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4.7 star rating
0
Productivity
Freelance
CRM
Contacts
Customer Management
What are the best CRM for freelancers?
15
Options
Considered
26
User
Recs.
Apr 27, 2022
Last
Updated
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9
Options
Considered
Best CRM for freelancers
Price
Hosted on
Platforms
--
Zoho CRM
Paid
Cloud in USA
-
--
HubSpot
Free / paid
-
-
--
Zenkit
Free / paid
-
Web, Windows, macOS, Linux, Android, iPhone
--
WORKetc
-
-
-
--
Streak
-
-
-
See Full List
--
Zoho CRM
My Rec
ommendation
for
Zoho CRM
My Recommendation for
Zoho CRM
All
6
Pros
3
Cons
2
Specs
Top
Con
•••
No data migration
You can't easily import information from other database
See More
Top
Pro
•••
Can be accessed on any device
Zoho CRM is a cloud-based service, meaning it can be accessed from any device that has a browser and an internet connection.
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Specs
Hosted on:
Cloud in USA
Top
Con
•••
Poor customer support when it comes to complex problems
It can be difficult to explain complex problems to the support staff because of lacking English skills. And the support staff can be condescending.
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Top
Pro
•••
Affordable
$20 per user a month.
See More
Top
Pro
•••
Allows setting up workflow automatization rules
Actions such as emailing, assigning tasks and updating fields can be set to automatically execute when set conditions are met.
See More
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See All
Paid
Recommend
3
--
HubSpot
My Rec
ommendation
for
HubSpot
My Recommendation for
HubSpot
All
4
Pros
2
Cons
2
Top
Pro
•••
Easy-to-use platform
Hubspot has a simple and straightforward platform. Hubspot's design is made to be intuitive for people with no coding ability.
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Top
Con
•••
Paid technical support
It can be quite frustrating say you are already facing technical issues, and still, you need to pay their technical support to have this addressed.
See More
Top
Pro
•••
Free plan
The free plan is sufficient for a freelancer
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Top
Con
•••
Annual lock-in contract
By default, the contracts are annual, but it would be preferable to have it monthly considering that they have pricey packages. We are talking about $200 per month (basic) that becomes a $2400 LOCK-IN annual contract. Having contracts by month allows you to terminate the contract earlier with lesser loss than having to pay an entire year's cost.
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Hide
See All
Free / paid
Recommend
4
--
Zenkit
My Rec
ommendation
for
Zenkit
My Recommendation for
Zenkit
All
5
Experiences
1
Pros
3
Specs
Top
Pro
•••
Native apps
Native apps for iOS, Android, macOS, Windows, and Linux.
See More
Yanis's Experience
Because it's more than a CRM, I would vote for Zenkit again. The Kanban view is great for using as such.
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Specs
Platforms:
Web, Windows, macOS, Linux, Android, iPhone
Languages:
English, German, Portuguese, Spanish, French, Chinese (traditional), Korean, Russian
API:
Yes
Collaborative:
Yes
See All Specs
Top
Pro
•••
Great for a CRM
See More
Top
Pro
•••
Many important data views
Data views include Mind-Map, Kanban-Board, Spreadsheet, List, and Calendar. Views can be switched easily.
See More
Hide
See All
Free / paid
Recommend
1
--
WORKetc
My Rec
ommendation
for
WORKetc
My Recommendation for
WORKetc
All
1
Pros
1
Top
Pro
•••
One app for the entire business
You can cut down training times and subscription costs, especially if you're using half a dozen or so apps to manage your business.
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Hide
Get it
here
Recommend
3
--
Streak
My Rec
ommendation
for
Streak
My Recommendation for
Streak
All
3
Experiences
1
Pros
2
Top
Pro
•••
Free
See More
Yanis's Experience
Another great tool but only for Gmail, but still great if your work in your inbox.
See More
Top
Pro
•••
Easy to use
See More
Hide
See All
Get it
here
Recommend
1
--
Close.io
My Rec
ommendation
for
Close.io
My Recommendation for
Close.io
All
1
Specs
Specs
Hosted on:
Cloud in USA
Hide
Get it
here
Recommend
2
2
--
TidyHQ
My Rec
ommendation
for
TidyHQ
My Recommendation for
TidyHQ
All
3
Pros
1
Cons
1
Specs
Top
Pro
•••
Free version
See More
Top
Con
•••
Limited free version
See More
Specs
Hosted on:
Cloud
Platforms:
Web
Hide
See All
Free / paid
Recommend
1
--
CiviCRM
My Rec
ommendation
for
CiviCRM
My Recommendation for
CiviCRM
All
3
Pros
2
Specs
Top
Pro
•••
Open Source
See More
Specs
Hosted on:
Cloud, Self-Hosted
Technology:
PHP
Top
Pro
•••
Free
Free, but if you want it hosted then you probably need a paid provider.
See More
Hide
See All
Free / paid
Recommend
1
--
Monica
My Rec
ommendation
for
Monica
My Recommendation for
Monica
All
3
Experiences
1
Pros
1
Specs
Top
Pro
•••
Free
free when self-hosted
See More
RickZeeland's Experience
Monica is an open-source "Personal CRM" and free when self-hosted.
See More
Specs
Hosted on:
Cloud, Self-Hosted
Platforms:
Web, Android, iOS
Technology:
PHP
Hide
See All
Free / paid
Recommend
1
Don't see your favorite option? Add it.
--
Firmao CRM
My Rec
ommendation
for
Firmao CRM
My Recommendation for
Firmao CRM
$18
Recommend
1
--
Firmao
My Rec
ommendation
for
Firmao
My Recommendation for
Firmao
Recommend
1
--
Harlow
My Rec
ommendation
for
Harlow
My Recommendation for
Harlow
30
Recommend
1
--
NetHunt CRM
My Rec
ommendation
for
NetHunt CRM
My Recommendation for
NetHunt CRM
Free / paid
Recommend
2
--
OnePageCRM
My Rec
ommendation
for
OnePageCRM
My Recommendation for
OnePageCRM
$12
Recommend
1
--
Salesmate
My Rec
ommendation
for
Salesmate
My Recommendation for
Salesmate
Get it
here
Recommend
1
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