For freelancers
CRM for freelancers
A CRM for freelancers juggling multiple clients: track every project in one pipeline, send quotes accepted online, and never miss a follow-up.
KudosCRM is a lightweight, all-in-one CRM for freelancers who juggle several clients at once — a single place to keep every contact, move each project down a visual pipeline, send quotes that get accepted online, and make sure no follow-up slips. Instead of a client list in your inbox, quotes in a Word file, and reminders on sticky notes, everything about a client lives on one record: their details, the open deal, the quote you sent, the meeting you booked, and the next task that's due.
The daily grind
What slows freelancers down.
Problem
Your client list is scattered across your inbox, your phone, and a spreadsheet — and half of it is out of date the moment you need it.
How KudosCRM helps
Every person and project you work with lives on one trusted record. Open a client and see their whole history — the deal, the quote, the last meeting, the next task — pulled together on one page, no tab-hopping. Learn more →
Problem
With five projects in flight you lose track of which one is at 'proposal sent,' which is waiting on you, and which has gone quiet.
How KudosCRM helps
Drag each project across a visual pipeline — inquiry, quoting, active, delivered. One glance shows exactly where every client stands and what's stuck, so nothing stalls in silence. Learn more →
Problem
You send a quote as a PDF, then spend a week wondering if the client even opened it — and chasing a yes over email.
How KudosCRM helps
Build a branded quote from your saved products, send a link, and see the moment it's viewed. The client accepts online with a type-to-sign e-signature — you get a clear yes without the chase. Learn more →
What's in the box
Everything freelancers need, in one place.
One record per client
Every contact and company lives in one place, with their deals, quotes, meetings, tasks, and full activity timeline on a single 360 page. Import your existing list from a CSV to start.
A pipeline for your projects
A drag-and-drop board where each project moves across the stages you define. Move a card forward and it updates everywhere — so you always know what's active, what's quoted, and what's waiting on you.
Quotes that get accepted online
Assemble a quote from your saved products or free-text lines, apply discounts and tax, send a branded PDF or a no-login link, and let the client accept with an e-signature. You see when it's viewed and when it's signed.
A booking link for calls
Share one link and let clients self-schedule into your real availability — no back-and-forth email. Every booked call lands on the client's timeline, with a reminder sent before it starts.
Intake forms that become leads
Build a 'work with me' or project-inquiry form with 13 field types, embed it on your site, and let every submission land as a tracked lead with its source attached — no re-keying.
Follow-ups that don't slip
Give every to-do an owner and a due date, attach it to the right client, and see what's due today on your daily plan. Stage changes can even create the next follow-up task for you.
Recurring retainer billing
SoonAutomatic recurring invoices and subscription billing for retainer clients is on the roadmap. Today you build and send quotes and orders; recurring billing schedules are not yet live.
Two-way calendar sync
SoonBookings write to the CRM timeline and reminders go out automatically. Full two-way sync that reflects external calendar edits back into KudosCRM is on the roadmap.
Built for you
The features freelancers reach for.
What changes
What good looks like.
Every client — details, projects, quotes, calls, and notes — lives on one page instead of scattered across your inbox and phone
You can see at a glance which projects are active, which are waiting on a quote, and which have gone quiet
Clients accept quotes online with an e-signature, so you get a clear yes without chasing over email
Discovery and project calls get booked straight into your calendar without the back-and-forth
Follow-ups have a due date and surface on your daily plan, so nothing falls through the cracks
Your project-inquiry form feeds new leads straight into the CRM with their source attached
Keep exploring
Related solutions
FAQ
Frequently Asked Questions
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