Best CRM for Freelancers: Top Picks to Manage Your Business

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Managing your clients and projects efficiently is crucial for your success as a freelancer. One of the best ways to achieve this is by using a Customer Relationship Management (CRM) system. CRM systems help you track and manage client, prospect, and collaborators’ interactions. In this article, we’ll explore the best CRM options for freelancers and how they can help streamline your workflow.

Why Freelancers Need a CRM

As a freelancer, you may wonder why you need a CRM for your business. Here are some key benefits:

  1. Organization: A CRM helps you organize and manage your contacts, projects, and tasks in a single platform.
  2. Communication: CRMs allow you to track and manage your communication with clients and prospects, ensuring you never miss a follow-up or important message.
  3. Sales pipeline management: Track your leads and opportunities, helping you close more deals and grow your business.
  4. Time management: Automate repetitive tasks, such as sending follow-up emails, so you can focus on what truly matters – your work.
  5. Reporting and analytics: Gain insights into your business performance and make data-driven decisions to improve your processes and grow your client base.

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Top 3 CRM Systems for Freelancers

There are numerous CRM options available, but these three stand out as the best options for freelancers:

1. Hubspot

Hubspot is a popular CRM that offers a free plan suitable for freelancers. Some key features include:

  • Contact management
  • Email marketing
  • Sales pipeline management
  • Task and project management
  • Reporting and analytics
  • Integrations with popular tools

“Hubspot’s free plan provides a solid foundation for freelancers, while paid plans offer advanced features and scalability for growing businesses.”

2. Keap

Keap (formerly known as Infusionsoft) is an all-in-one CRM, sales, and marketing platform specifically designed for small businesses, including freelancers. Key features include:

  • Contact and lead management
  • Sales pipeline management
  • Marketing automation
  • Quotes, invoices, and payments
  • Integrations with popular tools

“Keap provides a comprehensive solution for freelancers who require advanced sales and marketing features in addition to CRM capabilities.”

3. GoHighLevel

GoHighLevel is an all-in-one CRM and marketing platform that can help freelancers streamline their processes. Key features include:

  • Contact management
  • Sales pipeline and opportunity tracking
  • Email and SMS marketing
  • Appointment scheduling
  • Website and funnel builder
  • Integrations with popular tools

“GoHighLevel is an excellent choice for freelancers looking to consolidate their CRM, marketing, and sales efforts in a single platform”

How to Choose the Best CRM for Your Freelance Business

When choosing the best CRM for your freelance business, consider the following factors:

  1. Ease of use: As a freelancer, you need a CRM that is easy to navigate and manage. Test out the user interface before committing to a platform.
  2. Features: Evaluate the features offered by each CRM and ensure they align with your specific needs. For example, if you’re a freelancer who relies heavily on email marketing, ActiveCampaign might be a better fit.
  3. Pricing: Compare the pricing plans of different CRMs and ensure they fit within your budget. Many CRM systems offer free trials or limited free plans, which can be a great freelancer starting point.
  4. Integrations: Ensure the CRM you choose can integrate with the tools you already use, such as project management software, email marketing tools, or accounting software.
  5. Customer support: Look for a CRM that provides reliable customer support, including tutorials, knowledge bases, and responsive support teams.

To further explore your options, you can read our detailed comparisons of GoHighLevel vs. Keap and GoHighLevel vs. Hubspot.


Investing in a CRM is wise for freelancers who manage their client relationships better, streamline their processes, and grow their businesses. Hubspot, Keap, and GoHighLevel are the three top CRM systems catering to freelancers’ needs. Evaluate each platform based on your specific needs, budget, and integration requirements, and choose the one that best fits your freelance business.

For more articles on CRM systems, marketing tools, and business software, visit our blog at Digimark London.

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