Freelance CRM
About this template
The Freelance CRM is a one-stop shop for freelancers to record their client pipeline, business finances, and lead generation efforts.
Read more on this template from this page.
Features & Pages:
→ Traffic Sources Page: Document where you interact with clients and determine where you get the most leads.
→ Services Page: Document the services you offer and monitor where you get the most inflow.
→ Companies Page: Document and monitor the types of companies who do business with you so you can make informed decisions about the tilt of your business.
→ Financials Page: Monitor your freelance business' financial health and make data-informed decisions on where to move your business next.
