Lightweight CRM System – Tailored for Freelancers
Forget bloated CRMs. Empower your freelance hustle with a lightweight, intuitive client relationship management system — built just for you, by you, with your brand.
Say Goodbye to Spreadsheet Chaos
The Wrong Approach Costs You:
- Heavy tools slow down your team
- Complex UI kills daily usage
- No control over data fields
- Hard to link with other tools
- Cluttered systems lower productivity
Our Approach Delivers:
- Light, fast CRM built for you
- Clean UI your team will love
- Full control of fields and flow
- Full control of fields and flow
- Simple tool, powerful performance
The only Tool You all Ever Need.
As a freelancer, your time is money. You juggle multiple clients, projects, deadlines, and invoices — and the last thing you need is a complex CRM built for enterprises.
Introducing the Lightweight CRM System — a minimalist, powerful, and fully custom-built tool designed specifically for freelancers, solopreneurs, and small teams. No unnecessary features. No clutter. Just what you need — in your branding, with your logic, and on your terms.
From client onboarding to invoice tracking, this CRM streamlines your entire workflow, helps you stay organized, and gives you a professional edge — without breaking the bank or slowing you down.
As a freelancer, your time is money. You juggle multiple clients, projects, deadlines, and invoices — and the last thing you need is a complex CRM built for enterprises.
Introducing the Lightweight CRM System — a minimalist, powerful, and fully custom-built tool designed specifically for freelancers, solopreneurs, and small teams. No unnecessary features. No clutter. Just what you need — in your branding, with your logic, and on your terms.
From client onboarding to invoice tracking, this CRM streamlines your entire workflow, helps you stay organized, and gives you a professional edge — without breaking the bank or slowing you down.
Benefits of a Custom CRM for Freelancers:
- You Own It — Forever
- No Monthly Fees or Limitations
- 100% Aligned with Your Workstyle
- Minimal Learning Curve
- Brand-Friendly: Your Logo, Your Domain, Your Rules
- Built to Scale — As You Grow, It Grows
- Offline-Friendly Drafts & Data Backup Ready
Our Key Features
Contact & Lead Management
Organize and track your contacts and leads with detailed profiles and interaction history.
Project / Task Tracking
Monitor progress and deadlines for projects and tasks to keep your team on target.
Follow-Up Reminders & Notifications
Never miss important follow-ups with automated alerts and reminders.
Pipeline View (Kanban or List)
Visualize your sales or project pipeline with flexible Kanban or list layouts.
Client Notes & History
Access comprehensive notes and interaction history to personalize client communications.
File Uploads & Contract Attachments
Attach important files and contracts directly to client profiles for easy reference.
Custom Tags & Labels
Organize clients and leads with customizable tags and labels for quick filtering.
Invoice Generation & Payment Status
Create invoices and track payment statuses efficiently in one place.
Proposal Upload / Preview
Upload and preview client proposals within the platform for streamlined collaboration.
Quick Client Messaging (Email / WhatsApp Integration)
Send instant messages to clients via integrated email or WhatsApp tools.
Calendar Sync (Google Calendar, Outlook)
Sync deadlines and meetings seamlessly with your preferred calendar apps.
Deadline & Deliverable Tracker
Track deadlines and deliverables easily to ensure on-time project completion and client satisfaction.
Revenue & Payment Dashboard
Visualize your revenue streams and payment statuses with clear, real-time dashboards.
Secure Client Login (Optional)
Provide clients with secure access to view their project status and documents.
Example Use Cases:
🧑💼 Track all client projects and communication in one place
📬 Get reminders for due payments and follow-ups
📂 Share proposals and invoices with one-click access
📅 Never miss deadlines with built-in scheduler
📊 Analyze income by client, month, or service
📥 Manage 10–50 clients with ease without subscription fatigue
📱 Access your CRM on mobile while traveling or working remotely
Technologies We Use
Perfect for:
- Freelance Designers & Developers
- Copywriters, Content Creators, and Marketers
- SEO / Social Media Professionals
- Coaches, Consultants & Virtual Assistants
- Web Designers, UI/UX Experts
- Digital Service Providers
Optional Add-ons
📑 E-signature for Proposals/Contracts
📥 Email Automation (Follow-ups / Onboarding)
🌐 Custom Domain (e.g., crm.yourbrand.com)
📊 Project Profitability Reports
🛠 Service/Product Catalog with Auto Pricing
🧩 CRM Integration with Google Drive / Dropbox / Notion
🧾 GST/VAT-Compliant Invoicing
🔐 GDPR Consent Tracker
📬 Ticketing System (Basic Client Support)
Our Pricing
Starting from only $878 for custom build
One flat fee — no subscriptions, no hidden charges.
📌 Final pricing may vary depending on features, integrations, and platform (web/mobile/desktop).
Frequently Asked Questions
It’s a custom-built CRM (Customer Relationship Management) tool designed specifically for freelancers and solo professionals who need to manage leads, clients, and follow-ups — without the complexity of enterprise systems.
Unlike bulky or overpriced tools, this CRM is lightweight, fast, clutter-free, and focused on just the features freelancers need — nothing more, nothing less.
- Freelancers (designers, developers, writers, marketers, consultants)
- Solo entrepreneurs
- Coaches and trainers
- Small service providers
- Lead capture & client database
- Follow-up & reminders
- Project/task tracking
- Proposal & invoice history
- Email templates & notes
- Status tags (cold/warm/converted)
- Timeline view of interactions
Yes. The tool is built as a responsive web app and can optionally be delivered as an Android/iOS app depending on your requirement.
Absolutely. The CRM is delivered white-labeled with your name, logo, domain, and color scheme.
Yes. You can manage an unlimited number of clients, projects, and tasks, depending on the version you choose.
We can integrate your preferred email service (Gmail, Outlook, etc.) or add in-app communication modules, depending on your workflow.
Yes. We build in custom reminders, calendar sync, and notification tools so you never miss a deadline or lead.
A basic version can be delivered in 7–10 working days, with enhancements delivered in weekly sprints.
Testimonial
Our Client Says
Devid Burner
Founder
Arnold Burner
CEO
Rodney J. Sabo
CTO
