Beste CRM voor freelancers

Onthulling van de 5 beste CRM voor freelancers in 2023: geef uw freelancebedrijf meer kracht

Verspreid de liefde

Welcome, fellow freelancers! Have you ever felt overwhelmed by the sheer amount of client details, ongoing projects, En marketing tasks that you have to handle? We’ve all been there. Trust me, I know how it feels. Juggling multiple clients, maintaining customer relationships, and managing sales and marketing efforts — it’s a tall order for any one-man (or woman!) show.

Now, what if I told you there’s a solution? One that can streamline these tasks, making your workday smoother and more organized. Enter Beheer van klantrelaties (CRM) tools, your new best friend in the freelance world.

But wait, what’s a CRM you might ask? Simply put, it’s a software solution that allows you to manage all your business relationships and the data and information associated with them. This involves everything from contact management to sales management, lead generation to email marketing campaigns, and so much more.

The beauty of CRM for freelancers is that it can automate and manage numerous aspects of your freelance business. Whether it’s project management, client management, marketing automation, or sales processes, CRM can shoulder the burden. The best part? Many CRM tools come with a gratis abonnement that suits the budget of freelancers perfectly.

Let’s dive into the world of CRM, explore the 5 best CRM for freelancers, and learn how these software solutions can empower you to take your freelance business to the next level. Buckle up, and let’s get started!

crm integrations for freelancers

Understanding CRM for Freelancers

Have you ever lost track of a client’s email in the clutter of your inbox? Or forget about a project deadline because it was buried in your notes? Perhaps you’ve even mixed up the details of two different clients’ projects. These are common challenges for us freelancers, and boy, are they stressful!


That’s where CRM for freelancers steps in to save the day.

CRM software is not just a tool—it’s your personal assistant, your organizer, your reminder, and your customer service rep, all rolled into one. It enables you to keep a tab on all your client information, manage projects efficiently, follow up on leads and invoices, and even automate marketing tasks. In essence, CRM software will help you manage every aspect of your client relationships.

But, let’s dissect this a bit further:

  1. Contact and Client Management: CRM tools allow you to centralize all your customer data in one place. This includes not only your clients’ contact information, but also their project details, preferences, and any other interactions you’ve had with them. Say goodbye to spreadsheets and hello to a streamlined, easily accessible database!
  2. Project Management: CRM can make project management a breeze. You can monitor the progress of ongoing projects, set deadlines, and assign tasks. It also lets you track your time spent on each project, ensuring you bill your clients accurately.
  3. Marketing automatisering: If marketing feels like a chore, a CRM can take over! From launching email marketing campaigns to managing your sales funnel, a CRM tool will handle your marketing needs and help you stay ahead of the competition.
  4. Sales Processes: With CRM software, you can automate your sales processes. You can easily track leads, manage your sales pipeline, and even automate follow-ups. This not only saves time but also helps in enhancing customer interactions.

Remember, all these functionalities are crucial for your freelance business, regardless of your field. And while the list of CRM benefits could go on, the point is clear – a good CRM is an invaluable tool in any freelancer’s toolkit.

Next up, let’s dive into the specifics and see which CRM tools out there are the cream of the crop for us freelancers.

What is the Best CRM for Freelancers

Zoho CRM: Unpacking Free and Paid Plans, Integrations, and More

zoho crm

Our first stop on this CRM tour is the highly regarded Zoho-CRM. This all-in-one tool is perfect for freelancers who want to keep all their data, projects, and contacts in one place. Not to mention, it’s also super user-friendly!

Lees ook: Zoho CRM-beoordeling

Now, if you’re like me, you’re thinking, “Yeah, sure, but what makes it so special?” Well, let’s dive in and find out!

Belangrijkste kenmerken

zoho crm integrations
  1. SalesForce Automation (SFA): Zoho CRM’s SFA system is designed to automate your business’s sales tasks, processes, and procedures. This means you can manage your sales pipeline effortlessly, track leads, and close deals faster.
  2. Contact and Client Management: Zoho CRM makes it a breeze to manage all your client data. From basic contact info to more detailed client interactions, all the information you need is easily accessible in one place.
  3. Email Marketing: Zoho CRM integrates seamlessly with popular email services, allowing you to create, send, and track effective email marketing campaigns directly from your CRM.
  4. Integraties: You can easily integrate Zoho CRM with other tools you may already be using, like Google Workspace and Microsoft Excel, bringing all your tools under one roof.

Free vs. Paid: The Zoho CRM Difference

The beauty of Zoho CRM is its accessibility. With a gratis abonnement tailored for up to three users, freelancers can leverage essential CRM functionalities such as contact management, lead generation, and document sharing, without dipping into their pockets. This plan also allows you to manage your tasks, events, call logs, and notes, essentially covering your basic CRM needs.

But if you’re looking for more advanced features, Zoho CRM’s betaalde abonnementen offer a smorgasbord of options to optimize your business operations. These include sales forecasting, marketing automation, email insights, custom dashboards and reports, inventory management, and more.

Integration with Google Workspace and Microsoft Excel

One of the standout features of Zoho CRM is its ability to integrate seamlessly with Google Workspace and Microsoft Excel. This means you can sync your Google or Outlook contacts, calendar, and tasks directly with Zoho CRM. Moreover, you can import and export data to and from Microsoft Excel, making data analysis and reporting a breeze.

Email Marketing and Automation Tools

When it comes to marketing, Zoho CRM doesn’t skimp. It offers comprehensive email marketing tools that let you create, send, and track email campaigns from your CRM dashboard. You can segment your audience, schedule emails, and analyze the performance of your campaigns with detailed reports.

Zoho CRM also has a unique feature called Zoho-campagnes that allows you to automate your entire email marketing process. From triggering personalized emails based on customer behavior to nurturing leads and converting them into customers, automation is at your fingertips.

Managing Multiple Clients and Projects

As a freelancer, you’re often juggling multiple clients and projects. Zoho CRM can help streamline this. With its multi-channel support, you can keep track of all your customer interactions in one place. Its project management features allow you to create new projects, assign and manage tasks, set deadlines, and monitor project progress all within the CRM system.


  1. Zoho CRM biedt een free version, which is a big plus for freelancers on a budget.
  2. It’s incredibly gebruikersvriendelijk with an intuitive user interface.
  3. De customizability of Zoho CRM allows you to tailor the software to suit your needs.


  1. While Zoho CRM has many integrations, it may not cover all the third-party apps you use.
  2. The mobile version of Zoho CRM could be improved for a better user experience.


Zoho CRM does offer a free plan, which is perfect for individual users or freelancers just starting out. However, for access to more advanced features, they offer several paid plans starting at $14 per user/month when billed annually.

In a nutshell, Zoho CRM is a powerful tool that can effectively streamline your freelance business. From contact management to sales automation, it’s got you covered. And with its friendly user interface and reasonable pricing, it’s definitely worth a shot!

HubSpot CRM: Simplifying Your Freelance Business

hubspot - beste crm voor coaches

Next on our list is the much-acclaimed HubSpot CRM. Known for its easy-to-use interface and extensive feature set, HubSpot CRM is a solid choice for freelancers who want to manage their client relationships, sales pipeline, and marketing efforts more efficiently.

Lees ook: HubSpot CRM-beoordeling

Belangrijkste kenmerken

  1. Contactbeheer: HubSpot CRM enables you to keep track of your contacts, organize client details, and monitor every interaction you have with your clients.
  2. Verkooppijplijnbeheer: With HubSpot, you can get a real-time view of your entire sales pipeline on a clean, visual dashboard.
  3. Email Tracking and Notifications: One standout feature of HubSpot CRM is its email tracking capability. You get notified when a prospect opens your email, allowing you to follow up effectively.
  4. Marketing and Sales Automation: HubSpot allows you to automate marketing and sales tasks, saving time and ensuring you never miss an opportunity.

Sales Management and Sales Pipeline Tools

Met HubSpot CRM, managing your sales becomes significantly easier. The software provides a visual dashboard that gives you a real-time view of your entire sales pipeline. You can easily add, assign, and track deals. The platform also allows you to set tasks and reminders, ensuring you never miss a follow-up or meeting.

The sales pipeline management tool is fully customizable, meaning you can tailor it to match your sales process. You can create as many deal stages as you need, assign dollar values to each stage, and calculate the likelihood of deal closure.

Unlimited Users and the Free Version

A huge selling point for HubSpot CRM is the ability to add unlimited users, even on the free version. This is a significant advantage if you’re managing a small team or if your freelance business expands in the future.

Speaking of the free version, it’s quite comprehensive. You get access to key features such as contact management, email marketing, ad management, live chat, and conversational bots. And while it does have its limitations (like missing out on automation features), it’s an excellent starting point for freelancers who are new to CRM.

Integrating Third-Party Apps

One of the strengths of HubSpot CRM is its ability to integrate with a wide range of third-party apps. These include Gmail, Google Calendar, Google Contacts,, Office 365, Zapier, and many more. Whether you’re using email marketing tools, document management tools, or customer support tools, HubSpot can integrate them, making it easier to manage all your business functions from one place.


  1. HubSpot CRM is entirely free for its basic package, making it an excellent choice for freelancers just starting out.
  2. The platform provides an easy-to-navigate and intuitive interface, simplifying the CRM learning curve.
  3. HubSpot offers excellent educational resources and customer support.


  1. For more advanced features, you need to upgrade to a paid plan, which can be quite pricey.
  2. Some users report that the mobile app doesn’t offer all the features available on the desktop version.


HubSpot CRM offers a robust free version that includes basic features like contact and deal management, tasks and activities, and email marketing. For access to more advanced features like sales analytics, multiple pipelines, and automation, you can upgrade to one of their paid plans: Starter ($45/month), Professional ($450/month), or Enterprise ($1,200/month).

Ten slotte, HubSpot CRM could be a great asset for your freelance business. Its rich set of features, user-friendly interface, and the attractiveness of a robust free plan make it a serious contender in the world of CRM for freelancers.

Agile CRM: The All-Rounder for Freelance Business

agile crm logo

Ontmoeten Agile CRM, a cloud-based CRM solution that offers a potent mix of contact management, sales tracking, and marketing automation tools. This all-in-one CRM platform could be an excellent choice for freelancers wanting a one-stop shop for managing their client relationships, sales, and marketing efforts.

Lees ook: Full Agile CRM Review

Belangrijkste kenmerken

agilecrm-beoordeling (1)
  1. Contactbeheer: Agile CRM allows you to track leads, manage contacts, and maintain detailed customer profiles in one place.
  2. Sales Tracking: Agile CRM offers comprehensive sales tracking tools. This includes lead scoring, lead management, deal tracking, and lifecycle stage tracking.
  3. Marketing automatisering: Agile CRM shines with its marketing automation features. You can automate your social media marketing, email campaigns, and even mobile marketing.
  4. Project Management: Agile CRM also offers project management features, allowing you to manage tasks, projects, and deadlines easily.

Sales and Marketing Features for Better Client Acquisition

Met Agile CRM, you get a host of powerful sales and marketing tools to help attract and acquire new clients. You can automate your sales processes, from initial contact to deal closure, using Agile CRM’s sales automation features. You can also segment your contacts, score your leads based on their interaction with your business, and identify which leads are more likely to convert into clients.

On the marketing front, Agile CRM enables you to build and manage targeted email marketing campaigns. Its marketingautomatisering tools let you automate your follow-up process and nurture leads with personalized, behavior-based emails. This not only improves your email marketing efficiency but also enables you to build stronger relationships with your potential clients.

Lead Generation and Sales Processes

In the realm of lead generation, Agile CRM offers several tools to help you attract and capture potential clients. It integrates with a variety of third-party applications like social media platforms, landing page builders, and email marketing services to drive lead generation.

Moreover, Agile CRM’s sales tracking features let you monitor your sales processes closely. You can track your deals, follow your sales pipeline, and monitor your team’s performance. This provides you with valuable insights that can help you fine-tune your sales strategies and boost your conversion rates.

Document and Task Management Features

Apart from sales and marketing, Agile CRM also serves as a competent project management tool. It allows you to create and assign tasks, set deadlines, and monitor project progress. The software also allows for document management, enabling you to store, share, and collaborate on documents with your team. This feature is particularly handy if you’re working with multiple clients or managing a small team.


  1. Agile CRM offers a wide range of features in one integrated suite, making it easy to manage your business functions.
  2. The platform offers a free version for up to 10 users, making it a great choice for freelancers and small teams.
  3. Agile CRM has a user-friendly interface with easy-to-navigate options.


  1. The free version has limited features. For advanced functionalities, you need to upgrade to a paid plan.
  2. Some users report that customer service could be improved.


Agile CRM offers a free version for up to 10 users, which includes basic features such as lead scoring, contact and task management, and email campaigns. For more advanced features, Agile offers three paid plans: Starter ($14.99 per user/month), Regular ($49.99 per user/month), and Enterprise ($79.99 per user/month), all billed annually.

In a nutshell, Agile CRM is a versatile tool that integrates sales, marketing, and customer service into one platform. Its variety of features, free plan for up to 10 users, and intuitive interface make it a strong contender for one of the best CRMs for freelancers.

Other CRM Tools: Best of the Rest

While Zoho CRM, HubSpot CRM, and Agile CRM are excellent choices, there are other notable CRM tools in the market that could fit the unique needs of freelancers. Let’s take a quick glance at some of these options:

1. Freshsales CRM


Freshsales-CRM is a sales-oriented CRM platform known for its intuitive design and strong sales features. This software combines AI-based lead scoring, built-in phone and email, and robust sales tracking into one CRM solution.

Lees ook: Freshsales CRM Review

Belangrijkste kenmerken

freshsales features
  • AI-based lead scoring
  • Built-in phone and email
  • Robust sales tracking


  • Offers a free version with essential CRM features.
  • User-friendly interface and easy to get started.
  • An excellent mobile app that allows you to work on the go.


  • Advanced features are only available in higher-priced plans.
  • Limited customization options.


Freshsales offers a free plan with basic features. Paid plans start from $15 per user/month.

2. Pipedrive CRM

Pipe drive beoordeling

Pijpaandrijving is a popular CRM tool designed with sales teams in mind. This software is ideal for freelancers who want to focus on their sales processes.

Lees ook: Full Pipedrive Review

Belangrijkste kenmerken

pipedrive contact management
  • Customizable sales pipelines
  • Email integration and tracking
  • Activity and goal tracking


  • Very intuitive and easy to use.
  • Excellent for managing and tracking sales processes.
  • Offers a good variety of integrations with other tools.


  • Reporting features could be more robust.
  • Automation features are limited in the lower-priced plans.


Pipedrive offers a 14-day free trial. Paid plans start from $12.50 per user/month.

These two additional CRM options offer unique features and benefits that can cater to different aspects of your freelance business. It’s worth checking them out and taking advantage of the free trials or versions to see which one fits your needs the best.

Choosing the Best CRM for Freelancers

Now that we’ve looked at several CRM options, you might be wondering, “How do I choose the best CRM for my freelance business?” Well, don’t fret, because we’re here to help you navigate this decision.

Een CRM selecteren

Understand Your Needs

First and foremost, it’s essential to understand your unique needs as a freelancer. Are you focusing more on sales or marketing, or both? Do you manage multiple projects simultaneously, or are you primarily working on one project at a time? Do you need to collaborate with other team members, or are you working solo? These are all crucial questions to consider before you select the best CRM for freelancers.

Evaluate CRM Features

Once you’ve outlined your needs, it’s time to evaluate the different CRM features and see which ones align with your requirements. Here’s a quick rundown of some essential features you might need:

  1. Contactbeheer: To keep track of your clients and leads.
  2. Marketing automatisering: To streamline your email marketing campaigns and other marketing efforts.
  3. Verkoopautomatisering: To automate and monitor your sales pipeline and lead generation efforts.
  4. Project Management: To manage your tasks, deadlines, and ongoing projects.
  5. Integraties van derden: To connect your CRM to other tools you already use.

Consider Your Budget

Of course, the cost is a significant factor when choosing a CRM. Many CRM platforms offer a free version or a free trial, but these may have limited features. Paid plans can offer more advanced features but can range from affordable to pricey. Therefore, it’s important to consider your budget and weigh the cost against the benefits of each CRM option.

Gebruikersinterface en gebruiksgemak

A good CRM should be easy to use and intuitive. If a CRM is too complicated, it could become a hurdle rather than a help. So, look for a CRM tool that has a user-friendly interface, easy navigation, and provides good customer support.

Test Before You Commit

Finally, take advantage of free trials or free versions. This is a great way to get a feel for the CRM tool and see if it fits your style of work. Remember, the best CRM for freelancers is the one that complements your workflow, meets your needs and ultimately helps grow your business.


There you have it – an in-depth guide to some of the best CRM tools for freelancers. We’ve traversed the world of CRM, starting from its definition and importance to diving deep into some of the market’s best offerings, namely Zoho-CRM, HubSpot CRM, Agile CRM, Freshsales-CRM, En Pipedrive CRM.

Remember, as a freelancer, your choice of CRM is a crucial tool that can make or break your efficiency. With the right CRM tool, you can streamline your contact management, supercharge your marketing automation, optimize your project management, and have a clear overview of your sales pipeline.

De beste CRM-systeem for you ultimately depends on your specific needs, your budget, and the nature of your freelance business. The market is full of diverse CRM options, each with its unique pros and cons. So take your time, test out different platforms, and don’t be afraid to explore all your options.

And remember, CRM tools are just that – tools. They are there to assist you, to make your work easier, and to help you grow your business. But the most crucial part of your success as a freelancer will always be your talent, your skills, and your dedication to delivering the best to your clients.

Until next time, keep exploring, keep growing, and here’s to your success as a freelancer in this exciting digital world!

Belangrijkste leerpunten

Here are some of the major points we covered in this article:

  1. Understanding CRM: CRM or Customer Relationship Management tools are essential for managing client interactions and streamlining your sales and marketing processes. They’re an indispensable part of today’s freelance business operations.
  2. The Best CRMs for Freelancers: We’ve explored some of the top client management software for freelancers, including Zoho CRM, HubSpot CRM, Agile CRM, Freshsales CRM, and Pipedrive CRM. Each of these CRM tools offers unique features that cater to different business needs.
  3. CRM Features to Look for: Key features to consider while choosing a CRM include contact management, marketing automation, project management, third-party integrations, and sales automation.
  4. Free Plans and Paid Options: Many CRM providers offer a free CRM tool or trials that allow you to test out their platforms. However, the scope of functionalities might be limited in these options.
  5. Choosing the Right CRM: The best CRM for you depends on your specific needs, budget, and how the CRM tool fits into your workflow. Always test a CRM before fully committing to it.
  6. Importance of CRM: Implementing a good CRM system can lead to increased efficiency, better client relationships, more effective marketing, and ultimately, business growth.

Remember, the choice of CRM can significantly influence your freelance business’ success. So, take your time, do your research, and find the one that fits your needs the best. Good luck!

Oproep tot actie

Now that you’ve learned about some of the best CRM tools for freelancers, the next step is action. Yes, it’s time for you to put your newfound knowledge to the test.

Choose a CRM, or maybe even a couple of them, and take them for a spin. Most of them offer free trials, so take advantage of those. See how they fit into your workflow and how they can enhance your customer relationship management, your project management, and your marketing automation.

Start Today

There’s no better time to start improving your freelance business than today. Jumpstart your productivity, enhance your client relationships, and elevate your freelance business by leveraging the power of CRM tools.

Keep Learning

But don’t stop here. Keep learning and growing. The digital world is full of resources to help you succeed in your freelance career. Keep exploring and always stay curious.

Let’s Connect

And lastly, I’d love to hear from you. What CRM are you currently using? How has it changed your freelance business? Which CRM are you keen on trying out next?

Leave a comment below, share this article with your freelancer friends, and let’s get the conversation started. I look forward to hearing your thoughts and experiences.

Here’s to your success, and until next time, happy freelancing!

Onthulling van de 5 beste CRM voor freelancers in 2023: geef uw freelancebedrijf meer kracht
Artikel naam
Onthulling van de 5 beste CRM voor freelancers in 2023: geef uw freelancebedrijf meer kracht
This article describes the 5 Best CRM for Freelancers in 2023: Empower Your Freelance Business
Uitgever naam

Vergelijkbare berichten

Geef een reactie

Het e-mailadres wordt niet gepubliceerd. Vereiste velden zijn gemarkeerd met *