Looking for the best recruitment CRM software for 2023? Explore the top CRM software for recruitment and find the best fit for your business.
CRMs for freelancers are sales and marketing software that help solopreneurs and independent contractors nurture leads, onboard new clients, and manage ongoing projects effectively. For this reason, the top options incorporate core sales pipeline features as well as tools like time tracking, invoicing and billing, and project milestone monitoring. To help you choose the best CRM for your freelance business, we evaluated the top six options and their use cases.
Here are the six best CRMs for freelancers and solopreneurs:
While the above options are great for freelancers and solo operators, HubSpot CRM emerged as the overall best CRM for freelancers, taking the top spots for core features, integrations, and customization. Below, read our review of each software solution, including their primary use cases, pricing plans, and key features, or skip down to our evaluation explanation.
Note: All per-user prices are with a one-year commitment unless noted.
The best CRMs for freelancers and solopreneurs include the following tools:
Store, organize, and manage client information such as contact details, project history, and communication records to build stronger relationships with your client base.
Generate invoices for clients using CRM data and automate billing processes to manage transaction records, accounting, and tax documentation.
Monitor and log time spent on tasks, activities, and projects to track productivity and facilitate accurate billing.
Plan, organize, and manage projects for a growing client base using customizable dashboards, workflow automations, milestone trackers, and more.
We took a quantitative approach to our freelancer CRM evaluation by defining six weighted categories important to freelancers and solopreneurs. Then, we assigned each category key subcriteria to score how each option performed in that category. Finally, we totaled the weighted scores to give each CRM software an overall rating out of five, including primary use cases.
Freelancers often only have themselves to lean on, so they need a CRM that helps them effectively and affordably handle client relationships and administrative tasks. The top six CRMs we evaluated provide industry-specific lead generation and customer management functionality to allow you to stay on top of your work and find and nurture new clients. If you’re specifically looking for a free-forever software, check out our list of the best free CRMs.