This task can be performed using FreelanceOS
A lightweight CRM built for freelancers who are tired of juggling spreadsheets.
Best product for this task
FreelanceOS
freelancer-tools
A friendly, minimal CRM made by a freelancer and tailored to your everyday freelancer. It was built to replace messy spreadsheets with one clean workspace for leads, clients, projects, invoices, and collaboration. All the essentials, without the bloat traditional CRMs offer today.
What to expect from an ideal product
- Replace scattered spreadsheets with one clean dashboard where you can track every lead from first contact to signed contract
- Send professional invoices directly from the same workspace where you manage your client projects and communications
- Keep all client conversations, project files, and feedback organized in dedicated project spaces instead of messy email threads
- Monitor which leads are hot, warm, or cold with simple visual indicators so you never lose track of potential work
- Handle everything from initial proposals to final payments without switching between different apps or losing important details
