[{"data":1,"prerenderedAt":1031},["ShallowReactive",2],{"content-\u002Fblog\u002Fbest-crm-for-freelancers":3},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"createdAt":10,"updatedAt":11,"keepImagesInline":12,"primaryKeyword":13,"author":14,"tags":17,"takeaways":22,"related":28,"faq":53,"sources":72,"softwareRanking":101,"disclosure":129,"readingTime":130,"body":135,"_type":1025,"_id":1026,"_source":1027,"_file":1028,"_stem":1029,"_extension":1030},"\u002Fblog\u002Fbest-crm-for-freelancers","blog",false,"","Best CRM for freelancers in 2026: from inquiry to paid invoice","Seven CRMs for freelancers compared on price, plan limits and the inquiry-to-invoice workflow, with a use-case table and a one-client test you can run in a trial.","2026-10-13T12:00:00.000Z","2026-10-14T12:00:00.000Z",true,"Best CRM for freelancers",{"name":15,"role":16},"Simon Dziak","Founder, Workspace369",[18,19,20,21],"CRM","freelancers","client management","invoicing",[23,24,25,26,27],"A freelancer CRM should carry each client from inquiry to proposal, project and paid invoice, not just store contacts.","Workspace369 fits freelancers who want CRM, proposals, projects, a client portal, time tracking and invoicing on one record from $29 a month; Cadet is capped at 5 active projects.","HoneyBook and Dubsado are strong client-admin tools for proposals, contracts and forms; Plutio puts every feature on every plan but caps its Core plan at 9 active clients.","Moxie has the lowest checked price for a plan with invoicing, but leaves the client portal to Pro; HubSpot's free CRM leaves billing and the portal to other tools.","Run one fictional client from inquiry to paid invoice in each trial and count how often you retype a detail.",[29,32,35,38,41,44,47,50],{"title":30,"path":31},"CRM for freelancers","\u002Fsolutions\u002Fcrm-for-freelancers",{"title":33,"path":34},"How to manage clients as a freelancer","\u002Fblog\u002Fhow-to-manage-clients-as-a-freelancer",{"title":36,"path":37},"Best freelance business software","\u002Fblog\u002Fbest-freelance-business-software",{"title":39,"path":40},"Best CRM for solo entrepreneurs","\u002Fblog\u002Fbest-crm-for-solo-entrepreneurs",{"title":42,"path":43},"Workspace369 vs HoneyBook","\u002Fcompare\u002Fhoneybook",{"title":45,"path":46},"Workspace369 vs Dubsado","\u002Fcompare\u002Fdubsado",{"title":48,"path":49},"Workspace369 vs Bonsai","\u002Fcompare\u002Fbonsai",{"title":51,"path":52},"Workspace369 vs Moxie","\u002Fcompare\u002Fmoxie",[54,57,60,63,66,69],{"question":55,"answer":56},"What is the best CRM for freelancers?","It depends on the work you repeat. For freelancers who want the client record, proposals, projects, portal and invoices in one place, Workspace369 is our pick; for a free contact list, HubSpot free CRM is enough; for proposal and contract workflows, compare HoneyBook and Dubsado.",{"question":58,"answer":59},"Do freelancers need a CRM?","Not always. With a few steady clients a spreadsheet and calendar can work. A CRM pays off when inquiries slip, or you cannot say who owes you money without checking several apps.",{"question":61,"answer":62},"Is there a free CRM for freelancers?","HubSpot offers a free CRM for up to 2 users and 1,000 contacts, according to its product page. It does not cover invoicing or a client portal, so most freelancers pair it with other tools.",{"question":64,"answer":65},"How much does a freelancer CRM cost?","Billed yearly, the plans with invoicing we checked on October 14, 2026 range from $10 a month (Moxie Starter) to $29 a month (HoneyBook Starter); Workspace369 Cadet is $23.25 a month billed yearly or $29 monthly. Compare the plan that includes the features you tested, not the cheapest tier.",{"question":67,"answer":68},"Which freelancer CRM includes a client portal on the entry plan?","Of the tools checked, Workspace369, HoneyBook, Dubsado and Plutio list a client portal on their entry plan. Moxie lists it from Pro and Bonsai from Essentials.",{"question":70,"answer":71},"How do I test a CRM before I buy it?","Take one fictional client from inquiry to proposal, project and paid invoice during the trial. Count tab switches and retyped details, then check that you can export your records.",[73,77,81,85,89,93,97],{"title":74,"url":75,"note":76},"Workspace369 pricing","https:\u002F\u002Fworkspace369.com\u002Fpricing\u002F","Plan matrix reviewed October 14, 2026.",{"title":78,"url":79,"note":80},"HoneyBook pricing","https:\u002F\u002Fwww.honeybook.com\u002Fpricing","Official pricing page reviewed October 14, 2026 for plans, team members and trial terms.",{"title":82,"url":83,"note":84},"Dubsado pricing","https:\u002F\u002Fwww.dubsado.com\u002Fpricing","Official pricing page reviewed October 14, 2026 for yearly prices, plan limits and trial terms.",{"title":86,"url":87,"note":88},"Plutio pricing","https:\u002F\u002Fwww.plutio.com\u002Fpricing","Official pricing page reviewed October 14, 2026 for plan limits on clients and contributors.",{"title":90,"url":91,"note":92},"Moxie pricing","https:\u002F\u002Fwww.withmoxie.com\u002Fpricing","Official pricing page reviewed October 14, 2026 for Starter and Pro features.",{"title":94,"url":95,"note":96},"Bonsai pricing","https:\u002F\u002Fwww.hellobonsai.com\u002Fpricing","Official pricing page reviewed October 14, 2026 for Basic and Essentials features.",{"title":98,"url":99,"note":100},"HubSpot CRM","https:\u002F\u002Fwww.hubspot.com\u002Fproducts\u002Fcrm","Official product page reviewed October 14, 2026 for free CRM limits and Starter pricing.",[102,106,110,114,118,122,126],{"name":103,"url":104,"position":105},"Workspace369","https:\u002F\u002Fworkspace369.com\u002Fsolutions\u002Fcrm-for-freelancers\u002F",1,{"name":107,"url":108,"position":109},"HoneyBook","https:\u002F\u002Fwww.honeybook.com\u002F",2,{"name":111,"url":112,"position":113},"Dubsado","https:\u002F\u002Fwww.dubsado.com\u002F",3,{"name":115,"url":116,"position":117},"Plutio","https:\u002F\u002Fwww.plutio.com\u002F",4,{"name":119,"url":120,"position":121},"Moxie","https:\u002F\u002Fwww.withmoxie.com\u002F",5,{"name":123,"url":124,"position":125},"Bonsai","https:\u002F\u002Fwww.hellobonsai.com\u002F",6,{"name":127,"url":99,"position":128},"HubSpot",7,"Workspace369 publishes this documentation-based comparison and is one of the options. It is not an independent ranking or a hands-on benchmark.",{"text":131,"minutes":132,"time":133,"words":134},"9 min read",8.465,507900,1693,{"type":136,"children":137,"toc":1008},"root",[138,155,166,173,178,184,189,244,249,255,262,271,305,315,325,331,336,345,354,360,365,374,383,389,394,403,412,418,423,432,441,447,452,461,470,476,481,490,499,505,770,776,906,912,917,950,955,964,970,990,996],{"type":139,"tag":140,"props":141,"children":142},"element","p",{},[143,146,153],{"type":144,"value":145},"text","The best CRM for freelancers keeps one client's whole story on one record: the inquiry, the proposal they accepted, the work in progress and the invoice they still owe. For most freelancers who want that in one place, our pick is Workspace369. HoneyBook and Dubsado are strong for proposal and contract workflows, Plutio for an everything-included solo plan, and HubSpot's free CRM for contact tracking alone. Need a contract before you choose? Start with the free ",{"type":139,"tag":147,"props":148,"children":150},"a",{"href":149},"\u002Ftools\u002Ffreelance-contract-template\u002F",[151],{"type":144,"value":152},"freelance contract template",{"type":144,"value":154},".",{"type":139,"tag":140,"props":156,"children":157},{},[158,164],{"type":139,"tag":159,"props":160,"children":161},"strong",{},[162],{"type":144,"value":163},"Disclosure and method:",{"type":144,"value":165}," Workspace369 publishes this guide and is one of the options. It is a documentation-based shortlist, not a hands-on benchmark. Official vendor pages were reviewed on October 14, 2026. Check current plans with each vendor before you buy.",{"type":139,"tag":167,"props":168,"children":170},"h2",{"id":169},"what-a-freelancer-crm-is-and-what-it-is-not",[171],{"type":144,"value":172},"What a freelancer CRM is (and what it is not)",{"type":139,"tag":140,"props":174,"children":175},{},[176],{"type":144,"value":177},"A freelancer CRM is a client record that follows the work. It holds where each client came from, what you proposed and what they accepted, what is in progress, what was said and what they owe. It is not a sales-team pipeline built for forecasting quotas, and it is not just an address book. If a tool stores contacts but leaves proposals, projects and invoices to three other apps, you will still rebuild the picture by hand every Monday.",{"type":139,"tag":167,"props":179,"children":181},{"id":180},"how-we-compared-these-crms",[182],{"type":144,"value":183},"How we compared these CRMs",{"type":139,"tag":140,"props":185,"children":186},{},[187],{"type":144,"value":188},"We compared each tool on the same five points, using only the vendor's own pricing and product pages:",{"type":139,"tag":190,"props":191,"children":192},"ol",{},[193,204,214,224,234],{"type":139,"tag":194,"props":195,"children":196},"li",{},[197,202],{"type":139,"tag":159,"props":198,"children":199},{},[200],{"type":144,"value":201},"Entry price for one person",{"type":144,"value":203},", monthly and billed yearly, as listed on October 14, 2026.",{"type":139,"tag":194,"props":205,"children":206},{},[207,212],{"type":139,"tag":159,"props":208,"children":209},{},[210],{"type":144,"value":211},"Inquiry-to-invoice coverage on that plan:",{"type":144,"value":213}," proposals, contracts or signing, projects, invoicing and online payment.",{"type":139,"tag":194,"props":215,"children":216},{},[217,222],{"type":139,"tag":159,"props":218,"children":219},{},[220],{"type":144,"value":221},"Client portal on the entry plan",{"type":144,"value":223},", because clients checking status themselves saves the most email.",{"type":139,"tag":194,"props":225,"children":226},{},[227,232],{"type":139,"tag":159,"props":228,"children":229},{},[230],{"type":144,"value":231},"Hard limits on the entry plan:",{"type":144,"value":233}," clients, projects, seats or lead forms.",{"type":139,"tag":194,"props":235,"children":236},{},[237,242],{"type":139,"tag":159,"props":238,"children":239},{},[240],{"type":144,"value":241},"Trial terms:",{"type":144,"value":243}," length, and whether the vendor says a card is needed.",{"type":139,"tag":140,"props":245,"children":246},{},[247],{"type":144,"value":248},"We did not test speed, support or reliability, and we did not use third-party ratings. Order reflects fit for a freelancer who wants the whole client cycle in one tool.",{"type":139,"tag":167,"props":250,"children":252},{"id":251},"the-best-crms-for-freelancers-in-2026",[253],{"type":144,"value":254},"The best CRMs for freelancers in 2026",{"type":139,"tag":256,"props":257,"children":259},"h3",{"id":258},"_1-workspace369-best-for-freelancers-who-want-crm-projects-portal-and-invoicing-in-one-place",[260],{"type":144,"value":261},"1. Workspace369, best for freelancers who want CRM, projects, portal and invoicing in one place",{"type":139,"tag":140,"props":263,"children":264},{},[265],{"type":139,"tag":266,"props":267,"children":270},"img",{"alt":268,"src":269},"Workspace369 client record for a demo client showing open invoices, outstanding balance, active projects, lead source, notes and tags","\u002Fimages\u002Fsolutions\u002Fcrm-light-clean.webp",[],{"type":139,"tag":140,"props":272,"children":273},{},[274,279,281,287,289,295,297,303],{"type":139,"tag":147,"props":275,"children":277},{"href":276},"\u002Fsolutions\u002Fcrm-for-freelancers\u002F",[278],{"type":144,"value":103},{"type":144,"value":280}," connects the client record to ",{"type":139,"tag":147,"props":282,"children":284},{"href":283},"\u002Ffeatures\u002Fquoting\u002F",[285],{"type":144,"value":286},"proposals",{"type":144,"value":288}," that clients accept and sign by link, projects with task boards, a private client portal, ",{"type":139,"tag":147,"props":290,"children":292},{"href":291},"\u002Ffeatures\u002Ftime-tracking\u002F",[293],{"type":144,"value":294},"time tracking",{"type":144,"value":296},", ",{"type":139,"tag":147,"props":298,"children":300},{"href":299},"\u002Ffeatures\u002Finvoices\u002F",[301],{"type":144,"value":302},"invoices",{"type":144,"value":304}," and online card payments through Stripe. All of that is on Cadet, $29 a month for one person ($23.25 a month billed yearly), along with public intake forms, recurring invoices and deposits collected when a proposal is accepted. The screenshot above is a demo record, not a customer result.",{"type":139,"tag":140,"props":306,"children":307},{},[308,313],{"type":139,"tag":159,"props":309,"children":310},{},[311],{"type":144,"value":312},"Limitations:",{"type":144,"value":314}," Cadet runs up to 5 active projects and one seat; Voyager ($74 a month for two seats) removes the project cap and adds the shared inbox, SMS and calls. Online booking and payment plans start at Specialist ($149 a month). The 14-day trial needs a card.",{"type":139,"tag":140,"props":316,"children":317},{},[318,323],{"type":139,"tag":159,"props":319,"children":320},{},[321],{"type":144,"value":322},"Best for:",{"type":144,"value":324}," freelancers and solo studios whose week is spent copying details between a CRM, a project app and an invoicing tool.",{"type":139,"tag":256,"props":326,"children":328},{"id":327},"_2-honeybook-best-for-proposal-contract-and-payment-workflows",[329],{"type":144,"value":330},"2. HoneyBook, best for proposal, contract and payment workflows",{"type":139,"tag":140,"props":332,"children":333},{},[334],{"type":144,"value":335},"HoneyBook's pricing page lists proposals, contracts with e-signatures, invoicing and a client portal on every plan, with Starter at $29 a month billed yearly. It offers a 30-day trial and says no card is needed. It is built around the booking flow of a creative or service business: inquiry, proposal, contract, payment. If you run the one-client test, expect the inquiry, proposal and invoice steps to sit naturally in HoneyBook's flow; check how far the project step goes before you rely on it for delivery.",{"type":139,"tag":140,"props":337,"children":338},{},[339,343],{"type":139,"tag":159,"props":340,"children":341},{},[342],{"type":144,"value":312},{"type":144,"value":344}," Starter has no scheduler or automations and allows two live lead forms; adding team members starts at Essentials. Time tracking is not listed, and project delivery is lighter than a task-board tool.",{"type":139,"tag":140,"props":346,"children":347},{},[348,352],{"type":139,"tag":159,"props":349,"children":350},{},[351],{"type":144,"value":322},{"type":144,"value":353}," photographers, planners and designers whose main job is turning inquiries into signed, paid bookings.",{"type":139,"tag":256,"props":355,"children":357},{"id":356},"_3-dubsado-best-for-form-heavy-onboarding-on-a-yearly-budget",[358],{"type":144,"value":359},"3. Dubsado, best for form-heavy onboarding on a yearly budget",{"type":139,"tag":140,"props":361,"children":362},{},[363],{"type":144,"value":364},"Dubsado prices yearly: Starter is $335 a year and Premier $525 a year, with a 21-day trial of Premier access and no card required, per its pricing page. Both plans include invoicing and a client portal, and up to three extra users are free. If you run the one-client test, Starter covers the invoice and portal steps on paper, but a proposal the client accepts by link needs Premier, so trial Premier and price Premier. Its strength is depth of forms: questionnaires, lead capture and onboarding.",{"type":139,"tag":140,"props":366,"children":367},{},[368,372],{"type":139,"tag":159,"props":369,"children":370},{},[371],{"type":144,"value":312},{"type":144,"value":373}," Starter has one lead form and no public proposals, workflows or advanced scheduling; those need Premier. Time tracking is not listed.",{"type":139,"tag":140,"props":375,"children":376},{},[377,381],{"type":139,"tag":159,"props":378,"children":379},{},[380],{"type":144,"value":322},{"type":144,"value":382}," freelancers with a repeatable onboarding process who are happy to build forms and workflows once and pay yearly.",{"type":139,"tag":256,"props":384,"children":386},{"id":385},"_4-plutio-best-for-an-everything-included-solo-plan-with-few-clients",[387],{"type":144,"value":388},"4. Plutio, best for an everything-included solo plan with few clients",{"type":139,"tag":140,"props":390,"children":391},{},[392],{"type":144,"value":393},"Plutio's pricing page lists proposals, contracts with e-signature, invoicing, projects, a client portal, scheduling and time tracking on every plan. Core is $19 a month (about $15 billed yearly), with a 7-day trial and no card required. If you run the one-client test, every step is listed on Core. The question is the cap: count your active clients over the past year before you commit, because a tenth active client means moving up a plan.",{"type":139,"tag":140,"props":395,"children":396},{},[397,401],{"type":139,"tag":159,"props":398,"children":399},{},[400],{"type":144,"value":312},{"type":144,"value":402}," Core is solo only, with no contributors, and is limited to 9 active clients. After the trial you can view data but cannot create projects or send invoices without a plan.",{"type":139,"tag":140,"props":404,"children":405},{},[406,410],{"type":139,"tag":159,"props":407,"children":408},{},[409],{"type":144,"value":322},{"type":144,"value":411}," a solo freelancer with a small, steady client list who wants every module from day one.",{"type":139,"tag":256,"props":413,"children":415},{"id":414},"_5-moxie-best-for-the-lowest-price-with-invoicing-included",[416],{"type":144,"value":417},"5. Moxie, best for the lowest price with invoicing included",{"type":139,"tag":140,"props":419,"children":420},{},[421],{"type":144,"value":422},"Moxie Starter is $12 a month, or $10 billed yearly, and its pricing page lists proposals, invoicing, projects, scheduling and time tracking from Starter. Its pricing page mentions a 14-day trial; card terms are not stated. If you run the one-client test, the inquiry-to-invoice steps are listed from Starter, but clients have no portal to check progress, so status updates stay in email until you move to Pro. Check the Pro price before you plan to grow into it.",{"type":139,"tag":140,"props":424,"children":425},{},[426,430],{"type":139,"tag":159,"props":427,"children":428},{},[429],{"type":144,"value":312},{"type":144,"value":431}," the client portal, custom domain and workflow automations start at Pro, so the cheapest plan leaves clients emailing you for status.",{"type":139,"tag":140,"props":433,"children":434},{},[435,439],{"type":139,"tag":159,"props":436,"children":437},{},[438],{"type":144,"value":322},{"type":144,"value":440}," new freelancers who want proposals, projects and invoices at the lowest monthly cost and do not need a portal yet.",{"type":139,"tag":256,"props":442,"children":444},{"id":443},"_6-bonsai-best-for-contract-led-freelancers-who-want-per-user-pricing",[445],{"type":144,"value":446},"6. Bonsai, best for contract-led freelancers who want per-user pricing",{"type":139,"tag":140,"props":448,"children":449},{},[450],{"type":144,"value":451},"Bonsai prices per user: Basic is $15 a month ($9 billed yearly), and Essentials, where proposals, contracts, invoicing, scheduling and the client portal start, is $25 a month ($19 billed yearly). The trial is 7 days, so set up your test client before you start it. If you run the one-client test, trial Essentials rather than Basic, because Basic cannot send the proposal or the invoice. Price it per person: each teammate you add is another seat at the same per-user rate.",{"type":139,"tag":140,"props":453,"children":454},{},[455,459],{"type":139,"tag":159,"props":456,"children":457},{},[458],{"type":144,"value":312},{"type":144,"value":460}," Basic covers projects and time tracking but not invoicing or proposals, so most freelancers need Essentials. Integrations and branding removal need Premium.",{"type":139,"tag":140,"props":462,"children":463},{},[464,468],{"type":139,"tag":159,"props":465,"children":466},{},[467],{"type":144,"value":322},{"type":144,"value":469}," freelancers who lead with contracts and want to add teammates one seat at a time.",{"type":139,"tag":256,"props":471,"children":473},{"id":472},"_7-hubspot-free-crm-best-for-free-contact-and-deal-tracking",[474],{"type":144,"value":475},"7. HubSpot free CRM, best for free contact and deal tracking",{"type":139,"tag":140,"props":477,"children":478},{},[479],{"type":144,"value":480},"HubSpot's free CRM has no expiry and no card requirement, with up to 2 users and 1,000 contacts, plus sales quotes, tasks, meeting scheduling and payment links, according to its product page. Starter is listed at $15 per seat a month. If you run the one-client test, capturing the lead, logging the email and sending a quote should fit the free CRM; the project, the invoice and the partial payment need other tools. That makes it a good free start for lead tracking and a weak fit for running delivery and billing.",{"type":139,"tag":140,"props":482,"children":483},{},[484,488],{"type":139,"tag":159,"props":485,"children":486},{},[487],{"type":144,"value":312},{"type":144,"value":489}," the product page does not list invoicing, contracts with e-signature or a client portal on the free tier, so delivery and billing live in other tools.",{"type":139,"tag":140,"props":491,"children":492},{},[493,497],{"type":139,"tag":159,"props":494,"children":495},{},[496],{"type":144,"value":322},{"type":144,"value":498}," freelancers who mainly need to remember leads and follow up, and already have invoicing sorted.",{"type":139,"tag":167,"props":500,"children":502},{"id":501},"side-by-side-comparison",[503],{"type":144,"value":504},"Side-by-side 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