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💻 Create Freelancer CRM with AI

Lightweight CRM for freelancers. Track clients, projects, invoices, and follow-ups in a single workspace.
  • Pre-built workflows
  • Edit every field
  • Multiple project views
  • Share + clone
STATUS · LIVE
v1

01 / Foundation - roots anchor data

Freelancer CRM

Lightweight CRM for freelancers. Track clients, projects, invoices, and follow-ups in a single workspace.

Start with AI
// roots anchor data · the workspace remembers · reflexes emerge

A lightweight CRM designed for freelancers and solo consultants. Track clients, active projects, sent invoices, and follow-up tasks in a single Taskade workspace.

What's Included

  • Client Database: Contact details, project history, and communication log
  • Project Tracker: Active and completed projects linked to clients
  • Invoice Log: Sent invoices with payment status tracking
  • Follow-Up Tasks: Automated reminders for client check-ins
  • AI Agent: Drafts follow-up emails and identifies clients due for outreach

How To Use

  1. Clone this template into your workspace
  2. Add your clients with contact details and project history
  3. Track active projects in Board view
  4. Use the AI agent to draft follow-up emails
  5. Set up automation triggers for payment reminders

Browse more freelancer tools in the Community Gallery.

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