance business and clients grow. This is a key place to maximize the benefits of integrating CRM software into your workflow. Automate <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/meeting-reminder-email-templates\/\"><span style=\"font-weight: 400;\">meeting reminders<\/span><\/a><span style=\"font-weight: 400;\">, deadline trackers, and follow-ups. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">You don\u2019t want to take more than what you can handle, so always ensure you check your bookings and calendars and be sure you can deliver because, as with every business, trust, and integrity are important ingredients for sustainable growth.&nbsp;<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-software-for-nonprofits\/\">Read also: Free CRM Software For Nonprofits To Get More Signups<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span style=\"color: #339966;\"><b>Conclusion<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">Every freelancer is unique and different; the same goes for every CRM software. There are many customer relationship management software programs available to you.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">A smart move would be to explore, see for yourself, and review the platforms. Check out the features, cost-effectiveness, accessibility, and ease of use. This would help you know which offers you the best solutions for your needs.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">On the one hand, each tool has strengths and weaknesses, and any of the 13 tools here will do wonders for your business.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">However, <\/span><a href=\"https:\/\/www.engagebay.com\/crm\/engagebay-crm\"><span style=\"font-weight: 400;\">EngageBay<\/span><\/a><span style=\"font-weight: 400;\"> stands out from other tools as a power pack tool that won&#8217;t burn holes in your wallet. It is highly affordable and gives you good value for your money.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Have you tried any of the CRM software listed in this article? Do you have more questions on how you should use CRM software for your business? Please share them with us.<\/span><span style=\"font-weight: 400;\">&nbsp;Let me hear your opinion in the comments below.<\/span><\/p>\r\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_6268678992035840' data-id='6268678992035840'><\/div>\r\n\r\n<div class=\"schema-faq wp-block-yoast-faq-block\">\r\n<div id=\"faq-question-1756367579576\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">FAQs: Best CRM For Freelancers<\/strong>\r\n<p class=\"schema-faq-answer\">&nbsp;<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1756367593526\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\"><strong>1. What makes a CRM ideal for freelancers?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">Freelancers need CRMs with customization, ease of use, integration capabilities, scalability, and affordability\u2014these features help streamline client management and support business growth.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1756367622722\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\"><strong>2. Which CRMs offer a free plan suitable for freelancers?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">EngageBay, HubSpot CRM, Zoho CRM, Freshsales, Insightly, Agile CRM, Bitrix24, HoneyBook (trial), Dubsado (trial), Nimble, Capsule CRM, 17hats, and Bonsai offer free or trial versions.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1756367634454\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\"><strong>3. What core features does EngageBay offer freelancers?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">EngageBay provides a 360\u00b0 customer view, email marketing, sales reports, live chat, autoresponders, and web analytics\u2014all in one affordable or free plan.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1756367651666\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\"><strong>4. How much does EngageBay cost for freelancers?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">EngageBay\u2019s plans include: Free ($0), Basic (<del>$<\/del>13.79\/month), Growth ($59.79\/month), and Pro (~$110.39\/month), billed annually.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1756367672384\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\"><strong>5. What factors should freelancers consider when choosing a CRM?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">Freelancers should define needs, look for contact, pipeline, and email management, test with free trials, check reviews, and prioritize efficiency and value.<\/p>\r\n<\/div>\r\n<\/div>\r\n","protected":false},"excerpt":{"rendered":"<p>If you\u2019re looking for the best CRM for freelancers to manage clients better, you\u2019ve come to the right place. As [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":53753,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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What factors should freelancers consider when choosing a CRM?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Freelancers should define needs, look for contact, pipeline, and email management, test with free trials, check reviews, and prioritize efficiency and value.","inLanguage":"en-US"},"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/53268","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/users\/49"}],"replies":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/comments?post=53268"}],"version-history":[{"count":40,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/53268\/revisions"}],"predecessor-version":[{"id":76870,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/53268\/revisions\/76870"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/media\/53753"}],"wp:attachment":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/media?parent=53268"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/categories?post=53268"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/tags?post=53268"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}