Finest CRM software for freelancers and small companies as of 2020

An image where CRM is expressed as a graph in front of a computer

Trying to find tools that will assist you expand as well as organize your organization? Look into the best CRM for consultants and also small companies in 2020.

Among the hardest parts of freelancing is remaining organized.

Consultants and small businesses require to take care of projects as well as customers while monitoring all their information and documents at the same time.

This can be a challenging job so CRM solutions are ending up being more and more preferred amongst smart freelancers as they can take the problem out of job monitoring, invoicing, e-mail advertising and marketing, and also scheduling.

CRM (Customer Relationship Management) is an organization system that aids freelancers and companies handle interaction with their clients and also potential customers. A CRM system holds information on all your clients including emails, payments, calls, and also sales, as well as maintains it all in one area. The most significant advantages of using a CRM tool are that it improves call management, enhances consumer complete satisfaction, and also automates your sales process.

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In the short article below, we reviewed 7 ideal CRM tools to aid you successfully organize your business and grow it.

Our leading choice: Pipedrive

Pipedrive short description on their official site

Pipedrive is a sales-focused CRM solution that allows consultants and business owners to plan their sales process as well as display sale deals. This is a spectacular aesthetic CRM tool that shows the progress phases for every project and also tracks the pending tasks in each pipeline.

This CRM service relieves the process of email advertising and marketing as it allows customers to pick ready-made email templates, develop customized e-mail layouts, and also merge fields to autofill data. The tool integrates seamlessly with Outlook, Gmail, and Yahoo. Pipedrive maintains a visual history of every phone call, email, as well as activity made with every customer, so freelancers can check the last conversations they had with their clients prior to following up with the communications.

Pipedrive allows users to straight get in touch with clients by using the click-to-call feature. Consultants that have numerous tasks on their plate will manage their time a lot more easily as this CRM remedy will certainly send them reminders, follow-up alerts, and also notifications through email. Furthermore, Pipedrive has a user friendly and highly adjustable UI that includes integrated functions like sales forecasting, sales reporting, as well as pipeline management.

The tool main features:

  • Customizable product directory
  • Two-factor authentication
  • Adjustable email templates
  • 24/7 support (chat & e-mail)
  • Viewable sales pipelines
  • Task monitoring and calendar view
  • Dashboards which can be customized
  • Sales, activity, item reports
  • API access
  • Workflow automation
  • Team reports and also goals
  • Limitless custom-made fields
  • Data import and export
  • Profits forecast
  • Mobile apps for iOS and Android

Prices:

Essential

Pipedrive’s important plan starts at $12 a month per customer. The plan consists of all Pipedrive core functions, sales, task reports, and also one real-time control panel. Customers also obtain contact and also deal management.

Advanced

This plan begins at $29 a month per user. This features durable e-mail advertising functions like customizable e-mail templates, e-mail monitoring, and also email syncing. Users additionally obtain LinkedIn integration.

Professional

The plan starts at $59 a month per customer. This plan features advanced client administration features like one-click calls, call recording, and group emailing.

Business

Pipedrive’s plan for business begins at $99 a month per customer. This plan includes all the functions from the previous plan plus improved safety, extra customization, limitless dashboards, as well as user permissions.

Insightly

A screenshot of Insightly homepage

Insightly is a fantastic CRM having project management as well as tools for marketing. The platform has automation for lead and also opportunity monitoring where users obtain an easy-to-use lead profile layout. Users get to see history of their interactions with the lead including exchanged documents, occasions, e-mail communication, relevant tasks, and also notes.

This system permits you to keep an eye on every little thing and keep in contact with all your customers and also clients. The app features built-in email templates and also adjustable reports. Insightly works with Google Calendar and Contacts and also every user can also sync their e-mail accounts from Gmail and Outlook. Insights has integrations with all prominent applications such as Google Apps and Gmail, Evernotes, MailChimp, Office, and also Outlook.

The tool main features:

  • Integration with Google G-Suite Login, Calendar, and also Docs
  • Integration with Microsoft Office 365 Login, Calendar, as well as OneDrive
  • Templates for emails
  • Contact and organization handling
  • Real-time insight cards supporting customization
  • Mass emailing
  • Lead and opportunity management
  • Schedule synchronization
  • Automatic social profile enrichment
  • Customized report scheduling and emailing
  • Milestones and associated task monitoring
  • Integrated business intelligence monitoring panels
  • Management of tasks and events
  • It has over 250 integrations with business applications

Prices:

Plus

The Insightly Plus plan sets you back $29 a month. It consists of lead and sales monitoring along with accounting integrations.

Professional

Insightly Professional expenses $49 a month. This plan includes priority e-mail support and also permits users to send up to 5000 e-mails each day.

Enterprise

The plan costs $99 a month. It offers over 250 integrations to business applications, 200 customized fields per document type, and priority support.

Close

Close CRM is introduced as "your all-in-one CRM" on their official website

Close is a CRM system that makes lead management a very easy job by using a convenient control panel. The platform includes built-in calls, SMS, and email which puts your interaction with all of your leads as well as clients in one location.

This platform is most appropriate for little and also midsize companies that need a CRM system that has e-mail advertising features. All users require to do is define their copy and also the Close will instantly produce a whole email markeing campaign. Users get advanced e-mail monitoring and also can set up several e-mail accounts.

Close can likewise aid business owners assess the individual performance of team members. The system can track efficiency as well as ranking performances across the team based upon sales task, e-mails sent, the variety of phone calls made as well as time spent for talking to prospects.

The tool main features:

  • Custom fields
  • Email open and response monitoring
  • Advanced e-mail tracking
  • Two-factor authentication
  • HTML can be customized
  • Has support of bulk email sending
  • Managing activities, tasks and pipeline
  • Making sales comparison reports
  • Email customer support
  • Power dialer
  • Zapier integration
  • Global calling
  • Calendar sync
  • 2-way email sync
  • Real-time reports for sales activity

Prices:

Starter

It starts at $29.75 a month per user. This plan is restricted to 4 custom-made fields, 2500 leads, as well as 4000 contacts.

Basic

This plan costs $55.25 a month per user. The plan includes an unrestricted number of leads, contacts, and customizable fields.

Professional

The Professional plan sets you back $80.75 a month per user. It includes built-in e-mail series, mass email sending, and also power dialer.

Business

Close’s Business plan costs $123.25 a month per user. The plan includes call recording, call transferring, and also a dedicated account manager.

Bonsai

"Put your freelancing on autopilot" writing on Bonsai official website

Bonsai is an all-in-one tool that will help freelancers conveniently handle client management, accountancy, as well as project management. Freelancers that feel overwhelmed by documentation can discover Bonsai very valuable as this CRM software program automatically generates and also populates your documents for each new project. Bonsai also creates templated agreements and also legally binding e-signature. This will certainly reduce your paperwork process as well as conserve you a great deal of time.

What’s more, Bonsai creates and personalizes billings from any kind of proposal, contract, or timesheet instantly. This CRM will also track your payments as well as inform you about your customer’s interactions with the billing and also when they are going to pay. This additionally reduces the entire payment procedure for your clients as they get to sign their agreements as well as pay their invoices swiftly as well as conveniently.

Bonsai also enables freelancers to manage their jobs easily as all the info pertaining to the projects lies in one central place — the Bonsai dashboard. Users get to start new projects as well as include details concerning project details, social networks, and also contact info. Bonsai can link projects to current clients and lists all continuous projects in a customer panel.

The tool main features:

  • Customer management
  • Friendly UI
  • Chat support
  • Time monitoring
  • Global payments, 180 currencies
  • Streamlined client onboarding procedure
  • Invoicing automation
  • Project management tools
  • Information import and export
  • Read-receipt notices
  • Scheduling payments
  • Storage of legally binding contracts online
  • Automatic or weekly reminders
  • Complete contract templates
  • Customer contracts as well as billing system
  • E-signing
  • Safe messaging

Prices:

Bonsai begins at $16 a month. The plan includes all the tool core functions consisting of customer and project management.

Capsule

Capsule CRM is considered as a smart and simple online CRM on their website

Capsule is a basic CRM that enables freelancers as well as small companies to keep an eye on their brand-new clients as well as follow interactions as well as possibilities in the sales pipeline. Capsule enables customers to categorize data utilizing tags, customized fields, and also branding options.

What particularly differentiates Capsule CRM from rivals is that it provides a visual summary of your sales pipeline. Freelancing can get much easier if you can track your sales as they advance through the sales procedure. By using Capsule you’ll be able to specify the sales process by using milestones for every stage of the pipeline. It likewise generates profits forecasts to offer you a more clear view of how your business is going.

The platform has support of integrations for email marketing, document manipulating, customer support, and also audit. By utilizing this CRM your project management can obtain a lot easier as the system creates to-do-lists as well as calendars.

Capsule CRM is a superb CRM tool for company owner that have a tiny team as their members need to reach produce tasks, share them with colleagues, and comply with the progression.

The tool main features:

  • Advanced sales reports generating
  • Gmail plugin
  • A 30-day free test is available in all plans
  • Mobile application (for iOS and Android)
  • Google Suite single sign-on
  • Add-ons and integrations
  • Zapier integrations and automation
  • Customer relationship management
  • Project management
  • Two-factor authentication
  • Customized reports by means of Google Data Studio
  • Contact administration
  • Personalized fields
  • Schedule and task management
  • Customized filteringed lists
  • Adjustable sales milestones along with sales pipeline dashboard

Prices:

Free

Users get 10MB storage space and can take care of approximately 250 contacts.

Professional

The plan expenses ₤ 12 per user monthly. Customers obtain 10GB storage space per user as well as can take care of up to 50,000 get in touches with. This plan additionally includes sales reporting and premium integrations with G Suite, Xero, MailChimp, and also Wufoo.

Teams

The team plan prices ₤ 24 per customer monthly. Users can have all crucial features from the Professional plan, 20GB storage space per customer, as well as get to handle up to 100,00 contacts. The plan also includes innovative sales reporting and also custom google data studio reports.

HoneyBook

HoneyBook website screenshot — it is stated "Everything your business needs to get it done"

HoneyBook is a cloud-based CRM that allows innovative business owners and also freelancers to deal with payments, manage projects, and also book customers. Honeybook can reduce the entire organization process and also save numerous hours a day to a small business as it produces professional contracts and keeps invoices and crucial papers in one place.

The system aids you to set-up a to-do list for every single new job and create informs by sending you task reminders. Users also can send out automated visit demands as well as connect with clients by utilizing individualized templates. HoneyBook additionally reduces the payment experience for clients as it includes an auto-pay feature. It tracks payment and also accepts payment with credit cards, debit cards, and also bank transfers.

This CRM solution provides a mobile app for iOS and Android users. Honeybook incorporates with Gmail, Google Calendar, QuickBooks, Calendly, and also Zapier.

The tool main features:

  • Time tracking
  • Credit, debit, and also ACH/bank transfer
  • Reminders of automatic payment
  • Client support
  • Mobile invoicing
  • Sales pipeline management.
  • Customer and contact handling
  • Integration with Google Calendar, Gmail, Zapier, QuickBooks, and also Calendly
  • Mobile application is provided for iOS and Android
  • Customizable templates and cooperation tools
  • Scams protection
  • E-signs.
  • A 7-day cost-free trial is offered
  • Payment processing services is integrated
  • Payment monitoring
  • Worker, team, as well as appointment scheduling
  • 60-day money-back assurance

Prices:

HoneyBook’s only plan costs $40 a month. If you pay in advance for an annual plan you’ll pay $34 per month. The plan consists of all HoneyBook functions, cost-free account configuration, and training.

Dubsado

Dubsado website screenshot where they say "Do business differently"

Dubsado is an easy CRM system that takes the problem out of task management, e-mail advertising, invoicing, and scheduling. This CRM can help freelancers remain up-to-date with their funds as it displays a full history of their transactions and financial reports. What’s more, the platform lets you see revenue breakdown via charts and graphs.

Dubsado aids small business maintain all customers and contacts in one place, track their tasks, automate operations, as well as schedule appointments. It relieves onboarding new customers as customers can create new projects, track upcoming tasks, as well as obtain due date signals. Each project has a tag that helps users discover their method around the interface as well as get quick access.

Dubsado instantly sends billings and forms. Users can likewise turn on the automatic response function which sends out a personal e-mail to customers the moment they are trying to reach you. Dubsado is an excellent all-in-one tool for small companies.

The tool main features:

  • Personalized CSS styling
  • Customer portals
  • A free trial is readily available (no time limit at all)
  • Tags for projects
  • Integrates with PayPal, Stripe, as well as Square.
  • Plugins for brand names and users
  • E-signs
  • Responses automation
  • Custom-made branding
  • Form and to-do reminders
  • Time monitoring
  • Project timelines
  • Email, forms, and also billing automation
  • Payment reminders
  • Appointment planing
  • Calendar integration with Google, iCloud, Outlook, and also Office 365

Prices:

Free

Dubsado’s cost-free plan has no time limitation. It offers users access to a myriad of tools and allows them to take care of up to 3 clients.

Monthly plan

The month-to-month plan costs $35 a month. This plan sustains an unlimited number of clients and projects. Nevertheless, if customers intend to add more than 4 accounts they will certainly require to acquire several of the add-on prices packages that start at $25 a month.

Yearly plan

Dubsado’s yearly plan costs $350. The plan consists of all of Dubsado’s core functions as well as sustains an endless variety of clients and tasks. Customers that run multiple companies can add extra brand names by getting the add-on pricing bundle that begins at $10 each month.