Freelance CRM

A CRM Built for Freelancers,
Not Sales Teams

Track clients, deals, and revenue without the enterprise bloat. A simple, powerful CRM that connects to your proposals, contracts, portals, and invoices -- all in one place.

Start Tracking Clients Free See the Pipeline

Free forever -- no credit card -- no per-contact fees

Visual Pipeline

See Every Client at a Glance

Four clear stages. No confusing funnels, no 12-step pipelines. Just Lead, Active, Inactive, and Churned.

Lead
8
New prospects you are in talks with
TechStart Inc.
$3,200
GreenLeaf Co.
$1,800
Nova Labs
$5,500
Active
12
Clients with ongoing projects
Acme Corp
$6,125
BlueSky Ltd.
$4,200
Meridian AG
$8,900
Inactive
5
Past clients with no current work
OldClient Co.
$2,400
Past Project
$1,500
Churned
3
Clients who moved on
Former Client
$800

Rich Client Profiles

Everything you need to know about a client -- contact info, revenue, deal history, notes, and tags -- on one page.

AC
Acme CorporationSarah Johnson -- sarah@acme.com
Active
Contact Info
sarah@acme.com
+1 (555) 123-4567
acme.com
Tags
Enterprise
Recurring
Priority
Revenue
Total Revenue$24,500
Deals4
Avg Deal$6,125
Activity Timeline
May 5, 2026Discussed Phase 2 expansion. Client wants to add mobile app to scope.
Apr 28, 2026Invoice #1038 paid. Project on track for May delivery.
Apr 15, 2026Contract signed for website redesign. Deposit collected via Stripe.

Know Your Numbers

See revenue per client, total pipeline value, and deal counts at a glance. No spreadsheets needed.

+23%
Total Revenue$87,400
+3
Active Clients12
+$8.5K
Pipeline Value$34,200
+12%
Avg Deal Size$5,100
Revenue by Client (This Year)
Acme Corp
$24,500
BlueSky Ltd.
$18,200
Meridian AG
$15,800
TechStart Inc.
$12,400
Nova Labs
$9,200
GreenLeaf Co.
$7,300
All-in-One Platform

Not Just a CRM

Every tool a freelancer needs -- proposals, contracts, portals, invoices, e-signatures, and analytics -- connected to your client records.

ProposalsAI-generated proposals tied to each client. Track which proposals were sent, viewed, and accepted.
ContractsGenerate and sign contracts linked to client records. Every agreement in context.
Client PortalsOne-click portal creation for any client. Files, invoices, and messages in one branded space.
InvoicingSend invoices and track payments per client. See lifetime revenue and outstanding balances.
E-SignaturesGet documents signed without leaving the platform. Every signature tied to the client profile.
AnalyticsTrack win rates, response times, and revenue per client. Make data-driven decisions.

Stop Juggling 5 Different Tools

Most freelancers cobble together a CRM, a proposal tool, a contract tool, an invoicing tool, and an e-signature service. DealPilot replaces all five.

Before DealPilot
HubSpot / NotionCRM
$0-50/mo
Proposify / PandaDocProposals
$19-49/mo
HelloSign / DocuSignE-Signatures
$10-25/mo
FreshBooks / WaveInvoicing
$0-25/mo
Custom / NoneClient Portal
N/A
Total$29-149/mo
With DealPilot
Freelance CRM with pipeline
AI proposal generator
Contract generator (15 types)
E-signatures (eIDAS + ESIGN)
Invoicing with Stripe
Branded client portals
Analytics and tracking
TotalFrom $0/mo
Pricing

Simple, honest pricing.

Start free. Upgrade when you’re ready.

Free
$0/mo
Start free
  • 5 proposals/month
  • 2 contracts/month
  • All 15 contract types
  • 19+ templates
  • Brand kit
  • Stripe payment links
  • E-signatures
  • Analytics
  • Client portals
Most popular
Pro
$9/mo
Get Pro
  • Unlimited proposals & contracts
  • Digital e-signatures
  • Proposal analytics
  • Client portals
  • Content library
  • White-label branding
  • Priority support
Business
$22/mo
Get Business
  • Everything in Pro
  • 5 team members
  • API access
  • Custom domain
  • Dedicated onboarding

Your AI envoy. Every client, every deal.

Start Managing Clients Like a Pro

A CRM that actually fits how freelancers work. Track clients, revenue, and deals -- connected to proposals, contracts, and invoices.

Start for Free

Free forever plan -- No per-contact fees -- No credit card