Leads go quiet while you deliver
When a project is busy, new inquiries sit in your inbox. A week later the lead has hired someone else, and the next quiet month starts with an empty pipeline.
CRM for freelancers who sell, deliver and bill on their own.
A freelancer's CRM should do more than store contacts. Workspace369 keeps every client's inquiry, emails, proposal, signed approval, project and invoice on one record, so you can see who needs a reply, what was agreed and what is still unpaid.
Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
See plans1 recordper client: messages, proposals, projects and invoices
$29/moCadet, one seat, billed monthly in USD
14 daysfree trial on Cadet through Commander
Cadet starts at $29/month for one seat with intake forms and time tracking; Voyager adds texting for $74/month. Workspace369 is also a native app for iPhone and iPad, with iPad in every orientation.
Key facts
CRM for freelancers at Workspace369 covers 10 areas, including client records and companies, custom fields and lead sources, email inbox and templates.
The workflow runs in 4 steps, from "capture the inquiry on the client record" to "convert the proposal into an invoice".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
CRM for freelancers compared
Which CRM a freelancer needs depends on the work you repeat. Workspace369 fits freelancers who want the client record, proposals, projects, portal and invoices in one place, from $29 a month on Cadet (1 seat, unlimited projects). HubSpot's free CRM covers lead and follow-up tracking and basic invoices for 2 users and 1,000 contacts; its current quote tool needs Revenue Hub Professional. HoneyBook and Dubsado suit signed, paid bookings and onboarding forms. Plutio covers every module for up to 9 active clients.
| CRM | Entry price (monthly) | Billed yearly | Client portal on entry plan | Main entry-plan limit | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 (Cadet) | $23.25 a month | Yes | 1 seat, unlimited projects | 14 days, card required |
| HoneyBook | $36 (Starter) | $29 a month (Starter) | Yes | 2 live lead forms, no team members | 30 days, no card |
| Dubsado | $35 (Starter) | $335 a year (Starter) | Yes | 1 lead form, no public proposals | 21 days, no card |
| Plutio | $19 (Core) | About $16 a month | Yes | 9 active clients, solo | 7 days, no card |
| Moxie | $12 (Starter) | $10 a month | No (Pro and up) | No portal or automations | 14 days, no card |
| Bonsai | $25 (Essentials; Basic has no invoicing or portal) | $19 a month | Yes | Integrations need Premium | 7 days, card to continue |
| HubSpot | Free | Free | No | 2 users, 1,000 contacts | Free plan, no card |
Prices and limits from each vendor's official pricing page, checked October 22, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
Why freelancers outgrow a spreadsheet CRM
The client's story is spread across apps
The brief is in email, the quote in a document, the signature in another tool and the invoice in accounting software. Answering "where are we?" means opening four tabs.
Unpaid invoices depend on memory
Without reminders tied to the client, chasing payment is a manual job you do late, awkwardly, or not at all.
See the workspace your clients feel.
01
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
02
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
03
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
04
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
How freelancers run clients in Workspace369
01
Capture the inquiry on the client record
Add the lead with contact details and custom fields, and keep the email thread beside it. Public intake forms and request tracking are included on every plan, and each request records whether it came from a form, funnel or page; tagging clients by lead source starts on Voyager.
02
Send a proposal the client can sign
Build the proposal from your catalog of services and share one link. The client reviews, accepts and signs it online on every plan.
03
Turn the yes into a project
Set up stages, tasks and subtasks on a Kanban board linked to the client, so delivery starts from what was agreed.
04
Convert the proposal into an invoice
Turn the accepted proposal into an invoice, share a payment link and let email reminders follow up on anything overdue. Clients pay through your own Stripe account.
What the freelancer CRM covers
- Test one real client from first email to paid invoice before you move everything over.
- Check what each plan includes: Cadet covers CRM, proposals, projects and invoices; intake forms and time tracking are included on every plan, SMS and calls start at Voyager; booking and expenses start at Specialist.
- Import your contacts from a CSV and keep any specialist tools you still need.
Client records and companies
Custom fields and lead sources
Email inbox and templates
Proposals with online signing
Projects, stages and tasks
Invoices and payment links
Email automations
Google Calendar
CSV import
Claude and ChatGPT access (MCP)
Pick the plan your work needs today.
Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.Cadet
$29 / month
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
14-day free trial. Card required. After the trial: $29/month for Cadet. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Voyager
$74 / month
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
USD monthly billing. Compare all plans.
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
14 days free · card required · then $29/mo · cancel anytime
After signup, claim free setup in your workspace.
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
See Workspace369 on your own client work.
Start your trial and send your first proposal or invoice from your own workspace. Compare plans any time; upgrade only when your work needs more. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Compare plansHow to choose a CRM as a freelancer
What is a CRM for freelancers?
A CRM for freelancers is software that keeps each client's contact details, conversations, proposals, projects and invoices in one place, so a one-person business can follow up on leads and get paid without tracking everything by memory. Workspace369 connects those steps on one client record instead of storing contacts alone.
Which Workspace369 plan should a freelancer choose?
Cadet costs $29/month for one seat and covers client records, proposals with signing and deposits on acceptance, projects, tasks, invoices and up to 3 active email automations. Voyager costs $74/month for two seats and adds the shared inbox, SMS and calls. Specialist costs $149/month for ten seats and adds online booking and expenses. Yearly billing saves 20%.
Can clients sign proposals and pay invoices without an account?
Yes. On every plan, clients open a public link to review, accept and sign a proposal, and a payment link to pay an invoice. They don't need a Workspace369 login.
Can I move my clients from a spreadsheet or another CRM?
Yes. Import clients from a CSV file, then re-create open proposals and unpaid invoices. Don't assume signed agreements, automations or saved payment methods transfer automatically from another tool.
Does Workspace369 find clients for me?
No. Workspace369 isn't a freelance marketplace. It organizes the leads and clients you bring in, then connects proposals, delivery and billing to them.
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
