Managed Website Service
A professional website, built, hosted and looked after for you, with business email.
- Fully managed, so you never touch the technical side
- Designed around your business
- Your own domain
£50 a month
CRM for freelancers
CRM for Freelancers: Run Your Freelance Business Smarter
Simple client management that helps you win more work and deliver better service.
CRM
From £100 a month
30-day free trial. No per-seat charges.
- Contact management with notes and history
- Deal pipeline with your own stages
- Email campaigns and marketing lists
- Online booking and embeddable forms
- Workflow automations
- Lead attribution
The challenges you face
What tends to get in the way for freelancers.
- Juggling multiple clients and projects
- Finding new clients while delivering current work
- Keeping track of communications across email and messaging
- Following up on proposals and quotes
- Remembering client preferences and history
- Managing your time between billable work and admin
How Kabooly helps
What changes once your enquiries and clients live in the CRM.
- All clients and prospects in one organised place
- Deal pipeline tracks proposals to projects
- Notes and history for every client interaction
- Quick email templates for common responses
- Lead attribution shows where clients find you
- Simple enough to use without eating into billable time
How a freelance business runs in Kabooly
Not a feature list. This is the setup most freelancers end up with.
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Pipeline stages that match a freelance month
Stages are yours to define. Most freelancers land on Enquiry, Call Booked, Proposal Sent, Won, Lost, and Delivered. The deals report turns the vague feeling that things are quiet into an actual number you can act on three weeks earlier.
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Every past client in one place, not five inboxes
Contacts carry tags and custom fields, so you can tag clients by service, sector and how they found you, and pull a list of everyone you worked with last year without digging through old email threads.
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One enquiry form instead of six inboxes
Build the form, embed it on your site and link it from your profiles. Submissions create contacts and can start an automation, so work enquiries stop arriving in three different apps and getting answered in none of them.
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Intro calls booked around your deep work
Set up a booking type for an intro call, restrict availability to the afternoons you are willing to lose, and publish the booking widget. Kabooly sends the reminder email before the call automatically.
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Knowing where the good work comes from
UTM parameters are captured on form submissions, and the tracking and attribution reports show what actually produced enquiries. Most freelancers discover the effort they enjoy least is not the effort that pays.
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A quiet month you can do something about
Marketing lists, email templates and campaigns are built in, so the note to past clients about availability next month goes out properly, from your own sending domain, with unsubscribe handled.
Three automations worth building in your first week
Each of these is a trigger, an optional wait, and an action. Nothing to code.
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The enquiry that gets a reply mid project
When a form is submitted, send an email covering your usual lead time, roughly how you price, and a link to book a call, and create a task to follow up. Head down on a deadline is exactly when enquiries go stale.
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The proposal that went quiet
When a deal moves to your Proposal Sent stage, wait four days, then send a short, unembarrassed nudge. Freelancers lose more work to their own reluctance to chase than to price.
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The client who has not been back
When a deal is marked lost, wait three months, then send a brief email. Budgets get refused in March and approved in June, and nobody tells you when that happens.
Freelancers do not lose work on ability
They lose it because a proposal sat in drafts for four days, an enquiry got buried under client work, or an invoice went out three weeks late and the budget had already moved.
The usual objection to a CRM is fair: it sounds like overkill for a business of one, and you can hold your whole client list in your head. The problem is not capacity, it is timing. Freelance income is lumpy, and the gap between projects is precisely the period when you have no pipeline, because you were too busy delivering to keep one warm.
Six things go wrong repeatedly, and all six are follow up rather than talent.
- Proposals sent but never followed up, then quietly forgotten by both sides
- Scope creep agreed verbally, never written down, then disputed at invoice time
- Invoices raised late, or raised on time and never chased when they go past due
- Past clients who would rehire in a heartbeat but have not heard from you in a year
- Enquiries from your website or a referral sitting unanswered for days
- The project where the deposit terms lived only in your memory
The rate field matters more than it sounds. When you quoted a day rate eight months ago, the system should remember it, not you.
Working solo does not exempt you from any of it
The moment you hold client contact details and notes, you are a data controller with obligations. It is not onerous for one person, but it is not nothing.
- UK or EU data hosting
- Encryption at rest and in transit
- A written Data Processing Agreement
- Only keeping what the work actually needs
- Being able to export or delete a client record on request
- Marketing consent recorded rather than assumed from past work
What you can ignore, and what the pricing tiers are built on: multi stage B2B deal forecasting, territory and quota management for the staff you are not hiring, AI lead scoring, and marketing automation suites with landing page builders you will never finish configuring.
If a demo opens with pipeline velocity dashboards and per seat pricing, you are looking at the wrong category. The thing to avoid is an enterprise platform with a starter tier that you grow into a much larger bill.
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Contact Management
Keep all your customer information in one place, accessible to your whole team.
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Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
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Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
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Workflow Automations
Automate repetitive tasks with visual, trigger-based workflows.
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Booking System
Let clients book appointments directly with you, synced to your calendar.
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Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
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CRM Starter
Perfect for small teams getting started with CRM.
£100 a month
- 1,000 contacts
- 3 team members
- 5 marketing lists
- 10 email templates
- 10 active deals
- 3 forms
- 3 automations
- 3,000 emails per month
- All core features
- Email support
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CRM Professional
For growing businesses that need more capacity.
£200 a month
- 7,000 contacts
- 10 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 10 forms
- 10 automations
- 10,000 emails per month
- Everything in Starter
- Priority support
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CRM Enterprise
For larger teams with high-volume needs.
£500 a month
- 30,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- Unlimited automations
- 100,000 emails per month
- Everything in Professional
- Priority support
Start your 30-day free trial
Every account starts with a free trial and moves up a plan as you reach its limits.
The bundle
Also for freelancers
Get the website, Marketing and the CRM together for £100 a month.
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Marketing
Adverts for Facebook, Instagram and Nextdoor, written and designed around your business.
- Advert text in your tone of voice
- Images sized for Instagram, Facebook and Nextdoor
- Your logo and brand colours picked up from your website
£40 a month
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All three
£100 a month
The CRM plus the other two, for one monthly price.
Get the bundle
Questions from freelancers
Can I track proposals and projects in one place?
Yes, use the deal pipeline to track opportunities from initial enquiry through proposal to active project. See at a glance what needs attention and what's in progress.
How do I manage multiple clients at once?
Each client has their own record with full history, notes, and communication. Filter and search to find what you need quickly, even when juggling many projects.
Can I see where my best clients come from?
Lead attribution tracks how clients find you. Know whether they came from your website, LinkedIn, referrals, or other channels, so you can focus on what works.
How do other freelancers use Kabooly?
Freelancers typically use Kabooly to track leads and proposals, store client details and project notes, follow up on quotes, and stay organised across multiple clients.
Is it quick to use between billable work?
Kabooly is designed to be simple. Most freelancers are comfortable with the basics within an hour. It saves time rather than creating more admin.
Can clients book time with me directly?
Yes, share your booking link for discovery calls or project meetings. Set your availability and let clients schedule without the back-and-forth of emails.
How do I remember details about each client?
Add notes to client records after every interaction. Store preferences, project history, and important details. Everything is searchable and accessible.
Can I send professional emails to past clients?
Create email templates for common communications, or build marketing lists to reach out to past clients about new services or availability.
Is a CRM overkill for one person?
It sounds like it, and the real answer is about when rather than how much. Your client list fits in your head. What does not fit is remembering, during the week you are hardest at work delivering, which three proposals are unanswered and which invoice is now five weeks overdue. The quiet month is caused by the busy month, and a CRM is what keeps the pipeline warm through it.
What pipeline stages work for freelance projects?
Enquiry, proposal sent, project active, delivered, invoiced, paid. Six stages that mirror how the money actually moves. The two that earn their place are proposal sent, because that is where work silently dies, and invoiced, because an unchased invoice is a loan you did not agree to make.
Where should rates and scope live?
On the client record, as fields rather than in a document somebody has to find. Day rate as quoted, what was in scope, and what the deposit terms were. Those three are the source of every awkward conversation at invoice time, and all three are things you will not reliably remember eight months later.
Do GDPR rules really apply to a freelancer?
Yes. Being a business of one changes nothing about being a data controller. In practice it is light work: use a tool with UK or EU hosting, encryption and a written data processing agreement, keep only what you need, and be able to hand over or delete a client's record if asked.
How is this different from what a small team needs?
A freelancer's pipeline runs on referrals, repeat clients and inbound enquiry, so the emphasis is on speed of reply and on not losing dormant clients. A team's emphasis is on handover: making sure anybody can pick up a relationship cold. If you are solo, ignore everything sold on collaboration and buy on response time instead.
CRM for freelancers, from £100 a month
Or get the website, Marketing and the CRM together for £100 a month.