Looking for the top CRMs for freelancers and solopreneurs to streamline business operations and help your small business look more professional? If your answer is a big yes, this blog will surely be of great interest to you.
Customer relationship management (CRM) systems for solopreneurs and freelancers are designed to centralize transactions, projects, and customer interactions. They are also helpful to monitor different revenue sources through a unified platform. To find the best CRM for freelancers and solopreneurs, we have evaluated several top CRM providers.
Here are our top picks when it comes to the top CRMs for freelancers and solopreneurs in 2023 and beyond.
- HubSpot CRM: An incredible choice with robust analytics tools for freelancers and solopreneurs.
- Dubsado: Ideal choice for users who need payment plan and invoicing features in their CRM.
- Zoho CRM: A good choice for freelancers and solopreneurs who want to track work using time sheet management tools.
Powered with an easy-to-use and intuitive interface, HubSpot CRM includes essential automation tools such as task queueing and pipeline automation. It also has a wide range of other features such as customizable dashboards, landing pages, and chatbots. Users can easily set up a series of follow-up tasks to be in complete authority of upcoming tasks and projects. HubSpot CRM offers out-of-the-box email marketing tools that help users send professional marketing emails to expand their customer base. HubSpot CRM also allows users quickly generate invoices and quotes to their clients.
The free plan (14-day trial) of HubSpot CRM supports an unlimited number of users. The pricing for starter sales plan is $45 a month for 2 users, $450 a month for paid users in the professional sales plan, and $1,200 a month for 10 paid users in the enterprise sales plan.
Dubsado can be dubbed as one of the best CRMs when it comes to invoicing and payment processing features. It helps users apply billable hours to invoices via a time tracker. It has extensive integrations with payment processing tools, such as PayPal, Square, and Stripe and users can easily create and send invoices from within the app. Dubsado also allows users to quickly set up custom payment plans for clients with due dates, installments, and auto-reminders. Moreover, it helps users create projects for their clients, keep track of the time spent on a project, apply billable hours to invoices, and stay on top of projects and upcoming tasks.
Dubsado supports 1 user with maximum of 3 clients in the free version. It allows 4-10 users for $25 a month, 11-20 users for $45 a month, and 21-30 users for $60 a month.
Powered with advanced analytics and predictive tools, Zoho CRM provides essential features to freelancers and solopreneurs so they can easily manage their projects. It also helps users quickly generate leads and enrich their customer profiles via social media integration with Facebook and Twitter. Zoho CRM can be leveraged to record and keep track of the time users spend working on different jobs, using daily, weekly, and monthly time logs.
It also allows users to access real-time reports that offer invaluable insights into different metrics such as marketing campaigns, sales trends, and activity reports. One of the biggest drawbacks of Zoho CRM is that it has a limited storage capacity and users need add-on for additional monthly storage. Furthermore, mass emailing can only be accessed through paid plans.
The free plan (15-day trial) is available for up to 3 users. The standard plan is $14 a user a month, the professional plan is $23 a user a month, the enterprise plan is $40 a user a month, and the ultimate plan is $52 a user a month.
We hope that this informative guide on the top CRMs for freelancers and solopreneurs in 2023 and beyond was helpful to you.