CRM for the Self-Employed: Comparison and Features

A CRM for freelancers can organize a freelancer's day. Today's freelancers are multitaskers who manage their business as a whole. He distributes his time, his mind and his hands as best he can on everything his business demands. At the beginning everything goes well, but when the business starts to grow, things get complicated. Production or the services you provide, administration and sales demand more and more attention.

A CRM for freelancers is a customer, opportunity and task management program. In general, it focuses on managing interactions, communication and meeting deadlines.

Why use a CRM for freelancers?

The organization of contact information contributes to good business management in general. Customer, supplier, and occasional contact information is constantly being used to conduct business. Often, overwhelmed with multiple tasks, the freelancer is unable to sort through all this information and then optimize it. When this happens, your business can suffer. They can't find the data they need, customers or suppliers are waiting for quotes or inquiries, and the image of the business deteriorates. As the company grows, the number of contacts increases, and the problem also increases.

Task management and fulfillment is another particularly key issue in the life of a freelancer. The commercial agenda becomes saturated, the comings and goings in the different sectors of the activity cause delays or forgetfulness and tasks are not fulfilled. Calls to answer, quotes to design and send, orders to deliver, administrative tasks with deadlines, everything comes together and the professional does not know where to start.

CRM for freelancers comparison

So that you can choose the CRM that best suits your business as a freelancer, we have prepared this comparison where you will find 15 CRM systems that will make your work easier.

How does CRM for freelancers help?

Let's look at some specific situations in which CRM simplifies the life of the freelancer:

1. Contact management.

CRM software unifies all contact information in a single system. Once the data has been entered, the manager can search for contacts by name, phone number, tag or any other filter that is convenient and practical.

Customer and supplier files are created, with the history of transactions. In this way, the freelancer will always have information about each customer at hand, and will show that he knows him and is aware of his relationships. The customer becomes the center of operations, and this promotes customer satisfaction.

2. Task management

A CRM for freelancers allows you to organize tasks, grouping them according to different criteria and setting dates and deadlines. It usually has a reminder with an alarm and is configured to give advance warning, helping to ensure that tasks are completed according to plan.

Day by day, the calendar shows what needs to be done, what has already been done, what legal or commercial deadlines are coming up.

CRM makes it possible to take on new challenges for growth

The great challenge for any company is to stay in the market and grow. And to do so, it is essential to win and retain customers. The self-employed worker does not escape this rule. Therefore, organizing yourself to respond to customer needs is the basis of your business.

With a suitable CRM, the freelancer has a tool that allows him to know his customers and to respond to their reactions and interests. In this way, you will be able to adapt your strategies to them. It will also enable an integrated marketing strategy that takes into account all available information to increase profitability.

How to choose a CRM for freelancers?

The purpose of a CRM for freelancers is to facilitate the task of the employee. Its functionalities should save time and effort while preserving the quality of all business services.
  • The first tip is to choose a software that is easy to use and does not complicate the day-to-day work.
  • Another advisable feature is that the system centralizes all the data in the same tool and allows them to be shared.
  • If your company requires mobility, it is advisable to choose a CRM in the cloud, which you can use from any device, anytime, anywhere.
  • A scalable software ensures usability if the company grows.

In we offer you different lists of providers that adapt to your needs.

If you are still not clear about the advantages you could start by trying any of the free CRM systems that exist in the market, then you can take the leap to a paid plan, or opt for a more professional solution such as those included in this article on CRM for SMEs.

In any case, evaluate opinions and look for providers specialized in CRM for freelancers, reliable and that also ensure you some kind of support for the attention of possible incidents.