What is your writing business’s most valuable asset? Typically, for freelance writers, the biggest asset is our clientele. Maintaining positive working relationships with potential employers is more than it looks. As your business grows, you may need support handling several clients. That’s where customer relationship management (CRM) tools come in help.
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CRM software is vital to effectively nurture the relationship with your clients. Data such as email addresses, phone numbers, site addresses, and transaction histories can all be stored in a CRM. In this article, you’ll discover how the finest CRM for freelance writers may help you grow your business.
What Is a CRM?
CRM stands for customer relationship management. Automation and the integration of teams as well as strategic planning are all made possible by these technologies. You may increase sales and improve interactions with customers by having all of your leads’ information in one place.
A reliable CRM can optimize your operations, providing you more time for difficult activities that deliver bigger returns. These tools can help you manage processes, measure KPIs, and analyze your sales funnel. You can also use simple features like conversations and work assignments.
The benefits of employing a CRM are infinite, since they can help you with these processes:
- Setting your sales targets
- Finding new clients
- Analyzing the tastes and habits of your target audience
- Managing emails and phone numbers
- Evaluating your weekly, monthly, or yearly outcomes
- Identifying your ideal customer AKA the ideal customer for your company.
- Keeping track of all of your relationships in one place
- Following-up communication with valuable email marketing ideas
- making phone calls, sending messages, or compiling quotes into a list
- Monitoring after-sales and customers’ feedback regarding this level of service
The Best CRMs for Freelancers
CRMs are an excellent tool to have while running a small writing firm, just as they can benefit an experienced freelance writer with many clients. For freelance writers, here are some of the top CRMs to check out.
HubSpot is a well-known CRM software and clearly a marketing behemoth, with 100,000 customers in 120 countries. It’s known for delivering loads of options for firms of all sizes. HubSpot marketing tools for freelance writers are powerful, and many of them are available for free.
This tool helps you organize, track, obtain leads, and monitor your tasks on an easy-to-use dashboard. HubSpot CRM tracks customer interactions automatically, whether through email, social media, or phone conversations. It also delivers real-time notifications regarding your leads’ behaviors.
Salesforce, Shopify, and the Google Suite are just a few of the major programs that you can combine with Hubspot. HubSpot also gives its customers access to educational resources. Beginning marketers can discover the current best practices via blog articles, ebooks, manuals, certificates, and free courses.
The free plan from Hubspot contains several essential features including unlimited contacts, notes, scheduling tasks, connection with Gmail, CRM app for mobile, chatbots, and more. You can use these sophisticated tools to manage connections with dozens of clients for your writing business. To see HubSpot’s full potential, buy the Starter Plan for $45/month or $540/year.
Salesforce is another outstanding CRM for freelance writers, featuring options for major enterprises, as well as small businesses. Like HubSpot, Salesforce provides helpful instructions to get you started in the realm of CRMs.
The Salesforce platform is relatively straightforward to use, as it was built to answer the most common difficulties of business owners. Those in the financial, healthcare, communications, media, retail, and non-profit sectors can all benefit from this.
Its system is built on the cloud – that is, you may access Salesforce from any PC or smartphone (Android or iOS) (Android or iOS). To accompany its great features, Salesforce provides some of the best customer service on the industry. Contact management tools, lead generating and reports are just some of the features you’ll find in this package.
You may purchase Salesforce for $25/month per user (paid yearly) and get a 14-day free trial to get started.
With the help of Insightly, you can organize all the data about your customers so that you can tailor your offers and close more sales. The characteristics of the platform are based on the premise that today’s customers prefer more personal interactions. With Insightly’s solutions, you can engage with your clients by offering exactly what they want.
This platform provides the core functionalities of a CRM, presenting them in a friendly and easy-to-understand fashion. It is intuitive and useful, giving a wide range of features and many connections with popular programs for writers including Mailchimp, QuickBooks, Gmail, Dropbox, Evernote, Google Drive, and Zapier.
Two users can be created on the free plan. However, the Plus Plan, which costs $29 a month if you require more robust features, is an option (billed annually). Try out the 14-day trial to decide which plan suits your needs.
Zoho is a superb CRM for freelance writers due of its extensive platform. With Zoho, you can access services like phone calls, emails, online live chat, and control of your social media channels to develop relationships with your clients. Keeping tabs on who’s visiting your website is likewise a cinch.
Use Zoho Books or Zoho Projects to automate your bookkeeping and project planning in your CRM. If you’re new to CRMs, Zoho Academy can instruct you on marketing best practices with lectures and downloadable resources.
Users can choose from a free edition or upgrade for $12 per month. Begin with a free 15-day trial to find out which plan best suits your needs.
Bitrix24 is an all-in-one platform for freelance writers, offering a wide range of features to help you work more efficiently. The Bitrix24 ecosystem may replace many services, and you won’t lose any consumer contacts as a result. It features HD video conferences to connect your clients, and its website builder can help you promote your writing services — and it’s SEO-friendly!
Available in 18 languages, this CRM software features intranet functions and project management. You may use it to make reports, keep track of time, plan and advertise events, and communicate privately or in a group with other members of your organization.
Unlimited users, tasks, internal communications management, chat and video call hosting are all included in Bitrix24’s free edition. You also get 5 GB of data storage. In case you require more advanced features, Bitrix24 has its Start+ Plan for $19/month. With it, you may add up to 20,000 leads and access 10 GB of storage.
CRM SalesRabbit is a low-cost cloud-based sales management system for teams. If you’re interested in learning more about marketing, this is a great tool to use. Your firm can benefit from its webinars and other video content, which can teach you more about effective sales strategies.
This platform includes the required capabilities to manage your team of writers, increase their performance, and automate the sales process to save time. You may install SalesRabbit on Windows and iOS operating systems, as well as on your mobile device (iOS and Android) (iOS and Android). Many other CRMs, such as Zoho, Hubspot, and Salesforce, can be integrated with SalesRabbit. That way, you may move your data to this tool quickly and precisely.
The Team Plan costs $22 per user each month (paid annually) (billed annually). You can book a demo to learn more about their plans before making a purchase. If you need a feature-rich CRM for freelance writers, SalesRabbit is what you’re looking for.
In order to better serve your customers and expand your business, Freshworks has developed a customer relationship management (CRM) system. It uses artificial intelligence to enhance functions like email automation, lead management, lead scoring, and lead classification. It’s like having a personal assistant that helps you automate your work and better manage your clients.
There are hundreds of integrations in this program to make it more efficient. Integrations include Google Calendar, Trello, HubSpot, Asana and Google Contacts as well as social media platforms like Facebook and Shopify.
FreshWorks is free for up to 10 users, but with some limits. In the event that your company expands rapidly, you may want to consider the Growth Plan, which costs $29 per month per user (billed annually). Enjoy its long trial period of 21 days to make sure you’re enjoying all the features.
Pipeline is a sales management application that helps writers make their business procedures more productive. It’s easy to get started, and the CRM system may be customized to fit your specific needs. You can manage your sales funnel, email integrations, goals, tasks, and projects effortlessly.
With Pipeline, you can obtain outstanding US-based customer assistance. If you don’t understand any of the features, you enjoy unlimited calls, chat, and email assistance whenever you need them.
Pipeline supports over 100 connectors with different systems and apps. You can also modify your dashboard and organize the panels as you like, or even construct your own catalogs of products linked to Pipeline.
This all-in-one CRM is perfect for freelance writers and small writing companies. Each of its plans offers a 14-day free trial that you can try without a credit card. Then, check out the Pipeline basic plan at $25 per user each month (paid annually) (billed annually).
Less Annoying CRM
A robust CRM that focuses on small enterprises is less annoying. It gives everything you need to keep and nurture connections with clients. In addition, following a risk-free 30-day trial period, users just pay $15 per month. No matter what you do or what you require, your subscription costs the same. That implies there’s no need to examine a convoluted pricing structure.
This flexibility makes Less Annoying a great CRM for freelance authors. Because you can adjust the amount of users at any time without having to alter your strategy, it can help you increase traffic and expand your small writing business. For example, if you have a team of two writers to manage 10 clients, with Less Annoying, you won’t need to alter plans if you need to add two extra authors to speed your sales.
Agile CRM is an all-in-one CRM solution that combines features like sales automation, customer care, and marketing. It helps you to promote your business via newsletters, landing pages, web forms, web popups, and text messaging. After then, you’ll be able to see your progress through the CRM analytics.
One-click calling and voicemail automation are also included in this CRM, making it easier to communicate with potential customers. You may also automate the creation of meetings with an online calendar and regulate various connectors. All these functionalities will assist you stay up with your clientele and foster more leads for your writing services.
Agile CRM provides a free plan with limits, but you can access all of its capabilities for just $8.99 per month. With its basic package, you’ll get perks such as email campaigns, online engagement analytics, form builder, landing page builder, marketing automation, social monitoring, and mobile marketing.
The Right CRM Is Key to Keeping Your Customers Engaged
Writers and writing companies can gain a lot from utilizing these robust CRM tools. They can assist you get information to make better management decisions and reach more potential clients. In fact, when your clients’ data is examined in a CRM, you can better understand their behaviors and focus on satisfying their demands.
By automating routine processes, a CRM can help you run a more efficient writing business. Pick two or three of your preferred CRMs from the ones on our shortlist to try out. Then, test them to decide which one works best for you.