/00 · Client Management for Freelancers
Manage Every Client Relationship in One Place
A freelancer-first CRM with contacts, deals pipeline, activity logging, and a branded client portal — built for solo operators, not enterprise sales teams.
/01
The Context
Enterprise CRMs like Salesforce and HubSpot were built for sales teams of 50, not for one freelancer with 12 clients. They're bloated, expensive, and require an admin to set up. So most freelancers default to a Google Sheet — which works until it doesn't, and now you're searching three inboxes for the email where you discussed scope with that one client six months ago.
Workraft's freelance CRM is the middle ground: a single source of truth for every client, every deal, and every project, designed around how independents actually work. Contacts link to proposals, contracts, invoices, and projects. Activity logs build automatically. And every client gets a branded portal where they can see exactly what's happening — without you sending a single status update email.
/02
Features
Everything you need.
/01
Client profiles with custom fields
Store contact details, billing addresses, time zones, preferred communication style, key contacts, and any custom fields specific to your business — all on one screen.
/02
Visual deals pipeline
Drag-and-drop deals through stages: Lead → Discovery → Proposal Sent → Won / Lost. See the value of your pipeline at a glance and forecast cash flow.
/03
Automatic activity logging
Every email, proposal sent, contract signed, invoice paid, and project update is logged automatically. Build a complete history of every relationship.
/04
Follow-up reminders
Set reminders for any client. Workraft surfaces them in your daily dashboard so nothing slips. Recurring reminders for quarterly check-ins and annual reviews.
/05
Branded client portal
Every client gets a portal with their projects, invoices, contracts, files, and a direct message channel — under your brand, on your subdomain.
/06
Connected to every other module
Clients tie into proposals, contracts, invoices, projects, and reports. Update the client once and the change propagates everywhere.
/03
Use Cases
Who uses client management for freelancers.
A consultant tracking 8 active prospects
Use the deals pipeline to see who's in discovery, who's reviewing a proposal, and who needs a follow-up nudge — without juggling spreadsheets.
A designer onboarding a new client
Add the client, send a welcome packet from the portal, schedule a kickoff call, and create the project — all from one screen in 10 minutes.
A long-term retainer relationship
See every invoice, contract, and message exchanged with this client over the past 2 years in a single timeline — perfect context for your next renewal conversation.
An agency handling repeat business
Tag clients by service type, industry, and lifetime value. Filter to see your top 10 clients by revenue and prioritize relationship-building accordingly.
/04
How It Works
From sign-up to sent in minutes.
01
Import your clients
Upload a CSV from your existing spreadsheet, or import contacts from Google. Workraft de-duplicates as it goes.
02
Build your pipeline
Add deals to the relevant stage. Tag, prioritize, and set follow-up dates.
03
Log everything (or let Workraft do it)
Email integration logs client emails automatically. Proposals, contracts, and invoices log themselves when you create them.
04
Activate the portal
Turn on the client portal per relationship. Clients log in to see exactly what's happening — fewer status emails for you.
/05
Workraft vs the old way
Why this matters.
/06
FAQ
Common questions.
How is Workraft different from a real CRM like HubSpot?
+
Workraft is built for one operator (or a small team) running an independent business. HubSpot is built for sales teams running pipelines of hundreds of leads. If you're a freelancer or small agency, the enterprise features are overkill and the pricing is punitive. Workraft gives you the 80% of CRM that actually matters for solo work.
Can I import clients from Google Contacts or a CSV?
+
Yes. Workraft supports CSV import for clients, contacts, and historical deals, plus direct Google Contacts sync. The import wizard de-duplicates and lets you map columns to Workraft fields.
What's in the client portal exactly?
+
Every client portal includes: active projects with progress %, all invoices (paid + outstanding), signed contracts, shared files, and a threaded messaging channel. You control which modules are visible per client. The portal is white-labeled with your logo and colors.
Can multiple people from a client company access the portal?
+
Yes. Each client account can have multiple users — useful when you're working with a marketing manager, finance person, and CEO from the same company. Each user sees the same shared workspace.
Is there a limit on how many clients I can manage?
+
The Free plan supports up to 3 clients. The Pro plan ($19/mo) is unlimited. There's no per-seat pricing — invite as many client users to portals as you need.
Does Workraft sync with my email?
+
Yes. Connect your Gmail or Outlook and Workraft auto-logs emails to the matching client. You can also send emails from inside Workraft, and they're tracked just like any other activity.
Can I export my client data if I ever want to leave?
+
Always. Every client, every deal, every interaction, every invoice — exportable to CSV at any time, no questions asked. Your data is yours.
Ready to try client management for freelancers?
Free to start. No credit card required. Pro is $19/month, billed monthly, cancel anytime.
Organize Your Clients Free