Organize and visualize your prospective, current, and past clients in a single glance so you always know where things stand and when to engage more clients.
Move clients through your freelancing business with drag‑and‑drop simplicity. Ready to move forward with a client? Take the next best action in a single click.
Screen clients and find the ones you want to work with through discovery and follow up. Collect basic needs, budget, timeframe and more with a custom-built template or one‑off forms.
Work from an existing form template for repeat work or customize a form for a new client or work outside your normal scope. Plus, send discovery questions and proposals right from your CRM screen.
