Send the revised proposal
“I’ll get this over to you Monday.”
YOYou promised
FOR PEOPLE WHO WORK FOR THEMSELVES.
Your promises.
Off your mind.
The CRM that remembers what you promised. Turn client conversations into clear next steps. Know what you owe, what you’re waiting for, and what needs a nudge.
Start your free trial14 days free. Then $9/month or $79/year.
My turn 2
Start the analytics audit
Waiting for Ada to share access.
YOYour next step
Waiting on client 2
Review the article outline
Sam said feedback would land Monday.
SASam’s turn
Share analytics access
This unlocks your analytics audit.
ADAda’s turn
Handled 1
Send the kickoff agenda
Delivered. One less thing.
YOYouDONE
Try the filters.
Or mark that proposal sent.
A client can need something from you while you’re waiting on them, too.
Work delivered.
Brain space returned.
For marketers, consultants, fractional specialists, and writers.
You went freelance.
Not into admin.
A promise in an email. Feedback in Slack. A “let’s revisit this” at the end of a call. Suddenly, your client work comes with a second job: remembering all of it.
Freelancer CRM keeps the loose ends together. It finds commitments in conversations, puts the right person on the next step, and keeps the source close by.
You review the suggestions. You choose what to send. You get back to the work you’re actually paid to do.
That “I’ll send it”
counts.
Find the promises hiding in your threads and call notes. See the words behind the suggestion. Catch changed plans before an old deadline sends you chasing.
Good call today. I’ve got what I need.
I’ll send the revised proposal by Tuesday.
Looking forward to getting this moving.
Jamie
Sounds good. Thanks!
Send the revised proposal
You promised Tuesday. No delivery found in the supplied conversation.
YOMy turnDue 6 Oct
Show the evidence
Your message commits to Tuesday. Jamie acknowledges it, but no later delivery appears in this example thread.
REMEMBEREDWITH THE SOURCE ATTACHED
Tuesday → Monday
“Monday works. Thanks for the heads-up.”
Updated deadline, same commitment.Bring the conversation.
Connect your tools or paste a thread.
Check the loose ends.
Review commitments with the source attached.
Make your next move.
Confirm, follow up, or hand it back.
Small details.
Big relief.
Client updates start with work you’ve confirmed. Blockers show what you need before you can move. Scope checks put that “quick favor” beside the agreement. Call briefs catch you up. Follow-up drafts give you the words.
“Could you add
a landing page?”
Agreed scope: a strategy deck and two workshops.
This request may be outside the agreement.
Here’s where you left off.
- Delivered
- Revised strategy deck.
- Waiting
- Analytics access.
- Ask about
- The retainer extension.
All caught up.
In a few lines.
Hi Ada,
This week I sent the revised strategy deck and completed the kickoff agenda.
I’m waiting on analytics access before starting the audit. Once it’s available, I’ll confirm the delivery date.
Analytics access
↓ Needed before
Start the audit
Your commitment. Their next move.
A nudge that knows why.
“Checking whether access is ready after the finance meeting. Once I have it, I can get started.”
A Monday reset.
Review promises due soon, quiet clients, and work that’s stuck. Start the week knowing what needs you.
One shared picture.
Give clients a simple page with agreed next steps, owners, and approvals. Keep both sides in the loop.
A clear “yes.”
Track the deliverable, version, and approval together. See what’s accepted and what still needs changes.
The small things, remembered.
Friday updates. Invoices to finance. No early calls. Keep each client’s preferences with the relationship.
KEEP GOOD WORK COMING.Your next project
Your next project
might know you.
Remember the “let’s revisit this” conversations. Keep retainer renewals in view. Find a useful reason to reconnect with a past client.
A good time
to say hello.
“Once we have a few weeks of data, let’s take another look at the signup flow.”
Beacon’s retainer ends next month. Time to talk.
Works where
your work happens.
Your promises are scattered across tools. Bring the important bits together.
Gmail
Find commitments and changed plans in client threads.
Outlook
Keep incoming messages and your replies in context.
Fathom
Turn call transcripts into commitments to review.
Google Calendar
Get the client brief before your next meeting.
Drive & Docs
Keep the agreed scope beside new requests.
Slack
Catch promises in selected client conversations.
Zapier & webhooks
Bring updates from the other tools you use.
Stripe
Keep payment updates with the client relationship.
Choose what to connect. Check the suggestions. Stay in charge.
A small price for
less on your mind.
One plan. Start with a free 14-day trial.
14 DAYS FREE
Freelancer CRM
$9/month
Billed monthly. Or $79/year—save $29.
- Client commitments & forgotten promises
- Scope, blockers & approvals
- Updates, briefs & follow-up drafts
- Your clients and tools, together
Good questions.
Is this built for someone working solo?
Yes. It’s built for independent marketers, consultants, fractional specialists, and writers keeping multiple client relationships moving.
How much does it cost?
$9 per month, or $79 billed annually. Start with a free 14-day trial.
Does the AI make decisions for me?
It suggests commitments, flags possible scope changes, and prepares drafts. You inspect the evidence, confirm the details, and decide what happens next.
Can I see why something was flagged?
Yes. Suggestions keep the source conversation or agreed scope attached, so you can check the words, correct a detail, or dismiss something you’ve already handled.
Does it send messages on my behalf?
Updates and follow-ups are drafts. You review the wording and decide what to send. The relationship stays yours.
Do I need to move my whole workflow?
Start with one client and one conversation. Connect the tools you use, or paste a thread. Keep using your existing tools for writing, design, delivery, and invoicing.
Go make promises.
We’ll help you keep them.
Give it a try. 14 days free. $9/month or $79/year after your trial.