Custom Development

CRM for Freelancers and Independent Consultants

When you handle both sales and delivery, new inquiries have to fit around work you’ve already agreed to. We’ll build a compact CRM for your practice so you can see deadlines, approved revisions, deposits and client commitments in one place.

Discuss CRM Development Features

What slips through when one person handles everything

Inquiries arrive through messaging apps, email and social media, and some get lost.
It’s hard to plan capacity when you’re overbooked today and next month is empty.
Invoices go out late, and chasing payment feels awkward.
Revisions and new client requests extend projects without additional pay.
Past clients don’t return because one side loses touch.

Active projects, deadlines and payments in a personal workspace

These modules can be included in the project. We’ll agree on the scope and workflow rules after reviewing your processes.

Inquiry, scope and acceptance

You can track the approved proposal and delivery milestones. Before work begins on an extra revision, you can log it separately with a price or revised due date.

Delivery and acceptance schedule

You can link milestones, deliverables and feedback dates to the project. Approval delays are tracked separately from delivery delays.

Deposits and outstanding balances

Each project can track invoices, partial payments and the outstanding balance. The calendar shows which work is waiting for the agreed deposit.

Additional Features

Inquiries and availability: You can bring email and messaging inquiries into one queue with a reply date and the client’s requested deadline. Before quoting, you check the request against confirmed work and tentative bookings. When a hold expires, that time can go to another client.
Post-delivery support: A project can retain the files delivered, the agreed support period and the next follow-up date. If a fix is requested, you check it against the accepted deliverable. New work gets a separate proposal and schedule.
Actual hours and fees: You can compare planned time with hours spent on preparation, communication and revisions. The project shows agreed fees and actual receipts separately. That helps account for unpaid balances and refine the scope of your next proposal.

CRM Workflow Examples

How teams can divide responsibilities and handle exceptions after rollout.

The deposit hasn’t arrived

You receive an urgent inquiry and check your calendar. The time for an earlier proposal is on a tentative hold, so you check with that client first.

An existing client requests follow-on work

You open the previous project to see approved assets and scope. The new proposal links back to it and covers only the new work.

What to Include in the First Release

We’ll start with a typical project and your availability calendar. We’ll define the minimum inquiry fields, how a deposit reserves time and how to track partial payments. Assistant access will cover the tasks you delegate.

Once we agree on the requirements, we design the screens, build a pilot, and try it against the agreed use cases. We plan the rollout and follow-on modules with your team.

Discuss the First Phase

Development FAQ

What if the client pays in installments?

The project can record the deposit and later payments with dates and statuses. Before starting or delivering, you can see how much you’ve received and what’s still due.

Do I need a custom CRM if I have few projects?

A calendar and spreadsheet can cover a simple workflow. A custom build is worth discussing when several linked steps recur: checking availability, taking deposits, approving versions and documenting revisions.

What should I migrate from my project spreadsheet and calendar?

Start with active clients, agreed milestones, booked dates and outstanding balances. In a trial import, we’ll reconcile partial payments and keep tentative holds from becoming confirmed projects. Links to older files can be enough when you only need the decision history.

How do you estimate a personal CRM for client work?

We’ll review one project from inquiry to final payment. Scope depends on booking rules, proposal versions, payment types and tasks delegated to an assistant. That example will show where manual tracking is sufficient and whether a calendar or invoicing integration is needed.

Let’s Discuss Your CRM

Tell us your industry, describe one process you want to automate, and let us know which tools your team already uses.