Test and Choose a CRM

TOP 17 CRMs for Freelancers: Review and Selection

The Best CRM Systems for Freelancers: Review and Comparison

Best

Test and Choose a CRM

№1

LP-CRM

LP-CRM - Ukrainian CRM for freelancers working with commodity business, e-commerce and services. Organize your customer base, automate sales and increase profits with LP-CRM!

What You Get

  • All in one place. Manage customers, tasks, invoices, and communication centrally.
  • Automation of routine. Simplify repetitive processes and focus on business development.
  • Clear analytics. Get clear sales and performance reports effortlessly.
  • Ukrainian support. Fast and professional help in your native language from the LP-CRM team.

Characteristics

  • Simple for freelancers
  • Task automation
  • Manage customers
  • Time saving
  • Profit increase
LP-CRM
№2

CPAshka

CPAshka - CRM for dropshipping in Ukraine. Automates accounting for dropshippers, orders and payments. The perfect solution for freelancers working with the product business.

What You Get

  • Accounting for dropshippers. Automate calculations, control payments, save time!
  • Convenient analytics. Get reports on sales, profit and dropshipper efficiency.
  • Payment automation. Forget about manual calculations, CPAshka will do everything for you!
  • Integration with TCN. Track shipments and order statuses in one place.

Characteristics

  • CRM for freelancers
  • Accounting for dropshippers UA
  • CPAshka: automation
  • User-friendly interface
  • Simple integration
CPAshka
№3

Less Annoying CRM

Less Annoying CRM - a super-simple CRM for freelancers and small businesses. No extra features, just everything you need to organize your customer base, sales and tasks. The ideal choice if you need lightness and efficiency without complexity.

What You Get

  • Intuitively understandable. Easy to learn, focus on customers, not on the program.
  • Organization of contacts. All customer information in one place, quick access.
  • Simple project management. Control deadlines and tasks without unnecessary hassle.
  • Affordable price. The optimal solution for small businesses without overpayments.

Characteristics

  • Intuitive interface
  • Easy to use
  • Task automation
  • Convenient for freelancers
  • No extra features
Less Annoying CRM
№4

Binotel SmartCRM

Binotel SmartCRM - simple CRM for freelancers: 360° customer profile, tasks, sales analytics and integration with Binotel telephony. Manage customers effectively!

What You Get

  • All in one place. All information about customers, tasks and calls in one Binotel SmartCRM system.
  • 360° customer overview. Complete history of interaction with the client for a better understanding of needs.
  • Time saving. Automation of routine tasks, focus on business development.
  • Integration with PBX. Manage calls directly from CRM, improve communication with customers.

Characteristics

  • Simple for freelancers
  • Automation of routine
  • 360° customer profile
  • Integration with telephony
  • Analysis and reporting
Binotel SmartCRM
№5

Capsule CRM

Capsule CRM is a simple and convenient CRM for freelancers. Manage contacts, deals and projects in one place. Organize your business and don't miss a single opportunity!

What You Get

  • Organization of contacts. Keep all customer information in one place, easily find the data you need.
  • Project management. Track project progress, set deadlines and don't miss important things.
  • Tracking deals. Control the sales funnel, increase the chances of success and profit.
  • Simple interface. Intuitive design, easy learning and quick start.

Characteristics

  • Simple interface
  • Convenient management
  • Task automation
  • Customer accounting
  • Project tracking
Capsule CRM
№6

HubSpot CRM

HubSpot CRM - Free CRM for freelancers! Manage clients, sales, and marketing in one place. Organize your business and focus on growth, not routine!

What You Get

  • Free core. Manage clients without costs, all the basics are free.
  • All-in-one platform. Everything you need: marketing, sales, and support in one place.
  • Simple integration. Easily connects with other tools, saving time.
  • Business growth. Scale your business using advanced capabilities.

Characteristics

  • Task automation
  • User-friendly interface
  • Integration with tools
  • Free plan
  • Customer support
HubSpot CRM
№7

Copper

Copper - CRM built for Google Workspace. Deep integration with Gmail makes it ideal for freelancers using Google services. Organize customers, correspondence and tasks in one place!

What You Get

  • Integration with Gmail. Manage customers directly from your email, saving time.
  • Contact organization. Store customer information in one place.
  • Deal tracking. Monitor sales progress and close more deals.
  • Task automation. Automate routine tasks and focus on the main thing.

Characteristics

  • Simplicity
  • Automation
  • Gmail integration
  • Convenience
  • Deal tracking
Copper
№8

Creatio (Sales)

Creatio (Sales) - a low-code CRM platform with powerful process automation. Ideal for freelancers to manage clients, sales, and marketing, allowing for quick system customization to fit their needs.

What You Get

  • Automation of routine tasks. Forget about repetitive tasks! Creatio automates processes, freeing up time for clients.
  • Simple customization. Low-code allows you to easily adapt the system to the needs of your business.
  • Centralized database. Store all information about clients and projects in one place for easy access.
  • Improved communication. Simplify interaction with clients thanks to integrated communication channels.

Characteristics

  • Task automation
  • Integration with tools
  • User-friendly interface
  • Low-code, flexibility
  • Customer control
Creatio (Sales)
№9

NetHunt CRM

NetHunt CRM integrates with Gmail, turning your inbox into a powerful CRM. Manage leads, sales funnels, and automate processes directly from your familiar interface. Ideal for freelancers who value simplicity and efficiency.

What You Get

  • All work in Gmail. Manage clients, deals, and tasks without leaving your inbox.
  • Sales automation. Automate routine tasks and focus on sales.
  • Lead management in email. Capture leads and guide them through the funnel right in Gmail.
  • Clear analytics. Track progress and make data-driven decisions.

Characteristics

  • Easy start for freelancers
  • CRM directly in Gmail
  • Routine automation
  • Sales funnels inside
  • Leads under control
NetHunt CRM
№10

SugarCRM

SugarCRM is an open-architecture CRM that is ideal for freelancers working in B2B. Flexible settings and integration capabilities allow you to create a CRM system tailored to the individual needs of your business.

What You Get

  • Open source. Customize the system to your needs and integrate with other software.
  • B2B focus. All the necessary tools to increase B2B sales.
  • Customization flexibility. Adapt the system to business processes without restrictions.
  • Extensibility. Easily integrates with other systems and services.

Characteristics

  • For freelancers: Simplicity
  • Automation
  • Customer accounting
  • Planning
  • Reports
SugarCRM
№11

Zoho CRM

Zoho CRM - Cloud CRM for freelancers! Automate sales, marketing, and customer support. Manage projects and stay connected with clients from anywhere. All in one place!

What You Get

  • Simple customer management. Store contacts, deals, and communication history in one place, easily find the information you need.
  • Automation of routine tasks. Automate repetitive tasks like mailings, reminders, and reporting to focus on growth.
  • Increased productivity. Optimize workflow, track progress, and increase the efficiency of each project.
  • Analytics and reports. Get useful data on sales, customers, and performance to make informed decisions.

Characteristics

  • User-friendly interface
  • Task automation
  • Customer accounting
  • Data analysis
  • Customer support
Zoho CRM
№12

amoCRM

amoCRM - CRM created for freelancers who value time! Automate sales through messengers: chat funnels, bots and omnichannel dialogues will help attract more customers without wasting extra effort. Free up time for creativity!

What You Get

  • Organization of clients. All contacts, correspondence, deals - in one place, nothing will be lost.
  • Sales automation. The bot will take over the routine, freeing up time for creativity.
  • Messengers in priority. Communicate with customers in a convenient way in a single window.
  • Profit growth. More attention to customers = more satisfaction = more orders.

Characteristics

  • Convenient for freelancers
  • Sales automation
  • Chat funnels for leads
  • Bots for quick answers
  • Omnichannel communication
amoCRM
№13

Freshworks CRM (Freshsales)

Freshworks CRM (Freshsales) - CRM with built-in telephony, email, and AI assistant, designed for freelancers. Organize sales, automate routine tasks, attract more customers, and focus on business development! All in one place.

What You Get

  • All in one place. Manage customers, mail, calls from a single platform.
  • Time saving. Automate routine tasks, focus on business development.
  • Smart AI prompts. AI assistant for better customer understanding.
  • Sales growth. More leads, deals and satisfied customers.

Characteristics

  • Easy start
  • Intuitive interface
  • Task automation
  • Customer support
  • Sales analytics
Freshworks CRM (Freshsales)
№14

Salesforce Sales Cloud

Salesforce Sales Cloud - a powerful CRM for big business. Create complex sales funnels, analyze data, and increase profits. Too complex for freelancers, but can be useful when scaling!

What You Get

  • Optimization of sales. Effective lead and deal management for increased profits.
  • Increased productivity. Automate routine, focus on business development.
  • In-depth analytics. Accurate reports will help you make informed decisions.
  • Business scaling. Easily adapt the system to growing needs.

Characteristics

  • **CRM для фрілансера:** Простий інтерфейс
  • Task automation
  • Convenient time tracking
  • Income control
  • Integration with services
Salesforce Sales Cloud
№15

Apptivo

Apptivo - CRM system and a set of business applications for small and medium-sized businesses. Manage customers, projects, invoices, and more from one place. A great choice for freelancers looking to organize their workflow.

What You Get

  • Customer organization. Store contacts, collaboration history, and deals in one place to always have the right information at your fingertips.
  • Project management. Plan tasks, track progress and control project deadlines.
  • Invoice automation. Create and send professional invoices online, track payments.
  • Profitability analysis. Get reports on income, expenses, and project profitability to make informed decisions.

Characteristics

  • Simple CRM for freelancers
  • Integration: all in one
  • Task automation
  • User-friendly interface
  • Affordable price
Apptivo
№16

Close

Close - CRM for sales teams that facilitates calls and email newsletters. Automate customer communications and focus on sales. A great choice if you need a powerful CRM with a focus on communication.

What You Get

  • Saving time. Automate routine tasks to spend more time on clients and projects.
  • Contact management. Store all customer information in one place.
  • Increased productivity. Effectively manage sales and communications with Close.
  • Data centralization. Organize all important information about customers and deals.

Characteristics

  • **CRM for freelancers:** Ease of use
  • Automation of routine tasks
  • Customer accounting
  • Revenue control
  • Integration with services
Close
№17

SalesDrive

SalesDrive: CRM for online stores that simplifies freelance work! Integrations with marketplaces, delivery, payments and warehouse - all in one place. Manage orders, customers and inventory efficiently. Support ukr. language.

What You Get

  • All in one place. Manage customers, orders and finances in a single SalesDrive system.
  • SalesDrive Integrations. Connect marketplaces, delivery and payments for convenience.
  • Time optimization. Reduce routine, automate tasks and focus on development.
  • Profit growth. Effective customer management = more sales for SalesDrive.

Characteristics

  • Freelancer CRM: Simple and convenient
  • SalesDrive: Sales automation
  • Freelancer CRM: Customer accounting
  • SalesDrive: Integrations for e-commerce
  • Freelancer CRM: Free plan
SalesDrive
Which to Choose?

CRM Review and Comparison

# Platform For Whom Key Functions Trial Initial Cost
1LP-CRMFreelancers, e-commerce, servicesCustomer base, sales automation, profit increaseFree version for up to 50 orders per monthfrom $9/month
2CPAshkaDropshippers, freelancers, product businessAccounting for dropshippers, payment automation, order managementFree for the first 100 leadsfrom $5/month
3Less Annoying CRMFreelancers, small businessSimplicity, organization, efficiencyTest 30 days$19/month per user
4Binotel SmartCRMFreelancers, entrepreneursCustomer profile, tasks, analytics-from 399 UAH/month per employee
5Capsule CRMFreelancers, small businessContacts, deals, projectsFree planfrom $18/month per user
6HubSpot CRMFreelancers, entrepreneursFree CRM, Client management, Sales automationFree planfrom $20/month per user
7CopperFreelancers, small businessGmail integration, customer organization, task management14 day trialfrom $29/month per user
8Creatio (Sales)Freelancers, small businessProcess automation, low-code, customization, CRMFree trial accessPrice upon request
9NetHunt CRMFreelancers, small businessGmail integration, sales funnel, process automation14-day trialfrom $24/month per user
10SugarCRMB2B, freelancersFlexibility, integration, customizationFree testfrom $49/month per user
11Zoho CRMFreelancers, entrepreneursAutomation, sales, marketingFree plan (up to 3 users)from $20/month per user
12amoCRMFreelancers, small businessAutomation, omnichannel, chat funnelsTest 14 daysfrom $15/month per user
13Freshworks CRM (Freshsales)Freelancers, entrepreneursCRM, telephony, automationFree planfrom $9/month per user
14Salesforce Sales CloudBig business, corporationsSales automation, contact management, sales analytics30 day testfrom $25/month per user
15ApptivoSmall business, freelancersCRM, project management, invoicingFree testfrom $15/month per user (annual payment) or $20/month monthly
16CloseSales teams, small/medium businessCalls, email, automationTest 14 daysfrom $49/month per user
17SalesDriveOnline stores, freelancersIntegrations, automation, managementTest 14 daysfrom 349 UAH/month
FAQ

FAQ

? Why do I need a customer management system?
It will help organize clients, projects, payments, and reports, saving time and increasing productivity
? What are the essential features I need?
Contact management, tasks, time tracking, invoicing, and reporting
? Is it difficult to learn such a system?
Most have an intuitive interface, but there are training materials
? Which one to choose if the budget is limited?
There are many free or inexpensive solutions with basic functionality to start with
? Do the systems integrate with other tools?
Yes, many of them integrate with mail, calendar, and other services, which simplifies work