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CRM for Freelancers

You're the talent, the sales team, and the billing department.

AutomateNexus CRM handles two of those. Inquiries get answered and followed up automatically, projects and invoices live next to the pipeline, and past clients hear from you before they need to remember you.

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People list — contacts with company, lifecycle stage, email, phone and location in a sortable, groupable table
The problem

Where freelance pipelines leak.

  1. 01

    Admin eats billable hours

    Every hour on follow-ups and invoices is an hour of income you didn't bill.

  2. 02

    Dry spells after big projects

    Heads-down delivery pauses new-business flow, so income sawtooths.

  3. 03

    Five subscriptions, one person

    Scheduler + invoicing + project tool + email marketing + spreadsheet-CRM adds up fast.

How AutomateNexus CRM fixes it

Built for how freelancers actually sell.

  1. Inquiries never sit

    New leads get scored and answered with a drafted reply while you're deep in client work.

  2. Past clients on cadence

    Agents keep previous clients warm with periodic check-ins — repeat work is the best work.

  3. Project + invoice, same login

    Deliver in the built-in project view and bill via Stripe when it ships.

  4. One flat price

    From $49/month, unlimited contacts — replaces the stack of single-purpose tools.

A week in the pipeline

How a freelance pipeline runs.

How a one-person business runs the client side on AutomateNexus CRM.

  1. 01

    Inquiry answered while you work

    A form or email becomes a scored lead with a drafted reply waiting for your approval.

  2. 02

    Discovery, booked

    Your booking link shows real availability, and the call lands on the record.

  3. 03

    Proposal, signed

    Send the proposal for e-signature; the project is created when it's signed.

  4. 04

    Deliver and bill

    Tasks and files on the project, invoice on the link with automated reminders.

  5. 05

    Past clients, warm

    Periodic check-ins go out drafted for you, and repeat work comes back.

On every plan

The agents that work a freelance pipeline.

Every plan includes Karrie and seven specialists. These are the ones freelancers lean on most, with your approval on anything sensitive and an audit trail on everything.

See how the agents work
  • A1KarrieAI Co-PilotDrafts the first reply to each inquiry for your approval.
  • A2SchedulerPlannerBooks discovery calls and sends reminders.
  • A3SalesCloserChases proposals with a sequence until they're signed or declined.
  • A4OpsCoordinatorHandles tasks, meetings and workflows across projects.
  • A5SupportResolverDrafts replies to routine client questions.
Connects to your stack

The tools freelancers already use.

All 62 integrations
  1. 01GmailSign in with Google to log recent mail to the timeline; send from your address via SMTP.
  2. 02Google CalendarTwo-way sync every 15 minutes, with booking pages that read it.
  3. 03StripeInvoices, bookings, products and forms paid through Stripe Checkout.
  4. 04PayPalAccept PayPal on invoices and bookings.
  5. 05Google DriveAttach Drive files to records and the client portal.
  6. 06NotionImport Notion pages into the knowledge workspace.
  7. 07ZapierTrigger Zaps from twelve CRM events and write records back through the REST API.
  8. 08ZoomAuto-schedule calls and capture meeting briefs.
Buyer's checklist

What to look for in a CRM for freelancers.

Whether or not you choose us, hold every vendor to these.

  1. One login

    Pipeline, scheduling, projects, invoicing, and knowledge together, so the business side of freelancing takes one tab instead of five.

  2. Flat price

    No per-seat tax and unlimited contacts. When you bring on a subcontractor, the bill shouldn't move.

  3. Proposals with e-signature

    Send the proposal from the record, get it signed, and let it create the project, without a separate signing tool.

  4. Invoices with reminders

    Card or PayPal on the link, with polite automated reminders so you never have to chase a late payment yourself.

  5. Import from a spreadsheet

    CSV import with field mapping, plus built-in migrations from HubSpot, GoHighLevel, and Calendly if you're moving off something bigger.

FAQ

CRM for freelancers, answered.

A traditional CRM, maybe — it's an empty database you have to feed. This one does work for you: answering, following up, reminding, and invoicing while you deliver.

Yes — projects, tasks, and client-visible status live alongside your pipeline, so sales and delivery share one system.

Create the invoice on the client record, send a Stripe payment link, and let automated reminders do the awkward chasing.

An afternoon at most: connect email, import contacts, share your booking link. Karrie starts working immediately.

Yes. Upload a CSV, map the fields, review, and import. Migrations from HubSpot, GoHighLevel, and Calendly are built in too.

Yes. White-label branding, a custom domain and the client portal are included on every plan. The Agency plan adds reseller rights and client organizations, so each client can have its own branded login.

Add them. Pricing is flat, and role-based access limits what they see to their projects.

No free plan. Starter comes with a 7-day free trial and no credit card, and pricing starts at $49 a month.

Other industries

Built for teams like yours.

  1. 01HealthcareClinics, med spas, and care providers run on referrals and response time.
  2. 02SaaS CompaniesAI-native, API-first, and priced flat.
  3. 03Law FirmsMost prospective clients hire the first firm that responds properly.
Your turn

Put the agents on your freelance pipeline.

Start your 7-day free trial. No credit card. Karrie is ready on day one.

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