In a nutshell, CRM software lets you keep a record of information about and your interactions with current and prospective clients. With the right CRM system, freelancers make sure that they follow through on every lead.
The features provided by BatchBook make it an ideal CRM solution for anyone already using web-based applications. You can synchronize contacts between such services as Freshbooks, Mail Chimp, or Shoeboxed as well as standard email services. You can email directly from BatchBook as well as assign tasks related to individual contacts to your team.
Another good option for freelancers, Salesforce makes use of the sales cloud to let you find the information you need. There is a special focus on social media. You can integrate your email and pricing levels based on the number of users.
If you use email or telemarketing campaigns to promote your business, Relationals is an ideal tool that allows you to track the success of the campaign as well as tweak and improve it for the future.
The CRM is designed specifically for the Mac. There’s a calendar and mail integration. There’s also an iPhone and iPad version of the tool for mobile freelancers.
A relatively simple tool, Bizroof provides a free CRM application that handles basic contact management as well as scheduling-related events and tools. You can setup a Bizroof account with multiple users.
SugarCRM offers several different CRM tools, all of which are open source. While Sugar CRM is not free, it’s extremely adaptable, allowing you to easily create custom modules as well as add external data. Update & Correction: SugarCRM does offer a free Community Edition.
CRM grew out of managing sales and marketing efforts and you’ll find the CRM tools necessary for large-scale efforts in Zoho CRM (e.g., integrated inventory management) so that you can quickly complete sales.
This tool includes contact management, custom reports and email integration. It also integrates with Google apps. Unlike other tools, there is currently one low price.