Manage clients, track projects, and streamline billing with a customizable CRM tailored to fit your freelance business needs.


Build a CRM tailored to your freelance workflow. Add only the views and features you need now, and update your setup as your business evolves.
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize client and project data for efficiency.
Give your freelancers and managers the right tools and access for client and project management. Set up secure logins and permissions quickly—no dev work needed.
Give freelancers, project leads, or admins customized dashboards so everyone has what they need to work efficiently.
Give freelancers, project leads, or admins customized dashboards so everyone has what they need to work efficiently.
Connect with tools like Make, Zapier, or N8N to automate repetitive CRM tasks, saving time for your freelance team.
Freelancers and managers can access and update CRM details from anywhere. All apps are mobile-ready.
Allow your team to log in with Google, email, or SSO for fast, secure access—no IT tickets required.
Keep client and project data protected with SOC2 and GDPR compliance, plus fine-tuned access controls.
Let freelancers ask AI about leads, deals, or contacts—instant answers and insights, right inside your CRM dashboard.
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.
Set up your freelancer CRM in minutes with drag-and-drop blocks and ready-made templates.
Easily add features like client tracking or invoicing as your freelance business evolves.
Start with a CRM, then add client portals or project dashboards—all in one place, no extra tools.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A freelancer CRM is a dedicated workspace where you can manage your clients, projects, invoices, and communications—all in one secure, organized place. It helps you keep track of your contacts, deadlines, and important documents without juggling multiple spreadsheets or emails. This makes it much easier to stay on top of your freelance work and provide a smooth, professional experience for your clients.
Softr lets you quickly build a freelancer CRM that fits the way you manage your freelance business. You can connect your data sources, like Airtable, Notion, or Google Sheets, and create a dashboard where you track clients, projects, invoices, and tasks—all from one place.
You don’t need to know how to code. Start with a template or build from scratch, customize the look and feel, set up who can access what, and brand it to match your freelance identity. It’s fast to set up, easy to update as your workflow evolves, and flexible enough to grow with your business. Everything stays organized and looks professional.
There are lots of features you can add to your freelancer CRM to streamline your workflow. Some of the most useful include:
\- Client logins – so each client can access their own projects or invoices
\- Custom dashboards – to track project status, payments, or deadlines
\- Forms – for client onboarding, project briefs, or feedback
\- File sharing – for sending and receiving project files securely
\- Search and filters – to quickly find contacts, projects, or invoices
\- Tables, lists, and detail views – for tasks, appointments, or project details
\- Comments or status updates – to keep project communication organized
\- Charts – to visualize earnings, workload, or deadlines
\- Calendar view – for meetings, milestones, or submission dates
\- Permissions and roles – so clients and collaborators only see what’s relevant
All features are built using Softr’s drag-and-drop interface, so you can easily update your CRM as your needs change—no coding needed.
No coding is needed. You can build your freelancer CRM entirely using Softr’s visual builder. You’ll be able to customize layouts, permissions, and features without writing any code at all.
Yes. You can manage multiple clients or projects in a single freelancer CRM. Each client or collaborator only sees the content and project data assigned to them, based on their login and role. This is especially useful for freelancers juggling several clients or projects at once and wanting to keep everything organized in one place.
Softr supports a broad range of data sources for your freelancer CRM. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and others. You can also bring in client or project data from additional sources using the REST API.
You’re not limited to one source. You can combine data from multiple sources in the same CRM—for example, track client details in Airtable while pulling in project tasks from Google Sheets. Most sources offer real-time, two-way sync so your CRM stays up to date automatically.
Yes, Softr gives you full control over how users experience your freelancer CRM. You can tailor the layout, navigation, and content to fit your workflow and branding. Each page or block can be shown or hidden based on who’s logged in, so clients, collaborators, or contractors only see what’s relevant to them.
You can also define different user roles, such as client, collaborator, or admin—setting exactly what each role can view or edit. For example, clients can access only their own projects, while you or your team have access to all client data. You can also create custom views that filter information based on the logged-in user.
This makes it easy to keep the CRM organized, secure, and tailored to the needs of everyone you work with.
Yes, you can. You don’t need to import your data from somewhere else to start building a freelancer CRM with Softr. If you’re starting fresh, you can use Softr Databases, which is built right into the platform and works seamlessly with your CRM application.
If you already track client or project information in Airtable, Google Sheets, Notion, Coda, monday.com, Supabase, or an SQL database, you can connect those too. Softr also provides a REST API connector to pull in data from other sources. This gives you complete control over how your client and project data is structured and displayed in your CRM.
Yes, you can fully white-label your freelancer CRM in Softr. You’re able to use your own logo, brand colors, fonts, and even set your own custom domain to ensure the CRM feels like a seamless extension of your freelance business. All Softr branding can be removed, so your clients and collaborators only see your brand throughout their experience.
Absolutely. Softr gives you plenty of flexibility to tailor the design and layout of your freelancer CRM. Adjust colors, fonts, spacing, and page structure to fit your freelance brand. You decide how each page is organized, what blocks are included, and what different users see when they log in.
To present your data, you can use different block types depending on your needs:
\- Table blocks for things like project pipelines, contact lists, or invoice tracking
\- List or Card blocks to showcase client profiles or service offerings
\- Detail View for displaying individual project details or client dashboards
\- Forms for collecting client info or new leads
\- Charts for visualizing your workload
\- Calendar blocks to display deadlines or meetings
If your design or content requirements change, you can easily make updates directly in the visual builder.
Softr puts security first. All data for your freelancer CRM is encrypted in transit (TLS) and at rest, and your app is hosted on secure, reliable infrastructure. Softr lets you manage exactly who can access or edit information in your CRM, with role-based permissions, user management from your data source, page visibility rules, and platform-wide restrictions to safeguard sensitive data.
If you connect to external sources like Airtable, Notion, or SQL, Softr doesn’t store your data—instead, it displays it securely in real time based on your access settings. You retain full control over your data and who can view or modify it.
Softr also follows industry best practices for authentication, access control, and continuous platform monitoring to keep your freelance business information safe.
You can get started for free. Softr’s Free plan lets you publish one freelancer CRM app with up to 10 users and 2 user groups, and supports standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If you need more users or advanced features for your CRM, you can explore Softr’s paid plans here: <https://softr.io/pricing>
Softr is built to make it easy to create full-featured, user-facing apps—like freelancer CRMs, client portals, and project trackers—without any coding or hiring developers. What makes Softr stand out is how quickly you can build and launch your CRM, plus how easily it connects to your existing data sources.
Unlike some no-code tools that focus on mobile apps or are more geared toward developers, Softr is designed for freelancers and small teams who want full visual control over layout, user experience, and permissions. Build directly on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded spaces your clients and collaborators can log into.
Everything is customizable in the visual builder—from content and design to user roles and permissions. With built-in forms, conditional logic, and API support, you don’t need to cobble together multiple tools to launch a professional freelancer CRM.
Yes! Softr offers a variety of integrations so you can connect your freelancer CRM to the rest of your workflow. Sync with tools like Stripe for payments, Intercom for messaging, and automate tasks with Zapier, Make, or N8N. You also have access to REST API and webhooks for advanced automations.
This means you can pass data to other systems, trigger automations based on actions in your CRM, or display information from your favorite tools—all without writing a line of code.