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
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. Cadet starts at $29/month for one seat with intake forms and time tracking; Voyager adds texting for $74/month.
1 recordper client: messages, proposals, projects and invoices
$29/moCadet, one seat, billed monthly in USD
14 daysfree trial on every plan
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 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
The problem
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.
The product
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, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
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.
Workflow
How freelancers run clients in Workspace369
01
Capture the inquiry on the client record
Add the lead with contact details, lead source and custom fields, and keep the email thread beside it. Public intake forms and request tracking are included on every plan.
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.
Product coverage
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)
Plans for freelancers
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
Regular price$29$14.50 / month
Founding price for your first 12 months
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
Voyager
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
Specialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
Founding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans.
Switch & Save
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
After signup, claim free setup in your workspace.
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
★★★★★
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
★★★★★
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
Get started
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.FAQ
How 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.
What is the best CRM for freelancers?
We built Workspace369 for this, so we put it first when you want the whole client workflow in one place: client records, proposals clients sign, projects and invoices, from $29/month. If you only need a contact list, a simpler CRM will do; if you mostly bill by the hour, include time-to-invoice in your test, which is on every plan.
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.
Ready when you are
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.
