Track leads from first pitch to final invoice. Understand who owes you what, which clients pay fastest, and monitor your entire active relationship pipeline in a single screen.
No bloated enterprise CRM features. Just direct, actionable client relationships.
Track leads, active proposals, signed contracts, ongoing projects, and repeat business.
View client balances, paid history, and average payment speeds to identify your best partners.
Keep invoices, contracts, proposals, projects, and custom billing terms linked under a single profile.
Chat with Buddy AI to get insights, query client stats, and summarize communications instantly.
One unbroken thread linking clients to projects, contracts, and revenue.
Add client name, email, country, default tax rates, and currency parameters.
Keep track of drafts, outstanding invoices, and historical earnings at a glance.
View complete timeline histories of all previous work and invoices sent to each client.
"Having a CRM that actually connects to my billing and invoices saves me from running back and forth between three different browser tabs."
How does Freelancer Buddy's CRM compare to generic CRMs?
Generic CRMs are built for sales teams chasing deals. Freelancer Buddy CRM is built for solo freelancers, directly integrating lead status with proposals, contracts, invoices, and projects.
Can I store custom billing terms for specific clients?
Yes. Set custom default tax rates, currencies, bank details, or grace periods for each client, and they will auto-fill on all future invoices.
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