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.

CRM for Freelancers

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

Better Proposals

The simplest and fastest way to send beautiful proposals that make you stand out and win business. The integration allows you to live search your Capsule contacts from within Better Proposals, and helps companies create professional proposals faster, get them signed quickly and securely, track proposal performance, and provide analytics and reporting. Better Proposals ultimately improves the sales process so you can win more businesses.


Link Capsule with over 2,000 business and productivity apps such as Slack, Google, Formstack and much more to automate basic workflows and reduce admin time shifting data from one tool to another.


From capturing leads, to tracking customer payments, integrating Xero and Capsule together can help you understand the end-to-end financial health of your business.


If you're using Gmail as your email client to manage bookings, inquiries and leads then you can install our add-on for Gmail which makes it easy to add contacts and store emails in Capsule without ever leaving your inbox.

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.

Better client data organization

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.

Improved task management

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.

Clearer client communication

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.

Bigger client base

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.

Efficient time management

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:

Integrations for your freelancing needs

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.

Remote work redefined

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.

EmFreelance online or offline

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.

Do business online or offline

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.

Log client calls and messages

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.

Trusted by thousands of professionals worldwide

Capsule CRM's name is synonymous with integrity, productivity, and functionality. That's why we're trusted by thousands of professionals worldwide—by writers, social media managers, customer service representatives, and more.