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Client Management Software?

by Dan Axelrod
5 replies
Hey Guys,

For the other freelancers out there, any suggestions for software (preferably online based) that lets you manage leads, clients, workflow, etc? If it's free, it would be ideal, but if there's something that makes life that much easier, I don't mind paying. It's freelance direct client work so it's not going to be more than 10 clients at once, I imagine (though obviously a lot more leads).

Thanks

--Dan
#client #management #software
  • Profile picture of the author createdevelop
    What sort of functions do you want with the software?

    When I first started out, I found a few excel spreadsheets if a good job.

    If you want something that is a little more in depth, Sugar CRM is open source and will pretty much do whatever you want, but it is a little complex. I have heard Zoho is quite good, as is Salesforce, but I have not tried them myself.
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    • Profile picture of the author davidgreer
      Banned
      FlowBiz is a good software that suites for you it meets your expectation and it is really great. The flow of the program is very easy and it wont bring you down.
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  • Profile picture of the author The Copy Nazi
    Banned
    If you were a Mac user like me you might go for MacFreeLance -
    Not only does MacFreelance generate professional looking invoices, but it also allows you to easily add new clients, monitor time spent on projects, track payments, perform tax calculations and generate detailed reports. The powerful time tracking and billing features in MacFreelance also include seamless Mac integration with applications such as Address Book, iCal, and Spotlight
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