What is a CRM? And Why You Need to Use a CRM as a Freelancer

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It is essential to nurture and manage your relationships with your clients continuously. These relationships can be highly beneficial to you and your business if they are managed correctly, and its why we highly recommend freelancers use a CRM.

Thankfully, there is a simpler way to do this; with Customer Relationship Management (CRM) software. In this article, we will outline what CRM software is, why its important to use a CRM as a freelancer, and the best CRM solutions available on the market today.

What is a CRM?

What is a CRM? CRMs, or customer relationship management systems, are software tools used by businesses to manage client interactions. With a CRM, you can easily manage all of your interactions with your clients, such as emails, calls, meetings, and invoicing. By doing this, you can more effectively stay on top of upcoming deadlines and see the history of your interactions with a client. 

Once implemented, you can streamline your client management process, making it easier to establish and maintain relationships, build trust, and manage projects more efficiently. It can also help you to create a more personalized experience for each client by enabling you to store and access their preferences, previous interactions, and communication preferences in one place. 

Why Should You Use a CRM as a Freelancer?

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You have a multitude of benefits to gain by using CRMs in your business processes, and this is even more true of professionals who work online as freelancers. Below, we will look at why you as an online professional should be using a CRM.

✅ To Improve Customer Data Management

In an online survey conducted by Software Advice, 74% of businesses expressed that CRM software allowed them to have better access to their customer data. CRM tools can help you to organize, integrate, and align the data that you collect from your clients or customers.

✅ To Improve Customer Service

CRM software was originally developed to improve customer service for businesses. Having all of the necessary data about your clients at your fingertips can help you to better understand their needs and their pain points, and better know how to serve them.

✅ To Increase Sales

With CRM tools, you can streamline your sales process, build a sales pipeline, automate workflows, and analyze all of your sales data in one place, potentially increasing sales and productivity. CRMs can also help you to establish a step-by-step sales process that you can continuously rely on, and can be adjusted according to clients’ individual needs.

✅ To Increase Client Retention

CRM tools can also help you to track your clients’ behavior in order to determine any issues before they arise. Using these tools to keep track of your clients, their needs, and their behavior, can help you to cater to them to the best of your ability, which can improve satisfaction and increase client retention rates. 

✅ To Streamline Lead Nurturing

Lead nurturing can be a time-consuming and complicated process, with many steps to follow. A CRM can automatically manage the lead nurturing process by sending you notifications whenever you should reach out to the prospects. CRMs also track every interaction with prospects, from cold calls to prospecting emails.

✅ To Increase Efficiency

Automating your client relationships with CRMs can help you serve more clients simultaneously. Additionally, with the customer relationship management process automated, you can increase your efficiency and use your free time on more valuable work for your clients or your business. Some statistics have shown that up to 50% of teams have improved their productivity by using a CRM. 

The 3 Best CRM Tools in 2023

Salesforce CRM

Salesforce CRM is a popular choice for smaller businesses. It has an intuitive interface, integration capabilities for apps like Quickbooks and Google Workspace, and all of the essential CRM tools built into one. Users can also take advantage of the world’s first-ever generative AI CRM technology, Einstein GPT. 

HubSpot CRM

HubSpot’s CRM is one of the most popular choices for both B2B and B2C businesses. With a generous free plan, it is easily accessible for self-employed individuals just starting out. Hubspot CRM is able to integrate with over 500 apps, including Zapier, Microsoft 365, and even Salesforce.


OnePageCRM is renowned for its simplicity and unique to-do list feature. This CRM is a simple and effective way to store your client database, as well as to determine and map out the best times to interact with or follow up with your leads.


One of the best features of Pipedrive is its ability to map out the sales process from start to finish. Thanks to its ease of use and various integrations, Pipedrive is a great CRM for online professionals to manage their client relationships. 

Zoho CRM

Zoho offers an extensive range of SaaS business tools, and its CRM is no doubt one of the most useful. Zoho’s CRM is great for smaller businesses, as well as for online professionals working by themselves. Additionally, its built-in AI tool, Zia, is useful for spotting sales trends and other changes.


As a freelancer, using a CRM software tool can be a game-changer for your business. CRMs can help you improve customer data management, customer service, increase sales, client retention, streamline lead nurturing, and increase efficiency. 

The CRM tools outlined above tools offer intuitive interfaces, timesaving and organizational capabilities, and built-in AI features to improve your business processes. By implementing a CRM as a freelancer, you can manage your client relationships more efficiently, improve your productivity, and ultimately grow your business. 

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What is a CRM? And Why You Need to Use a CRM as a Freelancer

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