Best CRM Software for Freelancers - Page 3

ClientDeck operates as a comprehensive "client operating system," seamlessly integrating a variety of disconnected tools by unifying project management, client portals, proposals, invoicing, payments, file sharing, time tracking, and AI-generated client reports within a single premium workspace. In contrast to many other solutions, it offers global functionality with support for multiple currencies and various payment gateways like Stripe, PayPal, and Razorpay, while imposing no transaction fees since users can link their own merchant accounts. Additionally, every plan includes custom-branded client portals and invoicing features, beginning with a free option and progressing to paid tiers starting at just $9 per month, all without imposing fees based on the number of users. This innovative approach ensures that businesses can effectively manage their client interactions and finances in a streamlined manner.

GoldMine eliminates the headaches associated with many CRM platforms. Our interface is so familiar that your employees will feel at home. You will spend less time training and more time doing. Your CRM System is not something you should "rent". Instead, OWN it and save BIG. Many companies save up 70%. It's yours forever with one simple payment You can take control, save money, and have the assurance that you will never be "shut off". CRM is even more powerful when it is combined with other powerful apps. With one login, you can have universal access to the cloud option. Here are some of the most popular Add-On apps. It's your data, and you must protect it. We get that. We have partnered up with top hosting providers that can back up your data, protect it against intrusion, and comply with certain data storage practices.

Digital business cards are conveniently accessible on the home screens of mobile devices, the most coveted space in today's business landscape, ensuring you always have your cards handy to avoid the awkwardness of explaining their absence, which can result in missed connections or opportunities. Updates to your card can be made instantly and will be visible to anyone with your card, improving the likelihood that they can contact you promptly without the delay of awaiting new printed versions. Each card can be tailored to reflect your personal style, guaranteeing that they impress everyone who views them and leave a lasting first impression. Additionally, by opting for digital cards, you not only reduce the expense associated with printing physical cards but also contribute positively to environmental sustainability. Ultimately, this modern approach to business networking allows for greater flexibility and efficiency in maintaining professional relationships.

iDempiere. iDempiere. Also known as OSGi + ADempiere. Business Suite ERP/CRM/SCM done in a community way. The Community includes Subject Matter Specialists as well as Implementors and End-Users. iDempiere is a combination of Compiere/Adempiere originals and a new architecture that uses state-of-the art technologies such as OSGi, Buckminster. zk, Jetty

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

Dealership CRM is a Smart, simple CRM software to support motorcycle and powersports dealerships. Our powersports CRM software makes it easy to build stronger customer relationships, sell more units, and save time. Keep in touch with your customers by sending them automated service reminders via email or text. Organize all your customer information in one place. You can track conversations and know the history to deliver more personal experiences. Tracking prospects and your sales team to win more deals. Leads flow through your sales pipeline. You can either take advantage of our existing pipelines (Showroom, Website, and Phone Calls) or make your own to fit your dealership. You can take control of your deals by tailoring your pipeline to suit your needs. You can quickly spot deals that need your attention and those you are about to land. You'll be able to collaborate with your favorite apps, with 870+ integrations such as Shopify, WordPress, Zapier, and more, to have all the tools you need.

Lucrative AI serves as a comprehensive revenue platform designed specifically for the needs of AI-driven organizations, seamlessly integrating CRM, marketing automation, revenue intelligence, analytics, governance, and intelligent contracting into a single cohesive workspace. Tailored for the needs of sales, marketing, RevOps, and executive teams, Lucrative AI merges various components like Lucrative Sales, Lucrative Marketing, Lucrative Revenue Governance, Lucrative Quote, and Lucrative Analytics to streamline customer engagement, assess CRM health, produce executive insights, enhance data quality, oversee contract management, and provide comprehensive visibility throughout the revenue lifecycle. By eliminating the chaos of disparate tools and introducing a unified AI intelligence layer, businesses can achieve cleaner data, accelerate execution processes, and foster more reliable revenue growth. This holistic approach not only simplifies operations but also empowers teams to focus on strategic initiatives that drive success.

TorkeHub, an AI-powered CRM platform and automation tool, is designed to streamline business processes and boost customer engagement. It provides comprehensive contact and leads management. You can organize customer information and track interactions to nurture leads. The sales pipeline feature allows you to visualize and manage your entire sales process. Task management ensures that tasks are assigned and tracked efficiently. TorkeHub has powerful automation capabilities, including email automation for autoresponders and campaign scheduling. Workflow automation is also available to save time and eliminate errors. AI-driven insights on the platform provide valuable data to help make informed decisions. TorkeHub offers dedicated customer service to answer any questions and ensures data safety with robust encryption. Ideal for businesses looking to streamline operations and increase growth.

Protect your users. Make their journey easier. MIRACL Trust provides a safer and smoother authentication experience. Only one step. No passwords. No problem. Multi-factor authentication is slow and cumbersome. MIRACL is a safer and more efficient alternative to traditional MFA. Logging in takes only 2 seconds and error rates as low at 1/10th of passwords. No passwords necessary. All you need is a PIN and you are in. Our cryptographic technology ensures that users' information is always safe. MIRACL Trust provides a simple login experience that puts users first and makes it easy to roll out your data quickly.

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs.

T1U is a AI-powered, all-in-one platform for business automation that optimizes Sales, CRM, Finances, HR, Projects, Inventory and Customer Support within a single intelligent ecosystem. T1U uses AI-driven automation to eliminate inefficiencies, improve productivity, and help businesses scale smarter. Key features include AI lead scoring, automated billing, predictive demand forecasting and workforce optimization. Smart ticketing, dynamic pricing and real-time intelligence are also included. AI-powered automation simplifies complicated workflows and reduces costs and manual effort while improving efficiency. T1U integrates seamlessly with Salesforce, QuickBooks and Microsoft 365. It also offers enterprise-grade security, rapid implementation and cost-effective scaling. T1U adapts its AI-driven automation to the needs of any business, whether it's a startup, small to medium enterprise (SMB), or enterprise.

ARI (Auto Repair Software) is a cloud-based, cross-platform shop management system for auto repair shops, mobile mechanics, independent technicians, dealerships, and specialty shops (motorcycle, truck, heavy-duty, auto body, and marine). It consolidates the full repair workflow, from booking and diagnostics to inspection, invoicing, and payment, into one app that is often 5-10x cheaper than competitors such as Shopmonkey, Mitchell, and AutoLeap. Core capabilities: - Unlimited invoices, estimates & work orders with 7 customizable templates - Digital vehicle inspections with image attachments and AI damage detection - OBD scanner, VIN decoder, and license plate reader for fast vehicle lookup - AI labor guides plus M1/MOTOR labor times and estimates - Client, vehicle, and inventory management with complete service history - Accounting, expense tracking, purchase orders, reporting, and payment tracking - Online appointments, service reminders, and a client portal - Multi-user accounts with role-based permissions Integrations include Stripe, Square, PayPal, 360Payments, Helcim, QuickBooks Online, CarFax, CarMD, PartsTech, Nexpart, and Wisetack financing. ARI runs natively on Web, iOS, Android, and Windows, with cloud sync keeping every device up to date and data secure. Founded in 2020 and serving 4,000+ shops in 50+ countries, ARI is rated 4.7/5 by 2,500+ users. Pricing is transparent: two plans from $39.99/month, a free trial, no setup fees, and no contracts.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

Solid Performers CRM is a Pre & Post Sales Management CRM that is fast growing and can be used for any business need. We are an ISO 27001: 2013 Certified Company for Data Security and Maintenance. Our State of the Art Cloud Infrastructure is supported by Amazon Web Server, which allows us to provide the highest level of service availability, sustainability, and reliability 24 hours a day. We are committed to "Delivering Excellence" at every moment. Solid Performers CRM is one the few SAAS CRM software that can perform multiple functions, including lead management, client management, client followup management, lead to client conversion in one click, proposal management, proforma invoice management, invoice management, product management and many other functions.

WorkDash is an online platform designed for business management, allowing entrepreneurs to oversee all aspects of their operations, including marketing, workforce management, and invoicing. Users can utilize the full suite of features or select specific tools that cater to their business requirements. This flexibility makes it an ideal solution for various types of organizations, regardless of their size or industry.

CrossConcept Continuum is more than traditional PSA solutions. It incorporates cutting-edge UI technology, making it easier to use the solution. This reduces clicks and time spent logging data. CrossConcept Continuum integrates with all major accounting systems, allowing you to seamlessly synchronize your accounting and projects within one unified system. Our innovative PSA solution allows organizations maximize profitability by integrating financial accounting and connecting projects. This allows you to manage all stages and deliver on your promises, from conception to completion. CrossConcept has decades experience in helping service companies automate their processes. CrossConcept has worked with clients ranging in size from a few people to more than thirty thousand. CrossConcept Continuum was born out of real-world experience by the founder and his team. Our solution is a simple but powerful PSA!

TicketSearch provides organizations of all sizes with the tools and support they need to sell tickets, register attendees, manage workshops and merchandise, accept donations, and manage customer relationships. TicketSearch provides two levels of service: the standard edition with features for all organizations, and the enterprise version, which offers additional services like marketing, phone sales and additional support. TicketSearch offers a customized box office solution that can be tailored to your team's needs. From managing ticket inventory to providing daily revenue reports and loading events, TicketSearch has it all. Virtual phone sales, distribution of tickets, and mailing of patron packages are all available. A dedicated sales and customer support representative will be assigned your account to ensure TicketSearch seamlessly integrates with your team.

Oracle NetSuite is the #1 AI Cloud ERP, designed to bring together financials, operations, CRM, ecommerce, and analytics into one unified business management suite. Unlike traditional ERP systems, NetSuite leverages built-in AI that learns from your company’s data, providing intelligent recommendations and reducing reliance on guesswork. With over 42,000 organizations already using it, the platform supports companies of all sizes, from fast-growing startups to global enterprises. Its ERP and accounting modules simplify compliance, automate reporting, and accelerate month-end close processes. Meanwhile, its CRM and HCM solutions improve workforce engagement and customer relationships. NetSuite also delivers advanced capabilities in professional services automation, omnichannel commerce, and analytics, ensuring real-time decision-making. Because it is cloud-based, businesses gain scalability, cost efficiency, and a single source of truth across all operations. With consulting, education, and partner programs, Oracle NetSuite provides end-to-end support for digital transformation journeys.

ConWize, a cloud-based platform that assists construction companies in estimating projects more accurately and winning more tenders, is ConWize. Estimating construction projects can be time-consuming and complex. Errors that are not corrected can lead to lost tenders or a reduction in budget during the execution phase. ConWize makes it easier to bid and estimate during the tender phase. This protects your company from critical mistakes so you can win more tenders and make them profitable. We offer: ALL-IN-ONE BIDDING & ESTIMATING PLATFORM TO TENDER DEPARTMENTS Tenders pipeline management, subcontractors bid automation, advanced estimating instruments, indirect costs, profit loading tools, Tender KPI Analytics, and many more. MANAGE EXECUTION AND ESTIMATE PROJECTS IN ONE PLATFORM We know that profitability is the most important factor in projects. ConWize's precontract management module seamlessly links the execution and tender phases to maximize control and project monitoring.

The CRM Firmao software will allow you to create a customer database which will allow you to reduce the time it takes to acquire customers, increase conversions at all stages of the sales process, and efficiently and comprehensively service your existing customers. Firmao is a tool that helps to manage the sales department's work, including the sales funnel. It also acts as a contact centre for customers who are regular customers of the company. Simple management of your customer base Multiple Opportunities - - Automating the sales process - Increasing sales volume - Effective contact with customers - Comprehensive customer service - Execution orders for customers It is used in companies that require regular contact with leads and contractors. Firmao's CRM software can be used to plan dynamic development. Firmao's CRM software is simple and fast to implement. It takes approximately 1-2 weeks.

The best email client for Windows or macOS will boost your productivity and increase your email efficiency. eM Client is a fully featured email client that has a simple and clean interface. It offers features for tasks, calendars, online meetings, contacts, notes and chat. Schedule online meetings with integration with Zoom, MS Teams, Google Meet and more. Use cloud attachments to keep control over your files via Dropbox, Google Drive etc. eM Client is compatible with every email service that can use IMAP, POP or Exchange Web Services protocol. This email client is compatible with Google Workspace, Microsoft 365 Outlook, Exchange, and many more. eM Client improves email communication for both professionals, businesses and home users. It includes advanced features such as server-side search, instant message translation, "Snooze" and "Watch for replies", synchronized tags, and easy email encryption (PGP/S/MIME). Ensure privacy with automatic blocking of mail-tracking pixels. You can also customize the look and available features to make sure it works best for your specific needs - create your own theme or select one of the pre-set ones, customize your toolbar, shortcuts and message list.

Clarity CRM, Claritysoft's flagship product, is a unique combination of simplicity, utility and flexibility. Clarity CRM offers powerful marketing automation, sales automation, and customer service tools in an intuitive, fully customizable interface. Clarity CRM was built with a strong focus on usability and designed to improve user adoption and increase user satisfaction. Clarity CRM offers enterprise power and functionality at a fraction the cost.

Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.

Introducing Userback, the leading user research platform tailored for small teams dedicated to gaining deep insights into user behaviors and enhancing product development. Userback provides the tools to capture feedback in a visually enriched format, along with metadata, to offer a profound understanding of user sentiment and actions through in-app surveys such as NPS, CES, and CSAT metrics. With Userback, you can enrich feedback context by diving into detailed session replays. Effortlessly segment users and monitor their interactions right from the point of login. With the ability to target specific user segments for personalized surveys, you can gain a comprehensive overview of user experiences from initial trial to potential churn. Elevate your brand image through customized feature portals, public roadmaps, and a centralized feedback hub that not only streamlines processes but also significantly boosts closure rates. Worried about coding? No problem at all! Start your journey promptly with a user-friendly browser extension, designed for internal quality assurance and meticulous bug tracking.

Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since our start in 2006, we’ve given contractors the tools to control their projects while bringing efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more with one convenient software – allowing time to take on more jobs without the added headaches. Today, more than a million users spanning 100 countries have chosen Buildertrend for real-time collaboration on their construction jobs. Our platform empowers builders to accomplish more projects while decreasing delays, minimizing costly mistakes and ensuring client satisfaction. Buildertrend also provides each customer with the opportunity to have unlimited training with the ability to integrate with other software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky.