I started freelancing seriously at the end of 2019. I have about five clients already, but the work isn’t regular and I’ve already finished most of their projects for them. Reaching out to multiple clients has left me with a lot of names to remember and a lot of projects to keep track of, so I’ve set up a CRM system.
I’m using Dolibarr 10.0.5 which I installed through the Softalicious Installer. So far it’s helping me keep track of my prospects and exisiting client, and remindng me when to chase up on leads. I looked at a number of paid and free solutions before deciding on this one, a close contender was Flowlu, however I am not currently earning enough from my freelance work to justify it at this point.
I am still getting used to Dolibarr but so far it’s proved perfect for what I needed it to do. It also has billing and financial tracking capabilities – I use alternative solutions for this at the moment, but will see how easy these are to integrate later in the year.