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CRM for Freelancers

As a freelancer, you are the sales team, the project manager, the accountant, and the delivery team all in one. You need a lightweight system that tracks your client relationships, manages proposals, logs your time, and handles invoicing — without the overhead of enterprise software.

Freelancer CRM challenges

Section titled “Freelancer CRM challenges”
  • Wearing every hat — you don’t have time for complex CRM setup; it needs to work immediately
  • Proposal tracking — knowing which proposals are pending and following up at the right time
  • Time tracking — accurate time logs are essential for billing and understanding your true hourly rate
  • Cash flow visibility — knowing what’s been invoiced, what’s been paid, and what’s overdue

How HARi solves this

Section titled “How HARi solves this”

HARi’s Freelancer template is streamlined for solo professionals — minimal setup, maximum impact.

Entities and fields to set up

Section titled “Entities and fields to set up”
  • Clients (Companies) — business name, industry, billing address, payment terms, lifetime value
  • Contacts — name, email, phone, role (primary contact, accounts payable)
  • Proposals — linked to Client, project description, quoted amount, status (Draft / Sent / Accepted / Declined), valid until date
  • Projects — linked to Client and Proposal, description, start date, deadline, status, budget
  • Time Entries — linked to Project, date, hours, description, billable flag
  • Invoices — linked to Project, line items from time entries, total amount, status (Draft / Sent / Paid / Overdue)

Workflows included

Section titled “Workflows included”
  1. Proposal follow-up — 3 days after sending a proposal, remind you to follow up if no response
  2. Project kickoff — when a proposal is accepted, automatically create a project with default tasks
  3. Weekly time summary — every Friday, send yourself a summary of hours logged this week
  4. Invoice reminder — when an invoice is 7 days overdue, send a polite payment reminder to the client
  5. Project wrap-up — when a project is marked complete, create a final invoice with all unbilled time entries

Key dashboard widgets

Section titled “Key dashboard widgets”
  • Active projects and their status
  • Hours logged this week / month
  • Revenue this month vs. target
  • Outstanding invoices
  • Proposals pending response

Get started

Section titled “Get started”

Install the Freelancer template from Settings > Solutions. Within minutes, you’ll have a complete system for managing clients, tracking time, and sending invoices. Spend less time on admin and more time doing the work you love.