Simple CRM for freelancers

CRM for Freelancers & Sole Traders

• Do freelancers need a CRM?

  Not every freelancer needs a CRM.
  
  For example, if you're just starting your freelance business and don't have many clients, then there's probably no need for you to have a client database.
  
  Once your business starts to grow and you get more referrals, you'll feel the need for a more systemized approach to client management.
  
  This is where a CRM system comes into play.
  
  Some freelancers start with creating a spreadsheet with all their clients, others might try a note-taking app. But after a while, the limitations of these apps become obvious, and freelancers start looking for a simple CRM system that is easy for single users.

• What are the benefits of having a CRM for freelancers?

  There are several benefits of having a CRM as a freealncer:
  
  — Client management. A CRM lets freelancers organize their client database and diligently record all client-related information in a centralized manner. With a proper CRM, freelancers can always see the full history of their client interactions and personalize their approach to every client.
  
  — Client acquisition. A CRM is also a business development tool that many solopreneurs and freelancers use to build new relationships and acquire new clientele. A good CRM for freelancers helps you segment leads into different categories and improve your lead nurturing process so that you convert leads into clients more effectively.
  
  — Task and project management. As a freelancer, you have to work on a variety of different projects. A CRM can help you track these projects and keep them recorded in one place. For example, projects can be linked back to specific clients or tracked on the Kanban board. Besides, a good CRM for freelancers also has follow-up reminders.
  
  — Invoicing and quoting. Freelancers manage their processes from start to finish. That's why a CRM for freelancers should also have integrations with invoicing apps, such as QuickBooks, Xero, or Sage Accounting. In this case, all invoices and quotes will be stored directly in your CRM on the clients' Contact Pages.

• What is the best CRM for freelancers?

  OnePageCRM is the best CRM for sole traders, freelancers, and anyone who's starting to build their business alone. Its unique combination of a simple client database and productivity tool gives freelancers a powerful way of actively managing their records and growing their clientele.
  
  OnePageCRM is the only action-focused CRM in the world. It has the unique Action Stream feature that sorts all contacts in the database by the urgency of the task or reminder assigned next to them.
  
  In other words, OnePageCRM is the only CRM that lets freelancers leverage their network and actively work on nurturing business relationships from the very start.

• How do I keep track of my freelance work and clients?

  To effectively manage your freelance business, you need a good CRM.
  
  OnePageCRM is one of the simplest CRMs in the world. It lets you keep track of all your clients without overwhelming you with unnecessary features and bloated software. Besides, everything in OnePageCRM revolves around contacts.
  
  All client-related information is stored on their respective Contact Pages: from emails, past projects, upcoming tasks, and much more.

• How do I manage myself as a freelancer?

  Working as a freelancer comes with its own challenges. You need to juggle different projects for various clients, take care of the admin stuff, deliver high-quality work, actively look for new clients, build your personal brand, keep in touch with old clients, meet deadlines, and so on.
  
  The pressure is so real and it can get overwhelming at times.
  
  That's why more and more freelancers start using an action-focused CRM, like OnePageCRM. It's the only CRM in the world that acts as both — a simple contact database and a productivity tool.
  
  With OnePageCRM, you can easily track your work, meet the deadlines, and juggle multiple tasks.