CRM for freelancers
Keep up with your growing workload and client base with the help of Capsule's CRM for freelancers. We help freelancers find personal and professional growth opportunities, one step at a time.
Affordable plans for better organization
Capsule offers free and paid plans to businesses of all sizes, including freelancers who do everything independently. Whether you're just starting out or looking to expand your freelancing business, Capsule can be your stepping stone to better organization and productivity.
Customizable CRM for freelancers
At Capsule, we consider your needs, budget, features and integrations that are most important to you. That's why you can customize our CRM to satisfy your business objectives as a freelancer.
You can customize your sales pipeline and project management boards to mirror your business process and add supported third-party integrations that can make your tasks much easier, such as software for contracts and proposals, project management, and invoicing and accounting.
Customer support for all time zones
Capsule offers exceptional customer service support to its clients around the world. This is especially beneficial for freelancers working remotely and operating in different time zones than their clients. Our team is available to assist you with any questions or concerns, so you can get the most out of our CRM system.
Level up your networking
You can easily track your progress with prospective clients with Capsule. You can add them as contacts or record interactions with them for reference, so you can find more networking opportunities in the future.
Work remotely anywhere, anytime
Capsule is on mobile and compatible with most of today's devices and software. You can use Capsule on your Windows, Mac, iPhone, or Android smartphone - and it will work seamlessly. Our CRM is user-friendly, with a consistent and straightforward design across all platforms and devices.
Do even more with integrations
Get more done in a day by connecting Capsule to all your favorite software, giving you a complete view of your customer. Find out more about Capsule's wide range of integrations that you can use to automate and optimize your freelancing business.See all our integrations
Quickly and simply send beautiful proposals that make you stand out and win business.
Use the Capsule Zapier CRM integration and find more ways to automate CRM tasks.
Use the Capsule CRM integration for Xero and get one complete view of your business.
Capsule is your Gmail-integrated CRM to store contacts, add tasks, and track sales with ease.
Why freelancers need CRM
Freelancing can be a rewarding and fulfilling career choice because of its flexibility and autonomy. Still, it also comes with challenges, such as irregular income flow, time management issues, and limited marketing and networking opportunities. With that, it's clear that productivity software like CRM for freelancers can ultimately help you grow your business and rise to these challenges.
A CRM for freelancers can store and organize client data in a centralized location, including contact information, project details, communication history, and other relevant information. With a centralized database, you can quickly access the information you need to provide personalized and efficient service. You can easily track and manage your clients' needs, preferences, and requirements to build stronger relationships with clients, increase client satisfaction, and lead to more repeat business.
With a CRM, you can track and monitor the progress of tasks and projects, including deadlines, milestones, and deliverables and stay on top of your work to meet clients' expectations and deliver high-quality work on time. On a personal level, this can help reduce stress, improve productivity, and maintain a healthy work-life balance.
A CRM can help you manage communication with clients more efficiently. You can track emails, phone calls, and other interactions with clients, so you can respond to them on time, create tailored solutions and services, and build stronger relationships.
Managing an existing client base is an important aspect of freelancing as it can help to ensure a steady stream of work and income, but so is improving service and skill. It can be time-consuming to balance the demands of your current clients and your efforts to acquire new ones. A CRM like Capsule can help you develop a system that streamlines your client acquisition, so you can have the time to provide the best service possible.
Time is a precious resource for freelancers, who often have to juggle multiple projects, deadlines, and client interactions at once. The good thing is client management and productivity tools like CRM can automate manual administrative tasks involved in freelancing.
For example, the CRM system can send automated, standardized emails based on templates and allow you to schedule tasks to get email reminders. This means you can spend less time on administrative tasks and more time on your core work.
Work at your own pace with Capsule CRM app on mobile
One of the benefits of remote work for freelancers is the flexibility it provides in terms of working hours and work location. Most freelancers can work from anywhere, not bound by traditional office hours or time zones—remotely and out of the office.
With Capsule's mobile app you can be just as productive as in the office, while you're on the go. Here's how you can maximize the use of our app:
Integrating tools into our CRM app can greatly enhance its functionality and provide a more comprehensive solution for managing customer relationships and improving the way you work. You can access additional features that can help streamline your workflow and improve productivity, such as integrations for project management, email marketing, Google tools, Microsoft tools, and more.
Working remotely with our CRM app can be a great way to manage customer relationships and collaborate with your team members, even if you're not in the same physical location as them. Capsule on mobile offers collaborative and communication tools such as shared calendars and task management allowing team members to work together seamlessly and remotely.
Online or offline, you can trust our mobile CRM app to function and assist you wherever you are. One of the key benefits of the Capsule CRM mobile app is its offline functionality, which allows you to work without an Internet connection. This means that you can continue to manage your tasks and activities, update customer information, and add notes even when you are not connected to the Internet. Once you reconnect to the Internet, the app automatically syncs with your online account, ensuring that all your data is current.
When using Capsule's mobile app, offline changes will be synchronized once an Internet connection is established. This functionality can prove especially useful for salespeople or team members who need to access customer data while on the move or in areas with limited Internet connectivity.
With Capsule mobile app, you can easily log calls as activities. You can add notes promptly after completing a call and improve your data-gathering processes regarding client requests and revisions. This ensures that your knowledge about a certain task or project is updated and you clearly understand the client's needs.
Free CRM for freelancers
If you're still exploring the various possibilities a CRM offers for enhancing customer service support, then Capsule is the ideal platform for you. Our free version is available for freelancers and professionals with up to 250 contacts on storage. Capsule provides access to all the fundamental features of a powerful CRM for freelancers, allowing you to enhance your customer management process and automate administrative tasks.
We also offer a 14-day free trial for all our paid plans, which can be canceled anytime and does not require credit card information. You can use both the website version and mobile app during this complimentary period. If you decide to proceed with a plan, you can choose from our four paid plans: Starter, Growth, Advanced and Ultimate.
Frequently Asked Questions
A CRM system can significantly benefit a freelance business by streamlining contact management, improving client relationships, and automating repetitive tasks, allowing freelancers to focus more on their core work.
Key features in freelancer CRM software include robust contact management, task management, lead management, and the ability to manage client inquiries efficiently.
Yes, CRM solutions can help freelancers manage ongoing projects and sales processes by organizing client data, tracking project progress, and providing sales tools for better deal management.
HubSpot CRM is a good choice for freelancers due to its user-friendly interface, comprehensive client database management, and free access to essential CRM features.
Zoho CRM supports freelance businesses by offering advanced marketing tools and communication tools, helping in automating marketing features and enhancing client engagement.
Contact management is crucial in CRM systems for freelancers as it helps in organizing client information, ensuring timely follow-ups, and maintaining a high level of customer relationship management.
Agile CRM offers advantages like automating repetitive tasks, integrating sales and marketing tools, and providing a comprehensive view of sales hub and client interactions, making it ideal for freelance project management.
Yes, some CRM software, like those with marketing features, can be used for social media management, helping freelancers to streamline their online presence and client engagement.
The best free CRM for freelancers often includes solutions like HubSpot CRM or Agile CRM, which offer essential CRM functionalities without any cost, making them ideal for freelancers with budget constraints.
A CRM solution helps freelancers in lead management by tracking potential client interactions, organizing lead information, and providing tools to convert leads into ongoing projects.