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Simple CRM for freelancers

Use OnePageCRM to organize your client database and keep track of all due follow-ups and ongoing projects. Our simple and powerful CRM will help you nurture business relationships and easily get new clients.

features

Why freelancers & sole traders choose OnePageCRM

follow up reminders
Bullet-proof follow-up
Use our bullet-proof follow-up system to add reminders with due dates to clients and sort them by urgency in your CRM.
simple crm
Simplicity & zero admin
Built on productivity principles, OnePageCRM helps freelancers prioritize and automate repetitive tasks.
task management
In-built productivity tools
OnePageCRM is a unique combination of a client database and productivity tool. No need to have a separate to-do app.

Grow your freelance business with OnePageCRM

OnePageCRM is well-known for its simplicity and focus on productivity. Have a look at how this CRM can help you grow your freelance business.
Follow-up Reminders

Build long-lasting relationships with clients

Do you have any dormant clients or any clients that might be open to referring you to a few of their colleagues? OnePageCRM is a great tool for follow-ups and reminders. Add a task or a reminder next to any contact in your database and we'll automatically arrange them in a color-coded list.

Once the time comes, OnePageCRM will remind you to re-connect with a client.
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prioritized list of tasks
crm email integration
full email sync

Keep all work communication in one place

OnePageCRM has a smart AI-recognition system. Enable a sync between your email client and CRM and we'll automatically detect emails from your CRM contacts and store them on their Contact Pages.

You can view the full email history with any client and even send and receive emails without leaving your CRM. We also have free email templates and track email opens.
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simple contact database

Have all client records up-to-date

Everything you need to know about your existing and new clients—from their contact information to associated projects, call notes, emails, past interactions, and latest Activity—is on one scrollable page.

It's called OnePage-CRM for a reason!
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all client info on one page

The best CRM for your team

  • email

    Shared inbox

    Connect individual inboxes to one shared inbox in your CRM. Even if someone goes on holiday, keep the conversations going.

  • Client Profile

    Tasks, notes and reminders

    Leave notes for anyone on your team about changes to a contact and easily assign tasks or deals to your colleagues.

  • Saved Actions

    Tasks, notes and reminders

    Monitor KPIs, keep an eye on the sales pipeline, identify bottlenecks—everything you need to track your team’s progress.

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best crm for teams

What our users say about OnePageCRM

lead capture
automatic lead capture

Add new clients to CRM from social media

Do you use social media for finding new clients and reaching out to them?

OnePageCRM automatically detects contact information on any web page, including your email inbox. You can create new contacts in your CRM with just one click—and add a reminder straight away.

With OnePageCRM, connecting with new clients is easy!
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crm automation

Automate repetitive tasks

If you have repetitive data entry tasks, OnePageCRM can help you automate them. Send invoices in a click, trigger follow-up emails after calls, easily move projects through your pipeline, and much more.

Focus on building relationships with clients while OnePageCRM takes care of the admin.
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CRM automation

Mobile CRM for freelancers

OnePageCRM works on any platform and any device.
mobile crm
email
Emails
Send and log emails directly from your mobile CRM.
notes
Notes
Use voice-to-text notes to save notes in your CRM.
speed dialer
Speed Dialer
Keep top clients at your fingertips with our Speed Dialer.
priority
Starred Contacts
Star your VIP contacts to easily call them straight from mobile CRM.

Connect OnePageCRM to your favorite apps

As a freelancer, you need to use several business apps—and OnePageCRM integrates with many apps to make sure that you have everything you need to grow your freelance business.
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    connect_list
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Key features of the best CRM for freelancers

If you're client database is becoming bigger and bigger, you'll benefit from the simplicity of OnePageCRM. It has only the CRM features that help your business grow. No more fluff, multi-tier pricing plans, or a myriad of add-ons.
crm with tasks and reminders
Follow-up reminders
Actively manage relationships with clients and stay focused.
contact profile
Simple interface
We keep it simple. No need to pay for hundreds of features you’ll never need.
mobile crm
Multiple mobile apps
Use OnePageCRM’s mobile apps to run your small business on the go.
customer support
Top customer support
We are here to support your business growth and help you make the most of your CRM.
free trial
21-day free trial
No rush or pressure! Enjoy a 21-day free trial without entering your credit card details.
crm integrations
CRM integrations
Connect OnePageCRM with your favorite apps to boost your sales and grow faster.
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The simple CRM you’ve been looking for

The CRM that is built with small businesses in mind. It makes your follow-up process easy, helps you grow sales, and build long-term client relationships. Simple and action-focused.
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No credit card required • 21-day free trial
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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.
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