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Freelance Business & CRM Manager

Freelance Business & CRM Manager

Gideon Lahav

Made by Gideon Lahav

Glide Expert
2
Gideon Lahav

Made by Gideon Lahav

Glide Expert
2

Manage your freelance business more efficiently with Freelance Business & CRM Manager—organize clients, projects, finances, and suppliers all in one place.

Freelance Business & CRM Manager
Freelance Business & CRM Manager
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Freelance Business & CRM Manager – The All-in-One Solution for Freelancers Running a freelance business requires more than just delivering great work—it’s about managing clients, projects, suppliers, and finances efficiently. Freelance Business & CRM Manager is the ultimate all-in-one software designed specifically for freelancers to stay organized, increase productivity, and scale their business.

Whether you're a freelancer, consultant, or independent professional, this tool helps you streamline your workflow with built-in CRM, project management, supplier tracking, and financial management features—all in one easy-to-use platform.

Key Features

  1. Freelance CRM – Manage Clients & Contacts with Ease Store and organize client information, communication history, and contact details in one place. Track lead status, follow-ups, and ongoing projects to build long-term client relationships. Get reminders for upcoming meetings, tasks, and follow-ups so you never miss a business opportunity.
  2. Project & Task Management – Stay on Top of Your Work Create and manage multiple projects with detailed task lists and deadlines. Assign tasks, set priorities, and track progress effortlessly. Get real-time notifications for project updates, client requests, and pending work.
  3. Supplier & Vendor Management – Keep Business Operations Smooth Maintain a list of suppliers and service providers you work with. Track supplier payments, invoices, and agreements in one place. Improve collaboration with vendors by keeping records of orders and communication.
  4. Income & Expense Tracking – Gain Financial Control Log and categorize income from projects, services, and clients for easy financial management. Track expenses related to software, tools, subscriptions, and office needs. Generate monthly and yearly financial reports to monitor cash flow and profitability.
  5. Client Access – Enhance Transparency Grant your clients secure access to view their projects, tasks, and expenses. Improve client communication and transparency by allowing them to track progress and costs in real-time. Customize access levels to ensure clients only see relevant information.
  6. Smart Automation & Notifications Receive email and in-app alerts for new tasks, client updates, and supplier interactions. Automate reminders for invoice payments, pending tasks, and follow-ups.
  7. Mobile & Desktop Friendly – Work from Anywhere Access your freelance business dashboard from any device (laptop, tablet, or mobile). Enjoy a seamless experience with responsive design that works across all screen sizes. Who is This For? ✅ Freelancers & Consultants – Manage projects, clients, and finances with ease. ✅ Independent Professionals – Keep track of business operations and supplier relationships. ✅ Creative Professionals (Designers, Writers, Developers) – Organize tasks, deadlines, and invoices. ✅ Agencies & Small Teams – Collaborate on projects, manage contacts, and track expenses together.

Why Choose Freelance Business & CRM Manager? 🚀 All-in-One Solution – No need for multiple tools; everything is in one place. 📊 Data-Driven Insights – Get financial and project reports to grow your business. ⚡ Time-Saving Automation – Automate reminders and follow-ups to boost productivity. 💼 Designed for Freelancers – Tailored for self-employed professionals who need a simple yet powerful management tool.

Take Control of Your Freelance Business Today! Stop juggling multiple apps and spreadsheets—Freelance Business & CRM Manager helps you stay organized, get paid on time, and grow your business with confidence.

Start managing your freelance business the smart way!

Maker

Data Sources

How the template works

  • 1

    Click 'Buy template'

    This will copy the template into your Glide account. If you don't have an account, you will be prompted to create one for free.

  • 2

    Customize your template

    You can now import your data, add features, screens, and integrations, and adjust the settings and appearance of your app.

  • 3

    Publish your app

    Once you've customized the template to your needs, you can one-click publish the app and begin inviting users immediately.

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