Build your own CRM for freelancers, no code required
Manage clients, track projects, and streamline tasks with a fully customizable CRM tailored to fit your freelance business needs.
Add only the features you need
Choose just the features your workflow requires. Update your CRM as your projects or client needs change—no code or extra steps needed.
Client contact management
Project and task tracking
Invoice and payment tracking
Lead capture and follow-up
Document sharing and storage
Appointment scheduling
Bring all your client data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize client and project workflows in one place.
Give every freelancer a custom, secure CRM.
Build a branded portal for freelancers to manage clients, projects, and tasks. Set up secure logins and permissions in minutes—no coding required.
Easy, secure logins
Freelancers can manage their CRM from desktop or mobile. Access client info and tasks on the go, no extra setup needed.
Works on any device
Freelancers can manage their CRM from desktop or mobile. Access client info and tasks on the go, no extra setup needed.
Automations
Connect with tools like Make, Zapier, or N8N to automate follow-ups, reminders, and invoicing—saving freelancers time.
User groups
Allow separate logins for freelancers, clients, or collaborators. Each group gets a personalized dashboard experience.
Advanced permissions
Set rules to control who can view, edit, or manage client details and projects—down to the individual record.
Security
Protect client and project data with robust security. Softr ensures full SOC2 and GDPR compliance.
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An AI assistant for freelancers
Freelancers can ask AI about clients, leads, or deals—getting fast answers and insights, all within your CRM workspace.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your freelancer CRM in minutes with simple drag-and-drop and ready-made templates.
Consolidate your stack
Add features like client tracking or invoicing as your freelance business evolves—no starting over.
Flexible as you grow
Start with a CRM, then add client portals or forms—all in one place, no extra tools needed.
Build a fully custom CRM for freelancers in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your CRM for freelancers in minutes