Term
Freelancer CRM
Definition
Freelancer CRM is a streamlined tool within the Business platform to help freelancers manage leads, projects, and invoices efficiently, without the complexity of traditional CRM systems.
Where you’ll find it
This feature is located in the Client Tools section of the Business platform. It is available across all the current versions and plans of the platform.
Common use cases
- Tracking new potential clients (leads) and managing ongoing communications.
- Overseeing various projects and their statuses to ensure timely delivery.
- Generating and following up on invoices to manage payments.
Things to watch out for
- This tool does not include advanced CRM features like sales forecasting or extensive customer data analytics.
- It is suitable for freelancers but may not be enough for larger businesses with more complex CRM needs.
- Ensure regular updates to keep track of leads and projects accurately.
Related terms
- Lead management
- Project tracking
- Invoice management
- Client communication
- Business platform integration
Pixelhaze Tip: Regularly update your Freelancer CRM to reflect any new interactions or changes in project status. Keeping this information current is key to making the system work effectively for your freelance business.