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 central hub where all your client information, project details, and communication history live in the same place
- Track leads through your sales pipeline without constantly updating multiple sheets or losing potential clients in messy folders
- Manage project timelines and deadlines with a clear overview that shows what's due when, instead of hunting through different files
- Generate and send professional invoices directly from your client data without copying information between spreadsheets and billing tools
- Keep client conversations and project notes organized in one spot so you can quickly find important details without digging through old emails or files
