CRM for freelancers with client management - AI tools

Lancer offers freelancers and small teams a simplified, all-in-one project management platform to easily manage projects, clients, income, expenses, invoicing, and team collaboration.

• Freemium
• From 40$

HoneyBook is a comprehensive client management and business automation platform that helps independent businesses streamline their client workflows, from proposals and contracts to invoicing and payments.

• Freemium
• From 16$

Milo is an AI-powered platform that centralizes workflow for freelancers by combining lead tracking, project management, invoicing, and email tools to streamline business operations and boost productivity.

• Other

Indy is an all-in-one business management platform designed to help freelancers and small businesses streamline their workflow. It offers tools for proposals, contracts, invoicing, time tracking, and more.

• Freemium
• From 19$

Overbooked is an all-in-one AI-driven project management platform designed to streamline tasks, client communication, invoice management, and progress tracking for freelancers, solo-founders, and agencies.

• Freemium
• From 9$

Wingleap is an AI-powered freelance operations platform that centralizes client management, project tracking, time monitoring, and invoicing to streamline workflows for freelancers, consultants, and agencies.

• Free Trial
• From 25$

Plutio is an integrated business management platform designed for freelancers and agencies, enabling users to manage projects, invoicing, proposals, contracts, forms, scheduling, and more from a single intuitive interface.

• Free Trial
• From 19$

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

WhatWhen CRM is a streamlined customer relationship management tool designed for small businesses and freelancers, offering contact management and action tracking with a simple, to-do list approach.

• Free Trial
• From 10$

Dataforma is a cloud-based field service management platform designed specifically for commercial contractors, offering robust solutions for project management, client communication, scheduling, and business operations.

• Contact for Pricing

Chik streamlines client collaboration, task management, and communication for freelancers and small teams through a unified dashboard.

• Pay Once

Firmao is an online CRM and ERP software that helps businesses manage customer relationships, sales processes, projects, invoicing, and inventory with over 1000+ integrations.

• Free Trial

RydrexCRM is a comprehensive software platform that streamlines client management, HR processes, project tracking, and financial operations for businesses of all sizes.

• Paid
• From 9$

KeepWeek is a cloud-based management software that streamlines business operations for solopreneurs and small teams, featuring project management, invoicing, financial automation, HR tools, and client communication in one platform.

• Freemium
• From 8$

Super Easy CRM is a unified productivity platform that combines project management, contact tracking, and automated workflows, designed specifically for freelancers, bloggers, and small businesses.

• Freemium
• From 10$

Bookura streamlines appointment scheduling, payments, client management, and business operations in a single, user-friendly dashboard for service-based businesses.

• Freemium
• From 9$

Priority-Zero is an AI-powered project management, quoting, and time billing software designed for independent professionals to organize work and life in one structured framework.

• Free Trial

Bundlify is brandable, client-managing, invoice-tracking, and payment-processing software for freelancers that connects to Stripe and runs on your domain.

• Free Trial
• From 19$

oto is a comprehensive platform designed to automate and streamline freelance business operations, offering tools for invoicing, proposals, contracts, time tracking, client management, and payments.

• Freemium
• From 6$

Fingertip offers a consolidated platform for creators, freelancers, and businesses to manage sales, bookings, and customer connections via a single link, optimized for social media.

• Freemium
• From 8$

Elorus is a comprehensive business management platform that combines invoicing, time tracking, and expense management into a single solution for project-driven teams, helping businesses streamline operations and improve productivity.

• Freemium
• From 7$

SwiftCliq is an all-in-one client portal designed for freelancers and clients to streamline project management, communication, file sharing, and invoicing through a unified dashboard.

• Other

ActiveCollab is a comprehensive project management and productivity tool designed to streamline workflows, enhance collaboration, and manage invoicing and client communication for service-based businesses.

• Paid
• From 5$

Fyrestone CRM is an intelligent business management platform designed to help busy business owners organize contacts, automate workflows, manage bookings, invoices, and drive growth with ease.

• Paid
• From 9$

Klipy is a zero-admin sales CRM designed for service businesses, automating data entry, follow-ups, and client context management.

• Paid
• From 49$

Retainr is a comprehensive white-label client management platform designed for agencies and freelancers, offering project management, client portals, and automated workflows with built-in AI capabilities.

• Freemium
• From 57$

Keepon streamlines client scheduling, payment management, and business organization for solo entrepreneurs, enabling efficient operations from mobile devices.

• Free Trial
• From 10$

Workv.io streamlines freelance work with AI-powered contract generation, time tracking, expense monitoring, and client management—all in one free platform designed specifically for freelancers.

• Free

Easy Billings provides a fast and user-friendly platform for freelancers and small businesses to generate invoices and quotations in multiple currencies—no signup required.

• Freemium

Ring My Stylist is an appointment booking and client management software designed for independent beauty professionals, featuring scheduling, payment processing, client history tracking, and automated reminders to streamline business operations.

• Freemium
• From 10$