CRM for Freelancers: Clients, Projects, and Payments in One Place
Freelancers lose time when leads, proposals, project tasks, and invoices sit in different tools. Bitrix24 keeps the client journey together, from first message to paid invoice.
- Track every lead, client, proposal, and deadline.
- Connect projects and tasks to the right customer.
- Send quotes and invoices without losing context.
- Start free and add advanced tools as your workload grows.
Start free; grow into advanced CRM + billing
You can begin with the free plan and add more advanced CRM, project, and billing features when your freelance business needs them.
- Start with contacts, deals, tasks, and reminders.
- Add automation, reporting, and collaboration as you grow.
- Keep the same client history instead of starting over in a new tool.
All your tools in one place—fewer subscriptions, fewer silos
Freelancers often pay for too many small tools. Bitrix24 combines CRM, tasks, calendar, files, communication, and billing workflows in one workspace.
- Fewer subscriptions to manage.
- Less copying between apps.
- One place to find client context.
- A cleaner setup when you bring in contractors or collaborators.
Never miss a follow-up or proposal deadline again
Bitrix24 helps you stay on top of the small actions that protect revenue: replies, proposals, revisions, and renewals.
- Create reminders for calls, follow-ups, and proposal deadlines.
- Keep emails, notes, and files on the client record.
- See open opportunities and next steps in one pipeline.
- Use mobile access when work happens away from your desk.
From quote to invoice to paid—without leaving your CRM
Bitrix24 connects selling and billing, so you do not have to rebuild the same information in another app.
- Create a quote from CRM details.
- Turn approved work into an invoice.
- Track payment status and follow-ups.
- Keep the full client history in one place.
Projects, tasks, and time tracking built for solo pros
Client work does not end when the deal is won. Bitrix24 includes tasks, projects, and time tracking to help solo professionals deliver on schedule.
- Create project tasks from a client deal.
- Track deadlines, files, comments, and responsibility.
- Log time for billing or internal planning.
- Keep delivery work connected to the original agreement.
Automation that keeps revenue moving while you’re working
Automation keeps work moving while you are focused on billable tasks. Bitrix24 can handle routine reminders and next steps in the background.
- Create a task when a lead submits a form.
- Remind you to follow up after a proposal.
- Move deals through stages based on activity.
- Send standard messages for common client moments.
Capture every lead from email, forms, and chat automatically
Bitrix24 captures inquiries from the places clients already use, then puts them into your CRM so nothing gets buried.
- Collect leads from web forms and email.
- Connect supported chat and messaging channels.
- Assign each lead a status and next step.
- Keep source tracking so you know what brings work in.
