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Freelancing affords you the liberty of choice—projects, working from anywhere, determining your own hours, and even creating your own career. However, this freedom is accompanied by a few challenges. The major challenges faced by freelancers include handling multiple clients, managing deadlines, ensuring good communication, organizing tasks, and making sure that payments are received on time.
Most freelancers resort to using a combination of apps, such as Google Sheets, WhatsApp, Email, Notes, Drive, Calendar, etc., but the switching between these tools makes them confused and they also lose time.
That is the point where Growbeint’s SmartCRM turns around the whole situation.
SmartCRM unites all the things that you do in one platform—projects, tasks, time tracking, client details, files, communication, and invoices.
In case you are a freelancer who wants to keep things in order, lessen the pressure, and raise your output level, then SmartCRM is the ideal all-in-one solution.
Why Freelancers Need SmartCRM
Freelancers have to deal with issues that only they will understand:
Managing various clients
Workflows that are not predictable
Difficulty in handling deadlines
Not having a clear task structure
Payments that are delayed
Having no idea about the amount of work
Not having the proper time tracking
Scattered documents and approvals
SmartCRM resolves these problems by providing freelancers with a single neat dashboard from where they can manage everything in their business: starting from client onboarding to the final delivery of work.
- Manage All Clients in One Place
One of the major issues that freelancers have is the disorganization of client information. With SmartCRM, each client is given their own space.
SmartCRM enables freelancers to:
✔ Keep details of a client
✔ Log all communication
✔ Add notes from the meeting
✔ Save project briefs
✔ Keep email/approval history
✔ Assign tasks under each client
Now you do not have to dig through your WhatsApp messages or randomly pick files. Everything is stored in your CRM in a clean and structured way.
- Organize Your Projects Efficiently
Freelancers take up various types of projects such as design, content writing, web development, social media management, consulting, and the list goes on. SmartCRM allows you to organize them in a professional manner.
By using SmartCRM, you will be able to:
Initiate separate projects
Put the goals and deliverables
Set the deadlines
Divide the work into small tasks
Monitor progress stage-by-stage
Upload the files and share the news
Not relying on memory alone, SmartCRM creates an understandable work process that helps you follow it.
- Simplify Task Management
The success of a freelancer largely depends on the clarity he/she maintains. SmartCRM assists you in avoiding this confusion by providing a well-organized task system.
Some of the features for tasks are:
✔ Task priority levels
✔ Due dates
✔ Status (Pending, In progress, Completed)
✔ Reminders
✔ Internal notes
✔ Subtasks
Whichever scenario you are in, be it 2 projects or 20, SmartCRM will still be able to sort your tasks and make them manageable.
- Time Tracking That Boosts Productivity
The majority of freelancers are under the impression that the time for a task is less than it actually is, as a result, they either undercharge or overwork themselves. SmartCRM solves it by having an inbuilt time tracking feature.
Using SmartCRM’s time tracking, freelancers should be able to:
Record time spent on each task
Get an idea of the real workload
Have pricing done correctly
Keep track of productivity on a daily basis
Plan their schedule better
Time tracking is also a great tool for freelancers when it comes to justifying invoices to clients as they can show the actual working hours.
- Smooth Client Communication
One of the major causes that result in misunderstandings, delay, and frustration is communication gaps. In order to alleviate these issues, freelancers are using different platforms like WhatsApp, emails, and calls, but SmartCRM is the only one that centralizes everything.
SmartCRM communication features:
✔ Project updates
✔ Message logs
✔ File sharing
✔ Approval updates
✔ Real-time notifications
It significantly lessens the confusion and hence both parties, the client and you, are always on the same page.
- Easy File & Document Management
Freelancers deal with a plethora of files such as drafts, designs, revisions, receipts, contracts, and uploads from the client. SmartCRM serves as a location where everything is kept.
Advantages:
That version which you want to get is very easy to find
No mishaps of drafts
Centralized approvals
Storage that is safe
Neatly organized folders under each project
You won’t have to look through your email, drive, and desktop again.
- Hassle-Free Invoicing & Payment Tracking
The chasing of payments is one of the most stressful parts that come alongside freelancing. SmartCRM provides a solution by giving an easy-to-use, professional system for invoicing.
Freelancers are able to:
Generate visually attractive invoices
Set prices that are custom
Put taxes or discounts
Distinguish pending from completed payments
Send reminders
Keep financial records
The flow of cash becomes more and more like the spring of a waterwheel, i.e., predictable, and clients will take you more seriously.
- Workload Management With Analytics
Freelancers require clear insight into their workload in order not to be exhausted. The statistics provided by SmartCRM are the light that shines on one’s work habits.
By using analytics, you can discover
✔ Number of the projects completed
✔ Time spent on each task
✔ Income trends
✔ Client performance
✔ Work that is left to do
✔ Deadlines coming up
This is a great tool for freelancers to make wise decisions such as when to accept more work and when to decline new projects.
- Freelancers Can Scale Easily
Managing more clients becomes a challenge as freelancers grow. SmartCRM makes you capable of a small agency kind of scaling without losing control.
SmartCRM helps your business grow by:
Handling multiple projects
Working with other freelancers
Adding notes, files, and tasks
Organizing the system for new client onboarding
Professional communication
Whether you are a solo freelancer or building a team of freelancers, SmartCRM is there for you.
Why SmartCRM Is Perfect for Freelancers
SmartCRM, built by Growbeint, is all about simplicity, speed, and real workflows—just right for freelancers.
Main advantages
Being able to use different tools at the same time
Complete visibility on tasks and projects
Improved time management
Client approvals done more quickly
Less of the deadlines being missed
Well-kept file management
Properly done invoicing
More work done
Relationship with client getting better
You work smarter, faster, and more confidently.
Final Thoughts
Freelancing will be less of a burden when you have the proper system in place. SmartCRM keeps freelancers organized, makes sure they deliver on time, strengthens their relationships with clients, and manages payments—all via one dashboard.
If you are willing to take your freelance business to the next level, decrease your workload, and increase your output, SmartCRM is the tool that will help you accomplish that.
