List of the Top 25 CRM Software for Freelancers in 2025

Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.

Leveraging the adaptable low-code/no-code platform of monday.com, WORK OS, the monday sales CRM offers a fully customizable solution that enables business owners and sales teams to efficiently oversee all facets of their sales cycle and customer information in a singular, centralized system. Users can effortlessly capture leads from various sources, manage contact information with ease, and monitor the status of every deal, ensuring that no potential opportunity is overlooked. With the ability to create tailored dashboards, teams can confidently analyze their data and gain a comprehensive view of sales activities and performance, allowing for the optimization of processes or strategic adjustments without requiring IT knowledge. The monday sales CRM significantly reduces hours spent on repetitive tasks by automating manual processes through no-code solutions and seamlessly integrates with existing tools used by sales teams. Additionally, it supports the nurturing of client relationships by facilitating the management of post-sale activities, including onboarding and project oversight, while allowing for the effortless generation of personalized invoices and quotes. In contrast to conventional CRMs, monday sales CRM stands out as an exceptionally user-friendly platform, ensuring that sales teams are equipped with a CRM they genuinely enjoy using, thereby enhancing overall productivity and engagement. Moreover, the system's flexibility ensures that it can evolve alongside the changing needs of the business.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

The Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.

SalesNOW CRM offers a comprehensive solution designed to enhance your sales and customer management processes. Effortlessly monitor contacts, leads, deals, and overall performance while maintaining connectivity through both mobile and web platforms. What sets SalesNOW apart from other CRM options is our unwavering dedication to the success of your CRM integration. With research indicating that 50% of CRM systems are discarded within just two years, SalesNOW distinguishes itself by delivering outstanding support. Our Business Analysts collaborate with you to customize the platform according to your unique business requirements. Meanwhile, our dedicated Account Managers provide training to your team, ensuring they can leverage every feature to its fullest potential. The outcome? A CRM that adapts to your needs rather than the reverse. Empower your workforce, enhance productivity, and secure long-term success with SalesNOW CRM—the platform designed with your achievements in mind.

LeadMaster Solutions Group provides two distinct ERP offerings: First is SuiteMaster, a comprehensive business platform that allows clients to choose from a vast selection of essential applications, including CRM, Marketing Automation, Case Management, HR, Operations, Accounting, e-commerce, Inventory, and many others. SuiteMaster is designed with high functionality in mind, enabling seamless scalability across various applications, while its modular architecture allows for quick deployment and effortless integration of additional tools as needed. To ensure a smooth transition, LeadMaster's software consultants collaborate closely with clients to facilitate effective implementations that enhance business workflows and promote user engagement. The second offering is Odoo: ERP, an open-source platform that is rich in business applications and designed to meet a wide array of company needs with its user-friendly interface. Key applications within Odoo encompass CRM, Sales, Project Management, Manufacturing, Inventory, and Accounting, making it suitable for businesses of any size and budget. In addition, LeadMaster's certified Odoo ERP consultants provide expert support in areas such as deployment, customization, and staff training to ensure optimal use of the system. This commitment to client success underscores LeadMaster’s dedication to delivering tailored solutions that foster growth and efficiency.

Act! stands out as the top provider of comprehensive CRM and marketing automation tools, designed specifically to help small and medium-sized enterprises enhance their marketing efforts, boost sales, and cultivate lifelong customer relationships. Act! Premium is tailored to fit your distinct working methods rather than forcing you to adjust to its framework, making it suitable for any sector or business type. It is offered in two formats: the on-premises Act! Premium Desktop and the cloud-based Act! Premium Cloud, with the option to utilize a hybrid deployment for optimal adaptability. Additionally, with a diverse array of CRM and marketing automation solutions available, you can rest assured that Act! will continue to meet your evolving requirements at any point in your business journey. This ensures that your organization can thrive and expand without the worry of outgrowing the software.

Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.

Odoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs. The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.

EngageBay is an easy-to-use, cost-effective platform that integrates marketing, sales, and service automation, complete with a free CRM. Designed specifically for small businesses and startups, it aims to facilitate growth and efficiency. The marketing automation tools empower you to streamline your tasks, engage your audience, and reduce the time spent on mundane activities. Additionally, the sales automation features enable you to manage your contacts effectively, monitor deals, and develop a robust sales pipeline. This platform also fosters enduring customer relationships through its comprehensive features. Furthermore, you can deliver prompt assistance to your clients using the helpdesk and live chat functionalities, which allow you to efficiently track, prioritize, and resolve customer support inquiries in just a few minutes. Ultimately, EngageBay serves as an all-in-one solution for businesses looking to enhance their operational capabilities and customer service.

Simplifying case management software enables you to concentrate on your non-profit organization effectively. With an all-encompassing view of your cases available from a single dashboard, you can eliminate the need for spreadsheets and access your information from any device, no matter where you are. InfoFlo offers a tailored system designed to cater to your specific requirements while remaining budget-friendly. This way, you can enhance your operational efficiency without breaking the bank.

Transforming your operations can be achieved by implementing workflows and ensuring real-time visibility, enabling your teams to adapt swiftly to change. To enhance insight and automation within intricate systems and processes, it's essential to integrate and connect data, workflows, and procedures effectively. This will allow you to quickly adjust your operations to seize new opportunities while also mitigating potential risks. Customizing workflows to align with the evolving needs of your workforce is crucial. You can develop new workflows in just days, instead of weeks, to tackle emerging challenges and support innovative work methods. Establish a connected, governed ecosystem of digital solutions designed to safeguard your most critical data and operational processes. By revolutionizing the way your data is utilized, you can empower your workforce to generate real-time insights through a cohesive platform. Unlock your team's full potential and enhance collaboration. Quickbase is now at your disposal, ready to propel your organization forward.

Pylon offers an easy-to-use design software that enables you to generate precise proposals in under two minutes from virtually anywhere. As a unique feature, Pylon allows users to access high-resolution imagery directly within the application. The software also includes an award-winning 3D Solar Shading toolkit, which assists in identifying and monitoring shading effects throughout the seasons. With Pylon's load profile analysis and interval data analysis, your team can gain valuable insights into customer consumption trends. By examining load profiles and interval data, you can make more informed decisions. The use of interactive Web and PDF proposals, along with native eSignatures, can significantly enhance your ability to finalize solar proposals. Additionally, Pylon provides a fully integrated solar Customer Relationship Management (CRM) system that seamlessly works with its design software to streamline the proposal conversion process. The Pylon Solar CRM includes features such as two-way SMS and email communication, team and lead management, as well as ready-made deal pipelines to optimize your workflow. This comprehensive solution ensures that your team can collaborate effectively while maximizing opportunities in the solar industry.

ROLLER has an established track record of assisting over 2,000 clients across more than 30 countries, serving notable brands in the attractions sector like SkyZone, Altitude, American Dream, Uptown Jungle, Flip Out, WhoaZone, Oxygen, Innoflate, and Jumpsquare. We have a comprehensive understanding of the distinct needs of various entertainment venues, including play centers, family entertainment hubs, wake parks, water parks, trampoline parks, theme parks, amusement parks, indoor climbing facilities, children's museums, zoos, aquariums, and beyond. As the premier all-in-one venue management solution for attraction enterprises, ROLLER offers a wide array of features aimed at enhancing revenue and simplifying operational processes. With our integrated platform, you can benefit from effortless ticketing, streamlined point-of-sale systems, sophisticated membership management, and built-in waivers—all designed to elevate your business experience. Our commitment to innovation ensures that each client receives tailored support to thrive in a competitive landscape.

Ravetree, a highly acclaimed work management software, enables teams to enhance their productivity, access information more readily, and complete tasks more swiftly than any competing solutions. This platform streamlines the management of resources, projects, and creative processes in a unified space. With Ravetree, users can seamlessly navigate through various applications to locate essential data without the hassle of dealing with unwieldy spreadsheets or redundant data entry. Ultimately, Ravetree simplifies the workflow, ensuring that teams can accomplish their objectives efficiently and effectively. It's a powerful tool that transforms how work gets done!

Visual Planning serves as an effective tool for scheduling and managing resources, boasting an intuitive interface that makes it easy to navigate. Countless organizations leverage Visual Planning to enhance collaboration by seamlessly sharing their schedules and working together more effectively.

Qomon stands out as a leading and highly intuitive mobilization platform and mobile application tailored for nonprofits, projects, or campaigns, enabling seamless management from headquarters to the field through the power of data and digital solutions. In a world where time is scarce, budgets are tighter, and teams are larger, Qomon empowers organizations to enhance their efficiency and prioritize impactful actions. Your volunteers and community members are invaluable allies in propagating your mission, and to maximize their potential, it's essential to streamline processes and invest in superior tools. By transforming the way we engage with citizens and communities, Qomon helps you meet the evolving expectations of the public through enhanced real-time interactions and increased adaptability. With this digital transformation, you can focus on executing your mission rather than being bogged down by logistical challenges. Known for its exceptional capabilities, Qomon offers software and a mobile app that facilitate real-time, comprehensive analysis, improved field operations, and stronger engagement with supporters. The platform features an Action CRM along with Field & Digital Organizing tools, which encompass functionalities such as canvassing, calling lists, event management, petitions, and more, alongside Data & Map tools that convert your data into actionable insights. With Qomon, you can not only streamline your operations but also inspire and mobilize your community effectively.

OpenPro ERP solutions can be implemented either on-premises or through cloud services to facilitate business expansion. Catering to a diverse array of industries, OpenPro provides a comprehensive Enterprise Resource Planning (ERP) software package. As a prominent provider of Business Management ERP Software, OpenPro stands out by delivering real-time solutions to its users. Its offerings include essential features such as Accounting and Financial Reports, MRP manufacturing, MES, warehouse and wholesale distribution inventory control software, E-commerce capabilities, Project Management tools, and a Report Writer, all integrated into OpenPro's Real-Time Solutions framework. This Business Management Software adheres to international GAAP standards, ensuring compliance for users worldwide. Additionally, OpenPro accommodates multi-language support (offering nine languages) and multi-currency transactions, making it particularly versatile. To enhance retail operations, OpenPro includes a fully developed Point of Sales (POS) system and Order Processing functionality, while distributors can take advantage of robust supply chain management software. The accounting module is equipped with integrated time card management, payroll, and HRMS systems, streamlining business processes. With the integration of Customer Relationship Management (CRM), businesses can efficiently target and convert potential customers. OpenPro also features built-in document imaging capabilities and has its own e-commerce platform that can seamlessly integrate with various shopping carts. Furthermore, as a PHP open-source product, OpenPro encourages customization and development tailored to specific business needs. This flexibility allows businesses to adapt the software to their unique requirements, ensuring optimal performance and user satisfaction.

Revolutionize your contact center operations with CallTools, a cutting-edge cloud-based solution that seamlessly integrates both inbound and outbound dialing to maximize productivity. Boost agent efficiency while building stronger connections with customers through powerful features such as predictive dialing, call recording, and coordinated multi-channel campaigns via email and SMS. Obtain a comprehensive view of team performance with in-depth analytics and real-time reporting capabilities. With adaptable integrations, efficient queue management, and personalized IVR settings, CallTools streamlines processes and enhances call results. Improve your connection rates by utilizing sophisticated data targeting and dynamic caller ID technologies. Designed for simplicity, CallTools equips teams to tackle even the most challenging tasks effortlessly, ensuring a smoother workflow across the board. This innovative platform not only enhances operational efficiency but also fosters a more responsive and customer-centric approach in your contact center.

Solid Performers CRM is a rapidly expanding Pre & Post Sales Management solution tailored to meet diverse business requirements. We proudly hold the ISO 27001:2013 Certification, ensuring our commitment to Data Security and Maintenance. Our advanced Cloud Infrastructure, powered by Amazon Web Services, guarantees unparalleled service availability, sustainability, and reliability around the clock. We are dedicated to "Delivering Excellence" at every step of our customer interactions. As one of the few SAAS CRM platforms capable of managing a wide array of tasks, Solid Performers CRM offers features such as lead management, client management, follow-up tracking, seamless lead-to-client conversion, proposal handling, proforma invoice processing, invoice oversight, product management, and a host of additional functionalities, making it an all-in-one solution for businesses seeking efficiency. This comprehensive approach ensures that users can streamline their processes and enhance productivity effectively.

Firmao CRM software enables you to establish a comprehensive customer database that streamlines the customer acquisition process, enhances conversion rates throughout the sales journey, and provides thorough support to your current clientele. This platform is designed to optimize the operations of the sales department, including managing the sales funnel effectively, while also functioning as a contact center for your loyal customers. Efficiently managing your customer base allows for numerous opportunities, such as: - Automating sales processes - Boosting sales volumes - Maintaining effective communication with clients - Providing all-encompassing customer service - Executing orders for clients seamlessly This software is particularly beneficial for organizations that need consistent engagement with leads and partners. Additionally, Firmao's CRM solution is tailored for strategic growth, with a user-friendly interface that can be set up in just one to two weeks, making it an ideal choice for businesses looking to enhance their customer relationship management effortlessly. Ultimately, adopting Firmao can lead to a more organized and productive sales environment.

TimeLinx PSM is a project and service management software tailored for mid-market businesses, enabling enhanced delivery and profitability while simplifying reporting. With TimeLinx PSM, there's no longer a need to juggle various applications, as it seamlessly integrates CRM and accounting systems, streamlining the entire process from marketing to invoicing. The solutions offered by TimeLinx PSM ensure clarity, accessibility, and control across the customer lifecycle, encompassing everything from lead management to successful project execution. These applications foster interdepartmental connectivity, effectively dismantling information silos. Moreover, they deliver in-depth reporting capabilities through your ERP system, empowering every employee—from sales staff to upper management—with permission-based access to vital information and insights. This level of transparency not only helps to eliminate silos but also significantly boosts overall operational efficiency, making it easier for teams to collaborate and achieve common goals. Ultimately, TimeLinx PSM positions organizations for sustained growth and improved service delivery.

Clarity CRM, the premier offering from Claritysoft, seamlessly blends simplicity, usefulness, and adaptability. This platform provides robust tools for marketing automation, sales management, and customer support, all within an intuitive and fully customizable interface. With a keen emphasis on user experience, Clarity CRM aims to enhance user engagement and boost overall satisfaction. Notably, it delivers enterprise-level capabilities and features without the hefty price tag typically associated with such powerful software. As a result, businesses of all sizes can leverage its advantages to drive growth and efficiency.

Adaptive offers an extensive, user-friendly, cloud-based ERP solution that is highly customizable and comes equipped with various controls designed to mitigate fraud risk. The platform features enhanced security measures, including a unique database and encryption key for each client, along with robust access controls and permissions integrated into every module; it also offers a nearly hack-proof 2-Factor Authentication login for added safety. By streamlining business processes, Adaptive eliminates the necessity for integrators, as it manages all setup requirements efficiently. Notable functionalities include a comprehensive Document Management system with unlimited folders and file tags, enabling quick file sharing with teams, departments, stakeholders, and third parties, along with a rapid search capability using filters or tags. The platform excels in Portfolio and Project Management with tools for planning, skill allocation, capacity utilization, as well as advanced features like RACI, Swimlanes, Gantt Charts, a patent-pending Kanban-C system, and various project dependencies, along with RFIs, risk registers, time and billing, scheduling, and analytics. Additionally, it integrates E-Commerce, ERP, and CMS capabilities seamlessly, alongside a built-in CRM for enhanced customer relations. Adaptive also provides dashboards tailored for teams, clients, and suppliers, while automating critical accounting functions such as GL, AR, AP, trial balance, and customized ledgers. It simplifies invoicing and e-payments, manages purchase orders, and supports inventory management and MRP. Further, the platform aids in manufacturing operations, maintenance and work orders, job costing, and quotes. Encrypted messaging ensures secure communication, and detailed reporting features with various filters enable thorough data analysis, making Adaptive a versatile choice for modern businesses.

Close stands out as the premier CRM solution for small businesses and startups eager to secure more deals in a shorter period. Your team can seamlessly engage with potential clients or existing customers through an integrated platform that offers SMS, email, and calling functionalities all in one place. This comprehensive tool operates independently, eliminating the necessity for separate sales email or calling applications. Being cloud-based and budget-friendly, Close is not only user-friendly but also comes with clear pricing structures, making it particularly suitable for small to medium-sized enterprises. Subscription plans begin at just $49 per month. The design of Close prioritizes maximizing sales efficiency for users. With a single click, you can initiate and receive calls, with every interaction automatically recorded—there's no need for manual data entry! As soon as the phone rings, relevant lead activity data appears on your screen, ensuring you always have access to essential information. Furthermore, customer support is readily available through various channels, including email, phone, an extensive FAQ section online, and a self-service knowledge base, providing users with ample resources to assist them. This combination of features makes Close an invaluable asset for any sales team.