CRM for Freelancers

Clients are chaotic.
Your CRM is simple.

Juggling work, spinning plates, and putting out fires - you’re not even in the circus! Let Capsule CRM look after your monkeys. You get back to the things you do best.

Try Free
4.7 rating | 400+ reviews
Example of a milestone in Capsule CRM

Give your brain a break

You’re wearing enough hats as it is. Let Capsule CRM hold on to notes, organize contacts, and keep your leads lined up.

The Capsule CRM sales pipeline has a kanban layout showing the progress of each freelancer client opportunity. The image also shows a summary view of one opportunity for visibility of key information.
Turns leads into sales. Simply.

Say “boo!” to ghosting: following up is easy with a visual pipeline of new opportunities, warm leads, and nearly-there prospects.

The Capsule CRM sales pipeline has a kanban layout showing the progress of each freelancer client opportunity. The image also shows a summary view of one opportunity for visibility of key information.
Keep track of the need-to-knows

Scrap the sticky notes. Find all your client data, project details, call notes, and final-final-FINAL.PDFs in one place.

The Capsule CRM project view shows project details, status information, files, notes, and activity history for managing freelancer client work in one organized place.
Offload the mental toll

You don't need to remember everything. Capsule CRM's tasks and calendars schedule tasks and meetings, so you'll never forget a follow-up.

The Capsule CRM automated email workflow shows email templates and automation rules with trigger conditions and scheduled actions for managing freelancer client communications.

Why freelancers love Capsule CRM

Try Free
Take business wherever it happens with the Capsule CRM mobile app.
As mobile as you are.

Work from a café, a train, or a paraglider in Peru. Your pipelines, projects, and pernickety details: all in the mobile app.

Get started in a snap by importing your contacts, deals, and more from another CRM or spreadsheets
Set up and settle in, snappy.

Switching from another CRM or stepping away from spreadsheets? Import everything in a few simple steps or with our one-click migration tool.

Image of the Capsule support team and highlighting 80% of responses are within 12 hours
With you. Whenever, wherever.

Human support with no plan limitations. Get expert, friendly service from real people, wherever you are.

We wear hats, you do business

Make work feel less like work. Capsule CRM helps you organize everything from sales to client work and contact management.

Client onboarding project

No more missed follow-ups

Lost in open opportunities? Missed a follow-up? Forget spreadsheet chaos. Capsule CRM organizes every lead and opportunity in one clear pipeline.

Deliver consistently, every time

Onboard clients or oversee initiatives in visual boards. Then add Tracks to deliver consistently. We can't help with difficult clients though…

All your details, organized

Contact info, project details, invoices, even their coffee order: organized in one record - not the top of your head.

Stay in the flow

Immersed in client work? Keep it that way. Custom workflows send follow-ups and prep next steps for you.

Stay connected to all your must-haves

Ditch tab-switching: see everything you need in one place. Integrate your tech stack and give your business brain a break.

Browse marketplace

Work smarter, sleep easier

Get the best out of Capsule CRM – and yourself. Discover our library of guides to help you get started, do more, and make the most of your new CRM.

Project management guide

Project management guide

Blog

How to use Capsule CRM for project management

Streamline projects using Capsule CRM. Learn best practices, tackle challenges, and optimize workflows for efficient, data-driven, and successful project management.

Automations to improve efficiency

Automations to improve efficiency

Blog

Automations to improve efficiency in your microbusiness

Want to save time at your startup? Check out these popular Capsule and Transpond automations to improve efficiency in your microbusiness.

How to follow up more effectively

How to follow up more effectively

Blog

How to follow up more effectively in Capsule CRM

Boost sales by setting smart reminders, automating tasks, and sending timely emails—all in one place with Capsule CRM.

Free

Perfect to try Capsule and see how it works.

Maximum 2 users.
Free Forever.
Starter

For small businesses with one to five employees.

Per user, per month.
Billed Annually.
Growth

Got a small sales team? This is the plan for you.

Per user, per month.
Billed Annually.
Advanced

For big sales teams and fast-growing small businesses.

Per user, per month.
Billed Annually.

Frequently asked questions

All the tools you need, all in one place

From managing leads to delivering projects, Capsule CRM brings together everything freelancers need to run their business smoothly and stay organized.

Organize all your client information

Keep client details, project notes, invoices, and every important detail in one central place. No more searching through emails or sticky notes to find what you need.

Explore Contact Management

Never lose track of a lead

See exactly where every opportunity stands with visual pipelines. From that first email inquiry through to closing the deal, stay on top of what matters most.

Explore Sales Pipeline